HK, US stocks top stories
Trump leaves allies and foes guessing on endgame for IranAlibaba creates AI tool for companies to ride China agent crazeNvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: ReportBREAKINGVIEWS-OpenAI's AGI chase is tricky concept and contractThe memory super cycle may be hard to sustain? Samsung predicts: DRAM shortage may end before 2028From India to Japan and then to Taiwan, Micron is building a new HBM base in AsiaThe hottest chip research institution! SemiAnalysis founder: The computing power bottleneck has shifted from CoWoS to EUV, with storage consuming 30% of capital expenditureFrom January to February, China's industrial added value above designated size increased by 6.3% year-on-year, with the electronic equipment manufacturing industry growing by 14.2%China's industrial added value above designated size from January to February increased by 6.3% year-on-yearWith the closure of the Hormuz Strait, the world's largest aluminum plant can no longer hold onOil prices surged and then retreated! The "Halk Island Bombing" and the "Hormuz Navigation Signal" clash fiercelyNVIDIA GTC Conference Preview: Integrating Groq Technology to Launch a Major Offensive in Inference Chips, Samsung to Manufacture for the First Time, OpenAI May Become One of the First CustomersThe real war AI–Claude is just the underlying layer, Palantir is helping the U.S. military fightMorgan Stanley: It's not 2008 now, and "private credit" is not "subprime"A question that was hard to imagine a few weeks ago: Will the Federal Reserve's next step be "interest rate hikes"?Reminder: Please pay close attention to the following (all times are in Beijing time)The real American version of "TSMC"? Musk claims Tesla's "AI chip super factory" will start in 7 daysWhy did gold drop after the Iran war? JP Morgan: In the early stages of market turmoil, gold is often sold off first, and then may quickly turn to riseBuckle up! The most significant US-China talks, the monetary policy decisions of the US, Japan, and Europe, the AI conference, and the earnings reports of tech giants are all happening this weekOil Crisis 2.0? This time, the problem may be fuel oilThe market is at a "breaking point"! Goldman Sachs reveals: This week, institutional selling and shorting of U.S. stocks reached "historic levels."ByteDance pauses the overseas release plan for Seedance 2.0, as AI video generation faces questions of copyright ownership againPowell "threatens" the Trump administration: If the investigation continues, he will remain a Federal Reserve Board member until January 2028Space X IPO, Musk wants to learn from "Teacher Ma"