Revised oil price expectations again! Goldman Sachs' latest assessment: high oil prices will last longer, and in two scenarios, oil prices will reach historical highsUnderstanding the Market | Non-ferrous stocks lead the decline, Middle East conflict creates a dilemma for central bank policies, metals are sensitive to macro interest ratesTesla partners with SpaceX and xAI to invest $20 billion in building the "Terafab" wafer factory in Austin, analysts say it will drive the integration of AI and the aerospace industryChina Aviation Securities: The media industry will evolve along the dual main lines of "IP assetization" and "AI Agentization" by 2026When Oil Becomes "Gold"In-depth Analysis: The "Capital Internal Circulation" in the U.S. AI CircleCICC: The impact of oil shocks on the United States may be greater than on ChinaAI begins to infiltrate various industries: After "programming automation," AI giants are heading towards "everything automation"Countdown to the ultimatum in the Middle East conflict: This week's inflation data becomes a critical period for the Federal Reserve's "watch and wait" strategy, as the global economy faces a "stress test."Goldman Sachs interprets "How long will the Iran war last": The market has only traded "inflation" and has not yet traded "recession"Next week's heavy schedule: Trump issues a 48-hour ultimatum to Iran, Boao Forum, financial reports from MEITUAN, PDD, and XIAOMIHan Wenxiu: China's independent innovation capability has surpassed the turning point, and external forces are difficult to reverseTCL Li Dongsheng: Chinese enterprises need to enter the "Globalization 3.0 stage"The last LNG tanker from the Persian Gulf is about to arrive at the port, and the global natural gas supply is nearing the edge of a cliffIn addition to the important GTC conference speech, a summary of Jensen Huang's key points from his speech to Wall Street and the internet this weekU.S. Treasury Market "Major Change": "Inflation Concerns" Overwhelm "Rate Cut Expectations"The birth date of the national-level "remote control": WeChat rapidly integrates the anxiety and ambition of lobsterMusk officially announces the construction of the largest chip factory in history: the annual production capacity target is 50 times the current global capacity, with 80% directly serving space missionsWeChat launches official lobster plugin, Tencent Cloud is the first to adaptGoldman Sachs macro traders warn: Central banks have missed the opportunity to stabilize the market, "Energy is driving everything"The Iran war has lasted three weeks, and the U.S. "oil price stabilization" card is "almost played out," with the "futures and spot price spread" of crude oil wideningTesla announces partnership with SpaceX and xAI to build the world's largest chip factoryChatGPT's first "advertising sponsor": the process was "very non-AI", and no data was providedAmerican private credit "burning in a chain": subprime-style packaged financial techniques, absorbing $1 trillion of "American people's pensions"Why "Temporary Exemption for Iranian Oil at Sea"? The U.S. "Forced by Circumstances": Global Crude Oil Buffer is Rapidly DecreasingMicron's EPS will exceed $100 in 2027! Barclays' "super double" forecast far exceeds the market consensus of $54A liquidation with no escape is unfolding! Soaring oil prices shatter interest rate cut fantasies as a cross-asset sell-off sweeps the globeLatest! Karpathy's in-depth interview of ten thousand words: I am anxious about AI addiction, all verifiable fields will ultimately belong to machinesHow H World and Atour Become the Biggest Winners in the Hotel Industry by 2025XPeng achieves its first quarterly profit, planning to invest another 7 billion in physical AI by 2026The U.S. military is deploying 3 warships and approximately 2,500 Marines to the Middle East. Does the oil market still have to wait 3 weeks?Cursor's self-developed new model surpasses Opus 4.6, featuring "price at 10% off," netizens mockingly call it "Kimi 2.5 shell," certified by MuskMicrosoft and other major cloud companies begin signing "mandatory long-term contracts for storage procurement," which will reshape the "storage cycle."The past week has been a reckoning, as global markets begin to face the reality that "the Iran war will not end soon."Gold plummets for a week! The "1983 Great Sell-off" reappears, Middle East "selling gold to raise funds"?Global bond market plummets! The probability of the Federal Reserve raising interest rates in October rises to 50%, U.S. Treasury yields hit a new high, and UK bonds break 5% for the first time since 2008Elon Musk's move ignites the market: What exactly is being purchased with the 20 billion China photovoltaic orders?After being ruled to have misled Twitter investors before the 2022 acquisition, Musk is to pay over $2 billion2020 vs 1970Amazon plans to make a comeback more than a decade after the failure of Fire PhoneAre interest rate cut expectations being "wrongly punished"? Federal Reserve officials speak to stabilize expectations, two board members say a rate cut is still possible within the yearThe return of risk aversion combined with a reversal of interest rate cut expectations has led traders to turn bullish on the US dollar for the first time this yearThe war has impacted the lifeline of energy, with Iraqi oil companies' production dropping by more than 70%, and they are seeking to "exempt" foreign companies. Iran retaliates against the U.S. by calling for "easing sanctions."Top 20 U.S. Stock Trading Volumes on March 21: U.S. Regulators Investigate Tesla's FSD Safety RisksJapan's SoftBank Group: The data center in Ohio, USA will be a $500 billion projectXPeng achieves profitability for the first time, but first-quarter revenue outlook is below expectationsNVIDIA and Amazon have reached a large-scale AI chip supply agreement, with a potential market size of up to $1 trillion by 2027Meta, Alphabet, and Microsoft have been included in the CDX IG Index due to the surge in AI debt