HK, US stocks top stories
The China concept index closed up over 1.7%, CQQQ rose 3%Creating an industry futures "big shark"? Guotai Haitong's futures "hidden agenda"Apple delays the release of its smart home display as the company is waiting for new AI features. Now, Apple plans to launch the smart display later this year. (Bloomberg)AI progress slows product rhythm, Apple delays the release of smart home display, waiting for the new version of SiriCATL (4Q25 Trans): Optimistic on stable unit net profit in 2026
---Micron Investors Just Got Terrible News From NvidiaCATL: Capacity Maxed, Back in Force for the AI Infra EraDuring the trading session, it surged over 6%! Optical communication company Applied Optoelectronics announced that it has received its first 1.6T transceiver order from a hyperscale customerHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformReports indicate that the G7 will discuss a joint release of emergency oil reserves, causing international oil prices to quickly retreat, with WTI crude oil's intraday gain narrowing to 21%a16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?Nvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentWall Street prophet Yardeni: Oil price shock may trigger "70s-style stagflation," U.S. recession probability rises to 35%The competitive landscape of AI platforms is quietly changing: Claude's monthly traffic surged by 63%, but Google's moat remains unfathomably deepFrom home furnishings and eyewear to small chips, the OpenClaw storm has begun to sweep through the hardware circleCATL: Net profit in 2025 is expected to be 72.2 billion yuan, a year-on-year increase of 42.28%; plans to distribute a cash dividend of 69.57 yuan for every 10 shares to all shareholders