Golden Finance report, Zuckerberg stated that Meta's demand for computing power continues to exceed expectations. If the company had more available computing capacity, it could generate higher profits. It is believed that Meta may "overshoot" in this regard and acquire excessive capacity. It is believed that Meta will find ways to utilize any resources it builds (or purchases).

Odaily 星球日报讯 Hong Kong licensed virtual asset intercambio EXIO's parent company EXIO Group co-founder and CEO Wu Chen revealed that they are launching tokenized products with commodities such as gold as the underlying assets. However, analysts believe that the current RWA tokenization in Hong Kong is still in the early development stage and may face issues such as the lack of a secondary market. The issuers still need to carefully consider factors such as potential liquidity and ROI (Return on Investment) after the assets are on-chain. (Ming Pao)

Golden Finance report, Vice President Vance of the United States: Some federal officials will have to be fired. Attempting to maintain essential services during the shutdown. After layoffs during the government shutdown, some personnel are expected to file lawsuits. If the Democrats allow the government to shut down, some chaos may ensue.

Gate News bot消息，据2025年7月1日Gate平台公告： Gate ha completado la migración del token Neopin (NPT) a Mayflower (MAY). La dirección del contrato en la cadena Solana del nuevo token MAY es FJz7ptUR1FwxSHbb8Sfd5Cn6Zt4TqucJZKLqU4n66gdq. La plataforma abrirá el par de negociación MAY/USDT el 2 de julio de 2025 a las 14:00 (UTC+80. Gate apoyará los servicios de depósito y retiro de MAY, mientras que ya no se apoyará el antiguo token NPT.

Golden Finance reported that William of the Federal Reserve (FED): current tariffs may raise the inflation rate by a quarter of a percentage point.

ChainCatcher 消息，据Jin10报道，La Reserva Federal (FED)主席鲍威尔表示，通胀可能不会如预期那样强劲。如果情况如此，意味着可能会提前降息。

Golden Finance reports that Federal Reserve Chairman Powell stated: the impact of tariffs on the economy may be greater than expected. The Federal Reserve has a duty to keep inflation expectations stable.

Golden Finance report, U.S. President Trump: Musk can stay as long as he wants, but he may resign in a few months. After Musk's departure, the government's efforts to improve efficiency will continue.

Golden Finance report, Musk stated that he hopes the U.S. government efficiency department (DOGE) will complete the task of cutting 1 trillion dollars in government spending by the end of May.

El 20 de marzo, Jin Ten Data informó que el analista Goodman señaló que una frase del Banco Central del Reino Unido le impresionó: "No existe la suposición de que la política monetaria seguirá un camino preestablecido en las próximas reuniones". Lo interesante no es su contenido (es una declaración bastante estándar de un banco central), sino su posición: aparece en la parte que apoya mantener las tasas de interés sin cambios. Dado que desde que comenzaron a bajar las tasas, la trayectoria asumida de la política ha sido aproximadamente una reducción trimestral, lo que sugiere que algunos miembros pueden estar preparando el terreno para votar a favor de mantener la calma en mayo.

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Golden Finance reported that Zhu Su, co-founder of Three Arrows Capital, stated in a post on X that FTX exchange unauthorizedly converted a large amount of Cryptocurrency held by Three Arrows Capital on the platform into USD in May 2022. Zhu Su enfatizó que estos activos no fueron prestados a FTX, el intercambio no tiene derecho a disponer de estos fondos. Zhu Su también señaló que no se debería perdonar a Sam

Según los datos de Jinshi del 14 de marzo, fuentes comerciales dijeron el viernes que QatarEnergy redujo el precio del petróleo crudo Al Shaheen en mayo a 1,29 dólares por barril por encima del precio de Dubai. Esta reducción del diferencial refleja la caída simultánea de los precios de referencia de Dubai y Omán en el petróleo crudo del Medio Oriente, lo que indica un suministro suficiente y una demanda débil debido a la temporada de mantenimiento de las refinerías de Asia.

Wall Street is experiencing a gold rush, investors should be cautious. Although many institutions recommend holding gold, they need to be alert to the risks. Gold is overvalued and may face retroceso; successful reforms by the US government will make it difficult for gold; economic subir is negatively correlated with gold, and investors prefer stocks and other assets.

金十数据3月13日讯,德商银行研究部 Tasa de interés 策略师Hauke Siemssen和Erik Liem在报告中称,德国联邦议院周四围绕债务刹车改革的辩论可能成为市场关注焦点。 他们说:"从分析角度来看,将拟议财政调整纳入主权信用基本面评分模型后,德国基本面状况出现显有恶化。 "他们说,这主要归因于deficit字扩大、债务占GDP比重Subir和Interés 支出增加。

Golden Finance reported that 0xngmi, the founder of Defillama, stated in a post that recently $AIXBT used llamapay to process its Token vesting, and some Token projects have started to Airdrop to AIXBT holders. Many vesting contracts have been allocated, but there may be a risk of loss if Airdrop is not obtained through flow payment protocol llamapay, because llamapay will create a new contract for each new Stream, so any received Tokens can vest in a specific Stream and be delivered to the recipient.

Golden Finance reported that encriptación KOL Ansem stated on social media, "If the market does enter an extended downtrend, this may be the best period ever for Cryptocurrency builders: the upcoming favorable regulatory environment, easier access to early Liquidity from retail and venture capital funds with excess capital, and almost no competition from existing projects other than DeFi."

J.P. Morgan expects the S&P 500 to fluctuate in the range of 5200 to 6000 points in the short term, but the year-end target remains at 6500 points. They believe that market fluctuation, policy uncertainty, and position risk are the reasons, and they expect the index to reach the target by 2026. Trump administration policies and artificial intelligence may drive the market to strengthen again by the end of the year.

Golden Finance reported that President Trump of the United States has signed an executive order to establish a strategic BTC reserve and a separate digital asset reserve. Zach Pandl, research director at Grayscale Investments, believes that BTC can further appreciate this year without the need for a strategic reserve in the United States. He predicts that as adoption rates increase, the price of BTC will be pushed up. At the same time, BTC will begin to act as a store of value this year, especially in light of concerns that Trump's tariff policies may lead to a resurgence of inflation.

Golden Finance reported that Federal Reserve Governor Waller stated that not all tariffs will be passed on to consumers; the current policy of the Federal Reserve still has restrictions, the Federal Reserve can cut interest rates for positive and negative reasons, and still believes that there is a good prospect for interest rate cuts. Waller stated that he does not think it is necessary to cut interest rates in March, and the Fed may cut interest rates after March; the median expectation of two rate cuts in 2025 still remains reasonable.

Cheung Kong may sell 80% of Hutchison Port Holdings and obtain at least $19.0 billion, with an enterprise value of $37.0 billion, and Morningstar has increased its fair value to HK$67. The company's net debt ratio has decreased, and it is expected to distribute dividends of over HK$25. This sale is expected to exceed the valuation by over $10.5 billion, which is significant.

Golden Finance reported that Santiment posted on the X platform, 'Due to the poor performance of Ether compared to other top currencies, market sentiment has dropped to the lowest level of the year. For those who patiently hold Ether, the bearish sentiment appearing on social media is a good signal. Once the Cryptocurrency market stabilizes, there may be a turnaround.'

Ecoinometrics research shows that BTC is closely related to the Nasdaq, but the Nasdaq is showing a double top pattern, which may put pressure on BTC's nivel de soporte. BTC fell more than 10% within 24 hours, testing the 200-day SMA nivel de soporte, and may face significant losses. The Nasdaq's decline triggered a double top pattern, increasing the likelihood of BTC breaking below the 200-day SMA. Análisis técnico shows that in the case of a double top pattern decline or reaching 70%, the Nasdaq may fall to 19,400 points. The next nivel de soporte for BTC may be at $73,757.

Israel plans to implement the 'hell program' in the Gaza Strip, including cutting off power and water sources and promoting the evacuation of civilians to force all parties to extend the ceasefire protocolo. Hamas needs to reconsider the proposal to extend the ceasefire to after Ramadan and Passover, otherwise it may trigger a full-scale war.

Lu Chen Technology announced the suspension of DeepSeek API service. CEO You Yang said the company may face a monthly loss of 400 million yuan and apologized after clarification. You Yang said that using the full-blooded version of DeepSeek-R1, the price is 16 yuan per million tokens, and 4000 machines are required to output 100 billion tokens. The machine cost is only 450 million yuan, making the company may face a monthly loss of 400 million yuan.

BGI Genomics plans to launch AI large models in cooperation with hospitals to provide personalized health services, including diagnosis and disease early warning. The company's future profit model may include technology output or service provision, depending on product positioning and service content.

Golden Finance reported that Chang Wei Liang, forex and credit strategist at DBS Bank, said that if Trump's latest tariff threat becomes a reality, the dollar may further strengthen. However, Chang pointed out that the decline of the Canadian dollar and the Mexican peso is not significantly greater than other currencies. "Trump's inconsistent messages about the timing and conditions of tariff implementation make the market less willing to actively respond to these threats."

El precio de BTC cayó bruscamente un 25% esta semana, afectado por las operaciones en contra de la tendencia de los traders. Durante la sesión asiática, BTC alcanzó su nivel más bajo en casi dos meses, y otras criptomonedas como Ethereum, Solana y XRP también sufrieron fuertes caídas. Las preocupaciones sobre las políticas de Trump y las perspectivas económicas han llevado a una disminución de la aversión al riesgo por parte de los inversores, lo que ha generado cambios y presiones en el mercado de criptomonedas.

Galaxy Securities pointed out that in 2025, the orientation of monetary policy will shift towards moderately loose, with a total or cumulative adjustment of policy interest rates by 30-40 basis points, guiding the 5-year LPR to decline by 40-60 basis points. The interest rate cut window may open after the second quarter when the Fed is expected to cut interest rates, and RRR cuts and reverse repurchase will release liquidity, supporting credit expansion. It is predicted that the fluctuation range of the 10-year government bond yield in 2025 will be 1.5%-1.9%, with the Central Bank reducing by 40 basis points throughout the year, 1.64% may be a reasonable level. The exchange rate of the US dollar against the Renminbi may fluctuate around 7.3.

Golden Finance reported that Standard Chartered analyst Geoff Kendrick said that Bitcoin may fall 10% to $80,000, but the decline in bond yields may bring a rebound.

El 27 de febrero, Jinshi Data informó que Huafeng Stock emitió un aviso de riesgo de negociación de acciones, el precio de las acciones de la empresa ha aumentado considerablemente recientemente, lo que puede implicar un riesgo de caída después de un gran aumento a corto plazo. Hasta la fecha, el negocio principal de la empresa no ha cambiado, el orden de las actividades de producción y operación internas de la empresa es normal, y el entorno del mercado y las políticas industriales en las que se encuentra tampoco han experimentado ajustes significativos.

Según los datos de Jinshi del 27 de febrero, el informe de investigación macroeconómica de CMB considera que, dado el aumento de la tasa de interés SOFR al final del trimestre y el problema del límite de deuda, TGAcuenta podría caer abruptamente, aumentando la liquidez y la Fluctuación del mercado de recompra, entre otros riesgos. La Reserva Federal podría ralentizar o incluso detener la reducción de balance para anticipar la presión de Liquidez en los mercados financieros. Por otro lado, si la Reserva Federal aumenta el peso político del riesgo de inflación, el mercado financiero de EE. UU. volverá a enfrentar un impacto de Liquidez, lo que amplificará la Fluctuación del mercado en línea con la naturaleza cíclica de la corriente de capital de acciones estadounidenses, lo que a su vez catalizará la caída del índice del dólar.

Guojin Securities pointed out the need to follow Banco Central Liquidez management, the behavior of foreign institutions, and geopolitical adjustments. The situation in the United States is influenced by Trump's policies and economic data impacting US bond yields, with foreign investors bullish on A-share technology stocks. The appreciation of the Renminbi may drive XMC bond interest rate Fluctuación, benefiting foreign holders of XMC bonds, and Renminbi assets may attract more long-term capital allocation.

Bernstein reiterated a target price of $200,000 for BTC, believing that the current correction provides a buying opportunity, and expects that it may approach the target in the next 12 months. Based on institutional and sovereign demand, BTC is expected to become the 'digital gold'.

Jim DeMare, director of the Global Markets division at Bank of America, pointed out that investor activity has slowed since the beginning of this year as clients feel uncertain about the direction of the Trump administration's policies. In particular, the tariff proposal may impacto del precio assets, increasing market uncertainty. Despite the decrease in client trading activity, Bank of America's traders still expect this to be a good quarter, with last year's revenue reaching a historic high.

Golden Finance reported that Microsoft reiterated its plan to invest $80 billion in the field of artificial intelligence (AI), but may "adjust our infrastructure investment in some areas." TD Cowen previously pointed out in a report that Microsoft has canceled its data center leasing plan.

Trump's promise to impose more tariffs has triggered market fluctuations, with gold continuing to rise to record highs, but short-term bullish pressure may weaken. Next week, the market will follow the core PCE price index in the United States. The U.S. economy is strong, but investors may begin to worry, and the decline in U.S. stocks indicates risk. Comments from Federal Reserve officials suggest a possible cautious stance.

Golden Finance reported that the final value of the US 1-year inflation rate expectation in February was 4.3%, reaching a new high since November 2023, with an expectation of 4.30% and a previous value of 4.30%. The final value of the US 5- to 10-year inflation rate expectation in February was 3.5%, with an expectation of 3.30% and a previous value of 3.30%. The University of Michigan's survey shows the largest increase in consumer long-term inflation expectations since May 2021.

Trump's plan to audit the United States' Fort Knox gold reserves could lead investors to seguir the amount of gold held or transfer it to Bitcoin. If the gold ETF fails to verify support, it may trade at a discount, triggering losses. The relocation of gold by New York banks could cause market disconnect, affecting the scale of paper gold and global Liquidity, or affecting Bitcoin.

Golden Finance reported that Bosstic of the Federal Reserve expects the Fed to cut interest rates twice this year. Many things may happen in the future, leading to an increase or decrease in the rate cut magnitude. The current Indicador de referencia interest rate is in a moderately tight state compared to the neutral interest rate of 3%-3.5%. Due to the upcoming policy changes, economic slowdown is a major concern, but businesses anticipate a stable year in 2025. So far, the economy continues to show resilience.

Según los datos de Jinshi del 19 de febrero, los analistas de Citi dijeron en un informe que la resolución del conflicto entre Rusia y Ucrania podría Soltar los precios de la energía, lo que a su vez Soltar los costos de producción de metales baratos. Estados Unidos y Rusia han acordado designar un grupo de negociación para llegar a una solución. Si el conflicto termina y se restablece el suministro de gas natural a través de Ucrania, es posible que los precios de la energía (especialmente en Europa) caigan. Esto debería Soltar los costos de producción de metales intensivos en energía, en particular el aluminio. Sin embargo, debido a la débil demanda, es posible que la recuperación esté limitada, y la reactivación de las fundiciones de aluminio podría ser gradual.

HSBC Research initiated coverage of Bubugao (09992.HK) for the first time, with a buy rating and a target price of 127.65 Hong Kong dollars. The company has significant growth potential, with an estimated annual compound growth rate of 32% from 2024 to 2026, with overseas sales accounting for over half of total sales. Based on revenue growth, the company's net profit is expected to increase by 40% annually this year, and a strong product cycle may drive profit improvement.

Golden Finance reported that Tether's latest audit report shows it holds about $5.3 billion in precious metals and $7.8 billion in BTC. This may be one of the greatest commodity hedging trades in history, helping Tether with over-collateralization.

ChainCatcher informa, según informes de Jinshi, el equipo de analistas de Nomura Securities liderado por David Seif publicó un informe que indica que hay posibilidades de que la Reserva Federal de Estados Unidos reduzca las tasas de interés en marzo, y se espera que mantenga la tasa de interés estable en todo el año 2025. A pesar de que la economía de Estados Unidos se mantiene fuerte a corto plazo, la política comercial del gobierno de Trump podría conducir a una desaceleración económica. Las medidas arancelarias afectarán el gasto de los consumidores, y la incertidumbre política frenará la inversión empresarial. Los analistas prevén que la Reserva Federal de Estados Unidos reiniciará su política de flexibilización en el segundo trimestre de 2026, una vez que la inflación provocada por los aranceles se haya disipado.

Golden Finance reported that New Mexico may purchase up to $2 billion worth of Bitcoin if a new bill is passed.

El economista estadounidense Josh Hirt adopta una postura cautelosa hacia la inflación en Estados Unidos, ya que considera que el efecto base podría hacer que los datos de inflación de los primeros meses de este año sean más bajos. Sin embargo, los datos de inflación mensual están cerca del nivel objetivo de la Reserva Federal de Estados Unidos, y el impacto de la subida de los precios de la vivienda y el alquiler en la presión inflacionaria ha comenzado a disminuir. Sin embargo, es posible que los nuevos aranceles y el fuerte aumento de los salarios hagan que la inflación siga aumentando en los próximos meses. Se espera que la tasa de inflación subyacente en enero sea del 0.27%, igual que en diciembre.