[Futures Hotspot Tracking] Aluminum prices are approaching a four-year high, with geopolitical factors once again becoming the core driver. How significant is the "black swan" event in market supply?

New York gold futures broke through $4,700 per ounce, up 3.13% on the day.

Key News 1. Warren Buffett: Stock valuations remain unattractive; Berkshire Hathaway will use cash if the market experiences a significant downturn. 2. Trump encourages allies like the UK to directly "seize" oil in the Straits, while threatening Iran to reach an agreement quickly. 3. US Defense Secretary Hergsays: The next few days will be the decisive moment in the war with Iran, and Iran is powerless to stop it. A regime change has occurred in Iran. If Iran is wise, it will reach an agreement. If Iran does not reach an agreement, the war will continue in greater intensity. 4. The average price of gasoline in the US has surpassed $4 per gallon, reaching a near four-year high. 5. Jamshid Ahmad Al-Ahaki, advisor to the Chief of Staff of the Iranian Armed Forces, was killed in a joint US-Israeli attack. Individual Stock News 1. Nvidia (NVDA.O) announced a $2 billion investment in Marvell Technology (MRVL.O), with plans to collaborate in silicon photonics technology. 2. Virgin Galactic (SPAC.N) shares rose over 7% pre-market after its Q4 net loss narrowed by 17%. 3. WeRide (WRD.O) and Uber announced the official launch of fully driverless Robotaxi commercial operations in Dubai. 4. Microsoft (MSFT.O) plans to invest $1 billion in Thailand over the next two years for cloud computing and AI infrastructure. 5. Uber (UBER.N) plans to acquire professional driver booking platform Blacklane, aiming to compete in the global premium ride-hailing market. 6. Morgan Stanley's brokerage platform E*Trade is in talks to lead a retail investor offering in SpaceX's IPO. 7. Unilever is reportedly close to reaching a merger agreement with McCormick, potentially creating a $60 billion food giant. 8. Meta Platforms (META.O)'s Instagram is testing a premium subscription service including a "view stories incognito" feature.