HK, US stocks top stories
NVIDIA 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 Customers理解市场 | 智谱早盘涨超 15% 智谱近期推出 AutoClaw 澳龙 启动全国龙虾部署计划Japanese Finance Minister: Will take bold action on exchange rates if necessaryPrediction: Nvidia Will Soar 40% by the End of 2026International oil prices opened higher but turned to decline, with WTI dropping over 1% during the day, while U.S. stock futures roseAs 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 2028It 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 pointsReminder: Please pay close attention to the following (all times are in Beijing time)Institution: Taiwan Semiconductor's revenue is expected to be supported by both AI and non-AI demand, raising the company's target priceHong Kong Stock Midday Review | Hang Seng Index rose 1.14% in the morning session, CATL increased by 4.75%, driving the Hang Seng Index upSilicon 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 yearCMB International: Maintains Li Auto target price at HKD 74, maintains "Neutral"