Yulia Zeng

TradingKey - On March 5, stock markets in Tokyo and Seoul opened higher and continued to rise, staging a strong rebound. The Nikkei 225 Index opened up 1.8%, with intraday gains expanding to nearly 4%. The KOSPI in Seoul opened with a 3.1% gain, which subsequently expanded further to 12%.

TradingKey - On Tuesday local time, the escalation of conflict in the Middle East triggered intense global market volatility. Gold (XAUUSD), bonds, and stocks fell in tandem, an unconventional movement that shattered the conventional logic of "buying safe havens during turmoil and trading stocks during stability."

TradingKey - On March 4, the benchmark indices of Japan and South Korea opened under pressure and trended lower. South Korea’s KOSPI Index opened down 3.44%, with intraday losses widening to as much as 6% before narrowing. In the Japanese market, the Nikkei 225 Index opened 1.4% lower and continued to decline, breaking below the 55,000 psychological level during intraday trading.

TradingKey - On March 3 local time, European natural gas futures prices surged for a second consecutive trading day, driven by production halts at core facilities of QatarEnergy. European benchmark natural gas futures soared 32% on Tuesday alone, with cumulative gains exceeding 60% over two trading

TradingKey - On Monday, March 2 local time, NVIDIA (NVDA) announced that it has entered into a deep strategic partnership with optical technology manufacturers Lumentum (LITE) and Coherent (COHR). NVIDIA will invest $2 billion in each company, totaling a massive $4 billion investment. This move advances NVIDIA's strategic layout in the field of AI data center network architecture to a new stage.

TradingKey - Over the past year, even against a backdrop where the Trump administration frequently instigated trade frictions, undermined trust in international institutions, and created diplomatic uncertainty, the global economy demonstrated greater-than-expected resilience. The market seemed to signal that geopolitics and economic growth could "follow separate paths." However, a fundamental shift occurred when military actions by the U.S. and Israel against Iran escalated into a regional conflict.

TradingKey - At the opening of the Asian session on March 3, spot gold (XAUUSD) and silver (XAGUSD) prices both edged higher.

TradingKey - On February 28 local time, the United States and Israel launched joint large-scale airstrikes against Iran, targeting its nuclear facilities, missile industry, and naval forces. This marks another sharp escalation in the conflict following the US military strikes on Iranian nuclear facilities in June last year. The military operation not only exacerbates already strained geopolitical tensions but has also sent shockwaves through global capital markets, which is expected to further boost defense stocks.

TradingKey - A sharp escalation in geopolitical risks has directly triggered intense volatility in global crude oil markets. At the market open this Monday, WTI crude oil futures surged by over 11%, and Brent crude opened up 13%, though these gains subsequently narrowed.

TradingKey - On Monday, crude oil prices in Asian markets surged as tensions in the Middle East continued to escalate following joint military strikes by the U.S. and Israel against Iran. International benchmark Brent crude jumped approximately 13% at the open, hitting an intraday high of $82 per barrel before paring some of those gains.

TradingKey - Airbnb (ABNB), a large company in the gig economy, has developed a massive technology company that is able to grow considerably by using the internet and will continue to operate profitably going forward.

TradingKey - Red Cat Holdings (RCAT) has had an excellent year thus far, with the stock increasing by over 60% in 2026 after the Federal Communications Commission announced that it would begin implementing Section 1709 of the Fiscal Year 2025 National Defense Authorization Act immediately.

TradingKey - On Friday, February 27 local time, AI research firm OpenAI officially announced the completion of a massive $110 billion funding round. According to OpenAI's announcement, the round saw participation from Amazon (AMZN), Nvidia (NVDA), and SoftBank. Amazon injected $50 billion as a new investor, while existing shareholders Nvidia and SoftBank each contributed an additional $30 billion.

TradingKey - Having just released its fourth-quarter earnings report, Nvidia (NVDA) has once again stunned Wall Street with results that exceeded expectations. As the dominant GPU force holding approximately 90% of the global AI processor market, Nvidia’s ambitions clearly extend further. The company is accelerating its strategic positioning in the AI and consumer-grade CPU markets, seeking to replicate its success in the GPU sector.

TradingKey - The focus of retail investors should be on companies with long-term revenue prospects and strong cost management. Oracle (ORCL) appears to be a good example.

TradingKey - As AI technology continues to lower the barriers to replication for virtual products, global asset pricing logic is undergoing a subtle shift—tangible assets rooted in the physical world that are difficult to replace digitally are regaining significant favor from capital. This trend has

TradingKey - When the market is expensive and the media is filled with negative and sensationalised headlines, it is easy for an investor to reconsider opening new positions in high-growth technology. 

TradingKey - NVIDIA (NVDA) recently disclosed its fiscal first-quarter revenue guidance of $78 billion, far exceeding Wall Street's average estimate of $72.8 billion. However, this stellar report failed to drive a sustained increase in the stock price. In Wednesday's after-hours trading, the company

TradingKey - On February 25, Deutsche Bank (DB) macro strategist Tim Baker released a report showing that despite global capital flowing into U.S. stock markets at an unprecedented pace, the relative performance of U.S. equities has been surprisingly underwhelming.

TradingKey - Circle Internet Group (CRCL) saw its stock price experience a roller coaster ride since its 2025 IPO debut at $31 a share. Those early fireworks faded, and the shares now sit roughly 75% below their June peak, though they’re still more than double the IPO level. Outside of that first-mo