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The US Congress is advancing a bipartisan war powers resolution, attempting to reclaim final authorization for military actions against Iran, with the vote becoming a key indicator of support for the war within Washington and increasing market uncertainty regarding the direction of the conflict. According to a Reuters report on

The situation in Iran is bringing global market core variables back to "oil prices." CITIC Securities believes that, once Hormuz Strait transport is disrupted, the upward movement in crude oil will amplify global liquidity fluctuations via inflation expectations, monetary policy, and carry trade, further driving supply chain and

``` U.S. Treasury Secretary Besenth: The supply in the crude oil market is very abundant. A large amount of crude oil has already left the Gulf region. The U.S. will provide insurance for ships in the Gulf region. Contact will be made with ship owners in the coming days.

``` 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,