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The three major A-share stock indexes all turned lower, oil and gas stocks continued to surge, the defense industry collectively adjusted, the Hang Seng Index and Hang Seng Tech Index opened high and moved lower, and non-ferrous metals plunged.

The three major A-share stock indexes all turned lower, oil and gas stocks continued to surge, the defense industry collectively adjusted, the Hang Seng Index and Hang Seng Tech Index opened high and moved lower, and non-ferrous metals plunged.

``` A-share oil and gas stocks continue to surge. According to CCTV News, US Defense Secretary Hegseth confirmed on Monday that the US military has not yet deployed ground troops inside Iran, but also said that no options are ruled out. On March 3, all three major A-share indexes opened higher

Net outflow reached $1.7 billion in the first quarter! Blackstone Group's flagship private credit fund becomes the "PE barometer."

Net outflow reached $1.7 billion in the first quarter! Blackstone Group's flagship private credit fund becomes the "PE barometer."

Blackstone’s flagship private credit fund has experienced large-scale redemptions, reflecting an accelerated erosion of retail investor confidence in this asset class. According to Blackstone’s securities filing on Monday (March 2), its $82 billion private credit fund (BCRED) received redemption requests this quarter amounting to 7.9% of fund

Chip "first choice" Nvidia, replacing memory; Morgan Stanley's reasoning: the stock price has lagged for a long time, and the "growth peaking in 2026" theory has been disproven.

Chip "first choice" Nvidia, replacing memory; Morgan Stanley's reasoning: the stock price has lagged for a long time, and the "growth peaking in 2026" theory has been disproven.

``` NVIDIA’s stock price has barely moved over the past two quarters, but Morgan Stanley’s assessment is: the fundamentals are actually getting stronger, and the market is stuck on two issues—whether growth can “endure” through 2026, and whether market share will gradually be eroded by ASICs and AMD.

The first AI Spring Festival showdown—who won?

The first AI Spring Festival showdown—who won?

Is the 8 billion burn just a flow bubble or real gold? Morgan Stanley revisits the 2026 Chinese New Year AI app battle in their latest research report, According to Hard AI, the 2026 Chinese New Year saw China's consumer AI sector face its first large-scale subsidy-driven user

U.S. stocks are "unusually calm." Faced with the risk from Iran, is the market waiting or complacent?

U.S. stocks are "unusually calm." Faced with the risk from Iran, is the market waiting or complacent?

``` Geopolitical tensions in the Middle East escalated over the weekend, but the US stock market showed an unexpectedly “calm” response. On March 2nd, the US stock market initially reacted with a sell-off at the opening, but quickly digested the shock: stocks rebounded more than 1% from the early lows and

Measures will begin to be introduced "in phases" starting Tuesday, and the US says it has plans to "mitigate rising oil prices."

Measures will begin to be introduced "in phases" starting Tuesday, and the US says it has plans to "mitigate rising oil prices."

``` U.S. Secretary of State Rubio stated that the Trump administration will announce a special plan on Tuesday to address the rising oil prices, aiming to ease the turmoil in the energy market caused by the U.S. military strike on Iran. On Monday, March 2, Secretary of State Rubio

$4 billion investment in Lumentum and Coherent, Nvidia "believes in light"

$4 billion investment in Lumentum and Coherent, Nvidia "believes in light"

``` NVIDIA announced a total investment of $4 billion in two photonics technology companies, elevating its strategic layout for AI data center network architectures to a new height. On Monday, NVIDIA announced an investment of $2 billion each in Lumentum and Coherent. Both deals include multi-billion-dollar purchasing commitments and future capacity