Understanding the Market | Gold Stocks Lead in Gains, Precious Metals Liquidity Crisis Temporarily Eased, Institutions Remain Optimistic About Long-term Gold PricesJune Debut? Apple Tests "New AI Siri" with "All-New Interface, Task Completion, Ask Button Setup"Automotive Giant Tests Military Waters! Volkswagen AG in Talks to Convert "Struggling Plant" to Produce "Missile Defense Components"Dongfang Securities: Geopolitical disturbances intensify, optimistic about the continued prosperity of mining machineryAlibaba Marches Upward to the AI Core Chip High GroundQ2 Memory Price Surge "Far Exceeds Expectations," Nomura: "Long-Term Memory Bull Market" Far Outweighs "Short-Term Oil Price Rise""It Used to Be Energy, Now It's Memory!" – OpenAI COO on "AI Bottlenecks"AI "ghost" strikes Wall Street again: Amazon's new tool raises concerns of disruption, US software stocks face heavy lossesSpaceX Plans to File IPO Application as Early as This Week, Targeting June Listing with Potential Fundraising Exceeding $75 BillionEven the Most Resilient Bulls Can't Hold On? Retail Investors "Sell Off" US Stocks for the First Time Since Late 2023Trump Hints at Progress in US-Iran Negotiations, Japan and South Korea Stocks Rise Over 3%, Gold and Silver Rebound, Oil Prices Widen DeclineWall Street "Warns" Trump! Two-Year Treasury Auction "Rarely Miserable," Market Nears "Turning Point"The AI data center chip track adds another strong contender! Arm releases AGI CPU to challenge NVIDIA and AMD, targeting sales of $15 billionThe U.S. pushes for a ceasefire in Iran, boosting market optimism! Oil prices and the dollar both fall, while U.S. stock futures and gold and silver rise in response"Redemption Wave" Sweeps U.S. Private Credit Industry, PE Giants' Stock Prices Plunge Across the BoardThe UK's largest broadband network operator Openreach announced an expansion of its collaboration with Google AIZhitong Hong Kong Stock Early Knowledge | Goldman Sachs warns that high oil prices reduce the possibility of U.S. interest rate cuts, Xiaomi Group-W's adjusted net profit hits a record highCICC: The risk of "secondary effects" is limited, and the probability of global central banks generally raising interest rates is lowReminder: Key intraday focus (all times Beijing Time)Long-term interest rates approach a critical warning line! The 30-year U.S. Treasury hits 5%, and stagflation risks rise againMarch 25th Foreign Market Headlines: Trump claims he is negotiating with Iran, Iran states non-hostile vessels can navigate; Arm will sell its own chips; Microsoft and NVIDIA develop nuclear energy AIProposed Bill May Limit Stablecoin Yields; Circle Skids Nearly 20% in Record Daily DropTop 20 U.S. Stock Trading Volumes on March 25: Microsoft and NVIDIA Collaborate to Develop AI Tools for Nuclear EnergySoftware Stocks Rout Again! Amazon’s New Tools Trigger Chain Reaction; Software ETF Plunges 4%, Year-to-Date Decline Widens to 23%Arm Enters the Fray Against Intel and AMD, First CPU Targets AI Data Centers, Projected Annual Revenue of $15 BillionHAIDILAO, with declining turnover rates, begins to build a stage for its "side businesses"J.P. Morgan Alibaba Investor Day: Company's Long-Term Value Narrative Intact, Valuation Significantly Undervalues Optional ValueThe EU antitrust chief meets with the CEOs of Google, Meta, OpenAI, and Amazon during the AI regulatory reviewApple launches the Apple Business platform to expand the growth space for map advertising and service revenueIncreasing investment in AI computing power layout, Microsoft takes over Oracle and OpenAI's abandoned data center projectBroadcom Executive Admits: TSMC Capacity Shifts from "Near-Infinite" to "Touching Limits"Is the rise in interest rate expectations a precautionary measure or an overreaction? The market and mainstream views are now at oddsHSAI (4Q25 Trans): 2026 shipment guidance raised to 3.0–3.5 mn units---HSAI: Worried About ASP Collapse? 'Tesla Castoff' Goes for Volume---Xiaomi (Trans): Memory Price Upcycle Lasts Longer Than Expected; AI Monetization Still Early---Xiaomi: Heaven to Hell — What Still Anchors Conviction?
---US March Composite PMI Unexpectedly Drops to 51.4; Manufacturing Expansion Accelerates, Services Growth SlowsThe Meta child safety case has been handed over to the jury for trialTesla announces "Terafab" chip plan, initial work will be conducted in AustinOverseas Funds Accelerate Withdrawal, US Treasuries Face Largest Selling Pressure in Six Years!Analysis of TSMC's Top Ten Investor Questions: AI Demand, Capacity Expansion, and Competitive LandscapeWall Street Reviews LAOPU GOLD's Earnings: Performance Far Exceeds Expectations, Company Moving Towards China's First Truly Luxury BrandU.S. stocks lower in early trading: Dow drops 0.7%, most tech stocks downGold Enters Technical Bear Market, Wall Street Remains Bullish: Long-Term Logic Unchanged, Pullbacks Present Buying OpportunitiesGap Group announced that it will launch a checkout feature within Google Gemini, pioneering AI shopping for mainstream fashion brandsBernstein "Pours Cold Water": Musk's Super Chip Factory Needs $5-13 Trillion in Capital Expenditure, "Harder Than Landing on Mars"Amazon's Zoox will launch autonomous taxis in Austin and Miami later this year