️Macro Alpha Analytics🫆

#AAPL 周三推出新款 MacBook Air ，搭载M4芯片、升级版视频会议摄像头，并把价格下调 100 美元(售价：RM 1,599)。外，苹果还推出新款Mac Studio，最高配升级至M3 Ultra芯片 ✅

Apple iPad (A16) 2025 Malaysia: Official price and specs https://soyacincau.com/2025/03/05/apple-ipad-11-a16-2025-malaysia-launch-price-specs/

Google 推出 ' AI Mode ' 以让用户提出更复杂的多部分问题（Coding 、高级数学等）。股价上涨超 1.5% 📈

Expanding AI Overviews and introducing AI Mode https://blog.google/products/search/ai-mode-search/

AI服务器需求强劲❗️鸿海2025年前两个月营收增长25%，创历年同期新高 📈

Foxconn says February revenue rose 56.43% y/y | The Star https://www.thestar.com.my/tech/tech-news/2025/03/05/foxconn-says-february-revenue-rose-5643-yy

英伟达市盈率跌至25倍以下，GTC 将在三月十八号召开。

Trump tariffs live updates: White House announces one-month delay for auto industry levies after talks with Big 3 CEOs and Canada | The Independent https://www.independent.co.uk/news/world/americas/us-politics/trump-speech-tonight-live-updates-tariffs-b2709111.html

🔥 96-year-old Li Ka-shing has just completed a deal of the century—perfectly executing Sun Tzu’s Art of War, turning risk into a goldmine with a stroke of genius! 💰 Trump relentlessly pressured him, targeting two of Cheung Kong Hutchison’s ports in the Panama Canal, trying to force Li Ka-shing to bend. The result? Li Ka-shing flipped the script, shocking the world! 💥 🚀 He sold off all port businesses outside of China/Hong Kong in one fell swoop, handing them over to BlackRock in a jaw-dropping deal! 💰 $19 billion in cash secured! What does this mean? It’s exactly 100% of Cheung Kong Hutchison’s entire market value! 💸 🔥 43 ports across 23 countries, all sold off! He kept only the core assets in China and Hong Kong, making a precise retreat! Investors went wild, and shareholders were ecstatic! From Trump’s pressure over just two ports to a grand slam earning $19 billion, Li Ka-shing’s move was nothing short of legendary! Global geopolitical turbulence? Escalating trade wars? The dawn of a deglobalized era? Li Ka-shing smiled calmly: “Pour me a cup of tea—I’m cashing out and stepping away.” ☕💼 📈 Cheung Kong Hutchison’s stock surged 28% overnight, and shareholders cashed in big! This isn’t just a deal—it’s a masterful game! Li Ka-shing once again stands atop the global chessboard, turning a crisis into a $19 billion empire! 🔥🔥🔥 #This is what a true capital titan looks like!#

Li Ka-shing Escapes Trump’s Glare With $19 Billion Port Deal https://www.bloomberg.com/news/articles/2025-03-05/li-ka-shing-exits-global-ports-business-with-19-billion-in-cash

大马“股王”跌至7年新低　市值7天蒸发42亿！ | 财经 | 東方網 馬來西亞東方日報 https://www.orientaldaily.com.my/news/business/2025/03/05/716987

Arm Compute Platform at the Heart of Malaysia’s Silicon Vision - Arm Newsroom https://newsroom.arm.com/blog/arm-malaysia-silicon-vision

Made by Malaysia 🇲🇾

MOE AI Chip Launch https://siliconvision.ekonomi.gov.my/