Gold Plummets $1,000 in Two Weeks, Erasing Year-to-Date Percentage Gains—Has It Hit Bottom Yet?Singapore stocks fall on Monday; STI down 2.2%Elon Musk stated that Tesla and SpaceX will manufacture chips at the "trillion-dollar factory."Friedrich: Assigns Tencent Holdings a "Buy" rating with a target price of HKD 795"Paradigm Shift" is Here! Security in Soaring Oil Prices – New Energy!The situation in Iran reshapes interest rate expectations: the UK may raise interest rates four times this year, and UK bonds fall back to the "Truss moment."The escalation of conflict in the Middle East has caused the market to be in "extreme fear"! The "risk asset barometer" Bitcoin has fallen to a two-week lowJapan's insurance industry has become a new battleground for global capital, with Berkshire Hathaway (BRK) investing 1.8 billion USD in Tokio Marine HoldingsMiddle East Conflict Spills Over to Iron Ore: Miners' Extraction Costs to Face Billions in ShockLAOPU GOLD's full-year revenue RMB 27.3 billion, estimate RMB 26.9 billionBank of America Securities: Reiterates "Buy" rating on Tencent Holdings with a target price of HKD 780What Conditions Are Needed for the Fed to Raise Interest Rates?HK & A-Shares Rout; Gold Hammered | Daily News Recap---Nuclear startup X-energy, backed by Amazon, submits IPO application in the U.S., aiming to raise $300 millionThe Iran conflict enters its fourth week: US stocks show a "reverse U-shaped" trend, and the worst moment has not yet arrivedThe demand for AI computing power continues to surge! South Korea's "AI Squid Game" is in full swing, igniting the demand for tens of thousands of AMDAI chipsKorean version of "Nvidia leverage" is here? The first batch of Samsung and SK Hynix leveraged ETFs in South Korea is expected to be listed in MayUBS: Tencent's AI investments pave the way for long-term growth, reiterates "Buy" ratingGoldman Sachs: XPENG-W's first quarter revenue guidance exceeds expectations, maintains "Buy" rating with a target price of HKD 85Understanding the Market | HKEX is down over 4%, Hong Kong IPO regulations tighten, and global liquidity constraints suppress Hong Kong stocksRussia's main crude oil export port was attacked by drones, causing damage to oil tanksAlibaba responds to the proposed "shrimp farming" hardware: It is a cloud computer product, release schedule not yet determinedMorgan Stanley: Reiterates "Overweight" rating on XPENG-W, optimistic about AI layout and new car cycleIt's not yet the "surrender" moment! Goldman Sachs warns: AI may be the final source of sell-offSouth Korea will launch its first-ever single stock leveraged ETFs, allowing retail investors to double their bets on Samsung and SK HynixIt is reported that the well-known American online brokerage Firstrade plans to enter Hong Kong and is applying for a license from the Hong Kong Securities and Futures Commission"Worst timing"! Australia's largest ammonia plant shuts down for two months, further impacting the global fertilizer marketJapan Petroleum Association: A second release of oil reserves is needed, with a scale comparable to the first batch of 80 million barrelsTop 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"