Is Nvidia paving the way for the release of the new CPO plan? Heavily investing in optical interconnects, aiming to build "supply protection" for CPOUnderstanding the Market | XPeng-W fell over 4% during the session, the second-generation VLA officially released, February delivery volume declined both year-on-year and month-on-monthShanghai Securities Journal: "The 14th Five-Year Plan" Starts with Development, Looking Ahead to Five Highlights of the National Two SessionsJapanese and South Korean stock markets collectively plummet, U.S. stock futures widen losses, and Japanese government bond yields rise across the boardApple and Google deepen AI collaboration, Siri's computing power demand spurs new managed server modelIn the first quarter, net outflows reached as high as $1.7 billion! Blackstone's flagship private credit fund becomes a "PE barometer"Understanding the Market | Optical Communication Concept Stocks Open Higher Collectively, Nvidia Invests $4 Billion to Enhance Research and Manufacturing of Advanced Optical TechnologiesElon Musk praises Qianwen's new model intelligent densityThe first AI Spring Festival battle, who won?The US stock market is "exceptionally calm." In the face of risks from Iran, is the market waiting or complacent?"Light Interconnection Giant" Credo's Q3 revenue surged by 200%, but declining profit margins raised concerns, dropping over 12% in after-hours trading before turning positive | Earnings Report InsightsAmazon closes Abu Dhabi distribution center and suspends delivery servicesBeginning Tuesday, measures will be implemented "in phases," with the U.S. stating that there are plans to "mitigate rising oil prices."The outbreak of risks in Iran: Will the emerging market trades, including "Taiwan Semiconductor, Samsung, and SK Hynix," face changes after this year's big profits?Inflation risks resurface ahead of the U.S. midterm elections, industry insiders: The Iran conflict may erode Republican support ratesTesla's sales in some European markets rebounded significantly in FebruaryZhitong Hong Kong Stocks Early Insights | Oil Prices Surge, Reviving Inflation Concerns, Global Central Bank Rate Cut Expectations Cool Across the BoardAmazon acquires George Washington University's Virginia Tech campus for $427 million to build a data centerFormer Federal Reserve Chair and former U.S. Treasury Secretary Janet Yellen: The situation in Iran makes the Federal Reserve less willing to cut interest ratesAfter taking over from Buffett, Abel's first shareholder letter failed to boost market confidence, and Berkshire (BRK., BRK. stock price is under pressureReminder: Please pay close attention to the following (all times are in Beijing time)March 3rd, Top 20 US Stock Trading Volume: NVIDIA Invests $4 Billion in Optical Communication IndustryElon Musk's X and xAI plan to fully repay $17.5 billion in debt, accelerating the SpaceX IPO processThe U.S. manufacturing PMI for February has expanded for two consecutive months, with the price index soaring to a nearly four-year high, and the Iran conflict may add further inflationary pressureApple releases iPhone 17e and new iPad Air, maintaining pricing and targeting the mid-range marketAggressive AI spending plans backfire on stock prices, Amazon plunges 12% in February, marking the worst monthly performance since the end of 2022Amazon commits to invest nearly $40 billion to expand AI data center infrastructure in SpainApple launches iPhone 17e, priced at $599, with the basic storage capacity increased to 256GLLM losses widened 360%, MiniMax still a 'darling'?Apple discusses hosting the new version of Siri by Google: Growing demand for cloud servicesNVIDIA will invest $2 billion each in Lumentum and Coherent to strengthen its AI processor businessApple releases new iPad Air, equipped with M4 processorMiniMax conference call: Focusing on "all-modal" and "high quality," bidding farewell to purely "卷模型" and evolving towards an AI platform ecosystemMiniMax (Trans): Doubling down on coding, productivity, and multimodal use casesMorgan Stanley's Wilson: Geopolitical shocks cannot stop the bull market; as long as oil prices do not double, the S&P 500 is still expected to rise to 7,800 pointsMiniMax (Trans): Coding, Office, MultimodalGlobal news you need to know before Monday's U.S. stock market opensHow much impact does the war in Iran have? Societe Generale: Oil prices rise by $20, but the impact is "more controllable" than before, and gold remains the most effective hedgeNVIDIA's concentration risk: Approximately 91% of revenue comes from data centersAmazon Web Services: Service interruption announced after Dubai data center was hitNVIDIA collaborates with multiple companies to build a 6G platformNetflix responds to withdrawal from WBD bidding: due to price reasons rather than political factorsNVIDIA's Profit EngineBrent crude oil aims for $120? JP Morgan: Price direction depends on these four major variablesBerkshire firmly at the helm emphasizes long-term holdings such as AppleThe halo of 'America First' fades! U.S. stocks lag behind, funds accelerate flow to European and Asian stock marketsQatar Energy suspends LNG production after attack, European gas prices surge by 50%! Goldman Sachs: Prices could double if the blockade continues