Nine Consecutive Gains! Intel Sets Record, Boosted by CPU Price Hikes and the "Trump & Musk" Dual Tailwinds早餐 | 标普收复美伊冲突以来跌幅,闪迪大涨 12% 领涨芯片股Guohai Securities: Optimistic about Alibaba's cloud business and retail loss reduction, maintains "Buy" rating with a target price of HKD 186The storage crisis forces terminal price increases, Microsoft significantly raises the prices of the entire Surface lineupThe competitive landscape among the three AI giants is changing: Claude users have doubled, and Google Gemini usage is steadily increasing英特尔股价创下有史以来最佳九日表现,未来能否进一步走高?Reminder: Key Intraday Events to Watch (All Times in Beijing Time)Sandisk to Join Nasdaq-100 Index; YTD Gain Exceeds 300%Fed Exceeds Expectations by Slashing RMP, Cutting Monthly Bond Purchases by Nearly 40% to $25 BillionIEA, IMF, and World Bank Jointly Warn: Middle East War Devastates Global Energy and Economy; Low-Income Nations Hit FirstUS Existing Home Sales Fall to Nine-Month Low; White House Says Single-Family Housing Shortage at Least 10 Million UnitsAI Is Igniting Private Credit; This Time, It's More Complex Than 2008NVIDIA denies acquisition rumors, while Dell and HP, which surged during the day, fell in after-hours tradingSpaceX IPO may put pressure on Tesla's stock priceFed Begins Reducing Reserve Management Bond Purchase ScaleFed: Unrealized Losses on Last Year's Bond Portfolio Narrow to Under $850 BillionIs OpenAI breaking away from Microsoft's control? The new alliance with Amazon escalates the stakes furtherHorizon Robotics Ready to Launch a Surprise AttackMiddle East Conflict Shocks Luxury Consumption; LVMH Q1 Fashion and Leather Goods Sales Decline 2%, Worse Than Expected | Earnings InsightsVolkswagen Q1 Global Deliveries Down 4%, Western Europe Market Rises Against the Trend戴尔和惠普股价大涨 据报英伟达正在洽购一家大企业Impacted by US-Iran Situation, India's March CPI Rises 3.40% YoY; Energy Cost Pressures EmergeASML Earnings Preview: Samsung Fab Order Movements to Be the Biggest Catalyst!OpenAI Internal Memo Exposed: Microsoft "Restricts" Our Commercial Expansion, Amazon Is the New PathBank of America Survey: Investors Bet Dollar Boost from Iran War Is TemporaryWall Street expects the Federal Reserve to cautiously reduce liquidity support to avoid disrupting the financing marketAnother South Korean Semiconductor Billionaire Emerges, This Time in Laser TechnologyAmazon intensifies its automotive sales business: new partner brands and coverage in more citiesMeta is expected to surpass Google and become the world's largest digital advertising giantA Low-Key Battle for Aluminum is UnfoldingIs the Microsoft Version of Lobster Coming? Report: Copilot to Integrate OpenClaw Technology, Aiming for All-Day Autonomous OperationBuilding the "next Berkshire" amidst the flames of war! Ackman's fund begins roadshow: IPO pricing at $50, once again focusing on "contrarian betting" strategyDon't be deceived by appearances! The continuous rise of the US stock market is not a reversal; investors are not blindly chasing high pricesDuan Yongping Confirms Buying POP MART, Says 'I Haven't Felt This Excitement in a Long Time'PJM, the Largest U.S. Grid, Issues 'Emergency Proposal': Plans to Add 15 GW of Power Amid AI Data Center SurgeTesla obtains the EU's first supervisory autonomous driving approvalTrump’s return to office is not far off. Risk appetite can start to recoverTrump's 'Anti-Blockade' of Iran Sends Oil Prices Sky-High, But Traders Doubt It Will MaterializeTesla finally receives the green light in Europe, with FSD approval marking a long-awaited progressGlobal News You Need to Know Before Monday's US Market OpenOpenAI supports the Amazon Alliance, stating that Microsoft "restricted our" ability to reach customers奈飞将于周四发布财报 流媒体成为本周后期焦点英伟达 GPU 进入轨道 为最大的在轨计算集群提供算力UBS Raises Broadcom's 2027 TPU Shipment Forecast to 7 Million Units: AI Compute Demand Validates the Hundred-Billion-Dollar Revenue StoryLargest Single-Month Decline in History! OPEC March Output Plummets by 7.88 Million Barrels Per Day, Exceeding Pandemic LowTesla FSD breaks the ice in Europe! The Netherlands takes the lead in opening the EU regulatory door, validating the trillion-dollar valuation logic"Is the Worst Over?" Goldman Sachs Traders: Market Enters New Phase, Tail Risks Fading