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``` The "trading entry point" for US stocks is shifting towards ETFs. Capital flows and trading volume are both accelerating, making ETFs increasingly resemble the primary trading layer of the market rather than just allocation tools, amplifying rapid portfolio adjustments and style switching driven by macro factors. According to

Apple is seeking to host the next-generation version of its voice assistant Siri on Google Cloud, reflecting the deep-rooted dilemma resulting from the tech giant’s long-term underinvestment in cloud computing, and marking an increased reliance on external infrastructure. According to The Information’s report on Tuesday, at Apple’s

The flames of war in the Middle East have reignited, and the traditional safe-haven logic of the government bond market is collapsing. Inflation concerns are once again dominating the global fixed income market, as government bonds are widely sold off from Sydney to Tokyo. US, Japanese, Australian, New Zealand, South

``` Amazon Web Services, Amazon’s cloud computing division, experienced drone attacks in the Middle East leading to physical damage at its facilities, raising the risk of regional cloud service interruptions and highlighting the direct impact of geopolitical conflicts on critical digital infrastructure. According to Bloomberg, Amazon stated that drones recently

``` The market always likes to compare this wave of AI enthusiasm to the internet bubble of 2000, often discussing whether the valuations are too high or if the bubble will burst. This in-depth strategy report from Dongwu Securities deliberately avoids that line and instead asks a more fundamental question: In

The global aluminum market is undergoing a supply-side transformation driven by electricity. According to Wind Trading Desk, on March 2, Morgan Stanley’s Amy Gower research team released a report stating that although current aluminum prices have already reached Morgan Stanley’s second quarter benchmark forecast of $3,250/ton,

``` Howard Marks, co-founder of Oaktree Capital, warned investors to remain calm in the face of Middle East conflicts, avoid emotional decisions, and stay alert to emerging cracks in the private credit market. On March 3, at the Australian Financial Review Business Summit in Sydney via video link, Marks stated that