Morning News SummaryWill it exacerbate the global chip shortage? On March 18, Samsung's union initiated a strike voteTencent is reportedly returning to the Paramount acquisition of Warner Bros. with new fundingTencent QClaw has launched internal testing: supports direct connection on both WeChat and QQUnderstanding the Market | LINGBAO GOLD rises over 11% against the trend and is included in the Hong Kong Stock Connect list starting todayHow important is peace for business? The threat of war in Iran jeopardizes $300 billion in AI investment in the Middle EastGlobal Optical Communication Conference (OFC 2026) Preview: Scale-Across Gives Rise to a New Super Cycle of Optical ModulesU.S. Secretary of Commerce Gina Raimondo and Intel CEO are being sued for the company's sale of a 10% stake to the U.S. governmentStagflation, deficits, and hedging: U.S. Treasuries face a complex trading dilemma, Wall Street's investment logic shifts from interest rate cuts to warfareAt the JP Morgan conference in South Korea, SK Hynix: The memory upcycle is expected to last longer than anticipatedJP Morgan interprets the Middle East situation: The baseline scenario remains a "short-term conflict," but investors need "specific conditions" to re-enterClaude "Big Red and Purple"Reaching the highest level in nearly three years! China's February CPI year-on-year increase expanded to 1.3%, while the year-on-year decline of PPI continued to narrow to 0.9%Goldman Sachs initiates coverage on BUSYMING and Wanchen, stating that discount stores are undergoing "structural changes" in Chinese retailUnderstanding the Market | Gold Stocks Drop Collectively as Strong Dollar Pressures Precious Metals, Spot Gold Falls Below $5,100Finally, the Gulf Oil Crisis has arrived!China's February CPI year-on-year is 1.3%, previous value 0.2%. China's February PPI year-on-year is -0.9%, previous value -1.4%The Hang Seng Index opened down 2.65%, and the Hang Seng Tech Index fell 3.79%"Under the stimulus of 'lobster': In the first two months of the year, MiniMax's annual recurring revenue (ARR) grew by 50%, and the usage of the M2 model Token increased sixfoldZhitong Decision Reference | Energy is the top priority, electricity and computing power are the preferred directions for competitionNext week's key agenda: China and U.S. CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATLGoldman Sachs: If oil prices hold at $77, CPI will jump to 3%CITIC Construction Investment: Surge in Oil Prices Reshapes Asset PricingThe first lobster large model ranking is here! Two domestic AI models have entered the global top three, a must-read for shrimp farmingOil Supply Shock: The Iran War Exceeds the Past Russia-Ukraine ConflictGoldman Sachs: Middle East tensions unresolved, speculators heavily betting on a correction in US stocksCrude oil futures surged over 20%, U.S. stock futures and gold fellThe Rise of 'Agent AI': A Comeback for CPUs?Shorting ETFs and the fear index are soaring! Goldman Sachs exposes the "false calm" of the U.S. stock market, which is actually extremely fragileDongwu Securities: Beware of the chain reactions brought by the "prolonged conflict" and recommend three response paths for technology + energy positionsA New Era of Energy Security: Reassessing the "Three Oil Giants"?If the U.S. really wants to suppress oil prices, there is "almost only one way": the Strait of HormuzMiddle East crude oil "production halt wave": UAE and Kuwait announce production cutsEverbright Securities: How to view the significantly lower-than-expected non-farm data in February?CITIC Securities: Why Non-Farm Payrolls Saw a Significant Shift to Negative in New EmploymentGoldman Sachs' judgment: Claude Cowork becomes the first "trusted case for agency workflow," OpenClaw demonstrates the future direction of human-computer interactionThe United States announced a conditional easing of sanctions related to gold trading with Venezuela! The acting president of Venezuela stated that they will accelerate the process of the U.S. acquiring Venezuelan minerals, including gold and rare earths, at a "Trump-like speed."What if there is a 20% pullback? Goldman Sachs: Korean stocks will reach new highs after consolidationThe real oil price shock! The "production halt wave" in Middle Eastern crude oil is about to arriveIn January this year, the "AI programming star" Cursor, which is "full of glory," discovered that the market may be goneWhen will the global market correction end? Will the "2020s market" replay the "1970s" stagflation script?Goldman Sachs "tears up the report": If the Strait of Hormuz does not "recover as scheduled" in the coming days, the "huge upside risk" for oil prices will rapidly expandInvestment bank report "causes trouble again," Besant angrily criticizes JP Morgan, which claims that U.S. ship insurance "is insufficient to cope with Iranian risks."Mengniu is still waiting for an industry turnaround: profitability slightly declines, asset clearance continuesDon't just focus on Iran, the U.S. private credit crisis is gradually re-emerging like the "subprime mortgage crisis."Oil prices break through the $90 barrier! The outbreak of war in Iran ignites inflation concerns, traders flock to TIPS for hedgingThe People's Bank of China has increased its gold holdings for the 16th consecutive month