NVIDIA's performance "normalization beat" fails to dispel investor doubts! Jensen Huang stated: We are advancing business diversification and have fully covered the physical AI fieldTencent launches operating system-level AI assistant "Mavis," offering each person 10 million free tokens per dayETF Abnormality | XL2CSOPTSLA rises over 9% Tesla's supervisory version of FSD officially launches in China, future FSD will be a key product focusNVDA (Trans): Vera CPU alone could deliver $20bn in revenue this yearNVIDIA's Q1 report exceeded expectations, and E Fund's AI ETF has a heavy allocation, with a holding ratio of 9.25%NVDA: With Big Tech going in-house, can Jensen Huang find new allies?Hasbro Q1 Net Profit Doubles, Card Games "Save the Day"Is GDS-SW's 79% Net Profit Margin in Q1 Merely "Paper Wealth"?The CPU Era of AI Agents: x86 vs ARMAlready Used by 10% of Americans, GLP-1 Is Reshaping the Pharmaceutical, Food, Beverage, and Restaurant IndustriesUnderstanding the Market | Smart Driving Concept Stocks Perform Strongly, Zhejiang Shibao Soars Over 17%, Tesla's Supervised Version FSD Officially Supports ChinaUnderstanding the Market | PCB Concept Stocks Lead in Gains, NVIDIA's Rubin Chip Shipment in the Second Half of the Year Drives High-End Incremental Demand for PCBsGuotai 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 yetReport: Samsung Electronics Union Has Postponed StrikeKanzhun: 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 Them