Understanding the Market | CHINA RUYI rises over 5% during trading after signing a game cooperation framework agreement with TENCENT for 2026Duan Yongping: Swapped All China Shenhua Holdings for POP MARTCoherent 电话会：订单已排到 2028 年，1.6T 光模块正 “以惊人速度” 放量，6 英寸磷化铟产能提前翻倍APP (Trans): Multiple growth engines firing; ample runway for investmentMemory Chips: Are Growth Stocks Finally Being Valued Properly?ARM (Trans): AI CPU to begin contributing revenue by end of next FY; long-term targets unchangedARM 电话会：“到 2030 年 CPU 市场最大份额属于 Arm”，CPU 核心数将超过 GPUHong Kong stocks intraday | Technology stocks lead the Hang Seng Index up nearly 2%, oil, gas, and coal stocks weaken due to the US-Iran talksARM: Short-term swings can't mask its edge; AI core underpins a long-term premium?Easing Iran Tensions Drive Asia-Pacific Stocks Higher; Nikkei Breaks 62,000 for First Time, Hitting ATHAPP: Still a market darling, or has capital moved on?Understanding the Market | Tech stocks opened higher collectively, KUAISHOU-W rose over 5%, and BABA-W increased nearly 4%Wall Street gradually accepts "CPU is king"! AI agents ignite demand, analysts are raising AMD's target priceEarnings Beat Expectations, but Coherent Plunges in After-Hours TradingSG Morning Brief | US-Iran Deal Hopes Crush Oil, S&P and Nasdaq Hit Records AgainReliving the Peak of a Bubble? Current U.S. Stock Rally Outpaces 1999!Arm Q4 Revenue Rises 20.2% YoY; AGI CPU Demand Exceeds $2 Billion | Earnings ReviewLong-Term Bond Yields Surge: Financing Costs in Developed Nations Outpace GDP Growth, Raising Questions About Stimulus CapacityElon Musk's girlfriend testified in court, stating that he once hoped OpenAI would become a subsidiary of TeslaApple's stock price has reached a historic high for the first time in nearly six months, with the market focusing on the WWDC conference and the progress of the AI version of SiriZhitong Hong Kong Stock Early Knowledge | The spot price of lithium carbonate has risen sharply, and BeOne Medicines' net profit in the first quarter increased by 178.02 times year-on-yearEasing Tensions in the Middle East and Chip Rally Push Asia-Pacific Indices to ATH; Korea Composite Index Surpasses 7,000 Points as Samsung Market Cap Exceeds $1 Trillion早餐 | 芯片股连日领涨，标普纳指隔夜再创新高！Reminder: Key Focus for Intraday Trading (All Times in Beijing Time)Chicago Fed President warns of rising inflation risks, stating that AI-driven productivity increases may not necessarily lead to interest rate cutsCapitalizing on the Ceasefire Rally, Stock-Picking Funds Focused on Tech Sector Achieve Nearly 19% Monthly Return, Setting a Historical RecordMusk: xAI No Longer Exists as an Independent Company, to Be Renamed SpaceXAIU.S. Stock Market: S&P 500 Index Hits New Highs, AMD Soars and Middle East Peace Expectations Boost Market“美国已是香蕉共和国”：贵金属专家 Holter 警告信用崩溃在即，“买入金银而不是卖出”Google submits a 整改方案 to the EU, seeking to avoid fines in the news search caseTop 20 U.S. stock trading volumes on May 7: AMD significantly raises CPU market growth expectationsFed's Goolsbee: Impact of Iran War Increasingly Manifesting as Inflation ShockDeepSeek’s Post-Money Valuation Reportedly Could Reach $45 Billion? Insider: “Negotiations Are Underway, but Valuation Not Yet Finalized”Google adjusts spam policy to avoid EU antitrust finesUBER (Trans): Building an AI-era 'everything app'UBER: In-line; Robotaxi Risk LingersLow Speculative Positions, Low Volatility, and Potential Momentum Capital: Is a New Silver Breakout Imminent?Will the Iran Crisis Lead to a Global Recession?AMD CEO Lisa Su: Intelligent agents are igniting huge demand in the artificial intelligence cycleAlarm Bells Ring! 30-Year Treasury Yield Approaches 5% Warning Line Again: How Long Can the US Stock Market Rally Last?Microsoft reassesses its 2030 clean energy goals as the expansion of AI data centers intensifies energy and emissions reduction pressuresDIS: New chief’s strong debut, century-old resilienceAI Traders Fail "Interviews" En Masse: Excessive Trading, Chaotic Strategies... Algorithmic Models Still Struggle to Understand the MarketNVIDIA doubles down on the optical communication field! Invests $500 million to acquire Corning stock optionsGlobal Headlines to Know Before Wednesday's U.S. Stock Market OpenThe Most Pessimistic Chip Analyst Releases ForecastMeta's stock price declines as publishers file new lawsuits intensifying the copyright dispute over artificial intelligence