Samsung Faces Largest Strike in History! JPMorgan Estimates: Worst Case Could Swallow 12% of Profits, Adding Uncertainty to HBM CompetitionAmerican Legacy Brand Bets on the "Family" Segment AgainDuan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News RecapWhite House Chief of Staff: US Government Will Not 'Pick Winners and Losers' in AIDemand Doubles but Guidance Remains Unchanged: What Is Arm Afraid of with Its AGI Chip?Insider Trading Resurfaces in Crude Oil Market? $1.7 Billion Bet Placed an Hour Early on Easing Iran TensionsMajor US Union Writes to SEC: SpaceX's $2 Trillion IPO Defies Financial LogicOil Prices Dip in Short Term: Report Says Parties Reach "Understanding and Consensus" on Lifting Blockade and Reopening Strait of HormuzNot Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era.Coherent：光通信最甜蜜的烦恼——订单排到 2028，股价先跌为敬Private Credit Storm Spreads! Gundlach Warns: Retail Investors Realize They Are Becoming 'Bag Holders'DIS (Trans): 'One Disney' strategy — invest and streamline in tandemMusk's xAI Is Transforming Into a Cloud Computing CompanyETF Volatility | Southern Double Long NVIDIA Rises Nearly 11% as NVIDIA Partners with Corning to Expand U.S. AIDC Optical InfrastructureSpace analysis company HawkEye 360 prices its US stock IPO at $26 per share, raising $416 millionBehind NVIDIA's Partnership with Corning: An Imminent Surge in Optical Connectivity Demand for AI Data CentersMEITU's Identity Shift: AI Productivity Revenue Surges Over 56%, a Foray into B2B Vertical ImagingTencent Mix Yuan: Hy3 preview launched for two weeks, Token calls increased tenfoldThe Potential of CATL's Sodium-Ion Batteries Is Severely Undervalued by the MarketUnderstanding 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?APP: 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 case