Growth Stalls! U.S. GDP Significantly Revised Downward, January Consumer Spending Only Increased by 0.1%, Core PCE Still Strongly RisesHistorical Repetition? The "Tanker War" of the 1980s May Be the Best Market Reference for the Current Situation in IranInflation is too stubborn! The U.S. core PCE price index rose 3.1% year-on-year in January, reaching a two-year high, while remaining unchanged at 0.4% month-on-monthGoldman Sachs' latest research report: The World Cup is not only a feast for fans but also a "highlight moment" for these US stock sectorsDon't expect the central bank to save the market! Bank of America warns that oil prices + credit + central bank misjudgment have gathered the script for the 2008 collapseQuick Review of US PCE DataGlobal news you need to know before the U.S. stock market opens on FridayDBS: Expects the Federal Reserve will not cut interest rates in the first half of the year; Hong Kong stocks are optimistic about the semiconductor supply chain and artificial intelligence-related sectorsThe annualized quarter-on-quarter revised value of the actual GDP in the United States for the fourth quarter is 0.7%, with an expectation of 1.4% and an initial value of 1.4%In January, the core PCE price index in the United States increased by 3.06% year-on-year, compared to an expected 3.1% and a previous value of 3%Oil prices surge + shadow banking crisis, does the current situation resemble the pre-2008 financial crisis?NVIDIA GTC Conference Preview: Can the AI Dominator Maintain Its Territory? The Market is Closely Watching the New Strategy for the "Post-Training Era"U.S. Stock Market Outlook | Futures for the three major indices rise together, January PCE data to be released tonightFederal Reserve's interest rate cut expectations fall short: June becomes a new "watershed," Waller's "era of easing" may not arrive as scheduledGoldman Sachs is bullish on the "Three Oil Giants": A wave of "valuation aligning with global standards" revaluation is expected next!Joining hands with XPeng, Volkswagen launches a major counterattackIn February, China's new social financing was 2.38 trillion yuan, with new RMB loans of 900 billion yuan, and M2 increased by 9% year-on-yearSpaceX Challengers: Can Bezos and China Inc. Catch Up?
---Japan plans to release 80 million barrels of oil next week, selling at prices before the outbreak of the Middle East conflictOn March 13th, XIAOMI-W spent HKD 67.4977 million to repurchase 2.029 million sharesThe "fear index" for U.S. Treasuries soared to a nine-month high, and the Federal Reserve's interest rate cut expectations have "cooled off."People's Bank of China: Broad money supply increased by 9% at the end of FebruaryGoogle's acquisition of Wiz is complete, which may pave the way for more tech mergers and acquisitionsU.S. Private Credit: A Tempest in a Teapot or the Canary in the Financial System?Meituan's Wang Puzhong: Building a physical world AI foundation to help every merchant use their own AI assistant"Experts" and "the market" have a huge divergence! The European Central Bank stands at the crossroads of interest rates: will it hold steady in 2026 or rapidly raise rates before June?Citigroup: LI AUTO-W's first quarter guidance meets expectations, target price HKD 72.7Goldman Sachs raises short-term oil price targets again: Brent crude at $100 in March and $85 in AprilChina joins the Triple Nuclear Energy DeclarationTianfeng's Guo Mingqi: NVIDIA's next-generation Rubin platform has started new material testing, and the PCB upgrade cycle is approachingDah Sing Bank: US technology and industrial stocks may be under pressure, upgraded the outlook on energy stocks to neutralThe Trump administration's policy tools to curb oil prices are "nearly bottoming out."The yen is once again approaching 160: Safe-haven funds are pouring into the dollar, and Japan's intervention space is disappearing?Li Auto is involved in a pressure race, heavily investing in AI to break throughThe Middle East conflict triggers global "deficit panic": 30-year U.S. Treasury yield approaches 4.9%, and this year's bond market gains have all been wiped out!Concerns over regional conflicts overshadow the market, and the panic indicator for U.S. Treasuries rises to a nine-month highThe end of the US-Iran war: "Buy the dip" - American retail investors stop "bottom fishing" for the first time in over a year!Volkswagen and XPeng's first collaborative model enters mass production, targeting a counterattack in the Chinese marketDaiwa: After adjusting the strategy for Li Auto-W, efficiency has improved, giving it a "Buy" ratingMicrosoft doubles down on the AI healthcare sector: launches Copilot Health, aiming for "superintelligence in healthcare"Tencent responds to Apple's reduction of commission rates in the Chinese App Store: It invigorates the industryUnderstanding the Market | Gaming stocks collectively rise as Apple and Google both lower app store commission rates, with gaming product profits expected to gradually increaseTop funds that outperformed 97% of their peers are optimistic about Chinese concept technology stocks: increasing positions in Alibaba and Tencent, betting on the dividends of China's AI applicationsUBS: Remains optimistic about large Chinese internet stocks in Hong Kong, new additions to the simulated portfolio include JD Group-SW and Baidu Group-SWThe blockade of the Strait of Hormuz affects not only oil and gas but also fertilizers