European natural gas futures prices soared by 50% after Qatar Energy suspended liquefied natural gas productionThe US-Iran conflict suppresses global risk appetite, the blockade of the Strait of Hormuz restricts oil, and foreign capital inflow into Hong Kong stocks hinges on fundamentals --- 0203 Macro DehydrationJP Morgan: PetroChina is the top pick for energy in the Asia-Pacific region, still attractive even at a $60 oil priceWhen the model begins to grow into a platform: MiniMax's turning pointAmazon will invest an additional $21 billion in Spain to build data centers and develop artificial intelligenceAmazon, NVIDIA, and SoftBank invest $110 billion in OpenAI. What are the benefits?Morgan Stanley has listed NVIDIA as the top pick in the semiconductor sector, replacing Micron TechGPT-5.4 is rumored to launch next week! 2 million context window + persistent state, saying goodbye to frequent forgetfulnessOn March 2nd, XIAOMI-W spent HKD 99.9991 million to repurchase 3.0228 million sharesOverseas market explosion, MiniMax's revenue in 2025 increased by 158.9% year-on-year, adjusted net loss expanded by 2.7% year-on-year to USD 250 million, gross margin significantly improved | Financial report insightsUBS: Reiterates Tencent Holdings as the industry favorite, optimistic about the potential of AI intelligencesIf the Strait of Hormuz is completely blocked, will oil prices surge to $200? Deutsche Bank analyzes three scenariosIf the Strait of Hormuz is blocked, tanker stocks may become the biggest winners, while airlines may "bleed" losses?Goldman Sachs: Rising oil prices benefit the GDP of oil-exporting countries but have a negative overall impact on emerging marketsDeutsche Bank: If navigation through the Strait of Hormuz is disrupted, Asia's energy supply will be severely impacted, with Japan and South Korea being the most affected!Substantial halt in navigation in the Strait of Hormuz? At least 40 super-large oil tankers stranded in the Persian GulfHaven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap
---AI turmoil, geopolitical escalation... panic is everywhere, but the most dangerous is private credit?Blue Owl's suspension of redemptions triggers a chain reaction: private credit fund fundraising drops 40% in JanuaryThe impact of the Iran situation has led Indian refiners to focus on Russian oil againExplore the ultimate L4 experience! XPeng Motors-W officially releases the second-generation VLA, promoting the establishment of a new paradigm for intelligent driving in ChinaThe epicenter of the "private credit crisis": the once "hottest" company on Wall Street - Blue OwlIf oil and gas infrastructure is attacked, oil prices may surge to $120! The key moving forward lies in the Strait of HormuzVodafone will collaborate with Amazon to provide satellite internet services to remote areas in Europe and AfricaHong Kong food distributor Billion Group withdraws $8 million US stock IPO planUnder the wave of tax refunds, the Trump administration: application to delay the start of the refund process by about 4 monthsThe snack wholesale sector welcomes another player in the Hong Kong stock market: HUITONGDA NET partners with Snack SelectionGeopolitical conflicts affect tech giants: Amazon's data center in the UAE was attacked and caught fire, putting pressure on the global cloud service supply chainThe valuation skyrocketed to AUD 6 billion in half a year! NVIDIA partner Firmus is sprinting towards a Sydney IPO with a multi-billion dollar orderArk predicts that by 2030, custom chips will account for more than one-third of the computing market, and Amazon will challenge NVIDIA's dominanceThe halo of cryptocurrency fades, and retail investors turn to the stock marketXPENG-W delivered 15,256 new cars in FebruaryFormer Hong Kong Monetary Authority Chief proposed to establish "Capital Connect" and expand the dual counter for Hong Kong Dollar - RenminbiFocusing on the "Physical AI Era"! NVIDIA aims to reshape the communication ecosystem and collaborates with telecom giants to build AI-native 6GAnalyzing the unemployment data of American college graduates, JP Morgan's conclusion: It's not that AI is too strong, but that college degrees are not sufficientUnderstanding the Market | Automotive Stocks Decline Collectively, XPeng-W Drops Over 4%, Auto Manufacturers' February Sales Overall "Cool Down"China is HALO, and the physical entity is the ArkThe Hang Seng Index opened down 1.22%, and the Hang Seng TECH Index fell 1.78%Trump did not "quickly resolve" the situation! Global markets face the "Iran impact," with the focus on "duration."As the situation in the Middle East intensifies, U.S. stocks enter a critical week: Retail giants' earnings reports will test American consumer strength, can non-farm payroll data calm the "red light" warning?Goldman Sachs assesses the "Iran Shock": oil prices rise by $18 per barrel, equivalent to a 6-week closure of the Strait of HormuzThe escalation of conflict in the Middle East stirs global markets! S&P 500 futures drop nearly 1%, oil prices surge by 13% at one point, and gold approaches $5,400Joining forces with giants like Nokia and Cisco, NVIDIA aims to "define" 6G, with the goal of "integrating AI into telecommunications."Next week's heavy schedule: China's Two Sessions, US Non-Farm Payroll, developments in Iran, MiniMax JD Bilibili financial report"Cloud King" has fallen behind? Amazon's "AI strategy": "low cost" is the core, not competing with cutting-edge models, focusing on self-produced chips and customized modelsBerkshire's "new king" states: These four stocks "will never change," implying no further reduction in Apple?Behind NVIDIA's "mysterious chip" – The era of inference begins with "four new trends in computing power"Bank of America Hartnett: "The 'Private Credit Crisis' is a 'Leading Indicator'""Bitcoin serves as a barometer for geopolitical conditions," will the market open on Monday with a return of risk appetite?