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Golden Ten Data reported on March 5 that the Chief Investment Office of UBS Global Wealth Management stated in its report that after a significant decline earlier this week, the valuation of the South Korean stock market now appears more attractive. UBS upgraded its rating for local stocks to "attractive" after the South Korean stock market experienced a roughly 20% correction, noting that this correction reflects "technical deleveraging rather than a deterioration in fundamentals." UBS pointed out that, amid supply shortages, DRAM prices remain high, which will support strong earnings growth for South Korean semiconductor manufacturers. "Importantly, this momentum is not just a short-term phenomenon, but is driven by structural trends such as global AI infrastructure development, digital transformation, and South Korea's leading position in advanced manufacturing." UBS expects that by the second half of 2027, DRAM spot prices will nearly double, rising to $1.7 per Gb.

1. Industry insiders revealed that Russia is ready to redirect oil to India to fill the gap caused by Middle Eastern supply disruptions. Currently, oil tankers carrying about 9.5 million barrels of Russian crude are located in waters near India and can arrive within weeks, quickly easing supply conditions for local refineries. Russia is also prepared to supply liquefied natural gas to India, after Qatar, the main supplier, suspended production due to conflict. 2. India is vulnerable to supply shocks, with crude oil inventories sufficient for only about 25 days of demand. About 40% of India's crude oil imports pass through the Strait of Hormuz, and the near closure of this route has forced India to seek alternatives. Government sources said they are looking for alternative supply channels to cope with a situation where the Middle East conflict lasts more than 10-15 days. 3. Industry sources said Russia is ready to help India meet 40% of its crude oil demand. The Indian Ministry of External Affairs, Ministry of Petroleum, and the Russian Embassy in New Delhi did not immediately respond to requests for comment. An Indian source said a few days before the outbreak of hostilities that Indian companies had not been instructed not to purchase Russian oil.

Odaily reported that Ai Aunt posted on X platform, stating that the coin trading account with the highest real profit, "Old Demon," is currently going long with ETH and BTC worth $30.31 million. ETH: 10x leverage long position with 7,500 coins, valued at $15.83 million, average opening price $2,050.71, unrealized profit $462,000. BTC: 10x leverage long position with 200 coins, valued at $14.48 million, average opening price $73,080, unrealized loss $122,000. Since December 20, 2024, cumulative profit has reached $86.6 million, historical win rate 50%, total return rate 3,698%.