Domestic News:
1. Fiberglass shortage worsens, Taiwanese manufacturers poised for a second round of price hikes.
2. National Energy Administration: 316.574 million kilowatts of new grid-connected photovoltaic power generation capacity to be added in 2025.
3. Hong Kong stock market share buybacks exceed HK$25.4 billion since 2026, with Tencent and Xiaomi among the companies making concentrated buybacks.
4. The first 20 days of the Spring Festival travel rush are expected to see 5.08 billion cross-regional passenger trips, a record high for the same period.
5. Total box office revenue (including pre-sales) for 2026 is expected to surpass 7 billion yuan, currently ranking first in a single global market.
International News:
1. Yen purchasing power hits a 53-year low.
2. White House officials confirm Trump will visit China from March 31 to April 2.
3. SK Hynix: AI demand drives memory prices higher throughout the year, customer inventory only four weeks' worth. 4. Amid global rare earth supply shortages, India and Brazil signed a mining cooperation agreement.
5. US media: Iranian Supreme Leader Khamenei and his son are considered targets for US strikes.
6. Zelensky: Plans to hold talks with European partners next week, aiming for fruitful results in the next round of trilateral talks between Ukraine, the US, and Russia.
7. White House official: Trump will not allow Iran to possess or manufacture nuclear weapons; no consensus has been reached on strikes against Iran.
8. OpenAI sets its 2030 revenue target at approximately $280 billion and aims to limit total computing power spending to approximately $600 billion by 2030.
9. Trump's tariffs—① Trump: Effective immediately, the global import tariff rate will be raised from 10% to 15%. ② US Trade Representative's Office: Will expedite Section 301 investigations, potentially covering most major trading partners. ③ Multiple countries have voiced their opinions on Trump's tariff policies. ④ German Chancellor: Will coordinate EU positions before traveling to the US to discuss US tariff policies with Trump.
