Amazon's layoffs in robotics positions signal a strategic move: a $200 billion comprehensive bet on AI computing power, with self-developed AI chips becoming the core of cost reductionCITIC reviewed eight Middle Eastern conflicts since 1970 and identified four important patterns高盛 “逆市看涨” 的逻辑：霍尔木兹海峡将在 5 天后恢复流通，两周内恢复 70%，四周后恢复 100%The cryptocurrency market has finally witnessed a sharp decline in the Korean stock marketAs memory prices soar, Apple launches a "price war"From Inference to Training: Meta Announces Upgrade of Self-Developed Chip Strategy, CFO Says Custom Chips are the "Core Pillar"Breakfast | Three major indices rose, with the Nasdaq up over 1%, and cryptocurrencies surgedFederal Reserve News Agency: After Powell, can the Federal Reserve still have independence?Japanese and South Korean stock markets rebound significantlyZhitong Hong Kong Stocks Early Knowledge | Trump officially nominates Waller to serve as Chairman of the Federal Reserve, FTSE China 50 Index adjustment announcementMeta plans to extend its self-developed chips to AI model trainingCITIC Construction Investment's Asset Allocation Outlook for March: Short-term speculation on oil and gold, recommending US tech stocksTop 20 U.S. Stock Trading Volumes on March 5: Tesla favored by Bank of America, called the "leader in the field of autonomous driving"Broadcom's revenue last quarter and guidance for this quarter both exceeded expectations | Earnings Report InsightsTesla gains new confidence from Wall Street, stock price rises accordinglyNVIDIA CEO Jensen Huang rules out the possibility of investing $100 billion in OpenAIFederal Reserve Beige Book: The economy in most regions of the United States is experiencing slight to moderate growth, with sales subdued and inflation moderateTrump officially nominated Kevin Warsh to serve as the Chairman of the Federal Reserve, to replace PowellKraken becomes the first cryptocurrency company to obtain payment access from the Federal ReserveFederal Reserve Governor Michelle Bowman adopts a dovish stance: The situation in the Middle East has not changed the interest rate cut assessment, and the labor market still requires policy supportThe Middle East war exacerbates inflation concerns in the United States, and bond traders reduce interest rate cut betsThe US February ISM Services Index reached a new high since mid-2022, with a rare surge in the backlog of orders index and rising manufacturing costsAluminum prices soar to a new high since 2022, Bahrain Aluminum suspends partial deliveries citing force majeureBroadcom Earnings Preview: AI Revenue May Nearly Double, But Strong Performance May Not Save Stock PriceThe myth of U.S. Treasury bonds as a safe haven is quietly shaking under the weight of war and massive deficitsOil prices have first shown a decline after the outbreak of the US-Iran war: Bessent promises to escort the Persian Gulf, suggesting that more measures are to comeApple releases MacBook NeoLess than 4600 yuan! Apple launches the most affordable laptop MacBook Neo, entering the low-end PC market for the first time with iPhone chipsCathie Wood buys the dip in Chinese tech stocks: significantly increasing holdings in Alibaba, reducing positions in TSMC and BaiduTesla's Berlin factory faces union influence, which may affect operations in the European marketGlobal news you need to know before the U.S. stock market opens on WednesdayNatural gas prices soar by 75%, the EU may reconsider the ban on Russian gas importsMeta quietly establishes a new artificial intelligence engine, advancing towards the goal of "superintelligence."The escalation of tensions in the Middle East forces tech companies to scale back their operations in Dubai, with Amazon, NVIDIA, and Google adjusting their operationsFederal Reserve Governor Michelle Bowman: The policy remains restrictive, leaning towards a 25 basis point rate cut each time until neutralThe NVIDIA craze meets diversification suggestionsU.S. February ADP Employment Quick ReviewIn February, the ADP employment number in the United States increased by 63,000, with an expected increase of 50,000, and a previous increase of 22,000Bessent confirms: Tariffs may be raised to 15% this week!After the release of the February ADP employment figures in the United States, the US dollar index showed little short-term volatilityAfter a month, it surged again. Report: Samsung Electronics Q1 DRAM price increase adjusted from 70% to 100%LNG supply shocks the fertilizer industry, forcing India's urea giants to cut productionImpact Path of the Iran Situation: Rising Inflation → Liquidity Crisis → Supply Chain Restructuring?Beisenet confirms the schedule for tariff increases, as early as this weekU.S. Stock Market Outlook | Futures for the three major indices rise together as safe-haven demand cools and the dollar slightly retreats; Broadcom announces earnings after hoursBenchmarking Apple and Samsung! Xiaomi officially announces its self-developed SoC "annual upgrade" plan, intending to collaborate with Google Gemini to create an international version of the AI assistantATAT: Hotel fandom, retail cash-out — how long can the 'boutique-chic' darling keep winning?---