太阳与月光
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$HESAI-W (02525.HK)$ among lidar tech field.. always buy the lead.. never go for followers..
this one is the lead
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太阳与月光
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Key Takeaways:
• Oil Prices Surge After Trump Threatens to Hit Iran 'Extremely Hard'
• Pentagon Deal With Boeing, Lockheed to Triple Patriot PAC‑3 Seeker Production
• SpaceX Said to File Confidentially for Biggest-Ever IPO
🔔Before the Bell
Stocks and bonds declined as oil jumped again, after President Donald Trump dampened hopes that the war in the Middle East will be resolved quickly and that disruptions to energy supplies will ...
• Oil Prices Surge After Trump Threatens to Hit Iran 'Extremely Hard'
• Pentagon Deal With Boeing, Lockheed to Triple Patriot PAC‑3 Seeker Production
• SpaceX Said to File Confidentially for Biggest-Ever IPO
🔔Before the Bell
Stocks and bonds declined as oil jumped again, after President Donald Trump dampened hopes that the war in the Middle East will be resolved quickly and that disruptions to energy supplies will ...
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Next week, the overall judgment will remain unchanged from last week (Last week's article), the current market dynamics hinge on the situation in the Strait of Hormuz. This week's GTC conference did not provide a boost to the entire technology sector.The optical communication sub-sector is performing well, with core targets like LITE/storage chips seeing attention after Micron’s earnings report. The two main themes in tech right now are the communications sector and storage chips.
On the evening of March 18: The US-Iran conflict escalated again.Oil prices surged above $100 once more, indicating that the market will come under renewed pressure.
The trigger was an Israeli attack on a natural gas facility in Bushehr, southern Iran. Iran retaliated by striking the exclusive US zone at the Riyadh refinery. An industrial city in Qatar was also attacked. The conflict has expanded from military installations to civilian infrastructure, reaching its most dangerous point, and also the moment when both sides are most likely to stop.
Dot plot interpretation: The Federal Reserve announced it would keep the target range for the federal funds rate unchanged at 3.5% to 3.75%, which aligns with expectations.The Fed anticipates one rate cut in 2026 and another in 2027 (it’s highly possible they will shift to a dovish stance in the second half of the year after Volcker takes office).
The US plans to provide war risk insurance.
The Trump administration plans to provide $20 billion in war risk insurance to encourage ships to pass through the Strait of Hormuz. The policy has been questioned as a political gesture rather than an effective solution.
Risks are accumulating in the US private credit sector
US private credit funds are facing redemption pressure from investors as the market worries that advancements in artificial intelligence could disrupt their investments...
On the evening of March 18: The US-Iran conflict escalated again.Oil prices surged above $100 once more, indicating that the market will come under renewed pressure.
The trigger was an Israeli attack on a natural gas facility in Bushehr, southern Iran. Iran retaliated by striking the exclusive US zone at the Riyadh refinery. An industrial city in Qatar was also attacked. The conflict has expanded from military installations to civilian infrastructure, reaching its most dangerous point, and also the moment when both sides are most likely to stop.
Dot plot interpretation: The Federal Reserve announced it would keep the target range for the federal funds rate unchanged at 3.5% to 3.75%, which aligns with expectations.The Fed anticipates one rate cut in 2026 and another in 2027 (it’s highly possible they will shift to a dovish stance in the second half of the year after Volcker takes office).
The US plans to provide war risk insurance.
The Trump administration plans to provide $20 billion in war risk insurance to encourage ships to pass through the Strait of Hormuz. The policy has been questioned as a political gesture rather than an effective solution.
Risks are accumulating in the US private credit sector
US private credit funds are facing redemption pressure from investors as the market worries that advancements in artificial intelligence could disrupt their investments...
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Inside story of the plan to assassinate Khamenei: Israel hacked into cameras, and the US provided final confirmation.
How far will the conflict spread? A breakdown of the demands and capabilities of all involved parties:
Despite Trump's claim on Monday evening that the war would end soon,which the market interpreted as a signal that Trump was about to take action, leading to a rapid rebound. However, after oil retraced to the five-day line, and given the ongoing intensity of conflicts in the Iranian region and with Israel, Brent crude rebounded and returned to the $100 mark, causing market fluctuations to expand and profitability to significantly decline.
Will the war end quickly as Trump suggested? No,because, firstly, the US made the foolish decision to assassinate a religious leader, which will provoke a backlash across the entire Shiite Islamic world, and the rise of Mujtaba, a hardliner. The younger Khamenei, who was originally the leader of the Supreme Leader’s political office and joined the Revolutionary Guard in his youth, has strong political roots within Iran’s religious circles. Thus, it could be said that Israel's overly 'pragmatic' elimination of potential negotiators (more than one) by bombing them (Trump himself claimed an agreement had been reached with Rodriguez), left Iran with no choice but to select Mujtaba as the 'least likely traitor, lowest risk option.' (The Shiite tradition does not involve hereditary succession, and Khamenei had tried to avoid handing over power to Mujtaba during his tenure). Secondly, while Trump wants to withdraw, Israel won't allow it.
Will the war turn into a prolonged conflict?...
How far will the conflict spread? A breakdown of the demands and capabilities of all involved parties:
Despite Trump's claim on Monday evening that the war would end soon,which the market interpreted as a signal that Trump was about to take action, leading to a rapid rebound. However, after oil retraced to the five-day line, and given the ongoing intensity of conflicts in the Iranian region and with Israel, Brent crude rebounded and returned to the $100 mark, causing market fluctuations to expand and profitability to significantly decline.
Will the war end quickly as Trump suggested? No,because, firstly, the US made the foolish decision to assassinate a religious leader, which will provoke a backlash across the entire Shiite Islamic world, and the rise of Mujtaba, a hardliner. The younger Khamenei, who was originally the leader of the Supreme Leader’s political office and joined the Revolutionary Guard in his youth, has strong political roots within Iran’s religious circles. Thus, it could be said that Israel's overly 'pragmatic' elimination of potential negotiators (more than one) by bombing them (Trump himself claimed an agreement had been reached with Rodriguez), left Iran with no choice but to select Mujtaba as the 'least likely traitor, lowest risk option.' (The Shiite tradition does not involve hereditary succession, and Khamenei had tried to avoid handing over power to Mujtaba during his tenure). Secondly, while Trump wants to withdraw, Israel won't allow it.
Will the war turn into a prolonged conflict?...
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$Alibaba (BABA.US)$ The bull is here
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