HK, US stocks top stories
Iran Situation | Hang Seng Index declines expanded to over 700 points, 4 blue chips dropped at least 5%【Continuous Updates】Understanding the Market | Hong Kong Bank Stocks Continue to Decline, Middle East Situation Continues to Escalate, HSBC and Standard Chartered Profit Faces Maximum PressureUnderstanding the Market | Non-ferrous stocks lead the decline, Middle East conflict creates a dilemma for central bank policies, metals are sensitive to macro interest ratesUBS names 11 U.S. industrial stocks: Profit and valuation "double-click" reveals double-digit upside potentialHong Kong Stock Market Midday Review: Hang Seng Index Down 3.56% in Half Day, Gold Sector PlummetsIran severely impacts cartel helium exports, global chip production faces crisisMorgan Stanley: Reiterates "Overweight" rating on Alibaba-W, valuation of Alibaba Cloud and instant retail overlookedIt is reported that Alibaba will release important chip products tomorrow, directly targeting the computing power demand of AI AgentsIn the face of high oil price shocks, the Federal Reserve will not raise interest rates, but will "cut rates faster and more significantly"?New Federal Reserve News Agency: The Federal Reserve Faces the Most Embarrassing Power Transition in HistoryFor three consecutive weeks, the usage of domestic models has surpassed that of American modelsCICC: Maintains XPeng-W outperform rating with a target price of HKD 90This time, why hasn't the US dollar strengthened significantly? – A "huge change" in global capital flow patternsThe escalation of tensions between the U.S. and Iran has sparked inflation concerns, causing gold to plummet by nearly 4%, almost erasing its annual gainsTrump's "ultimatum" has 24 hours left, and global stock markets and oil prices opened on Monday in a state of "confusion."The Nasdaq Is on the Verge of a Correction. 4 Things Investors Need To RememberRevised oil price expectations again! Goldman Sachs' latest assessment: high oil prices will last longer, and in two scenarios, oil prices will reach historical highsTesla partners with SpaceX and xAI to invest $20 billion in building the "Terafab" wafer factory in Austin, analysts say it will drive the integration of AI and the aerospace industryChina Aviation Securities: The media industry will evolve along the dual main lines of "IP assetization" and "AI Agentization" by 2026In-depth Analysis: The "Capital Internal Circulation" in the American AI CircleAI begins to infiltrate various industries: After "programming automation," AI giants are heading towards "everything automation"