European car manufacturers begin to "embrace China": Under pressure from technology and costs, Stellantis and Mercedes-Benz are seeking cooperation with Chinese car companiesElon Musk's xAI is recruiting bankers on a large scale, planning to train Grok as a "top investment banking analyst."Tesla's "Cybercab" name faces obstacles: the opponent is actually a French beverage companyBEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiencyBank of America stated that the market may underestimate the impact of the Middle East war, and global economic risks may intensifyBEKE: Slide Looks Bottomless. Can Policy Put a Floor?
---NVIDIA's stock price rises ahead of major AI conferenceThe 15% drop in NVIDIA's stock price masks a historic buy signalThe drop in oil prices drives a rebound in U.S. Treasuries, but high energy costs still suppress market rate cut expectationsSUNSHINE INS 2025 Financial Report Overview: Multiple Core Indicators Growth, Life Insurance New Business Value Increased by 48%Valuation of $10 billion! OpenAI accelerates the enterprise market, plans to partner with TPG, Bain, and other PE giants to establish a joint ventureLeapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units
---Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?
---Goldman Sachs traders warn: The market adjustment is not at its endpoint, and CTA strategies still have nearly $100 billion in selling pressure to be released in the coming monthInformed sources: OpenAI appoints former Intel executive to oversee the Stargate computing projectWedbush: NVIDIA's GTC conference may release a "very optimistic" signal, and the $4 trillion AI market opportunity will be boostedIndonesia plans to impose a "windfall tax" on commodities, facing a test of its deficit red line against oil pricesMeta pre-market up 3% plans to cut jobs to offset AI expensesReasons for Meta's stock price increase today: plans to cut 20% of jobs to fund AI developmentNVIDIA GTC conference attracts attentionThe earnings of the U.S. industrial sector are stunningly leading the way: averaging 24% above expectations, with defense and AI spending as the core enginesBehind the Huge Shock in the Korean Stock Market - Retail Investors Leveraging Bets on Samsung and SK HynixSpending $27 billion to grab computing power! Meta partners with "NVIDIA ally" Nebius to intensify the AI competitionAmerican private equity giant Cliffwater is mired in a redemption crisis: Behind the $42 billion "black box," are there still 5,000 "black boxes"?NVIDIA CEO will unveil new chips and software at the AI conference GTCSurging oil prices, weakening employment, judicial investigations: This week, Powell faces the "toughest" interest rate meetingNebius surged 16% in pre-market trading! Report: Meta will collaborate with it on AI over the next five years, with spending up to $27 billionNVIDIA's stock price has been stagnant for months; can the GTC opening tonight turn the tide?Northbound Capital Trends | Northbound capital net sold HKD 1.25 billion, aggressively bought Tencent for nearly HKD 2.3 billion, and once again sold the Tracker Fund of Hong KongDialogue with Zhang Xiantao from Alibaba Cloud: Why Open Claw is a foundational project for AGITech giants like Google, Amazon, and OpenAI sign new commitment to combat global fraudWhy has the non-ferrous metal sector performed poorly as the "golden three silver four" period approaches?JD.com will build the world's largest embodied data collection center, driving a trillion-yuan robotics industry ecosystemThe Iran war triggers turmoil in the global foreign exchange market, with Deutsche Bank's foreign exchange volatility index reaching a new high since July last yearXiaomi next-gen SU7 launch date set; BABA to roll out enterprise AI agents | Daily News Recap
---Daiwa Asset: For every 10% increase in Brent oil prices, the overall net profit of Japanese companies declines by 1-2%The main port of Fujairah in the UAE has been attacked again, causing oil prices to riseDialogue with Wang Shun, the person in charge of ZhongAn Health Insurance products: Seeking the boundary of the "impossible triangle" for coverage of those with pre-existing conditionsGoldman Sachs top trader: Geopolitical risks increase uncertainty, it's still not too late to hedge!After gold comes oil? Retail investors are speculating wildly, with record inflows into US oil ETFsGlobal "Central Bank Week" Debuts: The Situation in Iran Reignites Inflation Panic, Rate Cut Expectations Face Major TestJapanese Finance Minister: Will take bold action on exchange rates if necessaryPrediction: Nvidia Will Soar 40% by the End of 2026Saudi Arabia has for the first time included Red Sea oil in long-term contracts, giving buyers a "choose one" option to cope with the Hormuz crisisAs 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%