Strongest Bull Market in 50 Years! Citi: Aluminum Prices to Hit $4,000 Within 3 Months, Exceeding $5,000 Next YearJD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News RecapSpaceX is about to become the second publicly listed company under Musk, and Tesla may be marginalizedAfter the 30-Year US Treasury Yield Breaks the Key 5% Level, Wall Street Is Divided: Enter Now or Wait?FOMO Sentiment Peaks! Wall Street Veteran: SpaceX IPO Scene Only Seen at the Peak of BubblesFrom "Data Fees" to "Token Fees": Which of the Three Major Telecom Operators Is the Biggest AI Winner?Lisa Su's Speech in Shanghai: Predicts 5 Billion Daily AI Users Within Five Years, Highlights Indispensable Role of Chinese DevelopersUS Treasury Bulls Capitulate En Masse: CTA, Asset Managers, and Japanese Investors Retreat Simultaneously as a Larger Storm Brews!Will Warsh Shrink the Balance Sheet? Bank of America: Likely All Talk and No ActionTIANQI LITHIUM CEO: Electric Ships and Trucks to Drive Lithium Demand Beyond Current ForecastsUnderstanding the Market | Gold Stocks Decline Again, LINGBAO GOLD Drops Over 3% as Inflation Concerns and Interest Rate Expectations Continue to WeighFormer Horizon Robotics Executive Launches Startup for Foundational Robot Intelligence, Secures Tens of Millions in Seed FundingDetails of Meta's Major Layoffs Emerge: Notifications Sent at 4 AM, 7,000 Employees Transferred to AI, Management Layers to Be Significantly ReducedDemis Hassabis, the founder of Google DeepMind, has appeared as an early investor in AnthropicSamsung Electronics shares turn positive; reports indicate union concessions and potential for agreementBridgewater CIO Interview: AI and Modern Mercantilism Ignite Global 'Resource Grab,' Era of Compute Rationing Is ComingBerkshire Hathaway returns to the department store sector after 60 years, providing new support for Macy's transformation journeyHong Kong Stock Midday Review | Hang Seng Index rose 0.39% in the morning session, with Tencent Holdings leading the blue chipsIntel urges PC manufacturers to adopt its advanced CPUsAI Shocks Bank Employment! Standard Chartered Announces 8,000 Job CutsThe era of inference has arrived! Morgan Stanley predicts: a wave of 34 gigawatt computing power expansion is coming, benefiting NVIDIA with high GPU prosperityUnderstanding the Market | Li Auto-W fell over 4% again, with a cumulative decline of nearly 18% in the past two days as the market worries about the high pricing of the new L9 Livis versionCitigroup: Tencent's management is optimistic about AI progress, domestic chip supply is expected to improve$25 billion heavy bet! Google partners with Blackstone to create its own TPU cloud company, directly challenging CoreWeaveOverseas Long-Term Bonds "Breaking Out on All Fronts" – Is the Developed World's "Fiscal Ponzi Scheme" No Longer Sustainable?Morgan Stanley and J.P. Morgan Agree: Long-Term Agreements (LTA) Drive Revaluation of Memory Companies, Market Has Not Fully Priced It InGEM Falls 2%; Power Stocks Rise Against the Trend, CPO and Computing Hardware Adjust; Hang Seng Tech Index Surges Then Retreats; Semiconductors PlungeUnderstanding the Market | Copper stocks collectively decline as copper prices are under pressure amid interest rate hike expectations; institutions indicate a repeated game between industrial and financial attributesUnderstanding the Market | Tencent Holdings rises over 4% as Tencent Cloud announces the official commercialization of Hy3 preview and DeepSeek-V4-Pro model"Can the 'earnings report curse' be broken? NVIDIA's stock price adjusts before earnings, making it difficult for options bulls to navigateTencent Cloud: Starting from May 27, Hy3 preview and DeepSeek-V4-Pro model will be officially transitioned to commercial servicesUnder the surge in AI investment, Meta is busy "changing blood": 7,000 people are being reassigned to AI, while simultaneously laying off 8,000 peopleJPMorgan Chase: The Gold Bull Market Is Not Over! Year-End Target Lowered to $6,000, but the Silver Myth Is CrumblingWWDC26 is scheduled for June 9! It is rumored that Apple plans to launch iOS 27: AI writing, language shortcuts, and wallpaper generationAlphabet welcomes a stunning opportunity on Wall Street: Google I/O 2026 is about to begin, and seven major fronts will determine the valuation quality of "full-stack AI."英伟达财报前夜，黄仁勋、戴尔访谈：AI 正大规模进入企业，最核心瓶颈依旧是存储和先进制程芯片More Than Just "No Rate Cut"! In These Three Scenarios, the Fed Could Even Resume Hiking RatesCEO "Refuses to Expand Production," Seagate Tech Stock Skidded 6%, Dragging Down Hard Drive StocksOn the eve of large-scale layoffs, Meta has reassigned 7,000 employees to AI-related positionsFormer Samsung Semiconductor President: Predicts Memory Prices to Start Falling in Second Half of Next Year as Chinese Companies Aggressively Expand ProductionSG Morning Brief | Trump Calls Off Iran Strike, Yields Hit 2007 Highs, Nvidia Earnings LoomThe World Grapples with a New Wave of Inflation as a "Long-Term Bond Storm" Sweeps the Globe"NACHO Trade" Gains Momentum! Following Goldman Sachs, Bank of America Also Expects Oil Prices to Remain at $90 Highs This Year早餐 | 芯片股大跌拖累大盘！Google and Blackstone Jointly Establish a New AI Cloud CompanyIran War Impact Spreads: Mortgage Rates in Europe and the US Surge SharplyCICC: The Federal Reserve may find it difficult to cut interest rates this year, and assets driven solely by liquidity may continue to face pressureReport: US SEC to Launch Stock "Tokenization" Trading Scheme, Potentially Without Listed Companies' Consent