The AI feast continues, but in the era of heterogeneous computing power, NVIDIA's "absolute dominance" is fadingAnthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News RecapGoldman Sachs In-Depth: Five Key Debates on China's AIFigure CEO: Humanoid Robots to Enter Homes Soon at $600 Per MonthSanhua Intelligent Controls (1Q26 Trans): Still Targeting 15% YoY Net Profit GrowthHK Stocks Close | Three Major Indices Rise Collectively; Semiconductor and Gold Sectors Lead Gains, Tech Weights Show Divergent TrendsSanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?ETF Movement | EFUND GOLD MI ETF surged over 5% in the closing hours as key signals of easing tensions between the U.S. and Iran emerge, potentially alleviating concerns over soaring inflationInfineon: Strong Demand for AI Data Center Power Solutions, Quarterly Revenue Guidance Exceeds ExpectationsLufthansa Faces Nearly $2 Billion in Additional Fuel Costs Due to Middle East ConflictNovo Nordisk AS Q1 Net Sales Drop 4%, but Wegovy Oral Tablet Sales Greatly Exceed Expectations, Full-Year Guidance Slightly Raised | Financial News InsightsPetroleum Coke Supply Disruption: The Next Trigger for a Surge in Aluminum Prices?NVIDIA CEO Jensen Huang: AI will create jobs, not destroy jobsOne Year After Spin-off, Sandisk Overtakes Former Parent: Market Cap Now $40 Billion Higher Than Western DigitalForeign Investors Net Purchased South Korean Stocks Worth 3.13 Trillion South Korean Won, Setting a Record for Largest Single-Day Net InflowHK Stocks Intraday: Three Major Indices Rise Moderately, Semiconductor Sector Surges, Mainland Property and Gold Stocks ShineETF Volatility | Samsung Global Semiconductor rises over 7% as AMD raises CPU market size expectations; institutions expect a price increase trend in the industry to last throughout the yearJim Fan 解读机器人 “终局之战”：人类将在 2040 年彻底解锁 “机器人技术树”After the US semiconductor sector surged 50% in 25 days last time, the Dotcom Bubble burst. Will history repeat itself?"The Worst Is Yet to Come"! Oil Prices Swing Wildly, Global Trade May Face a New Round of ShocksIntervention Again? Yen Surges in Short TermHong Kong Stock Market Midday Review | Three major indices collectively closed higher, semiconductor sector surged across the board, internet heavyweight stocks showed mixed performanceUnderstanding the Market | Gold stocks warmed up in the morning, oil prices fell, and gold prices quickly surged. Major banks say the mid-term upward logic of gold prices remains unchanged"May Day" Consumption Amid High Costs内存不够，AI 就得 “从头算”！美光高管：我们跟不上内存需求了，全球建厂 5 座还不够AMD (Trans): CPU/GPU mix converging to 1:1; server CPU TAM raised to 120bnETF Volatility | Asia Pacific Select ETF Southern (159687) rose nearly 5% during trading as the Middle East situation eases, showing strong performance in the global storage marketThe Logic of Bitcoin Treasury Changes: Strategy’s 'Never Sell' Pledge EndsAMD: Server CPU Revenue Surpasses Intel for the First Time, TAM Doubles to $120 Billion, but the Real GPU Surge Awaits in H2AI Server Demand Surges: AMD Raises CPU Market Target to $120 Billion, Guides Q2 Revenue Above $11.2 BillionUnderstanding the Market | The global semiconductor sector continues to heat up, ILUVATAR COREX rises over 15%, SMIC rises over 10%Warsh's Tough Start: Rate Cuts Extremely Difficult, Balance Sheet Reduction Time-Consuming, Communication Reform Faces Heavy ResistanceCPUs on a tear, Helios near—Is AMD finally turning the corner?苹果 (AAPL.US) Mac 全线遭遇 “内存荒”：高配版下架，入门款门槛抬升Predicting a 5x Growth in Server CPU Market Over 5 Years! UBS: ARM is the Biggest Beneficiary, Followed by AMD, and Finally IntelStrong Earnings and Guidance, but High Expectations Prevail: Lumentum Skidded in After-Hours TradingUnexpected! Since the Iran War, U.S. Retail Gasoline Prices Surge to "Second Highest Globally"SG Morning Brief | S&P, Nasdaq Hit Records as Oil Retreats and Chips RoarAI Infrastructure Soars, but Data Centers Are Burning Through Cash; Debt Bubble Begins to BurstMeta Platforms Bets on AI Agents: In-House "Hatch" and Instagram Shopping Tool Target TikTokCan US Treasuries Hold the 5% Line This Time?Blackstone and KKR are reportedly in talks with Alphabet for collaboration in the field of artificial intelligenceSamsung Electronics' market value reaches one trillion dollars, becoming the second Asian company to achieve this scale after TSMCAMD 电话会：服务器 CPU 市场增速将超 35%，CPU 比例推向 1:1，预计下半年出货 Meta 芯片Crypto Industry Joins Silicon Valley Layoff Wave! Coinbase Cuts 14% of Workforce; CEO: AI Is Driving Profound ChangeBond Traders Increase Bets on Fed 'Hawkish Turn': Will Warsh Raise Rates Upon Taking Office?US Stocks Hit New Highs, but Gains Driven Solely by Chip SurgeAnthropic commits to spending $200 billion to purchase Google Cloud services and chipsUS-Iran tensions ease temporarily; US stock index futures rise across the board, semiconductor stocks strengthen, Intel surges over 4%, WTI crude oil drops more than 2%Meta plans to launch an advanced "agent-style" AI assistant for users