Hormuz Strait traffic tracking day ten: only 3 oil tankers passed, LNG ships have had 0 passes for ten consecutive daysTencent Cloud Intelligent Agent Development Platform announces price increase, some free models converted to formal commercial servicesOil prices soar, this currency unexpectedly becomes a safe havenLAOPU GOLD forecasts that revenue will increase by more than twice by 2025, with net profit expected to exceed 4.8 billion yuan | Financial Report InsightsMiddle East conflict disrupts 9% of global capacity: LME aluminum prices surge to a 4-year high, supply crisis intensifiesQatar's LNG export interruption reaches the longest since 2008, Asia and Europe start a "gas grab" battleHow to grasp the winners of the AI competition? The NASDAQ is fundamentally superior to the S&PThe six-seat version of the Tesla Model Y is about to land in the South Korean marketORCL (Trans): AI biz. GPM at 32% this quarterUnderstanding the Market | JD INDUSTRIALS rises over 7%, with stock price increasing by 30% over the past 4 trading days; Citibank is optimistic about its accelerated revenue growthBet-the-company for survival: Did ORCL's AI bet pay off?---Set the upper limit on the U.S. Treasury General Account (TGA)? Will Waller "taper" like this?Jensen Huang rarely posts: AI is an important force reshaping the world, a foundational infrastructure like electricity and the internetPIMCO: The U.S. labor market data for February is weak, and two rate cuts are expected this yearUnderstanding the Market | XPENG-W rose nearly 7% as the G6 Super Extended Range version officially launched, with the new car equipped with the second-generation VLA intelligent assisted driving systemGuosheng Securities: Maintain "Buy" rating on XPENG-W, VLA 2.0 large model, large computing power, and big data all perform smoothlyCICC: Maintains Tencent Holdings' Outperform Rating with a Target Price of HKD 700"The Big Short" predicts that the U.S. will face a "major recession" next yearIn addition to releasing strategic oil reserves, the United States has "six major moves," but if the Strait of Hormuz is blocked, the "impact will be limited."Understanding the Market | Tencent Holdings opened over 4% higher, reported to be developing a new AI intelligence system for WeChatThe Hang Seng Index opened up 0.59%, and the Hang Seng TECH Index rose 0.87%Oracle Conference Call: Signed a $29 billion deal, AI infrastructure "does not consume its own cash flow," "we are the disruptors of SaaS"The US-Iran conflict ignites the market, with several top hedge funds facing losses of hundreds of millions of dollarsThe IEA plans to propose the release of record oil reserves, G7 leaders hold an emergency conference call, and oil prices may face a third wave of severe fluctuations tonight?Amazon will invest AUD 750 million to build a robotic logistics distribution center in AustraliaTesla's Vice President of Finance, Parani, will be leavingThe Trump administration has become the "source of volatility," and oil prices have taken another "roller coaster" rideThe busiest day in the history of U.S. corporate bonds! Amazon leads with a bond issuance of $50 billionHistoric financing for AI gamble "blood transfusion"! Amazon plans to raise nearly $50 billion through bond issuanceGoogle releases its first native multimodal embedding model, Gemini Embedding 2The specter of stagflation reappears! As Waller takes the helm of the Federal Reserve, the U.S. economy may face a "perfect storm" with the interest rate path undecidedKey inflation data is about to be released, and the Federal Reserve's policy outlook is facing a test as the market lowers interest rate cut expectationsCITIC Securities: Geopolitical disturbances continue, inflation expectations suppress precious metal pricesAfter meeting with key Republican Senator Thom Tillis, he praised Walsh but still refused to lift the personnel blockade on the Federal ReserveMusk advances the vision of "super app": X digital payment system to begin early testing next monthU.S. key Republican Senator Tillis does not oppose the initiation of the nomination process for Fed Chair Waller, but will still obstruct the voteOracle's adjusted revenue for the third fiscal quarter was $17.19 billion, while analysts expected $16.89 billion. The cloud revenue (IAAS + SAAS) for the third fiscal quarter was $8.9 billion, with analysts expecting $8.84 billionMeta acquires the highly anticipated AI robot social networkAmazon plans to issue bonds to raise at least $37 billion, potentially ranking among the largest corporate bond issuances in historyAnthropic launches a midnight bloodbath in the $50 billion industry! The doomsday of code auditing has arrivedNVIDIA will provide 1 gigawatt of computing power AI chips to OpenAI competitor Thinking Machines LabsNIO (4Q25 Trans): Confident in FY26 volume growth of 40-50%Amazon plans to hold an internal "deep dive" meeting to address the downtime issues related to artificial intelligenceFarewell to the 'Grim Reaper': Is NIO back in the driver's seat?Meta acquires the AI-powered social network MoltbookAmazon's epic bond issuance shocks the market! Record-breaking AI arms race reignites the debate on the "AI bubble"Amazon plans to issue bonds with a scale between $37 billion and $42 billionGoldman Sachs traders: Avoid this round of rebound, as greater market risks have yet to dissipateTaiwan Semiconductor's revenue surged 30% due to demand for artificial intelligence