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``` SK Hynix faces a critical turning point in the HBM market. On March 10, Korean analyst Jukan from Citrini7 wrote on platform X that, according to semiconductor industry sources, the company will soon submit final samples of its sixth-generation high-bandwidth memory (HBM4) to Nvidia. If it passes Nvidia’s qualification

A well-known equity private fund recently launched the first self-investment of the Year of the Horse. On March 9, Heyuan Fund issued an announcement, based on a positive outlook for the long-term development of China’s capital market and confidence in its own investment management capabilities, the company plans to

``` Demand for AI inference chips is heating up, reshaping the order landscape for Samsung's wafer foundry. On March 10, according to sources cited by Chosun Ilbo, AI chip startup Groq has requested Samsung Electronics to increase its AI chip production from about 9,000 wafers to 15,000

``` Author | Zhou Zhiyu On March 9, Dongfeng Group Co.'s shareholders’ meeting overwhelmingly approved the privatization plan and the proposal for Lantu Automobile to be listed on the Hong Kong Stock Exchange. This "privatization + high-quality new energy asset spin-off listing" capital operation has officially moved from planning

``` International oil prices have undergone a dramatic reversal. The US-Iran conflict has led to the closure of the Strait of Hormuz, triggering the largest oil supply disruption in history, with around 20% of global oil shipments affected. On Monday, international oil prices fluctuated sharply, with WTI crude moving as much

``` On the same day, Brent crude oil hit $120 per barrel and then fell back to $90—a record single-day price swing, triggered by nothing more than a single comment from Trump. However, UBS issued a warning: even if there are signs of political de-escalation, whether actual oil shipments through