Citi: Raises Alibaba-W target price to HKD 204, rating "Buy"Goldman Sachs joins the bullish camp on Wall Street: buying the dip in U.S. tech stocks for seven reasonsOil Giants Protest to the White House: If Iran Can Charge Fees, So Can Singapore and TurkeyTencent Cloud: Starting from May 9th, prices for AI computing power, container services, and EMR-related products will increase by 5%Cash out nearly HKD 7.3 billion! Major shareholder Prosus reduced its stake in Tencent by approximately 13 million shares in the first quarterHong Kong Stock Market Intraday | Hang Seng Index down 0.38%, technology sector retreats across the board, communication equipment strengthens against the trendTesla's "Year of Proof" meets Q1 delivery "black opening" as analysts debate whether to bottom fish or escape the peakShanxi Securities: NVIDIA's strategic investment in Marvell expands the NVLINK territory, focusing on the domestic computing power IOD trackHong Kong Stock Midday Review | Hang Seng Index slightly fell by 0.35%, technology sector performance varied, AI computing power rose against the trend, XunCe surged by 15.58%When the "Agent Era" Arrives: Traditional Enterprise Transformation, the End of Software Companies, and Wall Street's "Underestimation"Ceasefire agreement boosts rate cut expectations, Federal Reserve's Daly downplays market bets1-Year Contracts Are a Thing of the Past: Samsung and SK Hynix to Sell Only via 3-5 Year Long-Term OrdersDespite large sales by Turkey and Russia, global central banks were net buyers of 27 tons of gold in FebruaryDongbei Securities: NVIDIA's investment in Marvell enhances the strategic value of exchange chips12,000 Planned New Stores: This Is How Starbucks Intends to Open ThemDeep Dive into Kalshi – When "Everything is Tradable"Apple signs a rare three-year exclusive agreement! Samsung Display exclusively supplies foldable screen iPhone panelsUnderstanding the Market | The optical communication concept continues its recent upward trend, with the Google conference approaching and fiber optic price increases spreading globallyMicrosoft AI leader: Voice control is still in its "infancy," and natural dialogue understanding requires massive training'National Divine Car' Joins Forces with Huawei, a New Challenger Emerges in the SUV RaceEngineering "minor episode" does not affect the overall situation! Morgan Stanley confirms: Apple's foldable iPhone still aims for September, no order adjustments seen in the supply chain$15 billion gamble "hand in"! Meta's first AI model Muse Spark debuts, heavily invested ETFs become the focus of capital pursuitMarking "The Beginning of the End of the War"! Hedge Funds Close U.S. Stock Short Positions at Fastest Pace Since 2020Ceasefire Hits Variables on Day One: Trump "Flip-Flops," Rejects Iran's "10-Point Plan" as BasisTrader Buys Massive Amount of U.S. Stock Call Options Hours Before Ceasefire, Netting $23 Million in a Single DayAnthropico and Meta AI released, Asian software stocks fellGlobal Markets Stage "Relief Rally" Even as "Missiles Fly and Straits Remain Closed"US Stocks' "First Reaction" to Ceasefire: Return to AIResolving the Energy Crisis, the Reopening of the Strait of Hormuz is Just the "Beginning"Breakfast | US Stock Indices Hit Largest Short Squeeze Since 2020, Fueled by US-Iran Ceasefire!Industry Expects CPI to Further Rebound Year-on-Year in March, PPI May Turn Positive from NegativeOil Prices Plunge 16% as Dollar Falters, Erasing Year-to-Date Percentage GainsFederal Reserve Minutes: The U.S.-Israel war may further increase inflation; under certain circumstances, a rate hike cannot be ruled outReminder: Focus on the following intraday events (all times are Beijing Time)"Fed Whisperer": Fed Rate Cut Prospects Dim Regardless of Ceasefire DealU.S. Treasury Yields Turn Higher After Fed Meeting Minutes ReleaseWedbush is optimistic about Apple's stock price increase, stating that the OpenClaw craze is driving Mac demandApple turns to Samsung for foldable screen supply, exclusive agreement reflects suppliers' lack of preparednessAnthropic's New Breakthrough: Claude Managed Agents Boost Build and Deployment Speed by 10xLynx raises Intel's target price to $70, expecting strong demand in the futureMeta's new superintelligent team's first AI model debuts, shifting to closed sourceFederal Reserve Minutes: Iran War Poses Dual Risks, Many Officials Concerned Inflation May Require Interest Rate HikesMeta released the first AI model from its heavily funded super-intelligent teamECB Rate Hike Expectations Cool "Overnight"! Ceasefire Agreement Boosts Market, European Bonds See Largest Single-Day Rally Since 2023Apple stock becomes the new favorite among retail investorsAI Bubble: The Catalyst for a New Round of US Quantitative Easing?