AI Electricity Demand Expected to Triple Within Five Years; US Grid 'Unprepared' as Natural Gas Takes Center StageUnderstanding the Market | MEITUAN-W rose over 4% in the afternoon, and the new generation of foundational large model LongCat-2.0-Preview has recently opened for testingOne AI Server Consumes 15 Times the Capacitors: MLCC, Substrates, and TCB May Emerge as New Winners in the Chip Supply ChainFocus Media (Trans): AI-era info overload highlights the certainty premium of offline spaceLearning from the Auto Industry, "Repairing Robots" May Be More Profitable Than "Building Robots" in the FutureHK Market Midday Review | Hang Seng Index Rises 1.29% as Tech and Auto Sectors Rally; Guangli Technology Surges 47.50% IntradayTENCENT Hy3 Preview Tops OpenRouter's API Call Volume RankingsIs Front-Running Paying Off? SF HOLDING's International Business Share RisesHuaYuan Securities: Google releases the eighth generation TPU with breakthroughs in both performance and energy efficiencyTesla plans to expand FSD V14 Lite to HW3 vehicles in international marketsBYD's 'Overseas Expansion Story' Has Become a Profit Pillar: Overseas Markets Contribute ~70% of Auto Revenue, with Significantly Higher Per-Vehicle ProfitabilityKNOWLEDGE ATLAS and MiniMax Set to Join Hang Seng Tech Index and Stock Connect – The Moment for AI to Reshape Hong Kong Stocks Has ArrivedTwo Months into the Iran War: Who Are the Biggest Winners and Losers Among Major Asset Classes?At a Sensitive Moment, JPMorgan Chase CEO Warns "Credit Bond Crisis Will Be More Severe Than Expected," Markets Drop in Response"AI Power Newcomer" Bloom Energy Doubles Quarterly Revenue, Sharply Raises Guidance; CEO Says It Is "Becoming the Standard for On-Site Power"Focus Media: Early Thaw, Then Chill; High Dividend Proves Resilient Again"Hard Drive Giant" Seagate Tech Quarterly Results Far Exceed Expectations; 2027 Capacity Nearly Sold Out, CEO Declares Entry into "New Era of Structural Growth"OpenAI's 'Ghost Story' Hits Stocks Hard, but Bond Market Remains UnfazedBrent Crude Surpasses $110 for the First Time in Three WeeksRobinhood Earnings Miss Expectations, Stock Plunges in After-Hours TradingGoldman Sachs: Upward Pressure on Oil Prices May Last Longer Than Expected; CTA Ammunition Depleted as Downside Risks to Equities AccumulateAmazon Enters the SaaS Market: Launches AI Office Productivity Tools and Will Introduce OpenAI ModelsReminder: Key Focus for Intraday Trading (All Times in Beijing Time)SoftBank shares suffer largest drop in six months as OpenAI misses targets, dragging down Oracle and AMDSurge of Over 15%! NXP Semiconductors Q1 Revenue Beats Expectations with 12% Growth, Q2 Guidance Raised | Earnings InsightUAE's Exit from OPEC Shocks Wall Street; Investment Banks Respond Swiftly: Limited Short-Term Impact, Downside Risks for Oil Prices in the Medium TermU.S. Senator Tillis: It Is Reasonable for Powell to Remain on the Federal Reserve Board After His Term Expires, but Not IndefinitelyAmazon has launched several new OpenAI products on AWSFed Whisperer: Fed Expected to Hold Steady This Week; Key Divide: Signal That Rate Cuts Are Off the Table or Merely DelayedApple is preparing a brand new AI tool for iOS 27, completely revamping the photo editing featuresAmazon launches AI productivity software for office workers to strengthen competition with Microsoft and othersOpenAI introduces the latest AI model and Codex programming assistant to Amazon BedrockKO (Trans): Will deliver balanced volume and pricing growth this yearSPOT (Trans): User retention steady after price hikes; GPM affected by new investmentAmazon launches OpenClaw-like smart body, intensifying its entry into the enterprise software marketSPOT: Tumbles on expectations miss; streaming is yesterday's darlingEfficiency Boosted 9 Times! NVIDIA's New Model Nemotron 3 Nano Omni Targets AI Agent Implementation, Integrating Speech, Vision, and Reasoning CapabilitiesChina Merchants Bank Releases First "Performance Report" of the Year: Q1 Revenue and Profit Both Rise, Agency Fund Income SurgesCoreWeave Urgently Clarifies: OpenAI Is Not the Only Client; Meta Platforms, Microsoft, and Alphabet Are Also Key PartnersBYD: Overseas Boom Won't Plug Home-Market HoleNVIDIA invested $130 million to sign a 10-year lease in Bangalore, expanding its business footprint in IndiaUAE Exits OPEC: The End of an Era, or the Start of a Greater Rift?Zero-sugar lines are surging and AI-driven cost cuts are taking hold. Cola is winning big.U.S. Stock Market Outlook | The three major stock index futures show mixed performance as OpenAI's growth slows, putting pressure on related stocksNVIDIA expands its presence in India as AI demand continues to rise, driving engineering expansionOn April 28th, XIAOMI-W spent HKD 99.9982 million to repurchase 3.329 million shares