Leapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units
---Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?
---Goldman Sachs traders warn: The market adjustment is not at its endpoint, and CTA strategies still have nearly $100 billion in selling pressure to be released in the coming monthInformed sources: OpenAI appoints former Intel executive to oversee the Stargate computing projectWedbush: NVIDIA's GTC conference may release a "very optimistic" signal, and the $4 trillion AI market opportunity will be boostedIndonesia plans to impose a "windfall tax" on commodities, facing a test of its deficit red line against oil pricesMeta pre-market up 3% plans to cut jobs to offset AI expensesReasons for Meta's stock price increase today: plans to cut 20% of jobs to fund AI developmentNVIDIA GTC conference attracts attentionThe earnings of the U.S. industrial sector are stunningly leading the way: averaging 24% above expectations, with defense and AI spending as the core enginesBehind the Huge Shock in the Korean Stock Market - Retail Investors Leveraging Bets on Samsung and SK HynixSpending $27 billion to grab computing power! Meta partners with "NVIDIA ally" Nebius to intensify the AI competitionAmerican private equity giant Cliffwater is mired in a redemption crisis: Behind the $42 billion "black box," are there still 5,000 "black boxes"?NVIDIA CEO will unveil new chips and software at the AI conference GTCSurging oil prices, weakening employment, judicial investigations: This week, Powell faces the "toughest" interest rate meetingNebius surged 16% in pre-market trading! Report: Meta will collaborate with it on AI over the next five years, with spending up to $27 billionNVIDIA's stock price has been stagnant for months; can the GTC opening tonight turn the tide?Northbound Capital Trends | Northbound capital net sold HKD 1.25 billion, aggressively bought Tencent for nearly HKD 2.3 billion, and once again sold the Tracker Fund of Hong KongDialogue with Zhang Xiantao from Alibaba Cloud: Why Open Claw is a foundational project for AGITech 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%