HK, US stocks top stories
Wall Street Commentary GTC: In NVIDIA's definition, computing power equals revenue, and Token is the new commodityATAT (Trans): 2026 retail revenue expected to grow 25%-30% YoY
---Intensifying competition in Robotaxi, Uber expands cooperation with NVIDIAThe Middle East conflict triggers a "safe-haven rush" in the foreign exchange market, with euro to dollar hedging demand reaching an 11-month highMicrosoft integrates the Copilot development team to accelerate AI product deploymentChilean copper giant Codelco's January production plummeted 47% month-on-month, raising suspicions that the year-end production increase data was "inflated."Oil prices surge to become a "booster"? Amidst the flames of war, commodity currency arbitrage trading welcomes its strongest start in three yearsOpenAI signs agreement with AWS to sell artificial intelligence to U.S. government personnelMonthly active users decreased, profits increased: Tencent Music finds gold in the "stock game"NVIDIA further expands into the field of physical AI, deepening cooperation with STMicroelectronicsTME (Trans): Agile amid intense competition, prioritizing shareholder returns
---The Iran war drives up oil prices, but the market "ignores inflation"? Analysts warn: TIPS liquidity premium masks real risksATAT: Retail Boom — Is the 'Haidilao' of Hotels Smiling Again?Middle Eastern energy facilities have been consecutively attacked, causing oil prices to surge back above $100. Asian tech stocks are rising on the positive news from NVIDIA, and spot gold has increased by 0.4%The battle among U.S. e-commerce intensifies! Amazon launches "1-Hour Delivery," directly competing with WalmartFunds are flooding into U.S. energy stocks! Jefferies and Citigroup jointly warn: the rally may be coming to an endGoldman Sachs hedge fund chief: The market environment is "almost unprecedented," and the stock market underestimates downside tail risksOpenAI will sell artificial intelligence technology to U.S. institutions through Amazon's cloud division