Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---Traders abandon bets on easing this year as Europe warns inflation may hit 6.3%; gold continues to decline for several daysMetals fell across the board! Gold dropped over 4%, briefly falling below 4600, silver plummeted 12%, and London aluminum recorded its largest decline since 2018!Former Federal Reserve Vice Chairman Clarida: The longer the conflict lasts, the greater the negative impact on the U.S. economyBABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn
---BABA: E-com slips again; AI is the only lifeline---Bank of America Chief Investment Strategist: With soaring oil prices, the market may decline before rising, and the best investment opportunities may be in the consumer sectorU.S. new home sales unexpectedly plummeted to the lowest level since 2022 in January, with home prices dropping 6.8% year-on-yearApple sees sales growth in ChinaAmazon chooses the UK as the European launch site for its AI voice assistant Alexa+No interest rate cut! The European Central Bank remains steady for the sixth time, with the Middle East conflict creating high uncertainty for the Eurozone outlookXiaomi Spring Launch Event: New SU7 starts at 219,900, all models equipped with embedded LiDAR, first mobile phone lobster officially enters closed testingFrom interest rate cuts to hikes! The bond market has undergone a historic shift in expectations regarding the Federal Reserve's policy pathThe three major U.S. stock indices opened lower collectively, and precious metal concept stocks fell sharplyThe number of initial jobless claims in the U.S. unexpectedly fell to a new low since January last week, indicating a "low layoffs, low growth" trend in the labor marketThe Middle East conflict shatters interest rate cut expectations: The Bank of England's MPC unanimously decides to hold steady, stating "ready to act at any time"Tesla's "Autopilot Core" Under Pressure: FSD Investigation Upgraded, Recall Risk RisingNVIDIA leads the chip market with $150 billion in revenue as the AI boom continuesElon Musk accelerates the development of Tesla's next-generation AI chip AI6, which may soon reach a key milestoneApple reduces commission on the China App Store to 25%, regulatory pressure continues to increaseNVIDIA CEO Outlook on AI Agents Surge: The number of agents will be a hundred times that of employeesEddie Wu's "Five-Year Plan": Alibaba Cloud and AI commercialization revenue to exceed 100 billion USDAlibaba's Jiang Fan looks forward to instant retail: profitability expected in fiscal year 2029XIAOMI-W issues 264,400 shares according to the share schemeFrom leading the rise to being at the bottom! High oil prices erode profit margins, the U.S. stock materials sector plummeted 10% at the end of FebruaryBaysent: Iran's oil has been allowed to continue flowing out of the Gulf region, and it will use Iranian oil to lower oil pricesTesla faces expanded investigation in the U.S. due to its performance of autonomous driving in adverse weather conditionsWall Street's "soul-searching question": How high can oil prices really go?Geely's integration concludes, aiming for the top spot in the domestic marketChina Unicom's revenue and profit will see slight growth in 2025, with AI revenue increasing by 140% and significant improvement in free cash flow | Financial Report InsightsU.S. Stock Market Preview | Three Major Index Futures All Decline, Brent Oil Rises Over 6%, Gold Falls Below $4,700, Micron Technology Plummets After EarningsCarlyle Group Jeff Currie: The current scale of supply shocks is almost equivalent to that during the COVID-19 pandemicHong Kong Stock Review: Gains Fully ReversedSingapore stocks fall as Fed holds firm; STI down 0.7%Alibaba-W released its third-quarter results, with a net profit attributable to shareholders of 16.322 billion yuan, a year-on-year decrease of 67%. Alibaba Cloud's revenue grew strongly by 36%ZA ONLINE has achieved profitability for five consecutive years, with AI cost reduction driving changes in profit structureMeta will shut down the Horizon VR virtual world serviceGoldman Sachs: Reiterates "Buy" rating on GDS, target price raised to HKD 54The rules of the Apple App Store remain stuck in the pastAlibaba's revenue for the third quarter was RMB 284.84 billion, estimated at RMB 289.79 billion; adjusted earnings per ADS for the third quarter were RMB 7.09Alibaba's Q4 revenue grew by 2% year-on-year, while non-GAAP net profit fell by 67%. AI-related revenue has seen triple-digit growth for 10 consecutive quarters | Earnings Report InsightsMeta internal incident: Out-of-control AI agent triggers security alertTencent's AI Gamble: Backend Pretends to be Poor, Frontend Goes Crazy1970s replay? Market speculation: Will the U.S. implement an "oil export ban"?