Hostilities Reignite in the Strait of Hormuz, Markets on Edge as Futures Market Predicts Brent Crude to Surpass $90 by Year-EndMorgan Stanley: Expects XIAOMI-W's first-quarter smartphone gross margin to exceed expectations, with average selling price hitting a record highHong Kong Stock Market Midday Review: Hang Seng Index Closed Down 1.16%, Lithium Battery and Chip Stocks Strengthened Against the TrendPLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.Apple is considering having Intel and Samsung manufacture equipment processorsPrediction Markets: Kalshi Traders Expect U.S. April Employment Report to Outperform Economists' ForecastsUnderstanding the Market | Rising Oil Price Center Triggers Inflation Concerns, Tongguan Gold Drops Nearly 4%, CHI SILVER GP Falls Over 3%Japan Intervenes to Lift Yen for "Three Consecutive Days" During Holiday, Claims It Counts as "One Action"; IMF Rules Cap Interventions at Three Within Six MonthsUnderstanding the Market | Montage Technology Rises Over 7% to Reach New High, Company Expected to Fully Benefit from the Surge in Demand for High-Speed Storage Driven by AI WavePLTR: Software doom narrative surges — is the top cult stock starting to crack?Oil Prices Surge, 30-Year Treasury Yield Breaks 5%, US Treasury Raises Quarterly Debt Issuance Forecast; Major Treasury Announcement Due WednesdayNew York Fed President: Middle East conflict delays rate cut timing, no clear reason for rate hike in the short termHong Kong stocks open lower; Hang Seng Index down 0.58% at opening, Hang Seng TECH Index down 0.55%Reminder: Key Focus for Intraday Trading (All times are in Beijing Time)AI-Driven Growth Explodes: Palantir Q1 Revenue Surges 85%, Full-Year Guidance Raised Far Above Expectations | Earnings InsightUS March Factory Orders Broadly Beat Expectations, AI Boom Drives Manufacturing RecoveryU.S. Department of Justice Drops Appeal and Seeks to Vacate Subpoena Ruling, but Fails to Deliver the Certainty Powell SeeksA Watershed Moment for the North American Freight Industry! Amazon Expands Logistics Services, US Transportation Stocks PlummetAI War Intensifies: OpenAI and Anthropic Reportedly Court Wall Street to Form Joint Ventures on Same DayIntel invests in SambaNova to clear antitrust hurdles and accelerate AI inference layoutWall Street technology stock ratings diverge: Jefferies downgrades Microsoft and Meta, Wedbush significantly raises AMD target priceIndonesia Plans to Impose Export and Windfall Taxes on Coal and Nickel to Alleviate Subsidy PressureIntel further undermines Qualcomm by appointing Alex Katouzian to lead the Client Computing GroupU.S. Attorney Files Motion to Dismiss Investigation into Federal Reserve Chair PowellAmazon fully enters the third-party logistics market, transportation sector under collective pressureFedEx and other transportation stocks plummet as Amazon announces measures that could disrupt the U.S. logistics marketTesla Model X becomes the best-selling used car in the United StatesWedbush stated that Intel may become the biggest winner of the chip boomApple-led tech stocks strongly support the stock market to set a recordMeta Platforms is facing a comprehensive overhaul in New MexicoGoogle CEO visits the White House as the Trump administration worries about insufficient classified AI production capacity and plans to expedite the security approval process for Google's TPUNVIDIA Challenger Cerebras Sprints Toward IPO: Pricing Range $115–$125, Targeting Valuation of Up to $26.6 BillionSoaring 90% in a Year, the Aluminum "Black Hole" Shocks the U.S. Auto Industry, with Ford Motor as the Biggest Victim!Iran Fires Missiles to Repel US Forces; New Control Map of Strait of Hormuz ReleasedAmazon launches a new supply chain service offering a one-stop solutionMicron CEO: AI Is Just Getting Started, but Memory Is Already in Short Supply; DRAM and NAND Demand Could Swallow Over Half the Market This YearAI Capacity Grab Intensifies! Samsung Electronics and SK Hynix Sign Long-Term Contracts to Lock in Supply, Memory Prices May Be "Contractually Inflated"Both Benefiting from the AI Boom: Why Is Samsung Lagging Behind SK Hynix?Xiaomi Auto data sparks rally; Doubao to launch new paid model | Daily News Recap"Never Seen Growth Like This"! Claude Code Ignites Surge, Anthropic's Annualized Revenue Doubles in Two Months to $44 BillionUnderstanding the Market | The mobile phone industry chain collectively rebounds, Apple achieves its best quarterly performance in history, and iPhone business sets a quarterly revenue recordWill Google's New TPU Orders Flow to Intel? Ming-Chi Kuo: Google Aims to Cut Out Even MediaTek's Margins; TSMC Holds Significant Yield Advantage达里欧：未来两年 “风险极高”，“AI、美债和地缘” 合成风暴，投资者择时不会成功Japan's "True Intent" in Resuming Intervention: Takaichi Buying Time for Middle East De-escalation