Braking Hard After Doubling Performance, POP MART Bids Farewell to the Era of "Hit Product Leverage"The Cost of High Interest Rates? Fed Suffers Losses for Three Consecutive Years, Cumulative Deficit Exceeds $200 BillionFertilizer Supply Disruptions Could Lead to Record Inflows in US Agricultural ETFs?The Federal Reserve's "shrinking" dilemma: Top economists outline a balance sheet reduction roadmap for Waller, with reforms potentially taking up to 5 yearsNVIDIA-supported startup Reflection AI is negotiating a $2.5 billion financing, with the company's valuation expected to reach $25 billionHong Kong Stocks Intraday | Three Major Indices Decline Collectively, QuantumPharm Rises 3.96% Against the TrendDriven by high-end positioning and physical AI, Xiaomi accelerates into a new cycle of value transformationUBS: Microsoft Office software outlook needs improvement to boost stock price, lowers target price to $510JPMorgan Traders End “Bearish U.S. Equities Trade,” Shift to “Neutral,” Explore “Possibility of Going Long Gold Again”Long or Short Both Difficult! Nomura Strategist: "Current Macro Volatility Carries Career-Level Trading Risk", Goldman Analyst: "Cash is King""Victim" of the Iran War: Heavily Invested in Gold and Copper, Renowned Hedge Fund Caxton Suffers $1.3 Billion Monthly Loss, Net Value Plummets 15%Is SpaceX Worth $1.75 Trillion?Morgan Stanley sounds the "bull trap" alarm: the market underestimates the negative impact of the Middle East war on the economy, and the dollar's upward trend is difficult to sustainReport Says Trump Team Assessed $200 Oil Price Extreme Scenario, but White House Denies"AI Doomsday Theory" author issues another warning: Don't give up on interest rate cut bets! The Federal Reserve will ignore the impact of oil pricesBreakfast | Three Major US Stock Indexes Close Higher, Most Chinese Concept Stocks RiseGoogle Launches Lyria 3 Pro Music Generation Model, Capable of Creating Tracks Up to 3 Minutes LongFederal Reserve Warns: Legalization of Sports Betting is Significantly Eroding Credit Health of American YouthOn March 24th, Li Auto-W spent USD 1.8809 million to repurchase 210,500 sharesReminder: Key Events to Watch Today (All times are Beijing Time)Trillion-dollar market value evaporated! Copilot's performance fell short of expectations, and Microsoft's stock price faced the worst performance since the 2008 financial crisisUnder the Hormuz Blockade, Saudi Arabia "Changes Course to Survive," Red Sea Port of Yanbu Exports Nearing 5 Million Barrels TargetGoogle Releases KV Cache Compression Technology, Impacting Storage Demand Expectations, US Storage Stocks Plunge CollectivelyMeta and Google found liable in social media addiction caseTop 20 U.S. Stock Trading Volumes on March 26: Intel and AMD Plan to Increase CPU Product PricesAmazon AWS's promising outlook drives stock price increase, Citigroup raises its target price to $285Intel and AMD supply constraints put pressure on PC and server manufacturersMeta increases investment in AI while conducting layoffs, shifting investment focus to AI infrastructureSubprime Shadow Reappears? MFS and Tricolor Successive Defaults, Barclays Tightens Asset-Based LendingAchieves Annual Profitability for the First Time! BeiGene Reports 2025 Net Profit of $287 Million, Revenue Surges 40% to $5.34 Billion | Earnings WatchPDD (Trans): Still in long-term strategic investment mode50% Chance of Ceasefire, Goldman Sachs Divides Investors into Three Camps, Saying "It's Too Early to Celebrate"Meta Platforms launches a new round of layoffs involving the sales and Reality Labs departmentsMeta will cut hundreds of jobs in Reality Labs, Facebook, and other departmentsKuaishou (Trans): Ramp AI investment this year; flexible on buybacks and dividendsPDD: Has the Maverick Gone Mediocre?---Google DeepMind collaborates with Agile Robots to expand its robotics businessGoogle released a new algorithm aimed at reducing memory usage, causing storage concept stocks to fall, with Sandisk dropping by as much as 8%Meta was fined $375 million in a child safety case after a jury found it violated consumer protection lawsFederal Reserve Quarterly Survey: US Oil Prices Expected at $74/Barrel by Year-EndCiti Strongly Supports CPO: Four Core Component Markets to See Exponential Outburst in 2027-2028SLB and NVIDIA expand AI collaboration to promote large-scale applications in the energy sectorChina Concept Stocks Index rises over 2.2%, CQQQ up 4.2%, GDS, JD.com, and VNET up over 5%, Alibaba up over 3%Pop Mart: Revenue Surges, Shares Plunge — Who Got It Wrong?
---So-Young's "Heavy Asset Game" Awaits Its Moment of ProfitabilityGold ETFs lead the decline, with commodity ETFs experiencing a record outflow of $11 billion in a single monthTrump Hints at Progress in US-Iran Negotiations, Japan and South Korea Stocks Rise Over 3%, Gold and Silver Rebound, Oil Prices Widen DeclineWPS Accounts for 60% of Revenue: Is KINGSOFT Moving Beyond Its "Game Dependency"?Facing the Seedance2.0 Challenge? Kuaishou's Keling Aims to Double Revenue Within the Year