Amazon states that AWS's Bahrain region was "disrupted" after drone activityMarket "Votes with its Feet" on AI Investment? BofA: Tencent is Stable, Patience is a Virtue"World's Largest Asset Manager's" Signal! Fink: For Ordinary People, If You Don't Invest in Giants, AI Will Widen the Wealth GapAmazon partners with Lidl to launch 'plug-and-play' solar panels in the UKLaopu Gold (Trans): Target GPM to stay at 40%-43%The roller coaster turns again! Gold may face the longest consecutive decline in history, with the situation in Iran becoming a "liquidity magnet."黄仁勋深度访谈：“Token 经济” 爆发，AI 计算占 GDP 比重将翻百倍，英伟达 10 万亿是必然Evercore: $25.7 billion AI incremental emergence! Microsoft Azure's revenue growth rate may soar to 41% by 2026CICC: Do Not Overestimate the Driving Force of Global Central Bank Gold PurchasesPrysm: High inflation and unclear Federal Reserve path, investment deployment should avoid being disturbed by short-term fluctuationsAlibaba DAMO Academy: New-Generation Flagship Processor XuanTie C950 Officially ReleasedHuaLong Securities: Under geopolitical conflicts, the Federal Reserve turns hawkish, and non-ferrous metals are under pressureMorningstar: Maintains fair value forecast for Alibaba-W at HKD 251, expects rapid e-commerce profitability to advance by one yearHang Seng Index Opens High by 1.55%, Hang Seng TECH Index Rises 1.3%Are US-Iran Negotiations Real? Wall Street Sees a Clear Signal in Trump's Five-Minute SurgeEstee Lauder in Talks to Acquire Spanish Beauty Group Puig; Stock Plummets Nearly 8%Trump TACO! Asia-Pacific Stocks Surge, Korea Composite Index Up Over 4%, Oil Rebounds After PlungeSoochow Securities Co., Ltd.: Expectations for easing have significantly retreated, and U.S. stocks are accelerating their declineSociété Générale: Lumentum collaborates with NVIDIA and Google to pave the way for growth, significantly raising the target price to $1,040Apple promotes the latest initiative for service business growth! Plans to introduce ads in the Maps applicationJapanese and Korean Stock Markets Open Significantly HigherWWDC Scheduled for June 8-12: Is Apple's AI Finally Arriving?New Federal Reserve News Agency: The Federal Reserve Faces the Most Embarrassing Power Transition in HistoryZhitong Hong Kong Stock Early Knowledge | Multiple regions plan to raise coking coal market prices, WuXi AppTec's net profit attributable to the parent company is expected to grow by 105.2% year-on-year in 2025Meta strengthens AI agent layout: hires core team of startup Dreamer, gathering former core executives from Google and StripeTrump Eases Threats Against Iran; Crude Oil Once Plunged Over 14%, Industrial Metals ReboundDriven by Risk Aversion and Diversified Allocation, Middle Eastern Capital Eyes Hong Kong MarketReminder: Key Events to Watch Today (All Times in Beijing Time)The demand for upgrading devices is recovering + the imagination space for foldable screens is vast, Apple is favored by analystsBig Tech Encircles Robotaxis: Can WERIDE Defend Its "First-Mover Advantage"Tesla's chip plan may cause its capital expenditures to far exceed expectationsNVIDIA and AMD lead the chip stocks, as war concerns easeApple will hold its annual Worldwide Developers Conference in June, expected to announce a series of AI featuresU.S. Energy Secretary Says Further Strategic Petroleum Reserve Release Possible, but Likelihood is Very LowTrump's statement ignites expectations! The market bets that the likelihood of a ceasefire agreement between the U.S. and Iran being reached in the short term is slightly above 50%Wing, a subsidiary of Google, will begin drone delivery services in the San Francisco Bay AreaThe president of Google stated: The U.S. needs to increase energy development efforts to provide power for artificial intelligenceFed Governor Miran: Geopolitical Shocks Not Enough to Change Expectation of Four Rate Cuts This YearShenwan Hongyuan: The Current Moment May Be the Phase of Greatest Pressure; China's Energy and Supply Chain Security Could Be Global AlphaGoldman Sachs on Meta's Layoffs, Spending Cuts, and Model Release Delay: Not "Winter Budget Cuts," but "Swapping Old for New"Will U.S. consumer stocks stage a comeback? As bad news is fully digested, the bottom-fishing moment for non-essential consumer goods is approachingLaopu Gold: Secondary offering at highs; the gold 'Hermès' bet paid off!
---Chicago Federal Reserve President Goolsbee: The path of interest rates depends on the situation in the Middle East, which may lead to either an interest rate hike or a cutSanhua's 2025 Revenue Reaches 31 Billion Yuan, Up 11% YoY; Net Profit Attributable to Parent Jumps Over 31% | Financial NewsOpenAI hires former Meta executive to strengthen its advertising businessMorgan Stanley gives Apple an "Overweight" rating: iPhone demand remains "strong," upgrade cycle may be underestimatedHas the Inflection Point for Autonomous Driving Truly Arrived?Ten Years of Car Manufacturing: Emerging Automakers Finally Making MoneyMeta's artificial intelligence strategy focuses on personalized applications from a high-level perspective