Undeterred by the Middle East conflict, Double Line Capital strongly supports emerging markets: attractive valuations and stable policies are expected to usher in a "virtuous cycle."Hengke evaporated $600 billion, what is the market afraid of?DRAM and NAND soar together! Storage chips become the hardest currency in the AI era, Micron and Sandisk welcome the "AI super dividend"Asia-Pacific Select ETF Southern (159687) rose over 4% in early trading as the Japanese and South Korean stock markets strongly recovered, with constituent stocks continuously benefiting from the storage super cycleAVGO: AI firing on all cylinders; a fiercer rival to NVDA?---The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 1.6%Amazon's layoffs in robotics positions signal a strategic move: a $200 billion comprehensive bet on AI computing power, with self-developed AI chips becoming the core of cost reductionCITIC reviewed eight Middle Eastern conflicts since 1970 and identified four important patterns高盛 “逆市看涨” 的逻辑：霍尔木兹海峡将在 5 天后恢复流通，两周内恢复 70%，四周后恢复 100%The cryptocurrency market has finally witnessed a sharp decline in the Korean stock marketAs memory prices soar, Apple launches a "price war"From Inference to Training: Meta Announces Upgrade of Self-Developed Chip Strategy, CFO Says Custom Chips are the "Core Pillar"Breakfast | Three major indices rose, with the Nasdaq up over 1%, and cryptocurrencies surgedFederal Reserve News Agency: After Powell, can the Federal Reserve still have independence?Japanese and South Korean stock markets rebound significantlyZhitong Hong Kong Stocks Early Knowledge | Trump officially nominates Waller to serve as Chairman of the Federal Reserve, FTSE China 50 Index adjustment announcementMeta plans to extend its self-developed chips to AI model trainingCITIC Construction Investment's Asset Allocation Outlook for March: Short-term speculation on oil and gold, recommending US tech stocksTop 20 U.S. Stock Trading Volumes on March 5: Tesla favored by Bank of America, called the "leader in the field of autonomous driving"Broadcom's revenue last quarter and guidance for this quarter both exceeded expectations | Earnings Report InsightsTesla gains new confidence from Wall Street, stock price rises accordinglyNVIDIA CEO Jensen Huang rules out the possibility of investing $100 billion in OpenAIFederal Reserve Beige Book: The economy in most regions of the United States is experiencing slight to moderate growth, with sales subdued and inflation moderateTrump officially nominated Kevin Warsh to serve as the Chairman of the Federal Reserve, to replace PowellKraken becomes the first cryptocurrency company to obtain payment access from the Federal ReserveFederal Reserve Governor Michelle Bowman adopts a dovish stance: The situation in the Middle East has not changed the interest rate cut assessment, and the labor market still requires policy supportThe Middle East war exacerbates inflation concerns in the United States, and bond traders reduce interest rate cut betsThe US February ISM Services Index reached a new high since mid-2022, with a rare surge in the backlog of orders index and rising manufacturing costsAluminum prices soar to a new high since 2022, Bahrain Aluminum suspends partial deliveries citing force majeureBroadcom Earnings Preview: AI Revenue May Nearly Double, But Strong Performance May Not Save Stock PriceThe myth of U.S. Treasury bonds as a safe haven is quietly shaking under the weight of war and massive deficitsThe "Labubu Freedom" of 3D printing is 迎来 a copyright reckoningOil prices have first shown a decline after the outbreak of the US-Iran war: Bessent promises to escort the Persian Gulf, suggesting that more measures are to comeApple releases MacBook NeoLess than 4600 yuan! Apple launches the most affordable laptop MacBook Neo, entering the low-end PC market for the first time with iPhone chipsCathie Wood buys the dip in Chinese tech stocks: significantly increasing holdings in Alibaba, reducing positions in TSMC and BaiduTesla's Berlin factory faces union influence, which may affect operations in the European marketGlobal news you need to know before the U.S. stock market opens on WednesdayNatural gas prices soar by 75%, the EU may reconsider the ban on Russian gas importsMeta quietly establishes a new artificial intelligence engine, advancing towards the goal of "superintelligence."The escalation of tensions in the Middle East forces tech companies to scale back their operations in Dubai, with Amazon, NVIDIA, and Google adjusting their operationsFederal Reserve Governor Michelle Bowman: The policy remains restrictive, leaning towards a 25 basis point rate cut each time until neutralThe NVIDIA craze meets diversification suggestionsBottom-fishing funds save the day, the technical indicators for the S&P 500 still show yellow lightsU.S. February ADP Employment Quick Review