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Glonghui March 1st丨According to CCTV Finance, UBS Group released a report on February 27th, downgrading its rating on US stocks to "neutral," while maintaining an "overweight" rating on emerging market equities. The report suggests that investors should allocate more to other global equity assets rather than US stocks. Since the beginning of this year, market capital flows have also shown that more and more investors are "saying goodbye to America" and turning to the more attractive emerging market stock markets. According to data from Goldman Sachs Group, US stocks are experiencing their worst start since 1995. The Goldman Sachs analysis team stated in early February that hedge funds have been net sellers of US stocks for four consecutive weeks, with the pace of selling reaching the fastest level since the US government imposed "reciprocal tariffs" last year.

Foresight News reported, according to Bitget market data, HYPE has surpassed $31, with a 24-hour increase of over 15%. Bloomberg reported yesterday that Hyperliquid's 24-hour trading volume exceeded $227 million, leading the commodity futures market.

On March 1, the gold dark pool price experienced a sharp drop, after having risen on February 28 due to risk aversion triggered by the US-Israel attack on Iran. Economist Pan Helin analyzed that the death of Iran's Supreme Leader Khamenei may change short-term market expectations. If the Iranian regime transitions smoothly, capital markets may reverse their expectations, leading to declines in gold and oil prices, and a rise in the US stock market, especially industrial stocks. However, the uncertainty of war could still cause further turmoil in Iran's situation.