HK, US stocks top stories
Amazon Stock Just Did Something Last Seen in 2006. It Signals a Big Move in the Next Year if History Repeats Itself.The last time the argument of "software is doomed" occurred was 10 years ago. What happened afterward?Sheng Songcheng: Lowering the reserve requirement ratio is better than lowering interest rates, and monetary policy should adopt a "small step" approach"SaaS is dead, SaaS is here"! Altman predicts the era of "all AI companies" has begunAfter the earnings report, the market value of the four major cloud providers in the U.S. evaporated by $1 trillion, and the market is even seeking to hedge against "big company risks."$60 per thousand impressions! OpenAI opens the curtain on "AI advertising" with high pricesEven if investors crash the stock price, the 200 billion dollars must be "burned," Amazon needs to "reorganize its flag"GUOSHENG SECURITIES: The game of growth resilience and inflation stickiness continues; after May, the Federal Reserve's policy space may see a turning pointThe market narrative battle affecting trillions of capital: on one side is "AI disrupts everything," and on the other side is "AI returns are not sufficient."