Top funds in Silicon Valley collectively bet! Morgan Stanley provides a detailed analysis of the next frontier of AI - "World Models"AMD secures a major order in the Asia-Pacific: South Korean AI startup plans to purchase 10,000 of the latest chipsIEA: Over 40 energy facilities in the Middle East have suffered "severe damage," with an impact comparable to the total of the two historical oil crises!The industry chain leader submits its report: Behind CHINAHONGQIAO's net profit of 22.6 billion, the real value reassessment has just begunUBS names 11 U.S. industrial stocks: Profit and valuation "double-click" reveals double-digit upside potentialHong Kong Stock Market Midday Review: Hang Seng Index Down 3.56% in Half Day, Gold Sector PlummetsIran severely impacts cartel helium exports, global chip production faces crisisMorgan Stanley: Reiterates "Overweight" rating on Alibaba-W, valuation of Alibaba Cloud and instant retail overlookedIt is reported that Alibaba will release important chip products tomorrow, directly targeting the computing power demand of AI AgentsIn the face of high oil price shocks, the Federal Reserve will not raise interest rates, but will "cut rates faster and more significantly"?New Federal Reserve News Agency: The Federal Reserve Faces the Most Embarrassing Power Transition in HistoryFor three consecutive weeks, the usage of domestic models has surpassed that of American modelsCICC: Maintains XPeng-W outperform rating with a target price of HKD 90This time, why hasn't the US dollar strengthened significantly? – A "huge change" in global capital flow patternsThe escalation of tensions between the U.S. and Iran has sparked inflation concerns, causing gold to plummet by nearly 4%, almost erasing its annual gainsTrump's "ultimatum" has 24 hours left, and global stock markets and oil prices opened on Monday in a state of "confusion."Revised oil price expectations again! Goldman Sachs' latest assessment: high oil prices will last longer, and in two scenarios, oil prices will reach historical highsUnderstanding the Market | Non-ferrous stocks lead the decline, Middle East conflict creates a dilemma for central bank policies, metals are sensitive to macro interest ratesTesla partners with SpaceX and xAI to invest $20 billion in building the "Terafab" wafer factory in Austin, analysts say it will drive the integration of AI and the aerospace industryChina Aviation Securities: The media industry will evolve along the dual main lines of "IP assetization" and "AI Agentization" by 2026When Oil Becomes "Gold"Zhitong Decision Reference | Hong Kong Stocks Test 25,000 PointsIn-depth Analysis: The "Capital Internal Circulation" in the U.S. AI CircleCICC: The impact of oil shocks on the United States may be greater than on ChinaAI begins to infiltrate various industries: After "programming automation," AI giants are heading towards "everything automation"Countdown to the ultimatum in the Middle East conflict: This week's inflation data becomes a critical period for the Federal Reserve's "watch and wait" strategy, as the global economy faces a "stress test."Goldman Sachs interprets "How long will the Iran war last": The market has only traded "inflation" and has not yet traded "recession"Next week's heavy schedule: Trump issues a 48-hour ultimatum to Iran, Boao Forum, financial reports from MEITUAN, PDD, and XIAOMIHan Wenxiu: China's independent innovation capability has surpassed the turning point, and external forces are difficult to reverseTCL Li Dongsheng: Chinese enterprises need to enter the "Globalization 3.0 stage"The last LNG tanker from the Persian Gulf is about to arrive at the port, and the global natural gas supply is nearing the edge of a cliffIn addition to the important GTC conference speech, a summary of Jensen Huang's key points from his speech to Wall Street and the internet this weekU.S. Treasury Market "Major Change": "Inflation Concerns" Overwhelm "Rate Cut Expectations"The birth date of the national-level "remote control": WeChat rapidly integrates the anxiety and ambition of lobsterMusk officially announces the construction of the largest chip factory in history: the annual production capacity target is 50 times the current global capacity, with 80% directly serving space missionsWeChat launches official lobster plugin, Tencent Cloud is the first to adaptGoldman Sachs macro traders warn: Central banks have missed the opportunity to stabilize the market, "Energy is driving everything"The Iran war has lasted three weeks, and the U.S. "oil price stabilization" card is "almost played out," with the "futures and spot price spread" of crude oil wideningTesla announces partnership with SpaceX and xAI to build the world's largest chip factoryChatGPT's first "advertising sponsor": the process was "very non-AI", and no data was providedAmerican private credit "burning in a chain": subprime-style packaged financial techniques, absorbing $1 trillion of "American people's pensions"Why "Temporary Exemption for Iranian Oil at Sea"? The U.S. "Forced by Circumstances": Global Crude Oil Buffer is Rapidly DecreasingMicron's EPS will exceed $100 in 2027! Barclays' "super double" forecast far exceeds the market consensus of $54A liquidation with no escape is unfolding! Soaring oil prices shatter interest rate cut fantasies as a cross-asset sell-off sweeps the globeLatest! Karpathy's in-depth interview of ten thousand words: I am anxious about AI addiction, all verifiable fields will ultimately belong to machinesHow H World and Atour Become the Biggest Winners in the Hotel Industry by 2025XPeng achieves its first quarterly profit, planning to invest another 7 billion in physical AI by 2026The U.S. military is deploying 3 warships and approximately 2,500 Marines to the Middle East. Does the oil market still have to wait 3 weeks?