SG Morning Brief | Futures Surge Above 7,500 on Iran Deal Hopes, STI Hits 52-Week High如果债市风暴继续在全球蔓延，接下来会发生什么？高盛：没什么好事Following DR Congo and Zimbabwe's Restrictions on Cobalt and Lithium Exports, Guinea, the 'World's Largest Bauxite Producer', Plans to Announce Export Controls in JuneOn May 22nd, Li Auto-W spent USD 10.2647 million to repurchase 1.3 million shares早餐 | 美伊协议消息力挺全球股市走高！Overnight news on May 26: WTI and Brent crude oil prices fell sharply, the U.S. and Iran reached an understanding on asset unfreezing issues, Ferrari launched its first all-electric vehicle, and the EU plans to fine GoogleThe European Union plans to impose a fine of hundreds of millions of euros on Google挤压风险真实存在！高盛：宏观空头头寸处于 10 年高位最后关头踩刹车！SEC 紧急叫停 “代币化美股” 计划等了超二十年，紫金投资的铁矿公司马坑股份终于要上会了存储产能根本跟不上！美光警告：缺货将持续至 2026 年后AI 繁荣的隐秘真相：数万亿云收入背后的 “循环计账游戏”In just a few minutes, the security protection mechanism of the AI models from Meta and Google has been breached and removedSamsung Completes 900-Layer V-NAND Prototype Testing, Poised to Reshape Flash Memory Competitive Landscape电子、半导体超级周期爆发，MLCC 迎来 “爆发时刻”Follow Retail Investors! Goldman Sachs: Local Retail Investors Underpin Current Asian Equity RallyThe IPO boom of U.S. banks continues as regional bank First Carolina rushes to the New York Stock Exchange超级 IPO“吸血”、中期选举魔咒、收益率攀升……美股今夏危机四伏美国消费引擎熄火预警：特朗普 “退税红包” 快花光了算力租赁的 “下一站”：Token 运营Samsung Internal Rifts Deepen as Non-Chip Union Files for Injunction to Block Vote蔚来没有爆款 “焦虑”Earnings Preview | The Shadow of "AI Disruption" Lingers! After a Halving of Stock Price, Salesforce Faces a Major Earnings TestReportedly, Samsung's non-chip division union seeks injunction to block vote on wage agreement历史新高的美股 VS 历史新低的消费信心JD.com Eyes Veteran UK Online Retailer The Very Group in Renewed Expansion Push“渡边太太” 重返战场！AI 牛市引爆日本散户狂欢，日股日均成交额飙破 10 万亿日元Nomura: The outlook for NetEase's gaming business appears robust美股最大的风险，可能不是跌，而是空头被迫追涨高盛交易员：AI 之外，市场开始寻找 “战后交易”Azure Roars, Copilot Accelerates: Market Concerns Over Microsoft's AI Spending Should Be Put to Rest超级 IPO 潮来了，美股会被 “抽血” 崩掉吗？"The Anchor of Global Asset Pricing" is no longer asleep! The Federal Reserve's "Warsh Era" begins, reshaping the yield curve and the narrative of the "AI Bull Market."This week's outlook: The US-Iran agreement faces new uncertainties, and April's core PCE may see the largest increase in over two years. Can US stocks overcome the dual challenges of "inflation + geopolitics" after eight consecutive gains?从 Anthropic 收入爆增到 OpenAI 长期锁算力，AI 需求 “垂直爆发式” 增长，供应瓶颈无处不在Core member of Trump's economic "think tank," Hassett: Oil prices will drop significantly after the peace agreement is reached, and the Federal Reserve's interest rate cut window will reopen摩根大通中国峰会：将 “大消费” 作为 “AI 和机器人” 配置的资金来源Trading Reminder: U.S. stock markets will be closed on Monday in observance of Memorial DaySG Morning Brief | S&P Posts Eight-Week Win Streak, Dow Hits Record; US Markets Closed Today本周重磅日程：“美联储最爱通胀指标”、中国 PMI、拼多多小米财报减重效果堪比手术！礼来 RETA 成史上最强 “减肥神药”，“几年内肥胖将成为罕见病”？Trump Says US-Iran Deal Largely Agreed, Oil Prices Tumble as US Stock Futures and Gold RallyCITIC Construction Investment: NVIDIA FY27Q1 performance exceeds market expectations, optimistic about the AI industry chain and computing network constructionBreakfast | May 25, 2026Reminder: Key intraday events to monitor (all times in Beijing Time)什么情况下，本轮 AI 大行情会结束？“白宫股神” 推了 “最火的存储”！特朗普公开大赞美光ZhaoYin International: NVIDIA is transforming into a full-stack AI factory platform, with beneficiaries of global AI capital expenditure expansion including InnoluxJPMorgan CEO Dimon Acknowledges: AI Will Ultimately Reduce Banking Jobs