
Triple kill overnight: U.S. AI stocks plummet (Nasdaq -2.6%, Meta -7%, NVIDIA -4.4%), Brent oil surges 4% to $113 (Houthi retaliation + U.S. military "Iron Wall" blockade of Iran), gold falls below 4,030 (initial jobless claims at 194,000, lowest in 57 years, reigniting rate hike expectations). Today, A-share AI and storage sectors face significant catch-up selling pressure (Nasdaq ETF trading halt warning); oil-driven inflation may intensify tightening expectations; next week’s FOMC and central bank meetings in Europe and Japan constitute a super week.