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The global energy shock triggered by the Iran war is spreading outward at an unprecedented speed, from Asia-Pacific to Africa and then to Europe. Gas stations running out of supply, crowds lining up to buy fuel, and widespread flight cancellations are happening one after another. Multiple governments have been forced

China's foundational AI model industry is entering a critical phase, shifting from "expectation-driven" to "demand-driven." Morgan Stanley systematically answered investors' ten core questions about the industry in a recent research report, suggesting that model quality is now the primary variable determining market structure,

``` The conflict in the Middle East has now lasted a full month. Brent crude spot prices have soared 50% from pre-war levels to $110 per barrel, sharply worsening the global dilemma between growth and inflation. However, amid the largest oil supply disruption in history, Chinese assets have shown notable relative

``` The cost of war is permeating every aspect of Israel’s national finances. Early Monday morning, the Israeli parliament passed the 2026 national budget, totaling 699 billion shekels (about $222 billion USD), with a fiscal deficit target set at 4.9% of GDP. Defense spending has surged more than 120%

``` The United States is currently in a transformer supercycle driven by grid upgrades, renewable energy transition, and explosive growth in data centers. According to Wind Chasers Trading Desk, Jens Spiess, an analyst at Morgan Stanley Mexico, together with teams from several regions worldwide, published a research report. The key judgment:

"Ceasefire transactions" can happen quickly, but the market may have to wait until energy trade resumes smoothly before it truly prices in a "return to pre-war conditions." According to Wind Chasing Trading Desk, on March 27, Nomura Securities’ Japan team pointed out in its latest research