Morgan Stanley: Expects the Federal Reserve to delay interest rate cuts, but the cuts may be larger to balance its dual mandateOpen Source Securities: The wave of rental price increases sweeps across the entire market, paying attention to investment opportunities in Tencent Cloud's price increaseThe blockade of the Strait of Hormuz "will become long-term," how high will oil prices rise?Avoid the Middle East! At least 5 iron ore bulk carriers have changed course en route, heading towards AsiaA maximum increase of 85%! Three major international chip manufacturers issued notices, with a comprehensive price increase in AprilMorgan Stanley: Alibaba replaces Tencent as the top pickByteDance Seeds Recruit Qianwen GeneralElon Musk's latest interview: "Optimus Prime 3" is coming, AI "self-improvement" has already happened, and after the AI singularity, "money will no longer matter"Morgan Stanley: Optimistic about Tencent Holdings Limited's ecosystem monetization capability, target price HKD 750Two oil tankers were attacked in Iraqi waters, with both the U.S. and Iran sending signals that "the war will not end soon."The demand for optical interconnects in AI data centers is accelerating, with the CPO penetration rate expected to reach 35% by 2030Tencent's version of "Little Lobster" WorkBuddy officially announces updates that can automatically generate daily and weekly reportsUnderstanding the Market | XPENG-W rises over 4% again, VLA 2.0 performs smoothly, company has a strong new car cycle in 2026Understanding the Market | JD INDUSTRIALS Rises Over 5% After Reaching Strategic Cooperation with Senior, Institutions Optimistic About the Company's Key Customer ExpansionCICC: Downgrades XPENG-W target price to HKD 90, maintains outperform industry ratingTracking the Investigation of Chinese Investment Banks in Hong Kong: What Happened?The devil is in the details! "The largest release of oil reserves in history": not only is the scale not large enough, but the speed is also not fast enoughEven if CPI cools down, will it be difficult to cut interest rates? The U.S. inflation indicator rarely "decouples," and strong PCE data may hinder the Federal Reserve's easing pathPhysical Assets vs Financial AssetsApple's first foldable iPhone is scheduled for release in the fall! It will feature an iPad-level interface that allows applications to run side by side when unfoldedInvestors rush to flee, banks drastically cut credit, the U.S. private credit industry faces a "run on the bank" stormHedge funds have encountered their "largest drawdown" since April of last year, particularly with "long-short equity strategies" that have high positions in Europe and South KoreaIn just a few hours, a "180-degree turnaround"! The United States shifted from "opposition" to "promotion" of the largest strategic oil reserve release in history, driven by Trump's concernsRapid AI deployment causes service outages at Amazon, Musk responds that caution is neededBrazilian sugar giant Raízen launches a $12.6 billion debt restructuring, with BNP Paribas holding $800 million at the topEconomists: The Bank of Japan is unlikely to maintain interest rate suspense next week, with the earliest rate hike expected in AprilHong Kong Stock Concept Tracking | Tencent Cloud Officially Announces the Increase in Price of the Hunyuan Model Token, AI Agent Drives Surge in Token Consumption, Domestic Computing Power Gains Attention (Including Concept Stocks)Amazon requests to dismiss SpaceX's plan for deploying millions of satellites, facing harsh criticism from the FCC ChairmanThe IEA approves the release of a record oil reserve, with a scale of 400 million barrels, more than double the level of 2022CICC: The overall US CPI rose in February, but the core fell; the impact of the Iran situation has not yet manifestedReminder: Please pay close attention to the following (all times are in Beijing time)Despite the situation in the Middle East, the confidence of CEOs of large American companies in the economy continues to strengthen, reaching a new high in over a yearIs there a turning point in the U.S. Department of Justice's investigation into Powell? The Chief Prosecutor has been replacedReport: The Trump administration will announce the launch of a trade investigation to pave the way for new tariffsUber has reached an agreement with Zoox, a subsidiary of Amazon, to provide autonomous taxi servicesReport: The foldable screen iPhone from Apple will be released later this yearThe 30-year U.S. Treasury yield rose by 7 basis points, with the U.S. CPI data causing a momentary disruptionTesla's sales may decline for the third consecutive year, raising concerns about cash consumptionElon Musk launches the joint project Macrohard between Tesla and xAI, aiming to disrupt the software industry"Big Tech" challenges Microsoft: Musk announces Tesla's joint project with xAI to simulate software companies using AISummary of Key Points on U.S. February CPI Inflation DataOFC 2026 Outlook: How Silicon Photonics and CPO Will Reshape the Next Generation AI Interconnection SystemNVIDIA launches Nemotron 3 Super