Understanding the Market | Gold stocks continue to be under pressure, high interest rate expectations still limit gold's gains, market focuses on tonight's non-farm payroll data guidanceYao Shunyu's Debut at Tencent Conference: Why He Joined TencentNVIDIA CEO: All three major memory chip manufacturers are qualified to supply HBM4 chipsNVIDIA CEO: Robotics will be the next important field for South KoreaSelf-developed computing power can't hold up! It is reported that Apple's new version of Siri leverages Google Cloud + NVIDIA chips to unlock complex AI functionsCiena 电话会：业绩狂飙 40%，AI 投资转向网络基建，2029 年市场规模将翻倍至 500 亿美元AI Costs Shift from 'Nobody Cares' to a 'Huge Problem': Altman Publicly Acknowledges Industry's Cash-Burning CrisisLULU Trans: Q2 discounting peaked; sequential improvement aheadUnderstanding the Market | May Day Vision rises over 10% in early trading, NVIDIA announces significant news about Physical AI Cosmos 3, the company is an important participant in advanced intelligent driving simulationNissan to Manufacture for CHERY AUTO: A Major Reversal in the Global Role of Chinese AutomakersDeutsche Bank: Gold will break through the current consolidation phase, targeting $4,800 by the end of the year and $5,200 by 2027深度详解 “史上最大 IPO”–SpaceXLULU: Founder Blasts, Dismal Results — Can a CEO Shake-up Save the Core Leggings?Goldman Sachs: Maintains Meituan-W target price at HKD 116, rating "Buy"SK Hynix Receives 'Extremely Positive' Feedback on US Listing Roadshow; HBM Pricing Advantage Expected to Continue into Next YearThe "benchmark IPO" of the quantum computing sector is born! Wedbush: The listing of Quantinuum marks the industry's move towards maturitySG Morning Brief | Dow Surges 875 Points to Record as Market Rotates Out of Chips; Payrolls TonightGrand Client Roadshows and Unanimously Bullish Research Reports—Wall Street Goes "All Out" to Build Momentum for SpaceX IPONew Quarter Redemption Window, New Wave of Panic – US "Private Credit Crisis" ResurgesFurther Delays: Meta Continues to Struggle in the "AI Quagmire"早餐 | 美股科技、芯片遭抛售，资金轮动带领道指创新高！Google is quietly laying off employees in its cloud divisionBreakfast | June 5, 2026Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Do High Expectations Crush Optical Communication Star? Ciena’s Last Quarter Earnings Beat Was Strong, Full-Year Guidance Raised, Yet Stock Still Fell Over 10% | Earnings InsightsQuantum Computing Giant Quantinuum Opens 13% Higher on Debut, Ultimately Closing with a Slight 0.6% GainOn June 5th, the top 20 trading volumes in the US stock market: Broadcom's financial forecast is mediocre, and the stock price fell by 12.6%Federal Reserve Officials: The Choice Is Between Patience and Rate Hikes; Inflation Is the Top Economic Risk, While AI Has No Current ImpactAmazon Prime officially launches in South Africa, continuing the expansion of its e-commerce footprintGoldman Sachs: SpaceX Capital Expenditure Expected to Reach $360 Billion by 2028Arm Stock Nearly Doubles in Weeks, Forward Price-To-Earnings Reaches 170x, Joining Ranks of Highest-Valued StocksBernstein: Netflix's stock price is expected to rise by 60% in the next 2 to 3 years, with a solid growth foundation for the companyIs the 'Monster' of the Treasury Market Returning? Wall Street Warns: Mortgage Hedging Wave Could Amplify Long-Term Bond Volatility"Wood Sister" Cathie Wood significantly increased her holdings, with her four funds under Alphabet, the parent company of Google, collectively purchasing over 260,000 sharesGAC Group Shifts Gears: Own Brands Surge 30% Year-on-Year in MayPinterest deepens its cooperation with Amazon through a $4 billion cloud services agreementPalantir lands on Google Cloud Marketplace: breaking down data barriers between BigQuery and FoundryAmazon's AI expansion faces internal and external pressure: Engineers publicly call for a halt to data center constructionIntel adds another AI infrastructure partner: collaborates with Hon Hai Precision Industry Co., Ltd. to create rack-level AI systemsAmazon launches AI-driven warehouse robots to advance its logistics expansion in Europe with €10 billionPalantir announces multiple major AI collaborations: partnering with Google to break down data barriers and accelerate penetration into the construction, insurance, and legal services industriesApple: The ecosystem scale of Apple Store surpasses $1.4 trillionBernstein: Memory Prices to Enter Primary Uptrend in Q2