HBM 竞争，白热化港美股休市提醒来了！2 月腾讯《王者荣耀》吸金 2.48 亿美元美联储最青睐通胀指标来袭！美股一季度能否完美收官？"Antitrust" crisis is on the rise, will Alphabet-C and Apple face "dismemberment"?Hong Kong Stock Market Movement | Non-ferrous stocks lead the gains in the morning session, institutions state that the improvement in domestic and international macroeconomic expectations continues to catalyze the prices of base metals南向资金支撑港股力度加强！鲍威尔为何点燃市场？美联储的 “忧虑”：失业率突然激增民生牟一凌：货币终将对实物资产贬值全球减肥药物研发格局一览港股医药股高开 药明巨诺涨近 14%Hong Kong Stock Market Update | Meituan opens nearly 5% higher, Q4 adjusted net profit increases more than 4 times year-on-year港股开盘：恒生指数涨 0.2%，恒生科技指数涨 0.39%，药明生物涨超 5%中国恒大撤回美国破产保护申请阿里为什么对 B 站失去耐心了？李想微博噤声的 20 天美国能源业最重磅会议：AI 的尽头是 “天然气、煤炭和核电站”2024 互联网大厂广告生意指南中金公司：建议先债后股，债券当前性价比更高Breakfast | Goldman Sachs is bullish on the S&P 500 to 6000 points, "US-China relations have rebounded from the bottom"定位先进制造，境内 “头部” 公司双双上新“巴菲特指标” 创两年新高，拉响股市泡沫警报Goldman Sachs: In addition to retail investors, hedge funds are also returning to the cryptocurrency marketGoldman Sachs: Valuation of tech giants is far from a bubble, SPDR S&P 500 may rise another 15% this year, breaking through 6000 points!比特币大起大落 行情比 “过山车” 刺激The better the macro situation, the weaker the Japanese yen? Goldman Sachs sees the Japanese yen falling to 155 in the short termFirst-hand feedback: How is the customer acceptance of AI software from Microsoft, Oracle, and Snowflake?HSBC: Is the current US stock market a bubble?三星 AI 芯片，正式叫板英伟达，拿下 1 万亿韩元订单14 年来首次营收下滑，中信银行也 “卷” 不动了The biggest risk for NVIDIA is NVIDIA itself?Goldman Sachs: NVIDIA's GR00T is a major breakthrough in humanoid robots诺和诺德：GLP-1/GIP 启动二期临床，头对头对比替尔泊肽Dominating the AI empire, is Microsoft the strongest PE in the tech industry?台湾 4 月起调涨电价 台积电等大型工业用户受影响最大European stocks have risen for nine consecutive weeks, Citigroup remains bullish: expected to rise another 6% by the end of the yearTraders prepare for Bitcoin's sharp decline: surge in open interest for put optionsTop 5 US Stock Gainers/Losers (>100B) (3.22)Top 10 US Stock Losers (3.22)Top 5 CDRs Gainers/Losers (>100M) (3.22)Top 10 US Stock Gainers (3.22)$1 billion in shares grabbed by sovereign wealth funds and others! Claude's parent company Anthropic becomes the darling of the marketThe "American Tieba" Reddit, which has a hot IPO, has Tencent and Ultraman as major shareholdersApple does "subtraction": no car manufacturing, and no more microLED for smartwatch display!Tencent doesn't want to fall from the throneThe most profitable luxury car is going to change hands?Apple's weight in the S&P 500 index has dropped to a new low since 2021