ABB collaborates with NVIDIA to optimize factory robot trainingCATL: Net profit in 2025 is expected to be 72.2 billion yuan, a year-on-year increase of 42.28%; plans to distribute a cash dividend of 69.57 yuan for every 10 shares to all shareholdersCATL's Q4 revenue increased by 36.6% year-on-year, with net profit attributable to shareholders soaring by 57.1%, marking the largest increase in two and a half years. The company plans to distribute 31.5 billion yuan for the whole year | Financial Report InsightsDialogue with HP Indigo's Xu Shun'an: Mining for Gold in the "Low Penetration" Zone of the 15 Trillion MarketIn the Middle East, when a war breaks out, China's wind power orders go crazyTargeting the Pentagon's needs, the Trump family bets on the drone sectorIs the global easing expectation about to end? Oil and gas prices surge reigniting the interest rate hike fire, market bets on Europe turning hawkishWith 76,000 yuan, become a shareholder of ZYBANK, Taobao once again showcases ultra-low price equity auctionsClearing the Fog of Commodities to Understand the Real Market [Dialogue with Pei Fengke, Chen Dapeng, Part 1]The reborn "ancestor of robotic vacuum cleaners" iRobot, how it makes a comeback in the mainlandFully embracing Agent, Tencent is quietly initiating a round of horse racing-level "shrimp farming"Can WeChat raise lobsters now? Tencent released three lobsters in one day, and this final move is a bit ruthlessA complete "AI hardware" ecosystem is growing on OpenClawThe giants are collectively entering the market. After Alibaba and ByteDance, Tencent has also launched its own "Little Lobster"!"Hope to soothe the tense market," Tesla billionaire increases stake in NVIDIAFuel supply in Asia tightens, 5 tankers heading to Europe turn back eastwardCiti: Reiterates JD INDUSTRIALS "Outperform" Rating with a Target Price of HKD 21With a net worth of $13.4 billion, the "Tesla superfan" has twice bought up NVIDIA, holding a position of 2 million shares to firmly resist the AI bubble theoryGlobal Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap
---Samsung and SK Hynix have been selected as NVIDIA's Rubin HBM4 suppliers, with shipments expected to begin in MarchApple raises inventory for foldable iPhone by 20%, Taiwan Semiconductor and Hon Hai receive more ordersUnderstanding the Market | JD INDUSTRIALS rises over 11%, with last year's revenue increasing by 17.4%, officially entering the Hong Kong Stock Connect today2008 déjà vu? The spillover of the private credit crisis may cause the insurance industry to become the first "domino" to fall!Jensen Huang calls on DRAM manufacturers to expand production: buy as much as you canIran's "oil lifeline" - Khark Island, is about to be targeted?Goldman Sachs: Qatar LNG supply disruption exceeds expectations, exports may "drop to zero" until late March, fully recover in MayReleasing oil reserves, canceling tariffs to seize goods, setting price caps on oil... The energy defense battle in Asia escalates!CICC: Google Play reduces commission rates, focusing on game industry content, recommends NetEase-S and Xindong CompanyMiddle East production halt impacts! Oil prices surge 20% to surpass $110, global stocks and bonds suffer double hits, South Korean stocks drop 7%, gold and silver plummetQatar LNG production halt impacts global supply, Morgan Stanley: 2026 natural gas surplus may be "wiped out"Understanding the Market | XPENG-W rose over 5% as the G6 Super Extended Range officially launched, institutions are optimistic about its AI driving capability evolutionMorning 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%