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Golden Ten Data reported on March 5th that on Tuesday, Eastern Time, Bridgewater Fund founder Dalio once again publicly expressed his strong optimism about gold. He stated that in the competition between gold and bitcoin, there is a clear winner—gold. He emphasized that the status of gold is irreplaceable. Dalio suggested that individual investment portfolios should include 5% to 15% gold to diversify risk in times of disaster.

Jinse Finance reported that strategists at TD Securities stated in a report that the Federal Reserve's rate cuts will be "complicated." They noted that a 25% surge in West Texas Intermediate crude oil prices would lead to an approximately 0.5 percentage point increase in the overall Consumer Price Index. They said, "Ultimately, the Federal Reserve will place greater emphasis on signals from long-term inflation expectations." These strategists indicated that sticky inflation and resilient growth pose risks of the Federal Reserve delaying policy easing, but the threshold for raising rates remains high. According to data from the London Stock Exchange Group, the currency market has currently priced in expectations for a 41 basis point rate cut by the Federal Reserve this year.

Golden Ten Data reported on March 5 that, according to the latest storage spot price trend report released by TrendForce, in the DRAM sector, since current spot prices remain higher than contract prices and the pricing negotiations for the second quarter of 2026 have not yet begun, the overall market is adopting a wait-and-see attitude. Meanwhile, NAND Flash spot prices continue to rise, with the price of 512Gb TLC Wafer increasing by 14.7% this week, but buyers are still holding back and observing the market.