War’s “Lasting Damage” to the Dollar System—Global Gold Reserves “Surpass” Dollar Reserves for the First TimeUnderstanding the Market | LI AUTO-W Surges Over 6% in Early Trading as Q1 Deliveries Exceed Guidance, Results of Pure Electric Strategy Begin to ShowADB warns: Even if oil prices stabilize, economic growth in Asia will slow down this year继 Meta 和 OpenAI 后 传 Anthropic 考虑自研 AI 芯片China's March PPI Rises for the First Time in 41 Months After Continuous DeclineChina's March CPI Year-on-Year at 1%, Previous Value 1.3%. China's March PPI Year-on-Year at 0.5%, Estimated at 0.4%, Previous Value -0.9%Morgan Stanley: Alibaba-W's quarterly results may redefine market observation indicators, lowering the target price to HKD 195Vultures Smell Blood? Star Hedge Fund Manager Ackman Reboots "Doomsday Strategy," Recreating "Pandemic-Era Contrarian Bets"“Ignore Stocks, Rates Are Key”: Goldman Sachs Delta-One Trading Desk Warns “Current Risk/Reward Feels Poor”SpaceX Lost Nearly $5 Billion Last Year as Revenue Surpassed $18.5 BillionStrait of Hormuz "Remains Blocked," "World's Most Important Spot Price" Surges to $147, Reaching an ATH (All-Time High)!The founder of Citron Research claims that Amazon will challenge NVIDIA's dominance in the AI chip market, with a target price of $300Breakfast |Iran-US Ceasefire Deal Falters, Oil Prices Rebound Strongly, Global Stock Rally Stalls, Korean Stocks Lead Decline at 1.53%Reminder: Key Intraday Focus (All times are Beijing Time)Report: Warsh Fed Chair Nomination Hearing PostponedTop 20 U.S. Stock Trading Volumes on April 10: Amazon claims its self-developed chip annual revenue has exceeded $20 billionSaudi Arabia Discloses Impact of Conflict on Energy Lifeline: Daily Losses of 700,000 Barrels in Transport, Nearly 600,000 Barrels in Production CapacityAmazon enters the field of GLP-1 drug accessibility, expanding its healthcare footprintCoreWeave expands collaboration with Meta AI to $21 billionIntel and Google reach a large-scale cooperation agreementAmazon raises its investment plan for the Mississippi data center to $25 billionGoogle deepens AI infrastructure partnership with Intel亚马逊考虑向其他公司出售其人工智能芯片SK Hynix Q1 Performance Accelerating Again? Citi: Memory Supply Shortage to Persist Beyond Expectations, Quarterly Operating Profit May Double QoQCMBS Market on High Alert! March Delinquency Rate Climbs to 7.55%, Institutions Warn "Capitulation Selling" Has Only Just BegunRumors of Memory Price Drops Inconsistent with Actual Supply! Transcend Chairman: Severe Memory Shortage Unlikely to Ease This YearAmazon broadcasts the Masters for the first time, becoming the fourth media partner in the history of the eventIMF: Oil price shocks test the limited fiscal space globallyGF's Liu Chenming: Low Probability of Global Bear Market, AI Industry Trend ContinuesIMF Managing Director: IMF Lowers Global Economic Growth Forecasts Due to Iran WarAmazon CEO Andy Jassy defends $200 billion AI investment: "We will not be conservative"Boosting Advanced Packaging! Samsung Announces US$4 Billion Investment in Vietnam, Initial Phase at US$2 BillionUS Q4 Real GDP Annualized QoQ Final Estimate Revised Down to 0.5%, Economy Slows More Than ExpectedDeeply Bound! Google and Intel Expand AI Chip Partnership, Committing to Xeon ProcessorsSafe Haven Demand Continues? JP Morgan: Ceasefire Won't Stop U.S. Retail Investors from Selling!US February Core PCE Rose 3% Year-on-Year, Below Previous 3.1%; Consumer Spending Barely Grew Month-on-MonthIntel's Terafab project sparks a rally, analysts hold a cautious viewMeta removes ads from law firms soliciting clients to sue the platformWhat does Anthropic's explosion mean? BoA: As long as large models keep running wild, those selling shovels and renting computing power will make risk-free profits!US February PCE Data Quick TakeAfter a brutal sell-off, Cathie Wood invests another $28 million in TeslaAmazon's letter to shareholders details the $200 billion expenditure return path: most expenses will be monetized before 2028, with the chip business implying an annualized revenue of $50 billionGoogle CEO Deep Dive: 10 Years as CEO, Lows, Reversals, and RegretsData centers put pressure on companies like Google regarding clean energy goalsGlobal news you need to know in US stock pre-market on ThursdayAmazon's CEO stated that the annualized artificial intelligence revenue of Amazon Web Services has exceeded $15 billion"AI Bull Market Narrative" receives further endorsement with real money! Meta splashes out $21 billion to partner with CoreWeave to outpace NVIDIA in the Rubin era