HK, US stocks top stories
【Market Opening Go】Trump plans to stabilize oil prices, JD.com records quarterly loss for the first time in nearly four years, BYD's battery technology upgradeMRVL (Trans): Raises revenue guide again; second XPU to enter mass production in FY28
---Insulin pump and CGM leader MiniMed lands on the US stock market, but the "Medtronic halo" fails to offset growth concernsHuawei aims to pave a new path in AI communication: large-scale deployment of U6GHz to start in two yearsUnderstanding the Market | Li Auto-W rose nearly 3% in the morning and will release a dual-wheel robot within the year, mainly for factory manufacturing scenariosCITIC Construction Investment: Intensified efforts in promoting dual carbon goals, focusing on the main lines of carbon market expansion, green hydrogen energy, and new power system investmentsOil prices rise in dollars, stock prices fall! The market begins to "pressure" TrumpMRVL: ASIC card miss; wins back AI with interconnect.
---The Strait of Hormuz will be closed for another 3 days, forcing 3.3 million barrels of crude oil to be shut down in the Middle East, with Iraq being the hardest hit!Understanding the Market | JD Group-SW rose over 5%, last year's revenue exceeded 1.3 trillion yuan, and active users surpassed 700 millionA new chapter in humanoid robots! Texas Instruments collaborates with NVIDIA to integrate AI and sensors, igniting the "Physical AI" revolutionThe White House faces a dilemma: oil price pain and military priorities, how will Trump respond to the new round of inflation shock?Renminbi "cross-border financing" is soaring!The United States is considering "globalizing" the approval system for AI chip exportsTesla's European sales in February increased by 10% year-on-yearUnprecedented! The United States is set to personally "manage" crude oil futures, with Treasury Secretary Janet Yellen looking to "return to old practices"?Breakfast | Three major indices fell, with chip stocks leading the decline in U.S. stocksOil prices surge, hitting the inflation bottom line: The Federal Reserve's "no rate cut" this year is shifting from an extreme assumption to the mainstream market viewFast charging and the thousand-kilometer range are on the table, BYD has made its stance clearCostco's quarterly profit exceeds expectations, driven by growth in merchandise sales and membership fees | Earnings Report Insights