HK, US stocks top stories
Tesla's AI chip progress and the surge in global oil prices pose dual-speed challenges and uncertain risks for Taiwan's economyHorizon Robotics (4Q25 Trans): 2026 auto rev. target +60%
---Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---Report: Trump hints that the U.S. Department of Justice should continue investigating Powell, complicating the prospects for Kevin Warsh's confirmation as Federal Reserve Chairman in the SenateTraders 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
---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 sectorApple 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 market