HK, US stocks top stories
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 PossibleDecoding Dollar Liquidity: Cheng Tan of Tantu Macro Guides You Through the Underlying Logic of Global Asset PricingGlobal "Stocks, Bonds, and Gold" Triple Sell-off Since March: "This Is the Worst Situation, Investors Have Nowhere to Hide"Trump's "Verbal De-escalation" Fails, Oil's "Spot Shock" Approaches, US Stocks Truly Panicked!Friday's Shift: Oil Continues to Surge, US Stocks Tumble Again, But Treasuries "Don't Follow," Is the Market Now "Pricing in Recession"?Trump’s Penchant for Weekend Moves Leaves Wall Street Wary of Over-the-Weekend PositionsTrump Extends Iran Negotiation Deadline, Asia-Pacific Stocks Rebound Strongly, Korean Stocks Erase 4% Drop at One Point, Spot Gold and Silver RiseOil and Gas Prices Surge, EU Considers Energy Windfall TaxTrump to Submit Budget Proposal to Congress on April 3, U.S. National Security Spending Under Scrutiny