Guotai Junan: Maintains "Outperform" Rating on JD Group-SW as New Business Ecosystem Synergy Gradually RealizesSemiconductor Shipments Soar! Japan's April Export Growth Hits 14.8%, Far Exceeding ExpectationsSG Morning Brief | Oil Crashes 6%, S&P Rebounds 1%, Nvidia Beats but Stock SlidesRMB Index Approaches Previous Highs: What Factors Are Providing Support?Trump Has a Way of Manipulating Oil Prices!Citi: XPeng GX pricing brings positive surprise, expected to capture market share from models like Li Auto L8早餐 | 美伊缓和信号带涨美股，英伟达优绩盘后仍跌Google will invest $15 billion in infrastructure development in MissouriAnalysts predict: Tesla and SpaceX will merge in 2027Jensen Huang: NVIDIA's GroQ chip will remain a niche product for some timeReminder: Key Focus for the Day (All times are in Beijing Time)Exclusive Interview with Bezos: Defending Billionaires, Opposing Premature AI Regulation, and Describing Trump as "More Mature Than in His First Term"May 21 External Headlines: Trump claims that handling the Iran issue is in the final stage; NVIDIA's Q1 revenue increased by 85% year-on-year; SpaceX IPO prospectus revealed for the first timeThe AI boom drives a surge in nuclear energy investment, with the underground nuclear reactor startup Deep Fission submitting an IPO application for the US stock market, planning to issue 6 million shares of common stockOn May 21st, the top 20 trading volumes in the US stock market: NVIDIA's revenue and earnings guidance both exceeded expectationsNVIDIA's first-quarter performance exceeded expectations, with strong chip sales and an optimistic outlookSamsung Strike Crisis Temporarily Resolved: 6.2% Pay Raise, Chip Division Bonuses Accrued at 10.5% Based on Performance, Paid in After-Tax StockNVIDIA Q1 Revenue Hits $81.62 Billion, Beating Analyst Estimates of $79.19 Billion; Shares Rise 0.3% in After-Hours TradingJPMorgan Asset Management: New Chair Seeks Consensus First; Expected to Prioritize Stability in Warsh's Initial Rate VoteTrump's Remark Shatters Oil Market! Brent Crude Plunges Over 7% Intraday, Unstoppable Despite Record Drop in US InventoriesFormer White House Advisor Warns: Oil Crisis Looms for US, Treasury Yields Risk Spiraling Out of ControlThree-Month Net Purchases Approach Zero: Foreign Enthusiasm for US Stocks Hits Lowest Level Since Tariff TurmoilUser scale exceeds 3 billion! Google accelerates AI ecosystem integration, search engine welcomes the biggest overhaul in 25 yearsBond Market Warning: AI Wave Could Worsen Kevin Warsh's Inflation DilemmaLenovo Joins the Mini-AI Host BattleBZ (Trans): No signs of white-collar and IT job cuts yetKanzhun: The once niche, boutique recruiting model has fully matured.BOSS ZHIPIN-W Reaches 7.1 Million Paying Corporate Clients, but Growth Ceiling LoomsKey Takeaways from the Federal Reserve's April FOMC Monetary Policy MinutesAI Trading Squeezed to the Limit: Storage Sector Crowded to Extremes, Giants Like NVIDIA Left "High and Dry"Facing the "618" shopping festival: Apple Pro models drop by 1,000 yuan, investment banks optimistic about iPhone 17 series gaining market share against the trendReport: Samsung Electronics' South Korean Union Postpones Strike; to Vote on Preliminary Compensation PackageUS Stocks at Open: Nasdaq Up 0.5%, Philadelphia Semiconductor Index Up 2.2%Report: Warren Urges Fed to Update Stress Tests to Reflect Oil Shock RisksMeta Platforms Conducts Massive Layoffs; Zuckerberg Admits AI Is 'Learning' from Employees and Gradually Replacing ThemTesla Cybertruck "wading mode" test leads to driver arrestMeta increases layoffs and invests more in AISpaceX's IPO may divert funds from TeslaQingtian Zu, Affiliated with Zhiyuan, Secures Back-to-Back Financing Rounds, Reaching a Valuation of RMB 7 BillionHuawei and Dongfeng Forge Closer TiesCITIC BANK's Executive Team Refreshes Amid RMB 10 Trillion Scale: 53-Year-Old Veteran Lv Tiangui Appointed President, Forming the "Fang-Lv" Leadership DuoThe Biggest Enemy of the US Stock Bull Market: Not Inflation, but Stagnant Consumption?The ultimate test of the AI wave: NVIDIA's earnings report is coming, will it continue to write the tech stock bull market or trigger the "wall of worry"?Thales partners with Google to build a local cloud service platform in GermanyU.S. Stock Market Outlook | Three Major Index Futures Rise, NVIDIA's Earnings Report Coming After HoursDon't Just Focus on Absolute Levels! Goldman Sachs: The Speed of Change in Treasury Yields Is Also a "Killer" for US StocksEchoes of History: Lessons from the 1920s—Can High Interest Rates Rewrite the Outcome of the AI Bubble This Time?Don't Panic! Cybersecurity Experts: The "Hacker Panic" Triggered by Mythos Is Severely Exaggerated