Elon Musk claims that Tesla will launch products that are much cooler than small trucksUnderstanding the Market | BABA-W rose over 5% in the afternoon as DAMO Academy released the next-generation flagship CPU product XuanTie C950Morgan Stanley: The long-term value story of Alibaba-W remains unchanged, maintaining an "Overweight" rating with a target price of HKD 200CPU Shortage Looms! Intel and AMD Prices to Rise 10%-15% Starting March, Delivery Cycles Extend Up to 6 MonthsUnderstanding the Market | MEITUAN surged over 11% in the afternoon, with officials stating that the takeaway battle should come to an endNongfu Spring: From defense to offense, the 'Water Maotai' powers higher!
---Fundamentally Changing Work Practices, Value Creation, and Decision-Making: AI Accelerates Universal DisruptionHong Kong Stock Market Midday Review: Hang Seng Index closes up 0.04%, new consumption concept stocks fluctuate and retreatMicrosoft Leases Texas Data Center Abandoned by Oracle and OpenAI, Partners with NVIDIA on Nuclear Energy AIMorgan Stanley: JP Morgan reaffirms target price of HKD 690 for Tencent Holdings as AI monetization logic improvesUnderstanding the Market | Nuclear power stocks expanded their gains in the morning, with CNNC International rising nearly 12% during the session. Microsoft and NVIDIA have reached a collaboration in the field of nuclear energy AIBroadcom executives sound the alarm for the industry: TSMC's capacity is nearing its limit, and the AI chip supply chain is facing bottlenecksUnderstanding the Market | VSTECS rose nearly 4% in the morning, with a 30% year-on-year growth in AI-related business over 25 years. The company is a core partner of NVIDIA in Southeast AsiaTech Stocks Emerge as Sole Safe Haven Amidst Last Week's US Stock Sell-off"New Bond King" Gundlach: US Stocks Not Yet a Buy, This Year's Rate Cut Expectations Dashed; Now is a Good Time to Buy the Dip in GoldBarclays: Dollar Rally is a "Bitter Victory"; Geopolitical De-escalation Will Trigger PullbackMeta offers stock options to executives for the first time since its IPOAnother giant enters the humanoid robot race: Amazon quietly acquires Fauna, going head-to-head with TeslaUnclear Direction, Unpredictable Reversals! When AI Disruption Meets Geopolitical Turmoil, How to Trade in a Market Without Certainty?Understanding the Market | Gold Stocks Lead in Gains, Precious Metals Liquidity Crisis Temporarily Eased, Institutions Remain Optimistic About Long-term Gold PricesJune Debut? Apple Tests "New AI Siri" with "All-New Interface, Task Completion, Ask Button Setup"Automotive Giant Tests Military Waters! Volkswagen AG in Talks to Convert "Struggling Plant" to Produce "Missile Defense Components"Dongfang Securities: Geopolitical disturbances intensify, optimistic about the continued prosperity of mining machineryAlibaba Marches Upward to the AI Core Chip High GroundQ2 Memory Price Surge "Far Exceeds Expectations," Nomura: "Long-Term Memory Bull Market" Far Outweighs "Short-Term Oil Price Rise""It Used to Be Energy, Now It's Memory!" – OpenAI COO on "AI Bottlenecks"AI "ghost" strikes Wall Street again: Amazon's new tool raises concerns of disruption, US software stocks face heavy lossesSpaceX Plans to File IPO Application as Early as This Week, Targeting June Listing with Potential Fundraising Exceeding $75 BillionEven the Most Resilient Bulls Can't Hold On? Retail Investors "Sell Off" US Stocks for the First Time Since Late 2023Wall Street "Warns" Trump! Two-Year Treasury Auction "Rarely Miserable," Market Nears "Turning Point"The AI data center chip track adds another strong contender! Arm releases AGI CPU to challenge NVIDIA and AMD, targeting sales of $15 billionThe U.S. pushes for a ceasefire in Iran, boosting market optimism! Oil prices and the dollar both fall, while U.S. stock futures and gold and silver rise in response"Redemption Wave" Sweeps U.S. Private Credit Industry, PE Giants' Stock Prices Plunge Across the BoardThe UK's largest broadband network operator Openreach announced an expansion of its collaboration with Google AIZhitong Hong Kong Stock Early Knowledge | Goldman Sachs warns that high oil prices reduce the possibility of U.S. interest rate cuts, Xiaomi Group-W's adjusted net profit hits a record highCICC: The risk of "secondary effects" is limited, and the probability of global central banks generally raising interest rates is lowReminder: Key intraday focus (all times Beijing Time)Long-term interest rates approach a critical warning line! The 30-year U.S. Treasury hits 5%, and stagflation risks rise againMarch 25th Foreign Market Headlines: Trump claims he is negotiating with Iran, Iran states non-hostile vessels can navigate; Arm will sell its own chips; Microsoft and NVIDIA develop nuclear energy AIProposed Bill May Limit Stablecoin Yields; Circle Skids Nearly 20% in Record Daily DropTop 20 U.S. Stock Trading Volumes on March 25: Microsoft and NVIDIA Collaborate to Develop AI Tools for Nuclear EnergySoftware Stocks Rout Again! Amazon’s New Tools Trigger Chain Reaction; Software ETF Plunges 4%, Year-to-Date Decline Widens to 23%Arm Enters the Fray Against Intel and AMD, First CPU Targets AI Data Centers, Projected Annual Revenue of $15 BillionHAIDILAO, with declining turnover rates, begins to build a stage for its "side businesses"J.P. Morgan Alibaba Investor Day: Company's Long-Term Value Narrative Intact, Valuation Significantly Undervalues Optional ValueThe EU antitrust chief meets with the CEOs of Google, Meta, OpenAI, and Amazon during the AI regulatory reviewApple launches the Apple Business platform to expand the growth space for map advertising and service revenue