Toyota has become a price butcherInsulin pump and CGM leader MiniMed lands on the US stock market, but the "Medtronic halo" fails to offset growth concernsMRVL (Trans): Raises revenue guide again; second XPU to enter mass production in FY28---Huawei aims to pave a new path in AI communication: large-scale deployment of U6GHz to start in two yearsUnderstanding the Market | Li Auto-W rose nearly 3% in the morning and will release a dual-wheel robot within the year, mainly for factory manufacturing scenariosCITIC Construction Investment: Intensified efforts in promoting dual carbon goals, focusing on the main lines of carbon market expansion, green hydrogen energy, and new power system investmentsOil prices rise in dollars, stock prices fall! The market begins to "pressure" TrumpSensor Tower: In February, the total revenue of the top 100 Chinese mobile game publishers globally reached $2.18 billion, with Tencent crowned as the championMRVL: ASIC card miss; wins back AI with interconnect.U.S. February Non-Farm Payroll Preview: New Job Expectations Plummet to 50,000, Concerns Hidden Behind the "Stability" of the Labor MarketThe Strait of Hormuz will be closed for another 3 days, forcing 3.3 million barrels of crude oil to be shut down in the Middle East, with Iraq being the hardest hit!Understanding the Market | JD Group-SW rose over 5%, last year's revenue exceeded 1.3 trillion yuan, and active users surpassed 700 millionA new chapter in humanoid robots! Texas Instruments collaborates with NVIDIA to integrate AI and sensors, igniting the "Physical AI" revolutionThe White House faces a dilemma: oil price pain and military priorities, how will Trump respond to the new round of inflation shock?Renminbi "cross-border financing" is soaring!The United States is considering "globalizing" the approval system for AI chip exportsTesla's European sales in February increased by 10% year-on-yearUnprecedented! The United States is set to personally "manage" crude oil futures, with Treasury Secretary Janet Yellen looking to "return to old practices"?Breakfast | Three major indices fell, with chip stocks leading the decline in U.S. stocksOil prices surge, hitting the inflation bottom line: The Federal Reserve's "no rate cut" this year is shifting from an extreme assumption to the mainstream market viewFast charging and the thousand-kilometer range are on the table, BYD has made its stance clearCostco's quarterly profit exceeds expectations, driven by growth in merchandise sales and membership fees | Earnings Report InsightsBlackRock's $25 million loan dropped from "par" to zero in three months, drawing renewed attention to private credit risksRisk appetite reignites, Japanese and South Korean stock markets rebound sharply, with the Korea Composite Stock Price Index soaring 12% triggering a circuit breaker, Samsung Electronics rising 13%, and SK Hynix increasing by 15%Zhitong Hong Kong Stock Early Knowledge | The central bank will conduct a 800 billion yuan reverse repurchase operation on March 6As the list of concerns grows longer, how much longer can storage prices rise?Rising oil prices impact interest rate cut expectations, U.S. Treasury traders' expectations for the Federal Reserve not to cut rates this year heat upThe energy crisis escalates, will the photovoltaic and battery industries become the biggest winners?Reminder: Please pay close attention to the following (all times are in Beijing time)March 6th Two Sessions Agenda Preview: Review and Discuss the Draft Outline of the 14th Five-Year PlanTop 20 U.S. Stock Trading Volumes on March 6: Broadcom CEO Emphasizes Strong Market Demand for Its ChipsCME has lowered the initial margin for its COMEX 100 gold futures from 9% to 7%. The initial margin for COMEX 5000 silver futures has been reduced from 18% to 14%The United States is reportedly planning to extend AI chip export controls globally, with NVIDIA and AMD likely to be impactedNetflix acquires the film and television AI technology company founded by Ben AffleckEuropean debt "darkest hour": War cuts off interest rate cut path, German bond yields record largest weekly increase in a yearBILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Electricals sales to improve in 1H26---Berkshire (BRK., BRK. restarts stock repurchase plan CEO Abel promises to invest all compensation into company stockTo avoid an EU investigation, Meta allows AI chatbots to provide services through WhatsAppJD: Another pullback? Keep calm — a rebound is near!---Meta expands its internal AI training chip development efforts to reduce reliance on NVIDIA and AMDAMD and Meta reach AI partnership, boosting investor confidence with AI collaboration and new processorsBuffett's successor speaks: Berkshire will not adjust its stake in Kraft Heinz for now, supports the company's shift towards product and price investmentBILI: Ads holding up; the platform is in a tough patch---Amazon launches an artificial intelligence platform to automate medical administrative processesNVIDIA stated that it will no longer fund AnthropicSince 2022, Amazon has laid off more than 57,000 employeesThe number of initial jobless claims in the United States last week was slightly lower than expected, indicating a stable labor market