Reviewing five rounds of oil shocks, Goldman Sachs predicts: oil prices may briefly exceed the 2008 peak in the short term, maintaining above $100 in the long termAfter the "glass glue war," GIANT BIOGENE shows its first signs of growth anxietyDaiwa: Reiterates "Buy" rating on Alibaba-W, lowers target price to HKD 184Xiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts
---Macquarie: Tencent Holdings has limited short-term profit improvement potential, target price lowered to HKD 559This oil price shock is different! The U.S. shale oil has completely "laid flat," and the largest supply buffer has disappearedTesla is reportedly planning to purchase $2.9 billion worth of photovoltaic manufacturing equipment from ChinaAI is revolutionizing design software! Google's "vibe design" emerges, and Figma's stock price plummets 12% in two daysMacquarie: Expects the price war in mainland China's cloud services to bottom out, optimistic about Alibaba-W's cloud combination transformation, with a target price of HKD 216Wall Street comments on Alibaba's financial report: Short-term "profit reset" is for long-term AI explosionChina's LPR in March remains unchanged for the tenth consecutive month: the LPR for over 5 years is 3.5%, and the 1-year LPR is 3%Understanding the Market | Alibaba-W opened over 6% lower after earnings, with third-quarter revenue and profit performance falling short of expectationsThe Hang Seng Index opened down 0.64%, Alibaba fell over 6%After a year of being bearish, JPMorgan Chase announces: a tactical shift to bullish on the dollar!Overnight market key turning point! Netanyahu: Pause airstrikes on Iranian energy facilities, war may end "earlier than expected"Change in wind direction! New bond king: The Federal Reserve may raise interest rates nextFrom interest rate cuts to hikes! The bond market has undergone a historic shift in expectations regarding the Federal Reserve's policy pathGoogle Gemini secretly launches Mac testing, three major AI giants face direct competition in the Apple ecosystemWhy did gold and silver plummet?CITIC Construction Investment: After the US-Iran conflict, gold prices weakened; three factors to watch for the future direction of gold pricesBezos discusses raising $100 billion, focusing on the manufacturing industry's transition to AIZhitong Hong Kong Stocks Early Knowledge | Overnight COMEX gold futures for the current month fell nearly 5%. Central Bank: Firmly maintain the stable operation of financial markets such as stocks, bonds, and foreign exchangeEuropean Central Bank officials signal an interest rate hike in April: The situation in Iran raises inflation expectations to 2.6%NVIDIA plans to deliver 1 million GPUs to Amazon AWS by 2027Amazon acquires startup Rivr to test robots for "doorstep delivery."Reminder: Please pay close attention to the following (all times are in Beijing time)U.S. Senator Warren requests Walsh to respond regarding the inquiry mentioned in the Epstein filesJensen Huang: AI leaders should avoid spreading panic, optimistic that Anthropic's revenue will exceed one trillion by 2030Top 20 U.S. Stock Trading Volumes on March 20: UBS Lowers Tesla's First Quarter Delivery ExpectationsFigma's stock price fell 11% over two days due to Google's release of the "Atmospheric Design" productReport: 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 SenateHorizon Robotics (4Q25 Trans): 2026 auto rev. target +60%---The path to the nomination of Lael Brainard as Chair of the Federal Reserve is complicated! Report: Trump hints that the U.S. Department of Justice should continue investigating PowellHorizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---Traders 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---BABA: E-com slips again; AI is the only lifeline---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 sector