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Middle East Conflict
*The Israel Defense Forces struck Ali Larijani, the secretary of Iran’s Supreme National Security Council, on the night of March 16th.
*For the first time, oil and gas production facilities in the Persian Gulf have come under attack. The UAE’s major Shah natural gas field suspended operations on Monday (March 16) local time after being struck by a drone.
International Relationship
*Foreign Ministry: The U.S. side has clarified that President Trump’s visit to China is unrelated to the navigation issue in the Strait of Hormuz. China and the United States are maintaining communication regarding President Trump’s visit to China.
Industrial Economy
*Jensen Huang, CEO of NVIDIA, stated at the GTC conference that the inflection point for the AI inference market has arrived. AI has fully transitioned from the training phase to the inference and execution phase, leading to an exponential explosion in demand for inference computing power. He announced a collaboration with the inference-technology-focused startup “Grock” to launch an AI server system, to support the trillion-scale computing power market.
*Recently, China achieved a world first by successfully reconstructing islet function and achieving autonomous blood glucose regulation in patients with type 1 diabetes through minimally invasive transplantation of regenerative islets (E-islet) derived from both autologous and allogeneic stem cells.
Mar 17 Block Trade Info
*Discount
– Tfc Optical Communication (300394 CH) saw 2 block trades worth 138.13mn at 280.00yuan per share, 10.02pct discount from last closing.
– Zhongji Innolight (300308 CH) saw 2 block trades worth 88.11mn at 543.00yuan per share, 3.33pct discount from last closing.
*Premium
– Holitech Tech (002217 CH) saw 2 block trades worth 91.35mn at 2.61yuan per share, 1.16pct premium from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

