Amazon purchases the Virginia campus of George Washington UniversityWhy does gold react with such volatility in the face of a crisis?Global news you need to know before the U.S. stock market opens on TuesdayPushing the second generation VLA, XPeng bets on both mass-produced cars and Robotaxi for L4 simultaneouslySpring Festival AI Battle Review: Doubao "Wins" Traffic, Qianwen "Occupies" RetentionAfter a year and a half, Trump plans to strengthen his offensive, and Brent crude oil rises above $85 in responseWall Street investment banks ignore the gunfire and inflation, firmly optimistic about the rise of U.S. stocks this yearReport: SK Hynix is exploring new packaging technology for HBM4, aiming for NVIDIA's top performance targetsThe US-Iran conflict reignites "inflation concerns": A surge in oil prices could raise the US inflation rate by 0.7%. Can the Federal Reserve still cut interest rates?U.S. Stock Market Outlook | Three Major Index Futures All Decline, Brent Crude Continues to Rise Approaching $85, Gold and Silver Plummet Amid Inflation ConcernsLME aluminum jumps! Qatar Energy expands production cuts: urea, methanol, and aluminum completely haltedEurozone February CPI rose 1.9% year-on-year, exceeding expectations! Iranian risks drive up oil and gas prices, and market interest rate hike expectations riseHong Kong Stock Review: RepricingOn March 3rd, XIAOMI-W spent HKD 99.9963 million to repurchase 3.1564 million sharesThe Iran crisis raises concerns about stagflation, expectations for European Central Bank interest rate hikes heat up, and the prospect of the Bank of England cutting rates becomes increasingly unlikelyTraders expect a 50% probability of the European Central Bank raising interest rates this yearThe South African stock market has risen for 12 consecutive months, reaching a historic high. Bank of America states that there is still room for growth due to the boost from gold prices and exchange ratesStrong demand for AI, and the U.S. is also looking to develop "ultra-high voltage transmission"?The US dollar makes a strong comeback - but only because there are no other options?Everbright Securities: NVIDIA plans to introduce the LPU solution, and AI inference is expected to extend to the PCB equipment fieldInvestment Paradigm Inflection Point! "New Bond King" Gundlach: Stay Away from Dollar Assets and Private Credit, Gold Bull Market Extends to the Entire Commodity MarketDrone attacks caused damage to Amazon's data centers located in the UAE and BahrainGeopolitical shock triggers broad selloff; AAPL's budget 17e launch props up sentiment｜Daily News Recap
---Following Blue Owl, Blackstone is also facing a redemption crisis, with a net outflow of $1.7 billion from its flagship credit fund in Q1Qatar's production halt + Hormuz blockade, is this natural gas crisis repeating 2022?Are ETFs taking over the US stock market? $350 billion flowed in over two months, with trading volume approaching 40%Understanding the Market | Non-ferrous Stocks Decline Widen, MMG Falls Over 11%, ZIJIN GOLD INTL Falls Over 9%Apple deepens its reliance on Google, handing Siri over to Google CloudEconomists: Global inflation is expected to rise due to the impact of the Iran warUnderstanding the Market | Gold stocks' afternoon decline widens, precious metals retreat after two days of gains, rising oil prices may drag down gold pricesThree data centers of Amazon in the Middle East were attacked by drones, and some services will not be restored in the short termHong Kong Stock Midday Review | Hang Seng Index down 0.29%, volume contraction and consolidation, oil service sector surges against the trend, SHANDONG MOLONG skyrockets 58.82%Power supply constraints and "aluminum replacing copper" stimulate demand, Morgan Stanley is optimistic about the aluminum rally, targeting $3,700!Oppenheimer March US Stock Strategy: Momentum Strategy is Timely, Recommending Stocks like Apple, Alcoa, and Baker HughesThe world's first performance report on large models! MiniMax predicts three major super PMFs for 2026, and AI platform companies are on their wayChallenging ChatGPT and Gemini! Meta tests new AI shopping features to accelerate the "personal super intelligence" strategyAI revolution, restructuring of geopolitical order, weakening of dollar credit -- why the "three major narratives" are gaining prominenceSay goodbye to blind money burning! MiniMax's first financial report "stunned" Wall Street: achieving 131% high growth with low R&D costs, profitability exceeding expectationsIs Nvidia paving the way for the release of the new CPO plan? Heavily investing in optical interconnects, aiming to build "supply protection" for CPOUnderstanding the Market | XPeng-W fell over 4% during the session, the second-generation VLA officially released, February delivery volume declined both year-on-year and month-on-monthShanghai Securities Journal: "The 14th Five-Year Plan" Starts with Development, Looking Ahead to Five Highlights of the National Two SessionsJapanese and South Korean stock markets collectively plummet, U.S. stock futures widen losses, and Japanese government bond yields rise across the boardApple and Google deepen AI collaboration, Siri's computing power demand spurs new managed server modelIn the first quarter, net outflows reached as high as $1.7 billion! Blackstone's flagship private credit fund becomes a "PE barometer"Understanding the Market | Optical Communication Concept Stocks Open Higher Collectively, Nvidia Invests $4 Billion to Enhance Research and Manufacturing of Advanced Optical TechnologiesElon Musk praises Qianwen's new model intelligent densityThe first AI Spring Festival battle, who won?The US stock market is "exceptionally calm." In the face of risks from Iran, is the market waiting or complacent?"Light Interconnection Giant" Credo's Q3 revenue surged by 200%, but declining profit margins raised concerns, dropping over 12% in after-hours trading before turning positive | Earnings Report Insights