Zhitong Hong Kong Stock Analysis | Key Nodes Worry About U.S. Military Action, Domestic Substitution Process Accelerates Chip ExplosionThe Four Cloud Giants Collectively Raise Capex: Why Are They Daring to Spend So Aggressively?Hong Kong Stock Review: Hong Kong Stocks Become a Blood Bag AgainUS Q1 GDP Annualized Growth at 2%, PCE Price Index at 4.3%, Inflation Pressure Surges"The Buffett Premium" halo fades! Berkshire (BRK) stock price lags behind, new leader faces shareholders' meeting in crisisUS March PCE Price Index Rises 3.5% Year-on-Year, Highest in Four Years; Core PCE Widens to 3.2%U.S. Q1 Real GDP Annualized Quarter-on-Quarter Initial Estimate: 2.0%, Expected 2.3%, Previous 0.5%US March Core PCE Price Index Rose 3.2% Year-on-Year, In Line with Consensus Estimates of 3.2%, Previous Value 3%EASTROC BEVERAGE, Aiming for a Platform Strategy, Still Awaits Its Third Blockbuster ProductMediaTek Q1 Net Profit Falls 17% Year-on-Year; AI ASIC Revenue Target Doubles to $2 Billion | Financial Report InsightsEli Lilly Q1 Revenue Surges 56%, GLP-1 Drug Sales Nearly Double, Full-Year Guidance Raised | Financial NewsOn April 29th, LI AUTO-W spent approximately USD 3.9807 million to repurchase about 447,500 sharesApple's Earnings Tonight: Wall Street Shifts Focus from Results to New CEO's DebutThe market is paying attention! Apple's focus tonight: not on the iPhone, but on the new CEO12 Consecutive Quarters of Growth in China: How Far Can adidas AG's Localization Go?Meta (Trans): AI LT vision is not productivity tools, but broad empowerment of everyday users.Nine years of sharpening a sword! Tesla Semi electric heavy trucks finally enter mass production, possibly catching up with the market demand explosion periodSingle-track strategy limits Meta AI's imaginationCNCB's Q1 Revenue Growth Turns Positive: Corporate Business Improves While Retail Faces PressureOn April 30th, XIAOMI-W spent HKD 99.9998 million to repurchase 3.4254 million sharesStarting from the T-Account: Deconstructing the First Principles of USD Liquidity and Global Asset PricingLeadership Change in a Low-Interest Cycle: Wang Liang Retires from China Merchants Bank, Wang Xiaoqing Takes the Helm of the "King of Retail"Alphabet: Cloud Business "Surges" to Crush Rivals, but $190 Billion in CapEx Is the Real GambleAMZN (Trans): AI's once-in-a-lifetime investment opportunityThe Global Economy at a "Crossroads"—As Energy Shocks Approach a Tipping PointRetail steadies, AI breakout: Is AMZN back in the top tier?Meta is facing business vulnerability risks due to its comprehensive self-research and self-supplyHow OpenAI's "Stargate" Project Is Dragging Down Oracle"I Won't See You Next Time"! Powell's Curtain Call: An "Outsider" Steers the Fed Through Its Most Turbulent Eight YearsCainiao's International Expansion Continues: Securing Large Warehouses in EuropeNVIDIA makes its first move in legal AI, betting on a valuation of $5.6 billion for the startup LegoraUnderstanding the Market | Gold Stocks Decline Collectively, Spot Gold Plummets Below the Key Level of 4600, Gold Price Upside Potential Restricted by "Dual Expectations"Hong Kong Stocks Intraday | Three Major HK Indices Retreat Collectively; Chip and Insurance Sectors Strengthen; SMIC Leads in TurnoverUS Tech "Big Four" Set Record $725 Billion AI Spending This Year, but at a High Cost: Chip Price Hikes and Capacity ConstraintsTesla Semi trucks have begun mass production, Musk: Should we give Bill Gates one?Understanding the Market | Copper Stocks Fall Collectively, Discrepancies in Federal Reserve Rate Cuts Widen Again, Copper Prices May Face High-Level Volatility and Adjustment"Autocrats" won't work? Morgan Stanley strategists warn Walsh: Follow in the footsteps of giants, first learn to build consensusGOOGL (Trans): ROIC-Disciplined AI Investment to Stay AheadQCOM (Trans): Q3 marked the bottom for China Android; signed a new major client for its custom ASICs.Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Hong Kong Stock Midday Review | The Hang Seng Index fluctuates lower with technology stocks broadly declining, while semiconductor stocks rise against the trendStrongest Quarterly Earnings in History! Samsung Q1 Profit Surges Eightfold, Surpassing Full-Year 2025 Total, with Memory Business as Core EngineUnderstanding the Market | Chip Stocks Strengthen in the Morning, Google Cloud Sees Explosive Growth in Q1, Strong Demand for TPU Chip MarketTech Giants' Earnings Showdown: Why Did Only Alphabet Win?New Highs on a High Base! NCI Nets RMB 6.5 Billion in Q1Tesla Semi trucks begin mass production