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``` The AI infrastructure investment boom continues to heat up, exacerbating the global imbalance between memory supply and demand. Samsung Electronics’ first-quarter DRAM price increase has ultimately been confirmed above 100%, further raised from the negotiation results a month ago. On March 4, according to South Korean technology media The Elec,

``` Xiaomi is accelerating its move into high-end technology fields, making simultaneous efforts in self-developed chips and AI deployment. Xiaomi President Lu Weibing said in an interview with CNBC on Tuesday that the company plans to upgrade its self-developed SOC chips annually and is preparing to launch an independent AI assistant

``` Global key energy transport routes are facing simultaneous pressures. As tensions in the Strait of Hormuz remain high, a new oil tanker attack has unexpectedly occurred in the Mediterranean, further fueling anxiety in the energy market. According to the Malta Times, on Tuesday local time, the Russian-flagged LNG tanker "

The escalating conflict between the US and Iran is having a substantial impact on the global shipping order. COSCO Shipping announced that, effective immediately, it will suspend booking business for several countries in the Persian Gulf. On March 4, COSCO Shipping posted a service notice on its official account, stating,

This is an earnings season where fundamentals and market sentiment are seriously diverging. Goldman Sachs believes the core contradiction of this earnings season is: There is a significant disconnect between the strength of corporate fundamentals and the market's panic over AI disruption. Earnings are beating expectations, with revenue

``` Trump’s military action against Iran caused North Asian stock markets to suffer the most severe declines globally. The deep roots of this crash are not the direct impact of Middle Eastern turmoil on the Asian economy, but the excessive crowding of AI semiconductor trades and historically high leveraged positions,