HK, US stocks top stories
XPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026
---The 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."The past week has been a reckoning, as global markets begin to face the reality that "the Iran war will not end soon."A liquidation with no escape is unfolding! Soaring oil prices shatter interest rate cut fantasies as a cross-asset sell-off sweeps the globeGold 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 1970The United States will release the first batch of 45 million barrels of oil reservesAmazon 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."