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The situation in the Middle East is pushing up energy costs, with Eurozone inflation in March seeing its largest increase since 2022. The market is betting that the European Central Bank may begin raising interest rates as soon as next month. Data released by Eurostat on Tuesday shows that Eurozone

``` The U.S. Treasury market is experiencing a battle of direction: Is the Middle East war an inflation threat, or a drag on growth? As the market narrative quietly shifts, this question is putting bond traders in a dilemma. On Tuesday, the U.S. extended its rebound, with the two-year

``` At a time when the global consumer market still faces many uncertainties, MINISO released its annual results announcement for the fiscal year ended December 31, 2025, on March 31. During the reporting period, the company achieved total revenue of 21.444 billion yuan, an increase of 26.2% year-on-year compared

``` Although the demand for AI computing power continues to be released, memory manufacturers are experiencing structural differentiation. Morgan Stanley pointed out in its latest report that with the advancement of KV Cache compression technology, server system optimizations, and long-term agreement (LTA) negotiations, the traditional memory (Legacy Memory) industry is facing

``` Citi, citing the recent significant weakness in DDR5 DRAM spot prices, has sharply cut Micron Technology’s target price by 17%, but maintains its Buy rating and all earnings forecasts unchanged, believing the long-term logic of AI-driven storage demand remains fundamentally unshaken. According to ZF Trading Desk, Citi analyst Atif

``` Morgan Stanley believes that market pessimism towards Meta has bottomed out. The current valuation level creates a rare tactical buying window, and the company has listed Meta as a top pick. According to Chase the Wind Trading Desk, Morgan Stanley analyst Brian Nowak released his latest research report on March