Led by SpaceX, $4 Trillion IPO Shock: Can the Market Digest It? Goldman Sachs: No Problem; Bank of America: Bubble Approaching Historical ExtremesNVIDIA enters the Windows laptop market, directly challenging Intel and AMDGoldman Sachs Raises Copper Price Target! US "Stockpiling Surge" Intensifies Global Supply TightnessHong Kong Stock Midday Review | Hang Seng Index rose 0.87% in the morning session, SaaS concept stocks surged across the boardNVIDIA CEO Jensen Huang: Vera Rubin Architecture Now in Full-Scale Mass Production30-Year Treasury Yield Breaks 5% Again: The Era of "Everything Is Cheap" Is OverUnderstanding the Market | PATEO surged nearly 10% in early trading, partnering with NVIDIA to layout future smart mobility as AI Box moves towards commercializationUS Treasury Traders Bet on Fed Rate Hikes; May Non-Farm Employment to Be Key TestUnderstanding the Market | Meituan (W) Rises Over 5% as Q1 Earnings Disclosure Approaches, Morgan Stanley Optimistic About Company's Profitability RoadmapSpaceX's Historic IPO: Forcibly Rewriting Index Rules, Retail Investors May Become Key to PricingChina's May RatingDog Manufacturing PMI at 51.8, Expanding for the Sixth Consecutive Month as Inflationary Pressures EaseUnderstanding the Market | CHINA RUYI rose nearly 17% in early trading, with over HKD 300 million repurchased in May, previously signing a framework agreement with Tencent for game cooperationSociété Générale warns: The surge in U.S. money supply and bank loans may reignite inflation risksDell Surges as Morgan Stanley "Admits Mistake": Too Conservative on Hardware CycleAI chip giant "parachutes" into the PC battlefield: The first batch of NVIDIA chip Windows computers will debut this week, will the old order of PC chips welcome a new pattern?Goldman Sachs Also Backs "Memory PE Valuation," Raises Price Targets for SK Hynix, Samsung, and KioxiaOil Prices Fall, Gold Doesn't Rise: Market Begins to Worry About a New ProblemLG's stock price surged on the boost from the prospects of collaboration with NVIDIA in the fields of artificial intelligence and roboticsSG Morning Brief | Dow Tops 51K, Dell Surges 33% as Trump Lifts Hormuz BlockadeKey Events Next Week: US Non-Farm Payrolls, Computex, Unitree IPO Review, Meituan and Broadcom EarningsWaller Reshapes the "Fed's Favorite Inflation Gauge": Will the 2021 "Inflation Underestimation" Repeat?Compared to 1999, Is There Still Room for Chip Stocks?Australia's Syrah Resources announced that Tesla has withdrawn its termination notice regarding the graphite supply agreementNVIDIA's CEO will attend the Taipei Computer Show and become the focus of the eventOn May 29th, Li Auto-W spent USD 8.493 million to repurchase 1.129 million sharesZhitong Hong Kong Stock Early Knowledge | The work plan for the adjustment of the national medical insurance catalog in 2026 has been released, and MOBVISTA's Q1 revenue increased by 32.2% year-on-yearReminder: Key Focus for Intraday Trading (All times are in Beijing Time)GF SEC: Four Switches Behind AssetsFirst Thing Every Morning: Checking SK Hynix's Stock Price! Goldman Sachs Partner Laments: People Are Obsessed with Leverage, With No FearJune Turning Point? 12 Reasons to Be Bearish on the SpaceX IPOThe Next Flashpoint in the AI Arms Race! Goldman Sachs: Capacitors Are the "New Memory"Fenghua: NVIDIA has not conducted any product certification for the companyMay PMI: A Test at the Tipping PointShenwan Hongyuan: At what stage is the AI "bubble"?Dell, Nokia, Lenovo, Cisco: The Counterattack of Tech "Old Guard" in the AI EraWith SpaceX and OpenAI IPOs Imminent, Asian Investors 'Sell Chips, Buy Bottlenecks,' Betting on a 'New Round of Capital Expenditure'High Leverage, High Risk! US Approves First "Perpetual Contracts," Fully Embracing "Crypto Trading Model"BofA's Hartnett: What to Trade When the Bubble Bursts?Jensen Huang Teases "New Era of PC": NVIDIA No Longer Wants to Just Sell GPUsGitHub Drops the Pretense: The Era of Low-Cost AI Coding Is Over, Shifting to Token-Based BillingChina's Official Manufacturing PMI in May at 50, Previous Value 50.3The first batch of Windows PCs equipped with NVIDIA chips will be unveiled next weekJapanese Bond Yields Surge to Multi-Decade Highs; BOJ Quantitative Tightening May End EarlyBlue Origin Rocket Explosion: Why Did It Affect Competitor SpaceX?Major Indices Including CSI 300 and STAR 50 Set for Rebalancing: Analysis of Five Key Focus Areas"No Parts, No Equipment"! South Korea's Semiconductor Inspection Industry Faces "Most Severe" Component Shortage in HistoryUS-Iran Deal 'Expectations' Crash Oil Prices; Investment Bank Warns of 'Severe Disconnect Between Market and Reality': Severe Pressure Expected in June-AugustThe Indian court's ruling on Google's keyword advertising may reshape the landscape of online advertising