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2026.03.25 03:29

☕️ Daily Market Talk | Mar 25, 2026

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🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Iran deal close. Arm making chips. Xiaomi profitable. SG inflation rising. One post to catch up. Comment & earn Task Coins! 👇

💬 Today's 3 Big Questions

1. Trump says US-Iran deal "very close" — 1-month ceasefire proposed — Oil to pull back? How are you positioning?

2. Arm enters chipmaking, lands Meta & OpenAI orders — Game-changer for AI hardware or too late to challenge Nvidia?

3. Circle plunges 20% (record drop), Robinhood launches $1.5B buyback after -40% YTD — Crypto plays broken or buying opportunity?

👇 Drop your take, click "Repost" & earn 288 Task Coins ✨
🚫 NO duplicates or similar content
Deadline: 25 Mar 2026, 11:59 PM (SGT)

📊 Quick Market Recap

🇺🇸 US Markets

  • Trump says US-Iran deal "very close" — reports suggest a 1-month ceasefire and 15-point peace plan. Oil could pull back if deal materializes.
  • $微軟(MSFT.US) leases Texas data center previously targeted by Oracle/OpenAI, partners with Nvidia on nuclear power for AI.
  • $Arm(ARM.US) enters chipmaking, already securing orders from Meta and OpenAI — direct challenge to Nvidia's dominance.
  • $Circle(CRCL.US) plunges over 20% — biggest single-day drop ever.
  • $Robinhood(HOOD.US) launches $1.5B buyback after stock fell nearly 40% this year.
  • $Mobile-Health Network Solutions(MNDR.US) acquires land for 25MW AI data center in Malaysia — expanding into data center infrastructure.

🇭🇰 Hong Kong & China Markets

  • $小米集團-W(01810.HK) hits record revenue of 400B RMB in 2025, adjusted net profit +44%, auto business turns profitable for first time.
  • $南方兩倍做多海力士(07709.HK) SK Hynix plans US ADR listing this year — expanding investor base.

🇸🇬 Singapore Markets

  • Singapore Feb core inflation rises to 1.4% (from 1.0%), driven by services, food, retail. Analysts expect possible MAS tightening in April.
  • $新加坡航空公司(C6L.SG) launching Sydney red-eye flights to new 24-hour airport — bypassing curfew, improving connectivity.
  • $騰飛房地產信托(A17U.SG) details $590M funding for Japan & Singapore acquisitions — units trading again after suspension.
  • $星獅集團(F99.SG) Malaysia CEO to retire in September.
  • $新翔集團(S58.SG) Q3 revenue +8.0%, profit +20.4% on operating leverage.
  • $豐益國際(F34.SG) FY25 revenue +4.5%, profit +20.6%, net leverage down to 0.91x.

📅 Earnings Today

Company

Sector

$快手-W(01024.HK)Short video, e-commerce
$泡泡瑪特(09992.HK)Consumer, collectibles
$金山雲(KC.US) $金山軟件(03888.HK) $金山雲(03896.HK)Software, cloud
$拼多多(PDD.US)E-commerce, Temu

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