A liquidation with no escape is unfolding! Soaring oil prices shatter interest rate cut fantasies as a cross-asset sell-off sweeps the globeLatest! Karpathy's in-depth interview of ten thousand words: I am anxious about AI addiction, all verifiable fields will ultimately belong to machinesHow H World and Atour Become the Biggest Winners in the Hotel Industry by 2025XPeng achieves its first quarterly profit, planning to invest another 7 billion in physical AI by 2026The U.S. military is deploying 3 warships and approximately 2,500 Marines to the Middle East. Does the oil market still have to wait 3 weeks?Cursor's self-developed new model surpasses Opus 4.6, featuring "price at 10% off," netizens mockingly call it "Kimi 2.5 shell," certified by MuskMicrosoft and other major cloud companies begin signing "mandatory long-term contracts for storage procurement," which will reshape the "storage cycle."NVIDIA Robotics Head: AI Intelligent Entities Will Ignite the "ChatGPT Moment" in the Robotics FieldThe past week has been a reckoning, as global markets begin to face the reality that "the Iran war will not end soon."Gold plummets for a week! The "1983 Great Sell-off" reappears, Middle East "selling gold to raise funds"?Global bond market plummets! The probability of the Federal Reserve raising interest rates in October rises to 50%, U.S. Treasury yields hit a new high, and UK bonds break 5% for the first time since 2008Elon Musk's move ignites the market: What exactly is being purchased with the 20 billion China photovoltaic orders?After being ruled to have misled Twitter investors before the 2022 acquisition, Musk is to pay over $2 billion2020 vs 1970Amazon plans to make a comeback more than a decade after the failure of Fire PhoneAre interest rate cut expectations being "wrongly punished"? Federal Reserve officials speak to stabilize expectations, two board members say a rate cut is still possible within the yearThe return of risk aversion combined with a reversal of interest rate cut expectations has led traders to turn bullish on the US dollar for the first time this yearThe war has impacted the lifeline of energy, with Iraqi oil companies' production dropping by more than 70%, and they are seeking to "exempt" foreign companies. Iran retaliates against the U.S. by calling for "easing sanctions."Top 20 U.S. Stock Trading Volumes on March 21: U.S. Regulators Investigate Tesla's FSD Safety RisksJapan's SoftBank Group: The data center in Ohio, USA will be a $500 billion projectXPeng achieves profitability for the first time, but first-quarter revenue outlook is below expectationsNVIDIA and Amazon have reached a large-scale AI chip supply agreement, with a potential market size of up to $1 trillion by 2027Meta, Alphabet, and Microsoft have been included in the CDX IG Index due to the surge in AI debtAmazon will invest $50 billion in OpenAINVIDIA paid $17 billion in taxes in the United States, ranking first in global corporate tax paymentsGold is expected to perform its worst this week in over forty years, with three consecutive weekly declines since the outbreak of the Iran warService business cooling cannot hide hardware strength! Morgan Stanley: Apple's iPhone production increases significantly, shipments may exceed market expectationsXPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026
---Two Democratic senators question NVIDIA's $20 billion acquisition of GroqAmazon is developing a smartphone that integrates AI capabilities and syncs with its voice assistant AlexaZijin Mining's revenue and net profit both hit record highs in 2025, proposing a dividend of 3.8 yuan for every 10 shares | Financial Report InsightsXPEV: All Hype, No Profits — Still the 'Tesla of the East'?---Musk's retweet of Kimi's paper sparked a big discussion in Silicon Valley, what is the next battlefield for Attention?There are not many allies left for Doubao MobileFederal Reserve Governor Waller: If employment weakens, I will advocate for rate cuts again later this yearGlobal news you need to know before the U.S. stock market opens on FridayAmazon increases investment in automation for last-mile delivery strategy, quietly laying out the future of robot deliveryMinister Wang Wentao meets with Apple CEO Tim CookTesla quietly plans large-scale solar expansionIEA: Recovery of oil and gas supply in the Persian Gulf may take six months, and the world is facing the most severe energy crisis in historyECB officials hint at rate hike in April: If data worsens, action is inevitableReport: Samsung is negotiating long-term agreements for memory chips with Google and Microsoft, with advance payments exceeding $10 billionGlobal bond yields surge as three weeks of war completely overturn central bank policy expectationsHuawei Cloud CEO Zhou Yuefeng: The core competitive advantage of model competition has already shifted to "post-training"U.S. stock futures decline further, reports: Trump considers occupying or blockading Iran's Khark IslandThe U.S. auto safety regulator ends the defect petition for over 2 million Tesla vehiclesInflation concerns linger as U.S. Treasury yields continue to riseMajor move! PSBC's billion-level AIC has been approved to commence operations, and the banking sector's "patient capital" welcomes a super expansion