Rising Oil Prices Fuel Inflation Risks as "Warsh Trade" Unwinds in Treasury MarketJD.com Q1 Net Revenue RMB 315.69 Billion, Estimate RMB 311.43 Billion; Q1 Adjusted Earnings per ADS RMB 5.12, Estimate RMB 3.57The State Administration for Market Regulation conditionally approved Tencent's acquisition of equity in XimalayaJD INDUSTRIALS intends to conduct a share buyback in the market, with a maximum repurchase value of 200 million USDJD INDUSTRIALS released its first-quarter performance, with a profit of 185 million yuan, a year-on-year increase of 45%, continuously strengthening its full-link AI technology capabilitiesMeta, the parent company of Facebook, lost a lawsuit regarding copyright compensation payments to Italian publishersCrude Oil, AI Chips, and Rent: A "Triple Whammy" Could Make Tonight's US CPI Data "Scorching Hot"Did Apple Just Drop a Big Hint About Its Future Growth Strategy?Li Auto CTO Xie Yan: To Become a Top-Tier Company, Developing AI Chips Is EssentialKuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News RecapAfter the 'NVIDIA Tax' Comes the 'Memory Tax'! AI Infrastructure Costs Are Spiraling Out of Control: Memory's Share of Capex Set to Surge to 30%Removal of "RRR and Interest Rate Cuts" – Six Key Signals from the PBOC Q1 Monetary Policy ReportSouth Korea's AI Dividend: After the Flash Crash, the Suspense Has Just BegunHow Long Can the Battle to Defend the Yen Last? Citigroup: Scale Could Reach 30 Trillion Yen, 158 Becomes the New Red LineTencent Increases Incentives for WeChat ShopShould You Buy Nvidia Before May 20? History Offers a Strikingly Clear Answer.Bank of America: Apple-Intel Partnership Could Trigger €4.6 Billion Equipment Buying Spree, ASML Poised to Be Biggest WinnerHedge Funds Surge into Soybean Oil and Corn, Betting Iran War Will Boost Biofuel DemandInvesco: The interest rate shock has passed, and if the U.S. lowers interest rates, it will benefit fixed income investmentsThe New Fed Chair's Dilemma: Cut Rates and Inflation Soars, Hold Firm and Face Trump's LawsuitLast Ship of Middle East Crude Unloaded in California: Next Ship Months AwayETF Movement | Southern 2x Long NVIDIA rises over 3%, Wedbush expects NVIDIA's Q1 earnings report to be a catalyst for tech stocks' upward movementJapanese Finance Minister: Bessent Has 'Full Understanding' of Yen Intervention PolicyFormer Xiaomi Executive Wang Teng Raises Funds Again: Entering Smart SleepETF Volatility | Southern 2x Long Tesla rises over 5%, US investment bank claims Tesla has not fully reflected the value of its robotics businessIndian Stock Market: Being Abandoned by Capital"China's Google"! Citi Predicts: Alibaba Cloud's AI-Related Revenue to Grow at 90% CAGR Over Next Five Years, MaaS Growth to Reach 235%Market Rally Evokes '2000 Vibes'? Goldman Sachs Partner: Calling the Top Is Futile; Perhaps Embrace the BubbleGasoline Prices Surge! US Releases Large Volume from Strategic Petroleum Reserve Again on Monday to Tackle Summer PeakAfter Turning a Profit, Tuya Accelerates Its Embrace of AICircle: AI Agents Need Currency with API AccessSouth Korean Policy Chief: Excess Profits from the AI Industry Should Be Returned to the Public; Proposes Establishing a "Citizen Dividend"Is the AI Bull Market Overheating? US Equity Capital Begins to "Hit the Brakes"; Next Wave Depends on Whether Korean Stocks See FOMOPiper Sandler: Tesla's AI and robotics potential is severely underestimated, with a target price aimed at $500After South Korean Stocks Led Global Gains, Funds Flee South Korean ETFs in "Largest-Ever" ExodusUnderstanding the Market | Gold stocks lead the gains, China Gold International rises over 4%, Zijin Mining rises over 3%Optical communication business surged by 36%! Corning secures billions from NVIDIA to "lock in production," Wall Street exclaims: A new king of AI optical communication is bornSG Morning Brief | S&P Grinds to Another Record as Iran Talks Collapse and CPI Looms"Quantum Nvidia" Rigetti Q1 Revenue Triples, but Losses Widen: How Long Until Quantum Computing Commercialization?Tencent Holdings Q1 2026 Earnings Preview: Mixed Yuan Open Source Catalyzes AI Commercialization, Strong Resilience in Game Advertising GrowthAI's Biggest Bottleneck Remains: Taiwan SemiconductorWall Street Successively Delays Rate Cut Expectations: Is a Fed Rate Cut This Year in Jeopardy?"Super Bull" Ed Yardeni: S&P 500 Will Definitely Break 8,000 by Year-End, Hit 10,000 in Three Years!AST SpaceMobile's stock price plummeted over 10% after hours: Q1 revenue and profit were dismal, far below expectations, with the annual financial forecast being the only consolation早餐 | Circle 绩后大涨 16%，英伟达四连阳再创新高！"The Big Short": US Stocks May Face Market Crash as Tech Surge Echoes 2000 BubbleReminder: Key intraday events to watch (all times in Beijing time)The dominance of tech stocks in the U.S. stock market has reached unprecedented levels, with NVIDIA's market value surpassing that of the entire S&P healthcare sectorTexas sues Netflix, accusing it of allegedly monitoring children and enticing users to become addicted