HK, US stocks top stories
Nvidia spends lavishly on "light": securing scarce indium phosphide device capacity from Lumentum and CoherentCATL: Capacity Maxed, Back in Force for the AI Infra EraApple delays the release of its smart home display as the company is waiting for new AI features. Now, Apple plans to launch the smart display later this year. (Bloomberg)CATL (4Q25 Trans): Optimistic on stable unit net profit in 2026
---Micron Investors Just Got Terrible News From NvidiaHandshake and reconciliation! Novo Nordisk withdraws lawsuit, Wegovy officially launches on the Hims & Hers platformNew York Fed Survey: U.S. Inflation Expectations Remain Stable, Willingness to Voluntarily Resign Drops to Record LowReports indicate that the G7 will discuss a joint release of emergency oil reserves, causing international oil prices to quickly retreat, with WTI crude oil's intraday gain narrowing to 21%a16z's latest interview: It's too early to say SaaS is dead; the biggest bottleneck for AI implementation is no longer model intelligenceThe "three-digit crisis" in oil prices is quietly approaching. Is the market underestimating the energy shock?The anxiety-selling in the AI circle has become excessively outrageousAmazon's Zoox expands autonomous taxi testing to Phoenix and DallasTesla opens its first public Tesla Semi supercharging station in Los Angeles"All Win or All Lose" Style of Trading U.S. Stocks: Predicting the Market is Turning Complex Transactions into a Game for EveryoneWall Street prophet Yardeni: Oil price shock may trigger "70s-style stagflation," U.S. recession probability rises to 35%