Market Overview - US durable goods data boosted US stocks, with major indices reaching over a week high, while small-cap and chip indices fell [2] - Apple shares rose nearly 3%, while Tesla dropped over 3% [2] - USA Rare Earth shares surged nearly 8% after the announcement of government investment [2] - Nvidia's additional investment led to CoreWeave shares rising nearly 6% [2] - Gold prices surpassed $5000 for the first time, with a peak increase of over 2% [2] - Silver experienced its strongest intraday surge since 2008, rising 14% to nearly $118 before retreating [2][11] - Natural gas prices spiked over 40% due to winter storm demand and production disruptions [2] Key News - The Chinese Ministry of Commerce expressed willingness to manage differences and promote cooperation with the US, planning to introduce policies to expand inbound consumption [3][10] - The People's Bank of China supports increasing the scale of RMB business funds in Hong Kong from 100 billion to 200 billion [11] - OPEC+ representatives indicated a potential continuation of production cuts in March, with no significant impact on oil supply from geopolitical tensions [3][11] - The US military has increased its presence around Iran, with warnings from Iran regarding any attacks being considered as a declaration of war [12] - Reports suggest an 80% chance of a new government shutdown in the US [12] Company Developments - Zijin Mining plans to acquire Allied Gold for 5.5 billion CAD, accelerating its entry into West Africa's core gold mining area [15] - The Trump administration is set to invest $1.6 billion in USA Rare Earth, acquiring up to 16% of the company [16] - Nvidia is investing an additional $2 billion in CoreWeave, which will support the deployment of new products including a standalone CPU chip [16][17] - Microsoft is upgrading its self-developed AI chip to reduce reliance on Nvidia, claiming superior performance compared to Amazon's Trainium and Google's TPU [17] AI and Technology - Alibaba launched the Qwen3-Max-Thinking model, claiming performance comparable to GPT-5.2 and Gemini 3 Pro, with over 1 trillion parameters [4][13] - The global first space computing network, consisting of 2800 satellites, aims to be operational by 2035 [15] - The digital human industry in China is rapidly expanding, with over 1.14 million related companies, and new standards are being developed for identity management [30] Economic Insights - UBS warns that the US economy could face a 50% recession probability if the AI bubble bursts, highlighting the fragile nature of the current expansion [18] - Morgan Stanley predicts a growing divide in AI capabilities and accelerated integration of energy facilities by tech giants by 2026 [20]

Group 1: Cloud Computing - Amazon Web Services (AWS) has raised the price of its EC2 machine learning capacity blocks by approximately 15%, with the p5e.48xlarge instance cost increasing from $34.61 to $39.80 per hour, indicating a significant shift in cloud computing pricing logic amid AI computing resource shortages [1] - Demand for training and inference in AI models remains high, with global computing power continuing to thrive, supported by the accelerated shipment of NVIDIA's high-density computing cabinets [1] Group 2: Traditional Chinese Medicine - The National Health Commission of China is promoting the experience of Sanming medical reform to enhance the development of traditional Chinese medicine (TCM), encouraging county-level TCM hospitals to form medical communities to improve service capabilities [2] - Over 40% of county-level TCM hospitals have established medical communities, and policies are being implemented to enhance the quality and clinical value of TCM products [2] Group 3: Digital Humans - The Ministry of Industry and Information Technology has released a draft for a national standard on digital human identity management, aiming to address identity management issues and security risks in the rapidly growing digital human industry [3] - The digital human industry in China has expanded significantly, with over 1.14 million related enterprises, and the proposed standards are expected to enhance industry regulation and reduce fraud risks [3] Group 4: Biotechnology - A study led by Oxford University has demonstrated the ability to design quantum mechanical processes within proteins, paving the way for new quantum-enhanced biotechnologies [4] - This breakthrough integrates engineering biology, quantum science, and artificial intelligence, potentially revolutionizing drug development and precision medicine in the next 5-10 years [4] Group 5: Compressed Air Energy Storage - The successful grid connection of the second unit of the Guoxin Suyan Huai'an salt cavern compressed air energy storage demonstration project marks the full production of the world's largest compressed air energy storage power station, with an annual output of 792 million kilowatt-hours [5] - This technology is transitioning from pilot demonstrations to large-scale applications, playing a crucial role in promoting renewable energy consumption and achieving carbon neutrality goals [5] Group 6: Digital Trade - The Ministry of Commerce plans to innovate and develop digital trade by establishing a national digital trade demonstration zone and formulating relevant standards by 2026 [6] - Digital trade is becoming a new trend in international trade, with projected growth in online retail and cross-border e-commerce, indicating a strategic focus on building a robust digital trade framework in China [6] Group 7: AI in Healthcare - Amazon's One Medical has launched an AI health assistant named Health AI, providing personalized guidance based on individual patient histories, integrating seamlessly with existing healthcare services [7] - The AI healthcare market is expected to grow significantly, with projections indicating a rise from approximately $26.65 billion in 2024 to about $505.59 billion by 2033, reflecting a compound annual growth rate of 38.8% [7]