HK, US stocks top stories
The last LNG tanker from the Persian Gulf is about to arrive at the port, and the global natural gas supply is nearing the edge of a cliffFed Chair Jerome Powell Just Connected AI to Inflation. Here's Your Investing Playbook.In addition to the important GTC conference speech, a summary of Jensen Huang's key points from his speech to Wall Street and the internet this weekU.S. Treasury Market "Major Change": "Inflation Concerns" Overwhelm "Rate Cut Expectations"The birth date of the national-level "remote control": WeChat rapidly integrates the anxiety and ambition of lobsterMusk officially announces the construction of the largest chip factory in history: the annual production capacity target is 50 times the current global capacity, with 80% directly serving space missionsNext week's heavy schedule: Trump issues a 48-hour ultimatum to Iran, Boao Forum, financial reports from MEITUAN, PDD, and XIAOMIGoldman Sachs macro traders warn: Central banks have missed the opportunity to stabilize the market, "Energy is driving everything"The Iran war has lasted three weeks, and the U.S. "oil price stabilization" card is "almost played out," with the "futures and spot price spread" of crude oil wideningChatGPT's first "advertising sponsor": the process was "very non-AI", and no data was providedAmerican private credit "burning in a chain": subprime-style packaged financial techniques, absorbing $1 trillion of "American people's pensions"Why "Temporary Exemption for Iranian Oil at Sea"? The U.S. "Forced by Circumstances": Global Crude Oil Buffer is Rapidly DecreasingMicron's EPS will exceed $100 in 2027! Barclays' "super double" forecast far exceeds the market consensus of $54Latest! Karpathy's in-depth interview of ten thousand words: I am anxious about AI addiction, all verifiable fields will ultimately belong to machinesHow H World and Atour Become the Biggest Winners in the Hotel Industry by 2025XPeng achieves its first quarterly profit, planning to invest another 7 billion in physical AI by 2026The U.S. military is deploying 3 warships and approximately 2,500 Marines to the Middle East. Does the oil market still have to wait 3 weeks?Cursor's self-developed new model surpasses Opus 4.6, featuring "price at 10% off," netizens mockingly call it "Kimi 2.5 shell," certified by MuskMicrosoft and other major cloud companies begin signing "mandatory long-term contracts for storage procurement," which will reshape the "storage cycle."