Under the impact of soaring oil prices, the UK's inflation rate may return to the 5% high, shattering the central bank's hopes for interest rate cuts this yearNvidia Is Investing Billions in These Two Artificial Intelligence (AI) Players. Now They're Joining the S&P 500Trump claims that military actions against Iran may soon end, causing a huge shock in the financial markets and a significant drop in oil pricesReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | Trump claims the war is basically over, three major indices close higher, oil prices fluctuate over 40% during the dayTop 20 US Stock Trading Volumes on March 10: HIMS and Novo Nordisk reached a partnership, stock price surged over 40%Apple delays the release of smart home display devices to wait for the AI assistant to be readyCreating an industry futures "big shark"? Guotai Haitong's futures "hidden agenda"Apple delays the release of its smart home display as the company is waiting for new AI features. Now, Apple plans to launch the smart display later this year. (Bloomberg)AI progress slows product rhythm, Apple delays the release of smart home display, waiting for the new version of SiriCATL (4Q25 Trans): Optimistic on stable unit net profit in 2026
---CATL: Capacity Maxed, Back in Force for the AI Infra EraDuring the trading session, it surged over 6%! Optical communication company Applied Optoelectronics announced that it has received its first 1.6T transceiver order from a hyperscale customerHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformNew York Fed Survey: U.S. Inflation Expectations Remain Stable, Willingness to Voluntarily Resign Drops to Record Lowa16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?Amazon's Zoox expands autonomous taxi testing to Phoenix and DallasTesla opens its first public Tesla Semi supercharging station in Los Angeles"All Win or All Lose" Style of Trading U.S. Stocks: Predicting the Market is Turning Complex Transactions into a Game for EveryoneNvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentThe competitive landscape of AI platforms is quietly changing: Claude's monthly traffic surged by 63%, but Google's moat remains unfathomably deepThe Middle East conflict triggers an energy shock, causing economic confidence in the Eurozone to plummet to negative levelsFrom home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circleU.S. Stock Market Outlook | The declines in the three major stock index futures have narrowed, oil prices surge intensifying inflation concerns, and tonight's G7 emergency meeting will discuss the release of strategic oil reservesABB 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 orders