Taiwan Semiconductor Accelerates CPO Layout Upgrade; ABF Substrate Supply and Demand May Tighten AgainIs Japan Facing Another Setback?SG Morning Brief | Tech Selloff Erases Records as Warsh Era BeginsKey Events Next Week: Putin Visits China, NVIDIA Earnings, Google I/O Conference, Chinese Economic DataChina Galaxy Securities: With the Federal Reserve's leadership change, should we have higher expectations for Hong Kong's tech stocks?China Galaxy Securities: The mid-term upward trend of A-shares remains unchanged, continue to focus on mainline opportunitiesNew Bond King: Fed Rate Cut This Year "Impossible"Guojin Securities: Optimistic about AI copper-clad laminates/PCBs, core computing hardware, semiconductor equipment, and the Apple supply chainHong Kong Stock Concept Tracking | The 2026 Google Developer Conference is approaching, and AI edge computing is expected to receive short-term attention (with related stocks)India's Gold Restrictions Spark Panic Buying; Goldman Sachs Maintains Year-End Gold Price Target of $5,400US Stock Market Tension Rises! Goldman Sachs: Stay Bullish on AI but Buy Hedges; Low-Quality Sectors Have Detached from Basic Factors“AI 内存芯片繁荣正在埋下崩盘种子”！这次危险藏在需求端Reopening of Hormuz in June Is 'Magical Thinking'! Bank Warns Summer Oil Prices May Hit New Highs, Shocking Stock MarketsCountdown to Samsung Strike! South Korean Government Issues "Ultimatum": Tomorrow's Labor-Management Talks Are the "Last Chance"Sold All 7.7 Million Shares: Bill & Melinda Gates Foundation Exits Microsoft PositionBofA's Hartnett: Early June Will Be an Ideal Time to Take ProfitsZhongtai Securities: AI is positioned around core advantages and is also expected to "arrive first after latecomers," reiterating a "Buy" rating for Tencent Holdings LimitedTesla raises the price of the Model Y in the United StatesThe "Macro Picture" for the Next Decade: Five Years of "Persistent Inflation," Followed by Five Years of "Super Deflation"?Preliminary Outcomes of China-US Economic and Trade Consultations: Both Sides Agree to Expand Two-Way Trade in Areas Including Agricultural Products Through Mutual Tariff Reductions on Selected Products. Arrangements Reached on Chinese Purchases of US Aircraft and US Assurance of Engine and Parts Supply to China, with Agreement to Continue Advancing Cooperation in Relevant Fields"Post-Buffett Era" Berkshire Hathaway Adjusts Portfolio: Establishes Position in Delta Air Lines, Increases Stake in Google, Liquidates AmazonFrontline Observation on Japanese Stocks: Highly Similar to 1999, Investors Forced to Participate in a Potentially "Once-in-a-Generation" Bull MarketUS Stocks Hit ATH 14 Times in One Month as Momentum Stocks Surge; Goldman Sachs Reviews 40-Year History: Similar Rallies Typically Reverse After One MonthLEAPMOTOR's New Premium Brand Is Ready to LaunchFor the Third Time, Nomura Warns: This "JGB Storm" Is Different!This Time, It’s Truly Different! Nomura: Embrace the AI New Normal; Samsung and SK Hynix Valuations Should Reference TSMCAckman stated that selling Google shares is not a short position on the companyWhat Happens After a "Core Leader" Doubles in One Month?Goldman Sachs: The Biggest Threat to Current Markets Is "Iran Risk Compounded by Rate Storm"; Stock Market Volatility Will Increase Even if Prices Rise FurtherMicrosoft's "Sharp Divergence": Prominent Tech Fund Unloads $8 Billion, While Renowned Hedge Fund Manager Ackman Bottom-Fishes with $2.4 BillionBuffett Sneered at the Airline Industry for Years; Berkshire's "New King" Buys $2.6 Billion Stake in Delta Air LinesBerkshire (BRK., Berkshire reduced its holdings in Chevron by approximately $8 billion in the first quarter, with its ownership ratio dropping to 4.2%Soros Fund Increases Stakes in NVIDIA and Apple in Q1, Bottom-Fishes BerkshireBerkshire's "New Era, New Look": Reduces Retail and Oil & Gas Holdings in Q1, Increases Stake in Alphabet, and Opens Position in AirlinesGlobal Inflation Intensifies Bond Market Storm, Shaking Foundations of Stock Bull Market: "Everything Now Depends on Oil"AI faith remains unshaken! Soros increased his positions in NVIDIA, Taiwan Semiconductor in Q1, established a position in Berkshire Hathaway, and nearly liquidated his holdings in the solar company SunrunConsumers sue Amazon: Did not refund Trump tariff feesAckman Opens Position in Microsoft, Citing an "Unreplicable" Moat, and Reduces Stake in GoogleRate Hike Expectations and Inflation Concerns Weigh on Global Stocks; KOSPI Plunges 5%, Bond Yields Surge, Silver Breaks Below $80Federal Reserve: Powell to Serve as Chair Pro Tempore Until Kevin Warsh Is Sworn InWhale Rock made significant adjustments in the first quarter: increased positions in Apple and Microsoft, reduced holdings in NVIDIAA Battle That Cannot Be Lost: Li Auto Plays Its Next CardTurmoil in UK Politics Returns! Investors Fear a Leftward Shift and the Return of Radical Fiscal Policies, Accelerating Exit from Sterling AssetsHTHT (Trans): Mid-to-upscale brands show stronger overall RevPAR recoveryLEAPMOTOR Q1 Revenue Grows 8%, Overseas Sales Soar 442% Year-on-Year, but Losses Widen | Financial Report InsightsHTHT: Leaner and unburdened, still a top performer in hotels!BofA Strategist Hartnett: US CPI Likely to Breach 5% "Maginot Line" Before Midterm Elections