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``` Nvidia announced an adjusted gross margin of 75.2%, hitting a recent high, but whether this industry-leading profitability can be sustained faces multiple pressures, including supply bottlenecks narrowing, accelerated rise of self-developed chips, and customers' AI investment returns yet to materialize. Nvidia's latest quarterly report shows that

``` BeiGene announced its financial results for the fourth quarter and full year of 2025 on February 26, crossing the breakeven point and bidding farewell to years of "burning cash." Total annual revenue reached $5.343 billion, up 40% year-on-year; fourth quarter total revenue was $1.5 billion, up

``` As the third round of US-Iran nuclear talks resumes in Geneva, Iran is accelerating crude oil exports through the Strait of Hormuz, resulting in its “floating oil” reserves reaching a historic high. Significant geopolitical risk premium has already been priced into current oil prices, but the global crude oil market

``` European Central Bank President Christine Lagarde stated that the ECB will closely monitor whether the widespread adoption of artificial intelligence leads to job losses, but she also pointed out that there are currently no signs of large-scale layoffs. Lagarde told European Parliament members in Brussels on Thursday that both Europe

The wave of AI infrastructure investment is pushing tech giants into an unprecedented heavy-asset cycle. Morgan Stanley’s latest research shows that hyperscalers represented by Amazon, Google, Meta, Microsoft, and Oracle are expected to see capital expenditure intensity comprehensively surpass the historical peak levels of the Internet bubble era. The

``` Goldman Sachs’ latest report indicates that U.S. core goods inflation is approaching a potential turning point. As the pass-through effect of tariff costs to consumers gradually fades, the overall downward trend in inflation is expected to continue towards target levels within 2026. According to Wind Trading Desk, based on

On February 25, the Zimbabwean government announced the immediate suspension of all lithium concentrate exports, an unexpectedly stringent policy that shocked the global lithium supply chain and sparked strong expectations for an upward movement in lithium carbonate prices. Boosted by the news, on February 26, the main contract of domestic