AI 尽头是电力！美股公用事业世纪并购后，AI 数据中心新 “卖铲人” 电力股站到聚光灯下Mediation Fails! Samsung Union to Stage Strike Tomorrow, Remains Open to NegotiationsJapan Finance Minister: Will Take "Bold Action" If Necessary to Prevent Further Yen WeaknessSilicon Valley Giants Turn to Employees for AI Training DataOpenAI Sets a Precedent! "Long-Term Agreements" Locking Capacity Have Flooded the AI Upstream; Is the Downstream Starting Now?Under the surge in AI investment, labor costs are "sacrificed"! Meta officially begins global layoffs, with Singapore being the first to "take the hit."Google AI Chief Invested in Angel Round of "One of Its Biggest Competitors," Anthropic"Gods Clash"! Google teams up with Samsung and Warby Parker to enter the AI audio glasses market, expected to be officially released this fallUS Chip Stocks Are Severely Overbought! Bank of America Warns: Average Plunge of 44% After 7 Historical Similar SignalsUnderstanding the Market | Gold stocks lead the decline as U.S. Treasury yields and the dollar rise in tandem, with market expectations for Federal Reserve interest rate hikes continuing to heat upNVIDIA Earnings Countdown! An Earnings Beat Is a Near Certainty, but Wall Street Is Most Concerned About These Five QuestionsFrontline Observation of Korean Stocks: Retail Investors Go Into Massive Debt, Preferring to Be "Crushed" Rather Than Miss the Bull MarketSG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia EveIn 2026, FOMC voting member Paulson "leans hawkish": prefers to keep interest rates unchanged, with rate cuts contingent on sustained progress against inflationWall Street Regulators Suspend Some Bank Cybersecurity Inspections Amid Shock from Mythos Large ModelGoogle and Samsung Electronics unveil smart glasses design, planned for autumn launchThe Largest IPO "Investment Banking Mega-Deal" in History: Goldman Sachs Takes the Biggest Slice of the PieUS Treasuries Stage "Capitulation Sell-Off" as High Interest Rate Overcast Looms Over Stocks"OpenAI Co-founder" Karpathy Officially Joins, Marking a Major Victory for Anthropic in the "Talent War"The market "raised interest rates for him" once! Waller took office on Friday, and the path for interest rate cuts this year has been cut off: U.S. Treasury yields surged across the board"Bond Market Storm" Sweeps In: Global Markets Focus on Today's Japanese Government Bond AuctionMETA initiates layoffs to focus on artificial intelligence and enhance quality and efficiency早餐 | 谷歌领跌科技巨头，存储股反弹Fed Voter Paulson: Substantial Progress in Fighting Inflation Is a Prerequisite for Interest Rate CutFed's Paulson: Current Policy Appropriate, but Considering Long-Term Rate Hold or Hikes Is 'Healthy'Correlation Between US Chip Stocks and Software Stocks Turns Negative for the First Time, AI Drives Divergence Within the Tech SectorReminder: Key Events to Watch During the Day (All Times in Beijing Time)Philadelphia Semiconductor Index's Seven-Day Drop Briefly Neared 10%, Triggering Buy-the-Dip InflowsMay 20th Foreign Market Headlines: Trump issues threats again, Google upgrades search, significantly lowers subscription prices, NATO begins considering escorting ships through the Strait of HormuzNew York Fed Official: Current Interest Rate Control Tools Can Handle Declining Reserve DemandGoogle DeepMind has hired employees from Contextual AI after reaching a licensing agreementApple's hardware chief Srouji initiates major restructuring to accelerate future device developmentGoogle upgrades search experience to welcome the AI era and launches new programming toolsNVIDIA's options chain suggests a potential stock price volatility of 6.5% after the earnings report, with the market betting on a massive $350 billion market cap shakeupBEKE (Trans): Spring rebound is real; Q2 volumes upBEKE: Real reversal or another dead-cat bounce?Google releases Gemini Spark: an all-weather AI butlerGoogle releases flagship multimodal large model Gemini OminiGoogle I/O Conference Highlights: Gemini's Monthly Active Users Approaching 900 Million, AI Search Sweeps 2.5 Billion UsersGoldman Sachs Trading Desk Warns: Market's Dominant Narrative Is Quietly Shifting from AI to Interest RatesNew York Fed Official: Interest Rate Control Toolkit Can Handle Decline in Bank Reserve DemandBILI (Trans): Capex +RMB 1bn; trim opex to partially offset"The fund manager who understands the AI industry chain the best," Leopold's hedge fund is heavily shorting AI chip stocks! Betting on a pullback in sectors like NVIDIAInflation Concerns Ignite Global Bond Market Turmoil; 30-Year Treasury Yield Surges to 5.18%, Highest Since 2007HSAI (Trans): SGI biz to match LiDAR scale in 5 yrs