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Overnight triple sell-off: U.S. AI stocks plunged (Nasdaq -2.6%, Meta -7%, NVIDIA -4.4%), Brent crude surged 4% to $113 (Houthi retaliation + U.S. military “Iron Wall” blockade of Iran), gold dropped below 4,030 (initial jobless claims at 194,000, a 57-year low, reigniting rate hike expectations). Today, A-share AI and memory sectors face significant catch-up correction pressure (Nasdaq ETF trading halt warning); oil-driven inflation may intensify tightening expectations, with next week’s FOMC and central bank meetings in Europe and Japan constituting a super week.

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