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China's cloud computing industry is facing a relatively rare price increase trend. Alibaba Cloud and Baidu Intelligent Cloud have raised prices on certain products by up to 34% due to surging global AI demand and rising supply chain costs. This trend marks the loosening of a 20-year "price reduction inertia," and the cloud market may be entering an unprecedented price increase cycle. Analysts believe that rapid growth in AI computing power and limited supply will push cloud infrastructure into an inflationary environment.

Trump reportedly exempts enforcement of the Jones Act to curb high oil prices. The exemption applies to oil, natural gas, fertilizer, and coal.
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U.S. diesel prices broke through $5 per gallon this week due to Iranian situation impacting crude oil supply, causing structural challenges in the diesel market. Diesel consumption is driven by commercial activity, and price increases directly impact business profitability. U.S. diesel inventory remains below historical averages, with continued demand growth potentially triggering broader inflationary pressures.

Micron Technology will announce its fiscal 2026 second quarter results on Wednesday, with revenue expected to grow 148% year-over-year. The storage chip shortage is primarily driven by surging demand from the AI market, which has pushed prices higher and impacted PC and smartphone shipments. Although Micron has launched capacity expansion plans, supply release still requires time, and the market expects the memory shortage to persist through 2027.

This session is hosted by Guo Shengbei, discussing the relationship between oil prices and CPI and their impact on government bonds, analyzing the advantages and disadvantages of Treasury Inflation-Protected Securities (TIPS) compared to regular Treasury bonds and corporate bonds, as well as investment decision-making strategies amid uncertain geopolitical situations in the Persian Gulf.

Goldman Sachs' credit strategy team issued a pessimistic warning in its latest report, stating that market stress has not yet been fully released, and listed AT1 bonds, investment-grade hybrid bonds, and BB-rated high-yield bonds as the next potentially liquidated assets. At the same time, corporate financing costs remain elevated, interest coverage ratios face risks, the macroeconomic outlook is complex, and markets are transitioning from shock pricing to economic impact pricing.

US February core PPI rose 3.9% year-over-year, exceeding expectations and the prior reading; PPI growth both year-over-year and month-over-month surpassed expectations. The market reminds investors to exercise caution; views in this article do not constitute personal investment advice.

After Iran's energy facilities were attacked, oil prices surged, Persian Gulf supply was disrupted, and global energy markets came under pressure. The risk of South Pars gas field shutdown increased, transit through the Strait of Hormuz nearly halted, driving global fuel shortages and inflation expectations. Countries seeking alternative transportation solutions have had limited effectiveness, and the conflict outlook remains uncertain.

The escalation of the Middle East situation has kept Brent crude oil prices high, but gold’s safe-haven attributes have diminished. In the early stages of the conflict, gold prices fell sharply, dropping below $5,000 per ounce. The market has once again experienced synchronized asset sell-offs, with the US dollar replacing gold as the primary safe-haven asset. Traditional safe-haven strategies have become ineffective, indicating increased liquidity pressures in the market.

Author | Zhou Zhiyu
Huawei wants to partner with collaborators to build a "travel intelligent agent."
On the evening of March 17th, Jing Yuezhi, CEO of Huawei's Intelligent Automotive Solutions BU, and Liu Jiaming, CEO of Qijing Automobile, jointly unveiled the Qijing brand and its first model, the GT7, to the public.
Jing Yuezhi set a very ambitious positioning for this vehicle—not a mobile living space, not a functional transportation tool, but a travel intelligent agent in the AI era. "We hope both parties will work together to develop Qijing into a travel intelligent agent that redefines the AI era, creating a brand designed by and for users."
The "Realm" series represented by Qijing is viewed as Huawei's fourth cooperation model in the automotive sector. It is not Tier 1 parts supply, not the HI model, nor is it Hongmeng Smart Travel. Huawei teams are permanently stationed in Guangzhou for co-located operations, importing the IPD R&D process into Qijing's system, binding full-stack technology, while brand and channel management are handled by the Qijing team.

Shaoyan New Drug announced a shareholder clearance-style reduction in holdings, triggering market panic and a limit-down in stock price. Although subsequent announcements adjusted the reduction ratio, the market lost confidence in the company's fundamentals. The company's earnings forecast shows that although profits are growing, revenue has declined significantly, reflecting increased industry competition and a fragile business model dependent on the pricing of experimental monkeys. Future industry changes may pose greater challenges to the company.

On March 17, Huang Renxun took the stage at NVIDIA GTC 2026 in his signature leather jacket and spoke for more than two hours. After the event, virtually the entire internet was saying "NVIDIA wants to be the Token King."
But if you listen carefully to this speech, you'll discover what Huang Renxun really hammered on repeatedly wasn't Tokens themselves, but rather Tokens per Watt. He explicitly articulated this concept when presenting inference performance charts, and stated plainly: every data center, every AI factory is essentially limited by power—a 1GW factory will never become a 2GW factory, this is determined by the laws of physics. At fixed power consumption, whoever has the highest Token output per watt has the lowest production costs and the steepest revenue curve.
This statement is the true crux of the entire GTC 2026.
What public discourse eagerly discusses is Vera

The Federal Reserve is facing a historic policy dilemma amid rising oil prices driven by Middle East tensions. Although the market had previously expected rate cuts, those expectations have now sharply diminished. The Fed's decision-making is influenced by lessons from the 1979 "Saturday Night Massacre," leading current policymakers to prefer holding rates steady to avoid repeating past errors. The market has not fully responded to signals of this policy shift, and technology stock valuations have yet to reflect the pressures of ongoing rate tightening.

AI startup Manus, acquired by Meta, has launched a desktop application called "My Computer" that enables its AI agents to directly operate local files and applications on user devices. This transformation marks progress from cloud-based to localized operations and has raised concerns about security and privacy. Manus has committed to requiring explicit user authorization before accessing local data. This new feature directly competes with OpenClaw, and the two differ significantly in their business models.

The South Korean government has elevated its resource security alert level to "caution" due to an oil supply crisis, planning to expand oil supplies and strengthen demand management, actively participate in the International Energy Agency's strategic petroleum reserve releases, implement public sector energy conservation measures, and potentially restrict vehicle usage.

The French government stated it would support safe passage escorts in the Strait of Hormuz, but only on the condition that the conflict requires substantial de-escalation and is conducted in a state of peace. Macron and the foreign minister emphasized that there is currently no willingness to become involved in military operations, while European countries generally resist participation, arguing that this crisis is not of their making.

Chery Automobile's 2025 financial report shows an operating revenue of 3002.87 billion yuan and a profit of 195.07 billion yuan, with a significant profit growth rate. Relying on economies of scale and market pricing advantages, Chery has achieved profit growth. Its new energy and intelligentization strategies are also progressing, but the risks associated with dependence on overseas markets still need attention, especially in the context of tightening tariff policies. Chery needs to improve its brand competitiveness in the field of intelligent technology to maintain future development.