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The ongoing expansion of the Middle East conflict is pushing the global energy market to a critical point, and its macroeconomic consequences may far exceed current market pricing. UBS warns that if the crisis extends into the second half of the year, most major economies worldwide will face recession risks,

``` Meituan's fourth quarter performance largely matched its previous profit warning, with no surprises beyond expectations, nor any additional downside shocks. Morgan Stanley maintains an overweight rating and target price of HKD 120 for Meituan. The core investment logic remains unchanged; market share trends and the profitability recovery path

``` Global investors are responding to the current geopolitical situation in the same way as when the Russia-Ukraine conflict broke out in 2022—massively reducing holdings of stocks, bonds, and gold, and shifting funds into cash. The shock from rising energy prices is driving inflation expectations higher, putting simultaneous pressure on

``` Surging oil prices are pushing global financial markets toward a critical point. Brent crude continues to rebound with strong momentum, while sustained high volatility and geopolitical premiums are making the market increasingly fragile. From equities to interest rates, oil prices have become the core driving force behind cross-asset pricing, and

The Federal Reserve faces a dilemma amid the Middle East war shock—economists and market traders have markedly different views on the outlook for interest rates. According to a Reuters survey of 82 economists conducted from March 20 to 25, nearly three-quarters of respondents expect the Federal Reserve will not

``` Arm has officially announced its transformation to a new business model with a self-developed chip for AI servers, sending its stock price soaring. However, the expected price-to-earnings ratio of 81 times means this gamble allows almost no margin for error. On Wednesday, Arm's stock surged 16% in a