HK, US stocks top stories
The Houthis intervene, and Brent crude oil surges to $120! The Red Sea shipping route may follow in the footsteps of the Strait of HormuzUnderstanding the Market | Aluminum stocks collectively rose as attacks on two major aluminum plants in the Middle East raised supply concerns; London aluminum surged by 6% this morningThe energy sector's Apple is soaring! Sige New Energy's revenue has surged over 150 times in two years, ringing the bell at the Hong Kong Stock ExchangeReminder: Key Intraday Focus (All times are Beijing Time)AI Wave plus Grid Overhaul: Morgan Stanley Proclaims US Transformer Supercycle to Last Until 2030Citigroup: TSMC's revenue growth is expected to be stronger in the next two yearsEven a "Ceasefire" Does Not Mean "Normalization"; 2026 Global Economy to Be More "Stagflationary" Than ExpectedUnderstanding the Market | Spot gold returns above $4,500, Chifeng Gold rises over 7%, Lingbao Gold rises over 6%Trump's "Backfire": Rising Oil Prices to "Completely Devour" Tax Cut Dividends, Landmark Achievement "Ruined"Prediction: Apple Will Be the Worst "Magnificent Seven" Stock to Own Between Now and 2030Markets and Central Banks Turn Hawkish: Goldman Explores How to Hedge?Bank of America warns that U.S. stocks, bonds, and gold will be under pressure in Q2, while the dollar and oil prices may emerge as winnersMemory Module Prices Plummet, Memory Stocks Fall Collectively, Has the Memory Supercycle Peaked?European Central Bank Governing Council: The "Inflation Battle" is about to begin, and the United States faces greater systemic risksUS Treasuries Bottoming Out? JPMorgan, Pimco: "Bond Sell-Off" Underestimates "Recession Risk"Iran War Reshapes "Energy Landscape": "Oil & Gas" Major Clients Shift to "Coal, New Energy"Zhitong Decision Reference | Capital Shifts to DefenseMeta Just Made a Nuclear Power Bet Worth 6.6 Gigawatts, and These 2 Stocks Could Benefit MostInterview with Meitu CEO Wu Xinhong: Meitu is an AI Beneficiary, Product Growth Follows a MethodologyNext Week's Key Schedule: Focus on Iran Conflict Developments, US Non-Farm Employment, China PMIDoves Lead the Turn Towards Hawkishness, Fed Officials Hint "Rate Cuts May Be Over," But "Hike Probability Low"