HK, US stocks top stories
From the key test flight of Starship V3 to the trillion-dollar IPO blueprint! A series of hardcore actions by SpaceX ignites a frenzy of investment in commercial spaceBIDU (Trans): Full-Stack AI Edge—Cost Efficiency & Deployment StabilityBIDU: Little Else to Lean On — All in on Kunlun chipsDell Adds 1,000 New Customers for AI Servers, Aggressively Expanding into the Enterprise MarketInterest-Rate Cut Expectations Pushed Back Again; Goldman Sachs: AI-Driven Productivity Improvement Is the Key Macro VariableDual Obstacles to Balance Sheet Reduction and Rate Cuts: The Dilemma Facing Warsh Upon Taking OfficeNVIDIA's pre-earnings target price raised to $285 by Morgan Stanley; Blackwell and Rubin expected to contribute $1 trillion in revenueSUNART RETAIL Remains Trapped in the Hypermarket Contraction CycleLuckin Coffee Sells Alcohol: The Challenge Lies in Turning Novelty into HabitMeta began large-scale layoffs this week, exposing the harsh realities of the AI industry under Mark Zuckerberg's leadershipEscalating US-Iran Tensions Push Up Oil Prices; Asia-Pacific Stocks Fall Broadly, South Korean Index Drop Widens to 4.5%, Gold Falls Below 4,500Mysterious Capital Aggressively Buys US Treasury Put Options, Betting Long-Term Bonds Will Break Historical Lows Next MonthUS Stocks at Open: Nasdaq Up 0.2%, Philadelphia Semiconductor Index Up 1.7%, Baidu Up About 3%Samsung Strike Scenarios: Four Possible OutcomesSamsung Strike Turmoil Subsides; Goldman Sachs Urges: "Buy Korea"!The Fabricated "Warsh Shock"At what lithium carbonate price does energy storage become unviable?AMD, with a $700 Billion Market Cap, the New King of Data CentersIEA Warns: Global Commercial Crude Oil Inventories Depleting at "Very Rapid Pace"Riding the AI storage tailwind straight to Wall Street, Japanese NAND giant Kioxia confirms advancement of its U.S. stock listing planMorgan Stanley's chief latest prediction: The storm in the bond market may lead to a correction in the U.S. stock market, but the long-term bull market outlook remains optimistic