MiniMax (Trans): Doubling down on coding, productivity, and multimodal use casesMorgan Stanley's Wilson: Geopolitical shocks cannot stop the bull market; as long as oil prices do not double, the S&P 500 is still expected to rise to 7,800 pointsMiniMax (Trans): Coding, Office, MultimodalGlobal news you need to know before Monday's U.S. stock market opensHow much impact does the war in Iran have? Societe Generale: Oil prices rise by $20, but the impact is "more controllable" than before, and gold remains the most effective hedgeNVIDIA's concentration risk: Approximately 91% of revenue comes from data centersAmazon Web Services: Service interruption announced after Dubai data center was hitNVIDIA collaborates with multiple companies to build a 6G platformNetflix responds to withdrawal from WBD bidding: due to price reasons rather than political factorsNVIDIA's Profit EngineBrent crude oil aims for $120? JP Morgan: Price direction depends on these four major variablesBerkshire firmly at the helm emphasizes long-term holdings such as AppleThe halo of 'America First' fades! U.S. stocks lag behind, funds accelerate flow to European and Asian stock marketsQatar Energy suspends LNG production after attack, European gas prices surge by 50%! Goldman Sachs: Prices could double if the blockade continuesEuropean 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 sufficient