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The Biggest 'Winner' of the Surge in Oil Prices: Electric Vehicles!
①The surge in oil prices may ultimately prove to be a boon for electric vehicle manufacturers…… ②Andrew Garberson, Director of Growth and Research at Recurrent, a company that tracks electric vehicle data, stated, 'Affordability was already a core issue for electric vehicles in 2026, and recent events have only further reinforced this trend.'
Express News | New energy vehicle stocks in Hong Kong strengthened, with XPeng Motors rising 6%.
Omdia: Global AI glasses shipments to grow over 300% year-on-year by 2025, with Mainland China becoming the fastest-growing market worldwide.
By 2025, global shipments of AI glasses are expected to reach 8.7 million units, representing a substantial year-on-year increase of 322%. The Chinese mainland market will account for 10.9% of the global AI glasses market, with shipments approaching 1 million units, making it the second-largest market worldwide after the United States.
Qingdao: This month, a subsidy of 2.5 billion yuan for automobile trade-in programs will be distributed.
The Qingdao Municipal Bureau of Commerce recently announced that it will distribute RMB 2.5 billion (hereinafter the same) in subsidies for car trade-in and replacement purchases in March. It was reported that Qingdao launched the "2026 Qingdao New Year Consumption Season" at the beginning of February. As of last Thursday (March 5), the car trade-in policy had already driven total automobile consumption in the city to reach RMB 15.56 billion.
Inflation and Labor Data, Oracle, Hewlett Packard, Adobe, and More to Watch This Week -- Barrons.com
Weekly Outlook | Iran Situation Reaches Critical Juncture! US CPI and PCE Reports Released in Succession; Nio, Li Auto, and Oracle to Announce Earnings; Start of Daylight Saving Time in North America Brings Forward US Stock Trading Hours
In the coming week, the market will closely monitor how the Middle East conflict unfolds and its potential impact on energy supplies, while also digesting the upcoming inflation data from China and the United States. The earnings season will focus on artificial intelligence, new energy, and traditional energy giants.