One Rocket, Eight Satellites: Launch Successful锁定 Meta 与 Anthropic 顶级算力订单后 CoreWeave(CRWV.US) 股价大涨，麦格理上调评级至 “跑赢大盘”UBS: If 'Hormuz Disruption Persists', US Inflation Could Spike to 5% in Q2High yields + supply reduction, 20-year Japanese government bond issuance welcomes the strongest demand since 2019POP MART Surges Over 8% as New Domestic IP Sells Out; Goldman Sachs Confirms 'Demand Exploded'!U.S. Treasury Secretary Janet Yellen: The Federal Reserve should remain "cautious" before cutting interest ratesShort Covering + CTA Buying: The Logic Behind the Overnight US Stock Rebound – Will US-Iran Conflict Escalate in the Short Term?The Core Driver Behind the Rise of CATL and Others — Energy SecurityHong Kong Stock Midday Review: Tech Stocks Rise and Fall, Storage Chip Sector Remains ActiveInventory Running Out! JPMorgan Warns: Full-Blown Oil Shock ImminentUnderstanding the Market | JD INDUSTRIALS rises over 12% as industrial AI large models advance to stage 2.0, company drives AI-powered intelligentization across all scenariosAmazon is reportedly close to acquiring Globalstar in a bid to compete with StarlinkCITIC Securities: Gold has entered a configuration window period, and currently, a higher allocation to gold has a significant safety marginCICC: Maintains Tencent Holdings "Outperform Industry" rating with a target price of HKD 666Claims may exceed $218 billion as Google faces an "arbitration siege" from advertisersSecuring Major Oracle Deal: 'Meme Stock' Bloom Energy Soars to New HighNine 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 Unfolding