HK, US stocks top stories
The Bill for the Iran War: Will the "AI Bull Market" Foot the Bill?Faced with Reassurances from Gulf Nations, US Investors Are "Deeply Concerned": How Long Can Middle Eastern Economies Last? Does the Middle East Still Have Money to Invest in the US?Fear Index Off the Charts, Hedge Funds Selling Off! Goldman Sachs Trading Desk Warns: "Outlook for US Stocks Not Optimistic"Next Week's Key Schedule: Focus on Iran Conflict Developments, US Non-Farm Employment, China PMIAll "Co-Founders" Resign, Musk "Completely Restructures" xAI"Middle East's Largest Aluminum Plant" Suffers "Major Losses" on Saturday; Unclear Whether Production Has HaltedHas Gold Bottomed Out?ICBC Releases 2025 "Report Card," Total Assets Exceed RMB 53 Trillion, Generous Dividends Exceeding RMB 110 BillionBank of Communications: 2025 Revenue and Net Profit Both Increase, Net Interest Income Shows Strong Performance, Annual Dividend Yield Near 5%Directly from the "Cosmic Bank's" Earnings Conference: Net Interest Income Inflection Point Expected in 2026, Confidence in Delivering Excellent PerformanceAs Gold Approaches Bear Market Territory, Bargain Hunters Arrive!Global ETFs Record Strongest Ever Start: Inflows Exceed $500 Billion Year-to-DateMiddle East Conflict Spreads! Houthis Enter the War, Is the "Second-Largest Energy Chokepoint" Bab el-Mandeb Strait Also in Jeopardy?Not Just Cheap, But Premium: Chinese EVs Are Increasingly Popular in the USGoldman Sachs Head of Hedge Fund Coverage: Almost All Institutions I Contact Are Bearish, Those Familiar with Spot Commodities Are More Concerned; The Longer Iran Drags On, the More the Market Leans Toward Short-Term InvestmentsToo Popular! Anthropic Faces Computing Strain, Restricting Claude Usage During Peak Hours This WeekA $40 Billion "Unsecured 1-Year Loan" for SoftBank! Are JP Morgan, Goldman Sachs, and Others "Certain" OpenAI Will IPO This Year?Market Bloodbath: Has BYD's Profit Per Vehicle Hit Bottom?New Bond King: Entering "Capital Preservation" Mode, Risk Exposure Cut to "Historical Lows"; "Fed Rate Hikes, US Recession, US Debt Soft Default" All Possible