Internationally:
1. Goldman Sachs: The only way for US stocks to go up is to first go down.
2. Goldman Sachs: Allocating to Chinese AI assets has become a necessary means of hedging risks in traditional industries.
3. Fitch's BMI: If the situation in the Middle East continues, gold prices may reach a record high this week.
4. Fitch's BMI: The Middle East conflict may push aluminum prices to $3,700 per ton.
5. Macquarie: Delivery capacity may be the trigger for a surge in oil prices.
6. Capital Economics: The oil market may experience a short-term surge.
7. Capital Economics: The Middle East conflict may force Asian central banks to pause easing.
8. S&P Global: US manufacturing expansion in February hit a six-month low; tariff uncertainty puts pressure on profits.
9. CBA CEO: The conflict in Iran may bring long-term tail risks to the market.
10. XS Group: Gold prices breaking through $5,300 may usher in a new phase of risk pricing. Domestic News
1. Galaxy Securities: Escalating Middle East conflict benefits gold and strategic military metals.
2. CITIC Securities: Leading tanker manufacturers' profits are expected to reach new highs in 2026.
3. CITIC Securities: Geopolitical conflict in Iran strengthens the oil shipping cycle momentum; leading tanker manufacturers' profits are expected to reach new highs in 2026.
4. Galaxy Securities: Rising pulp prices are bullish on paper companies' performance elasticity due to price increases.
5. CITIC Securities: Overseas analog IC leaders' performance confirms inflection point; structural recovery is a clear theme.
6. CITIC Securities: First national-level humanoid robot standard system released; focusing on high-quality links to grasp certainty and core changes such as dexterity.
