Overnight triple kill: US stock AI plummeted (Nasdaq -2.6%, Meta-7%, Nvidia -4.4%), Brent crude surged 4% to 113 (Houthi retaliation+US military "steel wall" blockade of Iran), gold fell below 4030 (initial request 194000 hits 57 year low, interest rate hike expectations rise again). Today, there is significant pressure for A-share AI/storage chain to make up for the decline (Nasdaq ETF suspension warning), and the inflationary effect of oil prices may intensify expectations of tightening. Next week's FOMC+European and Japanese central banks will be a super week.