HK, US stocks top stories
The U.S. February PPI annual rate recorded 3.4%, reaching a new high since February of last yearHTHT (Trans): Continuing to pursue brand-led, high-quality growth
---HTHT: After the reset and rebound, how long can the poster-child status last?
---Federal Reserve: Raises U.S. GDP growth forecast, raises PCE inflation expectations for this year and next, raises unemployment rate forecast for next yearAmazon Stock Investors Just Got Fantastic News From CEO Andy JassyHSBC: The stock market is pricing in a "recession" rather than "stagflation," and there are oversold opportunities in emerging marketsAluminum prices hit a four-year high! Middle East conflict disrupts supply, analysts target the $4,000 markTencent conference call: Pony Ma discusses the concept of "shrimp farming" for the first time, this year's AI investment will at least double, and intelligent agents will foster a new decentralized ecosystemThe Bank of Canada remains steady, clearly "seeing through" the short-term oil price shock and focusing on the risks of economic downturnPPI unexpectedly rises, impacting the market; the Federal Reserve may abandon interest rate cut expectations this yearAffected by oil prices and PPI, bond traders have lost confidence in the Federal Reserve's interest rate cut outlook for 2026Tencent (Trans): Sees clear opportunity to ramp up AI investment, expects impact on margin and buybacksTencent executives interpret Q4 financial report: Actively increasing GPU computing power supplyReport: Trump temporarily exempts the Jones Act, authorizing foreign vessels to transport energy, aimed at stabilizing oil pricesThe Chinese cloud market is experiencing an unprecedented wave of price increases!Focus of the Federal Reserve's March Monetary Policy MeetingPPI unexpectedly strengthened, diverging from CPI, adding uncertainty to the U.S. inflation outlookAfter a 62% surge in stock price this year, Micron faces a major earnings test tonight