台股 “松绑” 引爆台积电 (TSM.US)！放宽基金单一持股限制至 25%，小摩称有望吸引超 600 亿美元资金Morgan Stanley: Tencent Holdings Limited opens source Hy3 Preview with a rating of "Overweight"Concerned That High Oil Prices Are Unsustainable, U.S. Shale Giants Hesitate to Ramp Up ProductionGoldman Sachs: Maintains "Buy" Rating on Tencent Holdings with a Target Price of HKD 700ETF Movement | EFUND A SEMICON ETF rises over 3% to reach a new high, domestic chips show strong growth, and Taiwan Semiconductor's stock price hits a historical recordHong Kong Stock Midday Review | Hang Seng Index slightly down, Technology Index fluctuates, Semiconductor sector surges, GUOXIA TECH rises over 18% during the sessionFund Single-Stock Holding Cap Raised to 25%, Taiwan Stock Market Surges, TSMC Shares Hit ATH (All-Time High)Hong Kong Stock Midday Review | Hang Seng Index fell 0.20% in the morning session, semiconductor sector rose against the trendINTC (Trans): 18A yield beats internal expectations; server CPU to maintain double-digit growthUnderstanding the Market | ILUVATAR COREX rose over 6% in the morning, fully supporting TENCENT's mixed Yuan Hy3 preview and open-source implementationInternal Combustion Engines Plus Intelligence: Chery Bets on the Traditional PowertrainUnderstanding the Market | XPeng-W is currently up over 4%, overseas demand exceeds expectations, and the company plans to expand overseas production starting this yearUnderstanding the Market | Semiconductor stocks surged strongly, HUA HONG SEMI rose over 12%, SMIC rose over 7%TSMC temporarily halts the purchase of ASML's new lithography machines. The considerations behind it: cost reduction and profit enhancement or concerns over AI demand?Google Cloud Next 2026 Focus: AI Agents Enter Scale; Inference Chips Become Independent Growth CurveAmazon invests in nuclear energy company X-Energy, US stock IPO pricing exceeds upper limit, raising $1.02 billionHas the rebound in US stocks arrived? Fidelity warns: If oil prices don't drop, the pullback won't stopHong Kong stocks intraday | Three major indices collectively fell, Tianhua New Energy surged 12.13% during the session, with funds focusing on the new energy and chip sectorsOpen Source Securities: Google releases the eighth generation TPU optical module, OCS and liquid cooling industry chain core beneficiariesIntel Q1 Earnings: A Stinging Rebuke to Wall StreetReassessing Tencent AI Value: '40% Efficiency Boost + Extreme Pricing', Hunyuan HY3.0 Embraces 'Pragmatism' and Already Possesses Scalable Commercial CapabilityINTC: Past the Darkest Hour, Old Guard Strikes BackOCBC Bank's Hong Yongxiang: The Frontiers of Banking Lie in Asia, Technology, and Green EnergyAligning with Mass Layoffs on AI! Microsoft Launches First Voluntary Retirement Plan in 51 Years; Meta Cuts 8,000 JobsOil Prices Rise for Six Consecutive Days; Trump's 'Line Drawing' Fails This TimeBreakfast | Software stocks led the market decline overnight, Intel surged 20% after hours31% Profit in Q1, Then "Halved" in First Two Weeks of April: The "God of Oil Trading" Takes a Hard FallJensen Huang requires all NVIDIA employees to use OpeiAI's Codex programming toolLong on Software, Short on Chips: 'The Big Short' Investor Buys Microsoft, Shorts NVIDIAAmazon-supported X-Energy raises $1.02 billion in its initial public offering"Luxury Leader" Worries About Global Consumption: LVMH CEO Warns Middle East Conflict Could Evolve Into a "Global Catastrophe"US-Iran Stalemate Drags Down Global Stocks and Bonds; Tech Optimism Fades as Nikkei Closes Lower After Breaking 60,000; Oil Rises Over 1%Zhitong Hong Kong Stock Early Knowledge | The comprehensive evaluation and assessment method for carbon peak and carbon neutrality has been issued, InnoCare Pharma's first-quarter net profit attributable to the parent company increased by 488.93% year-on-yearMeta announced layoffs of nearly 8,000 people and the cancellation of 6,000 vacant positions to offset the impact of "other investments."What Signals Did SK Hynix Release Regarding Memory in Q1?US Semiconductor Stocks Surge for 17 Consecutive Days, Shattering Records and Shocking Markets; Goldman Sachs Traders: Watch These SignalsIntel's stock price soared after hours as strong earnings outlook indicates that artificial intelligence spending is starting to pay offSAP AG-Sponsored Cloud Revenue Surges 19% Beyond Expectations, Q1 Profit Beats Forecasts by 17% | Earnings InsightsReminder: Focus on Intraday Events Today (All Times in Beijing Time)Meta Platforms plans to cut about 10% of its workforce to offset pressure from AI-related expenses, affecting approximately 8,000 positionsOvernight U.S. Stocks | Israel and Lebanon extend ceasefire agreement for three weeks, three major indices close lower, Intel rises nearly 20% in after-hours tradingAI CPU demand triggers explosive growth: Intel's first-quarter revenue exceeds expectations, stock price soars 16% after hoursIran War Risk Persists; Trump Administration May Further Pressure Oil Prices, Reports Suggest Extension of Jones Act 'Ship Ban' ExemptionTop 20 U.S. stock trading volumes on April 24: It is rumored that Tesla may merge with SpaceXGoldman Sachs Warns: Month-End Stock-Bond Rebalancing Looms in US Markets, $23 Billion in Stocks to Be Sold Amid Significant PressureEightfold Surge in a Month Followed by Avalanche! Avis Short Squeeze Ends, Shares Halved in One Day, Second Consecutive PlungeBrazilian regulators approve deepening the investigation into Google's use of news content