Trump TACO'd, can the market rest assured? UBS: The key is the navigation of the Hormuz StraitTSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap
---Without the State Grid of China, "domestic lobsters" cannot be producedNing Wang's performance is stunning, Wall Street is collectively optimistic: the impact of rising lithium prices is limited, and production expansion is expected to accelerate this yearFor oil prices, apart from the Strait's reopening, "nothing else matters."Forget about tomorrow's CPI! The transmission of rising oil prices to U.S. inflation only began to show in MarchEvery 1 in 4 iPhones is made in India! The entire iPhone 17 series is assembled in IndiaBefore the Middle East war, AI demand remained strong, and Taiwan Semiconductor's revenue in February increased by 22% year-on-yearThis year's return is 44%. Ping An Fund's Lin Qingyuan: The trend of AI remains unchanged, focusing on the layout of AI powerUnderstanding the Market | Lens rises over 6% as reports indicate Apple increases iPhone Fold inventory, company anticipates emerging market 布局Understanding the Market | Alibaba-W rebounds over 4% as reports indicate Qwen management adjustments released; Morgan Stanley previously stated it does not affect investment logicAI startup founded by former Meta Chief AI Scientist Yang Likun raises over $1 billionThe expectation of the end of the Iran conflict boosts the Asia-Pacific market, with South Korean stocks soaring 6%, Japanese stocks rebounding 3%, and oil prices significantly retreatingCitigroup: Tencent WorkBuddy significantly lowers the usage threshold and may become a turning point for AI agents in China!受全球 AI 硬件持续需求推动，台积电销售额增长 30%Alexander Wang leaves Meta? Meta refutes the rumorJP Morgan trading desk: Tactically bearish on US stocks until a clear path is established for the Iran issueTSMC's sales in February were NT$317.66 billion, with a year-on-year growth of 22.2% in February's revenueHong Kong Stock Midday Review | Hang Seng Index rose 1.56% in the morning session, Tencent up 5.72%Understanding the Market | WEIMOB INC rose nearly 9% in the morning, TENCENT WorkBuddy and WEIMOB INC's corporate WeChat assistant are expected to achieve synergistic developmentOil prices exceed $100, how do professional investors hedge?What are the differences between public quantitative and private quantitative?A good start! China's foreign trade growth rate has returned to double digits at 18.3%Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?Is Ning Wang's new cycle still increasing in "gold content"?Understanding the Market | Tencent rose over 3% in early trading, Tencent's version of crayfish WorkBuddy officially launched, Citigroup stated that a significant shift in the domestic AI paradigm has occurredCiti: Maintains Alibaba-W "Buy" rating with a target price of HKD 195Crazy 24 Hours! Oil Prices Stage a "Historic Reversal"AI prediction authority: I still underestimated the speed of AI, achieving "AI research and development automation" by the end of this year is really possibleImportant raw material for chip cooling! The Strait of Hormuz "locks" helium, with 64.7% of South Korea's total imports coming from QatarBreakfast | Three major U.S. stock indices reversed two consecutive declines, with the Nasdaq closing up over 1%Is it another "subprime mortgage crisis" script? Goldman Sachs promotes "shorting corporate loan strategies" to hedge fundsGerman business groups reject Apple's revised app tracking rules and urge antitrust fines against itGoogle invests "one trillion" to build data centers, Musk: Only 10 trillion counts as investmentDelayed again! The new version of Siri is "difficult to deliver," dragging down hardware, and the release of Apple's smart home display has been forced to be postponed until SeptemberCICC: The risk of "quasi-stagflation" in the United States is further intensifyingRobotaxi enters the "ten-minute" mass production era英伟达计划推出开源 AI 智能体平台Under the impact of soaring oil prices, the UK's inflation rate may return to the 5% high, shattering the central bank's hopes for interest rate cuts this yearTrump claims that military actions against Iran may soon end, causing a huge shock in the financial markets and a significant drop in oil pricesReminder: Please pay close attention to the following (all times are in Beijing time)Overnight U.S. Stocks | Trump claims the war is basically over, three major indices close higher, oil prices fluctuate over 40% during the dayTop 20 US Stock Trading Volumes on March 10: HIMS and Novo Nordisk reached a partnership, stock price surged over 40%Apple delays the release of smart home display devices to wait for the AI assistant to be readyCreating an industry futures "big shark"? Guotai Haitong's futures "hidden agenda"Apple delays the release of its smart home display as the company is waiting for new AI features. Now, Apple plans to launch the smart display later this year. (Bloomberg)