NVIDIA paid $17 billion in taxes in the United States, ranking first in global corporate tax paymentsGold is expected to perform its worst this week in over forty years, with three consecutive weekly declines since the outbreak of the Iran warService business cooling cannot hide hardware strength! Morgan Stanley: Apple's iPhone production increases significantly, shipments may exceed market expectationsXPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026
---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 2008Two Democratic senators question NVIDIA's $20 billion acquisition of GroqAmazon is developing a smartphone that integrates AI capabilities and syncs with its voice assistant AlexaZijin Mining's revenue and net profit both hit record highs in 2025, proposing a dividend of 3.8 yuan for every 10 shares | Financial Report InsightsXPEV: All Hype, No Profits — Still the 'Tesla of the East'?---Musk's retweet of Kimi's paper sparked a big discussion in Silicon Valley, what is the next battlefield for Attention?There are not many allies left for Doubao MobileFederal Reserve Governor Waller: If employment weakens, I will advocate for rate cuts again later this yearGlobal news you need to know before the U.S. stock market opens on FridayAmazon increases investment in automation for last-mile delivery strategy, quietly laying out the future of robot deliveryMinister Wang Wentao meets with Apple CEO Tim CookTesla quietly plans large-scale solar expansionIEA: Recovery of oil and gas supply in the Persian Gulf may take six months, and the world is facing the most severe energy crisis in historyECB officials hint at rate hike in April: If data worsens, action is inevitableReport: Samsung is negotiating long-term agreements for memory chips with Google and Microsoft, with advance payments exceeding $10 billionGlobal bond yields surge as three weeks of war completely overturn central bank policy expectationsHuawei Cloud CEO Zhou Yuefeng: The core competitive advantage of model competition has already shifted to "post-training"U.S. stock futures decline further, reports: Trump considers occupying or blockading Iran's Khark IslandThe U.S. auto safety regulator ends the defect petition for over 2 million Tesla vehiclesInflation concerns linger as U.S. Treasury yields continue to riseMajor move! PSBC's billion-level AIC has been approved to commence operations, and the banking sector's "patient capital" welcomes a super expansionXPENG-W's net loss attributable to shareholders for the year 2025 was 1.14 billion yuan, narrowing by 80.3% year-on-yearHorizon wants to compete with Tesla, countdown to mass production of Journey 7Cheetah Mobile's Value Reconstruction: Net Cash Support, Profit Reversal, AI Option EmpowermentDesperate Bessent! The strategic oil reserves that the United States can mobilize are running low!UBS lowers Q1 delivery expectations, but Tesla's stock price may not show a "selling cars" demeanorCitigroup: Maintains target price for Xiaomi Corporation-W at HKD 42 with a rating of "Buy""International peers are cutting production, Chinese gold miners are buying up!" Domestic mining companies are expected to lead global performance this yearMorgan Stanley: Alibaba-W's earnings last quarter were disappointing, and a negative market reaction is expectedEnergy crisis intensifies! Multiple countries forced to implement a "4-day workweek," flights grounded, and the chemical industry comes to a standstillThe storm has arrived! Bullish funds sell at a record high, and retail trading volume has plummeted by 43% since the conflictBlackRock Fund: If the Middle East conflict reaches a clear conclusion, risk asset prices are expected to recover within 6 to 12 monthsAfter the attack on facilities in Qatar, multiple parties are reportedly seeking long-term contracts with the U.S. side, leading to a rise in the stock prices of U.S. LNG suppliersGoldman Sachs: Reiterates "Buy" rating on Alibaba-W with a target price of HKD 180The Middle East energy conflict cools down, oil prices retreat, U.S. stock futures are weak, and gold stabilizes at $4,660 after a sharp dropTencent QClaw launches full public beta, achieving comprehensive coverage of five major IM toolsIs the decline in gold due to the surge in demand for dollar financing?Daiwa Capital Markets: Maintains "Buy" rating on Alibaba-W, target price lowered to HKD 192Understanding the Market | XPENG-W fell over 5% today and will release its annual performance; CICC previously lowered its profit forecastFidelity International: If the situation in the Middle East continues to escalate, it may rule out the possibility of the Federal Reserve cutting interest rates this yearMarket pricing is shifting from "rapid end of the war" to "spreading uncertainty"Reminder: Please pay close attention to the following (all times are in Beijing time)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 184