Tech giants like Google, Amazon, and OpenAI sign new commitment to combat global fraudWhy has the non-ferrous metal sector performed poorly as the "golden three silver four" period approaches?JD.com will build the world's largest embodied data collection center, driving a trillion-yuan robotics industry ecosystemThe Iran war triggers turmoil in the global foreign exchange market, with Deutsche Bank's foreign exchange volatility index reaching a new high since July last yearXiaomi next-gen SU7 launch date set; BABA to roll out enterprise AI agents | Daily News Recap
---Daiwa Asset: For every 10% increase in Brent oil prices, the overall net profit of Japanese companies declines by 1-2%The main port of Fujairah in the UAE has been attacked again, causing oil prices to riseDialogue with Wang Shun, the person in charge of ZhongAn Health Insurance products: Seeking the boundary of the "impossible triangle" for coverage of those with pre-existing conditionsGoldman Sachs top trader: Geopolitical risks increase uncertainty, it's still not too late to hedge!After gold comes oil? Retail investors are speculating wildly, with record inflows into US oil ETFsGlobal "Central Bank Week" Debuts: The Situation in Iran Reignites Inflation Panic, Rate Cut Expectations Face Major TestJapanese Finance Minister: Will take bold action on exchange rates if necessaryPrediction: Nvidia Will Soar 40% by the End of 2026Saudi Arabia has for the first time included Red Sea oil in long-term contracts, giving buyers a "choose one" option to cope with the Hormuz crisisAs economic growth falters, inflation clouds loom again! The Bank of England faces a tricky policy dilemmaWhat is different about this round of energy crisis compared to 2022?Ming-Chi Kuo: NVIDIA's investment in Groq drives a surge in demand for AI inference chips, with LPU shipment plans revised upwards to a maximum of 5 million units by 2027Crisis intensifies! Blackstone and other private credit giants face a redemption wave of 10 billion: only agreeing to pay out 70%The 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 AsiaIt is reported that Alibaba-W is about to launch an enterprise-level AI Agent applicationAnother drop of 19%? Goldman Sachs warns: If the oil price shock continues, the worst-case scenario for the S&P 500 could fall to 5,400 pointsInstitution: Taiwan Semiconductor's revenue is expected to be supported by both AI and non-AI demand, raising the company's target priceSilicon Valley enters "NVIDIA time"! Can the GTC conference once again lead the semiconductor sector to "take off"?Understanding the Market | XIAOMI-W rose over 5%, the new generation SU7 will officially launch on March 19Goldman Sachs sets the tone for US stocks: Profit expansion supports upward space, and the S&P 500 index is expected to reach 7600 points by the end of this yearThe hottest chip research institution! SemiAnalysis founder: The computing power bottleneck has shifted from CoWoS to EUV, with storage consuming 30% of capital expenditureCMB International: Maintains Li Auto target price at HKD 74, maintains "Neutral"From 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%"Quadruple Witching Day" is coming! Will US stocks face record volatility?Understanding the Market | Gold Stocks Decline Again, CHIFENG GOLD Drops Nearly 6%, Spot Gold Once Fell Below $5,000It is reported that Meta plans to lay off 20% of its workforce: optimizing human resources structure with "AI replacement" to support massive capital expendituresUnderstanding the Market | Copper stocks lead the decline as tensions in the Middle East drive up oil prices, and the dollar strengthens due to safe-haven demand, negatively impacting copper pricesWith 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 CustomersRising oil prices suppress expectations for a Federal Reserve rate cut, gold falls below the $5,000 markThe 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"?CITIC Securities: Focus on the main line of computing power chain inflation, optimistic about NVIDIA GTC to strengthen confidence in the continuous growth of the AI industryZhitong Hong Kong Stock Early Knowledge | The full text of the "14th Five-Year Plan" outline has been released, and China-U.S. economic and trade consultations have begun in ParisReminder: 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 week