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欢迎加入 【Macro Alpha Analytics】 ⚖️ 法律声明 : 📌 分享性质： 本群所有观点纯属个人意见分享，不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询： 在做出任何投资决定前，请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免： 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示： 市场波动无常，投资需根据自身财务承受能力审慎操作。
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Tencent Quickens AI Spending After Sales Grew Fastest Since 2023
https://www.bloomberg.com/news/articles/2025-03-19/tencent-grows-fastest-in-a-year-after-spate-of-holiday-game-hits
YTL Power aims to launch first Nvidia supercomputer as early as July, among first in Asia Pacific
https://theedgemalaysia.com/node/748471
Foxconn sees server revenue surpassing iPhone revenue in two years, agency report says | Reuters
https://www.reuters.com/technology/foxconn-sees-server-revenue-surpassing-iphone-revenue-two-years-agency-report-2025-03-19/
与Nvidia深化合作 杨忠礼电力有新突破！ | 财经 | 東方網 馬來西亞東方日報
https://www.orientaldaily.com.my/news/business/2025/03/19/720071
"港股异动 | 比亚迪股份(01211)盘中涨超4%创新高 公司发布“兆瓦闪充”技术 机构预计公司今年增长强劲"
https://cn.investing.com/news/stock-market-news/article-2719799
https://britainbusinessinsider.com/2025/03/corruption-probe-former-malaysian-pm-ismail-sabri-chindian-tycoon-and-the-rm170-million-scandal/🚧 *Sudden sell-down in IJM (-5.7%)* which could be triggered by article below highlighting questioning into businessman TSKT (not named directly) given his close ties to Ismail Sabri and source of RM170m found in aide's position, allegedly made in connection with MRT project.
It's worth highlighting that we can't find other sources for this news article other than the one linked here, so we'll advise discretion on the authenticity.
https://britainbusinessinsider.com/2025/03/corruption-probe-former-malaysian-pm-ismail-sabri-chindian-tycoon-and-the-rm170-million-scandal/
🚧 *Sudden sell-down in IJM (-5.7%)* which could be triggered by article below highlighting questioning into businessman TSKT (not named directly) given his close ties to Ismail Sabri and source of RM170m found in aide's position, allegedly made in connection with MRT project.
It's worth highlighting that we can't find other sources for this news article other than the one linked here, so we'll advise discretion on the authenticity.
https://britainbusinessinsider.com/2025/03/corruption-probe-former-malaysian-pm-ismail-sabri-chindian-tycoon-and-the-rm170-million-scandal/
🌎英伟达宣布推出NVIDIA Omniverse Earth-2蓝图，旨在提高天气预报准确性，协助全球组织进行风险管理和灾害防范。
🌎正与台积电合作开发联合封装光网络芯片
🌎下一次年度新推芯片将是Vera Rubin，Rubin之后的下一代命名Feynman
🌎推出NVIDIA Dynamo开源软件，该平台旨在提升AI工厂中AI推理模型的效率和可扩展性
🌎与Alphabet Inc 宣布扩大合作关系，共同推进人工智能（AI）在各行业的应用
🌎数据中心建设预计将达到1万亿美元，这一增长由通用计算向加速计算和GPU的转变推动
🌎四大云服务提供商的Hopper出货量显示AI基础设施需求显著增长
🌎推动机器人和自动驾驶
The 2 banks with exposure to Indo are CIMB and Maybank, contributing 25% and 3% to their respective PBT.
小米集团2024年营收3659.1亿元 创历史新高 同比增长35%
https://wap.eastmoney.com/a/202503183348914375.html
"英伟达GTC 2025大会：展示AI和加速计算创新成果"
https://cn.investing.com/news/transcripts/article-93CH-2719241
受DeepSeek启发 阿邦佐：砂要创建“DeepSar”
https://www.orientaldaily.com.my/news/east-malaysia/2025/03/18/719951
DeepSar ‼️
Tesla, Inc. (TSLA): Among Top Stocks to Buy from Ark Invest’s Portfolio
https://finance.yahoo.com/news/tesla-inc-tsla-among-top-125206785.html
