Apple acquires MotionVFX! A key piece falls into place in the service ecosystem as the narrative of "high-margin subscriptions" heats upJensen Huang's full speech at GTC: The era of inference has arrived, with revenue expected to reach at least one trillion dollars by 2027, and lobster is the new operating systemSamsung showcased its next-generation AI chip HBM4E for the first time at NVIDIA's GTC conferenceIEA: More oil reserves can still be tapped if necessaryNvidia Investors Just Got Incredible News from CEO Jensen Huang: 2 Highlights from GTCOvernight news on March 17: U.S. stocks closed higher, NVIDIA launched space computing services, the London Metal Exchange experienced a malfunction, and the Iranian Foreign Minister denied contact with the U.SReminder: Please pay close attention to the following (all times are in Beijing time)Apple releases AirPods Max 2, price remains at $549, noise cancellation improved by 1.5 timesNVIDIA releases Rubin chip, computing power increased fivefold, market worth one trillion dollarsNVIDIA significantly raises AI chip revenue forecast, with cumulative sales expected to reach one trillion dollars by the end of 2027Will the appointment of Waller be delayed? The Trump administration requests the judge to reconsider the decision to revoke the subpoena against PowellOn the eve of a key market moment, trading on the London Metal Exchange was suspended for two hours, affecting metals such as aluminum and zincMarch 17th External Headlines: NVIDIA releases new neural rendering technology DLSS5 and launches space computing services. Jensen Huang states that chip orders will exceed $1 trillion next yearRoche partners with NVIDIA to significantly expand AI computing power, building the largest AI factory in the industryUber and NVIDIA plan to launch robot taxis in 28 cities starting next yearOn March 17th, the top 20 trading volumes in the US stock market: Meta spent $27 billion to acquire Nebius computing powerThe U.S. SEC is preparing to propose new regulations to eliminate the requirement for publicly listed companies to disclose their performance quarterly, changing it to twice a yearNVIDIA launches space computing services, sending artificial intelligence into orbitNVIDIA officially supports minimalist shrimp farmingXeon 6 will serve as the main CPU for NVIDIA DGX Rubin, and Intel's stock price rose by 3.3%Jensen Huang boldly claims: By 2027, Blackwell and Rubin chips will generate at least $1 trillion in revenueNVIDIA releases DLSS 5, Jensen Huang exclaims the GPT moment in graphics has arrivedEuropean car manufacturers begin to "embrace China": Under pressure from technology and costs, Stellantis and Mercedes-Benz are seeking cooperation with Chinese car companiesElon Musk's xAI is recruiting bankers on a large scale, planning to train Grok as a "top investment banking analyst."Tesla's "Cybercab" name faces obstacles: the opponent is actually a French beverage companyBEKE (Trans): Neutral on 2026 property mkt; pivoting from scale to efficiencyBank of America stated that the market may underestimate the impact of the Middle East war, and global economic risks may intensifyBEKE: Slide Looks Bottomless. Can Policy Put a Floor?
---NVIDIA's stock price rises ahead of major AI conferenceThe 15% drop in NVIDIA's stock price masks a historic buy signalThe drop in oil prices drives a rebound in U.S. Treasuries, but high energy costs still suppress market rate cut expectationsSUNSHINE INS 2025 Financial Report Overview: Multiple Core Indicators Growth, Life Insurance New Business Value Increased by 48%Valuation of $10 billion! OpenAI accelerates the enterprise market, plans to partner with TPG, Bain, and other PE giants to establish a joint ventureLeapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units
---Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?
---Goldman Sachs traders warn: The market adjustment is not at its endpoint, and CTA strategies still have nearly $100 billion in selling pressure to be released in the coming monthInformed sources: OpenAI appoints former Intel executive to oversee the Stargate computing projectWedbush: NVIDIA's GTC conference may release a "very optimistic" signal, and the $4 trillion AI market opportunity will be boostedIndonesia plans to impose a "windfall tax" on commodities, facing a test of its deficit red line against oil pricesMeta pre-market up 3% plans to cut jobs to offset AI expensesReasons for Meta's stock price increase today: plans to cut 20% of jobs to fund AI developmentNVIDIA GTC conference attracts attentionThe earnings of the U.S. industrial sector are stunningly leading the way: averaging 24% above expectations, with defense and AI spending as the core enginesBehind the Huge Shock in the Korean Stock Market - Retail Investors Leveraging Bets on Samsung and SK HynixSpending $27 billion to grab computing power! Meta partners with "NVIDIA ally" Nebius to intensify the AI competitionAmerican private equity giant Cliffwater is mired in a redemption crisis: Behind the $42 billion "black box," are there still 5,000 "black boxes"?NVIDIA CEO will unveil new chips and software at the AI conference GTC