SG Morning Brief｜Records on Intel Shock, Big Tech Week AheadTraditional DRAM Is Too Profitable! Storage Chip Giants' Enthusiasm for Expanding HBM Has Cooled; They Are Even Unwilling to Sign Long-Term ContractsClaude Completes the Entire "Negotiation and Transaction" Process: Anthropic Quietly Tests E-commerce"Wood" sold AMD shares to cash out $75 million, and the stock price soared nearly 70% in a monthAre Fundamentals Returning?"Super Thursday" Arrives: Powell's Final Dance as Fed Delivers Rate Decision; Four Tech Giants Report Earnings on Same DayKey Senator Signals Shift, 'Largest Obstacle' to Kevin Warsh Assuming Fed Chair on May 15 ClearedZhitong Hong Kong Stocks Early Knowledge | The U.S. extends the "ship ban" exemption for 90 days to address supply shortages. Eight departments, including the central bank, issued the "Management Measures for Online Marketing of Financial Products."On April 24th, LI AUTO-W spent USD 3.4613 million to repurchase 385,800 sharesReminder: Focus on Intraday Events (All Times in Beijing Time)DeepSeek V4 "Highly Expected"! Domestic Computing's "Offensive Spear" – Super NodesJust Next Thursday! The Big Four Tech Giants Release Earnings on the Same Day, and Surging AI Faces a "Moment of Truth"Goldman Sachs: What Does DeepSeek V4 Mean for China's AI?Mythos Reshapes Cybersecurity; Trial Participants Urge Protection of Critical InfrastructureWar Not Over, Yet European and US "Defense Stock Bull Market" Already EndsHe Xiaopeng: XPENG Robots Targeting Over 10,000 Units in Shipments by 2027Jetta Reimagines JettaAvatr Bets on 2030A Century of Buick: Aiming to Return to the TableLi Auto Plays Its Next Ace CardNuclear Power Stocks Continue to Surge! X-Energy, Backed by Amazon, Soars 27% on IPO DebutFierce Battle Among 9-Series Models: Dongfeng and Huawei Bet on a New BrandJPMorgan: Middle East Conflict Unresolved but Negotiation Path Visible; Macro Focus Shifts from Risk Premium to Residual 'Stagflation' RisksThe World's First AI Government: UAE Announces 50% of Government Services to be Operated by AI by 2028No Edge, No Hedge: Why Markets Are StuckCursor 'Sells Out' to SpaceX Amid Crushing Pressure from Claude and Compute Costs谷歌豪掷 400 亿锁定 Anthropic：AI 两强格局成型，御三家时代终结DOJ Drops Case, Warsh Enters the Scene, FOMC Next Week: Countdown to Fed Chair Change as Era of "No Forward Guidance" ApproachesNew Round of Iran Negotiations, But the Stock Market Is Indifferent, Focusing Entirely on AI Bottlenecks Like CPUs and Optical CommunicationsHistoric Outflows from US Oil and Semiconductor ETFs as Investors Choose to Take Profits After Massive GainsBillions in Loans from Giants Like Blackstone and Apollo Involved: Two Defaults Exacerbate U.S. Private Credit DilemmaFor the First Time Since Last October, NVIDIA Surges to New Highs!Chip stocks soared collectively, with NVIDIA's market capitalization closing above $5 trillion for the first time, and Intel surged over 23%, marking its best single-day performance since 1987Philadelphia Semiconductor Index Surges Again, Records 18 Consecutive Days of Gains. A Single Article to See How Overbought It IsOvernight news on April 25: NVIDIA's market value once again surpasses $5 trillion; Iran has not yet decided whether to negotiate with the U.S.; the U.S. Department of Justice drops the investigation into PowellReport: Apple Plans Significant Chip and Memory Upgrades for iPhone 18 SeriesJane Street's 2025 Trading Revenue Hits $39.6 Billion, Surpassing All Wall Street BanksUS Stocks Hit New Highs, Goldman Sachs Warns: Rally Has Completely Decoupled from Reality2-Year Treasury Yield Falls More Than 5 Basis Points on Friday as Trump Administration's 'Pause' in Judicial Investigation Improves Investor Expectations for EasingBessent: Does Not Rule Out Serving as Fed Chair; AI is Core of US EconomySince its establishment in 1987, Intel surged 24% on Friday, marking its largest single-day increaseNVIDIA's stock price closed at a record high for the first time since OctoberBacked by Infrastructure Giant Brookfield, Csquare Officially Rushes to US IPO: Operating 80 Data Centers Across 30 Global CitiesUS DOJ Drops Criminal Probe into Powell, Paving Way for Wash's Nomination as Two-Year Treasury Yields Fall SharplyCMOC Q1 Net Profit Surges 97% to 7.76 Billion; Gross Margins for Copper, Cobalt, and Tungsten All Rise