Hang Seng Index opens 1.7% higher, Hang Seng Tech Index rises 3.2%Surge After Earnings! Nebius Market Cap Nears CoreWeave, Vying for Top "AI Cloud" SpotThe "AI + E-commerce" tsunami is coming! Amazon embeds Alexa into the shopping search bar to strengthen the moat of its e-commerce kingdomSG Morning Brief | PPI Shocks at 6% YoY but S&P, Nasdaq Hit Records; Warsh Confirmed as Fed ChairWhat's Wrong with This Market? JPMorgan Traders Analyze Market Psychology: Complacency or YOLO?Fanuc Corporation and Alphabet reached a partnership in physical AI, with stock prices soaring by 16%Microsoft has invested a cumulative $100 billion in "real money" into OpenAI: generating $30 billion in revenue, with equity value soaring to a maximum of $228 billionSamsung Electronics Faces Strike, Micron Tech Surpasses $900 Billion Market CapGlobal Crude Supply Contracts Further as Russian Output Hits 10-Month LowNVIDIA CEO Foundation donates $108 million to research institutions for AI computing powerTech FOMO Drives Global Stock Rally, Bond Markets Fall Broadly, Oil Holds Above $100, Copper Nears Record Highs早餐 | 英伟达市值逼近 5.5 万亿美元！Is the Hong Kong stock market bull run not over? Industrial Securities: The potential space for the Hang Seng Index is 10%-15%, focusing on three main lines: "Technology + Prosperity + Dividends"Reminder: Key Focus for Intraday Trading (All times in Beijing Time)The U.S. Senate approves Kevin Warsh to serve as Chairman of the Federal Reserve, facing high inflation challenges as he takes over from PowellOvernight news on May 14: NVIDIA rises for 6 consecutive days, Nasdaq and S&P hit new highs, oil prices decline, Cisco and LinkedIn to lay off employees, Federal Reserve's Collins hints at the possibility of interest rate hikesNVIDIA's competitor is about to go public! AI chip company Cerebras Systems IPO pricing has risen to $185 with subscription demand exceeding 20 timesCisco's Guidance for This Quarter and Full Year Beats Expectations Across the Board; AI Orders Significantly Raised; Plans to Restructure with a Focus on AI; Shares Surge Double-Digits in After-Hours Trading | Earnings InsightsWall Street Frenzy: Reports Say AI Chipmaker Cerebras IPO Pricing Repeatedly Exceeds Expectations, Valuation Approaches $49 BillionMay 14th foreign market headlines: Waller approved to serve as Federal Reserve Chairman, Cisco plans to lay off 4,000 employees, Nvidia rises for six consecutive days, Micron's market value exceeds $900 billion2-Year U.S. Treasury Yield Falls Over 1.2 Basis Points After Rising Following PPI Data ReleaseTop 20 trading volumes in U.S. stocks on May 14: Micron's market value surpasses $900 billionBank of America: AI demand is "stronger and more durable," NVIDIA and AMD remain the top choices for chip stocksUS Senate in Process of Confirming Kevin Warsh as Federal Reserve Chair, Voting ContinuesPunchbowl: Lawmakers question OpenAI, Meta, and X on AI tools addressing bias issuesRestaurant Stocks Decline Amid US Inflation Pressures and Weak Foot TrafficBABA (Trans): E-com Steady, AI PushAI Frenzy: Is BABA 'Bleeding'?UK Government Financing Costs Surge Then Retreat as Investors Weigh Starmer Resignation Risk Against King's SpeechTencent (Trans): H2 investment to ramp up; cloud to accelerate, stronger LLM to launchAtour (Trans): Focus on leisure; retail is customer-firstIn the AI era, the technology industry continues to lay off employees, and LinkedIn, a subsidiary of Microsoft, has initiated a new round of personnel adjustments"Selling Pillows" Transforms into a New Growth Curve: Atour's Retail Revenue Approaches 40%Goldman Sachs: ASML Is Severely Undervalued!ATAT: Hotels Rebound, Retail Soars — Has the industry's 'indie chic' finally broken out?Tencent: No Longer Resting on Laurels; AI Is the Way ForwardTencent executives interpret Q1 financial report: The total token calls of the Mix Yuan 3.0 model have increased at least tenfold compared to 2.0From Freshly Brewed to Ready-to-Drink: Why Luckin and Others Are Stepping Out of Their Store Comfort ZonesA new high since 2022! The U.S. April PPI inflation unexpectedly "exploded," raising interest rate hike expectations阿里电话会：AI ARR 年底超过 300 亿元，服务器 “没有一张卡是闲置的” ，资本支出将超过 3800 亿元