Billionaire Stanley Druckenmiller -- Who Sold His Nvidia Stock Last Year -- May Be Betting on Nvidia in Another WayTo appease Trump, Taiwan Semiconductor announced an additional investment of $100 billion in the U.S. to build three chip factoriesBetter Artificial Intelligence Stock: Oracle vs. NvidiaGlobal markets reassess the "American exceptionalism" narrative, Morgan Stanley: U.S. Treasuries are the biggest beneficiariesInsider Activity at Nvidia and Palantir Speaks Volumes -- but Are Investors Willing to Listen?Will US stocks continue to fall? The S&P has broken through a key level, and the quantitative sell-off has just begun"The rise of the East and the decline of the West" trend remains unchanged! Morgan Stanley: Cautiously observing U.S. tech stocks, Chinese tech stocks still have attractivenessAs the U.S. consumer finance industry slows down, Goldman Sachs is optimistic about these two U.S. stocksLaunching a Tariff Counterattack! Hong Kong and A-shares started low and eneded high | Today's important news reviewIs the pullback in US stocks not over yet? Bank of America’s contrarian indicator is close to issuing a "sell" signalAnother major bank believes Xiaomi is a potential winner in AI, with key events expected in the coming monthsJingluo: The latest MMI report shows a 3.52% decline for 8 consecutive months, and further downward adjustment is expectedWhat major events are about to happen? Highlights of Trump's first congressional speech after returning to the White HouseChina Merchants Jinling International: Maintains Beigene "Buy" Rating and Raises Target Price to HKD 208.8Jensen Huang strongly supports "Physical AI," and Goldman Sachs has sorted out the listed companiesU.S. stocks plummet, the White House is in chaos, DOGE layoffs, Mar-a-Lago agreement... all because of "American debt monetization"!Elon Musk: Anti-corruption efforts may lead to my assassinationTrack Hyper | Domestic CIS Technology Reaches the Top: Is it again Howey Technology?The Tariff Commission of the State Council issued an announcement on the imposition of additional tariffs on certain imported goods originating from the United StatesHow to interpret Trump's tariff stick this year?BYD pledges to work with rival Tesla to put EVs above petrol cars- FT interviewHong Kong Stock Midday Review: Hong Kong stocks pull back, Hang Seng Index falls below 23,000Goldman Sachs US Stock TMT Outlook: Significant Capital Outflow, Defense and IT Service Stocks Become the FocusTrump's Difficult Game: Racing Against Inflation, the Republican Party is Already WorriedGPT-4.5 "both poor and expensive," if GPT-5 is not released soon, OpenAI will face difficultiesThe market's expectation for the Federal Reserve to cut interest rates this year has risen to: 3 times!Better Artificial Intelligence Stock: IonQ vs. NvidiaThe U.S. economy sounds the "stall warning" as U.S. Treasury yields collectively plungeTo avoid recession, does the U.S. need to "redefine" GDP?The Hang Seng Index opened down 1.4%, and the Hang Seng Tech Index fell 2.5%Daily Hong Kong Stock Market News Briefing (March 4, Tuesday)It's time for this image to go viral againDeepSeek's technological innovation cannot stop the AI infrastructure frenzy: Bank of America expects investment in hyperscale data centers to soar by 34% in 2025"Son of Nvidia" CoreWeave submits IPO application, with revenue soaring 8 times last year and capital expenditure increasing 3 times, Microsoft contributing 2/3 of revenueCICC: The "Truth" Behind the Weakening Growth in the United StatesJinglin "Godfather" of Capital's Trillion Yuan Shift: Tech Heavyweights VS Consumer StrongholdCryptocurrency market rebounds! Trump announces U.S. crypto reserves, five major currencies selectedWall Street investment mogul Cooperman is cautious! U.S. stocks are being reduced at highs, holding a large amount of cashBreakfast | Trump's tariffs hit the market hard, U.S. stocks start March with a "black opening"! NVIDIA plummets 9%Sunnova's single-day plunge of 64% triggers a sector avalanche, as the U.S. photovoltaic industry faces its "darkest hour."In the largest financing scale in Hong Kong stocks in nearly four years, BYD raised HKD 43.5 billion through a placementUber CEO Dara Khosrowshahi Just Gave Tesla Investors a Stark WarningGuotai Junan Securities Hong Kong Stock March Strategy: The decline in US Treasury yields and DeepSeek's deployment will drive the expansion of Hong Kong stock valuationsNVIDIA fell nearly 9% on Monday! Market value evaporated by $265 billionSt. Louis Fed President: The U.S. economic outlook is robust, and inflation expectations remain a key variableBuffett calls tariffs "acts of war" as US stock market volatility intensifies