HK, US stocks top stories
The market is "highly volatile" between two narratives: "The war is about to end" vs "The Strait of Hormuz will be closed for a long time"Goldman Sachs raises target prices for SK Hynix and Samsung: The strongest storage cycle in history drives record performanceThe Biggest Risk to Nvidia Stock That Nobody Is Talking AboutLi Auto's revenue for the fourth quarter was RMB 28.78 billion, a year-on-year decrease of 35%, estimated at RMB 28.84 billion. Adjusted earnings per ADS were RMB 0.25, compared to RMB 3.79 in the same period last yearFrom "devouring" to "benefiting," Chinese software is expected to enjoy "lobster meat"!NVDA to invest $26bn in in-house AI foundation models; AAPL enters the budget laptop fray | Daily News Recap
---As the "lobster craze" sweeps the globe, Jensen Huang brings open-source models to the forefront! NVIDIA's full-stack ambition supports the "AI bull market narrative."NVIDIA splashes out $26 billion to enter the AI model arena, directly challenging OpenAIJensen Huang is right! AI infrastructure urgently needs electricians: After Microsoft and Google, BlackRock invests $100 million to train techniciansTesla's energy business has been approved in the UK to supply electricity locallyThe IEA's release plan failed to suppress oil prices, and the Asia-Pacific stock market fell broadly, with Dow futures down 0.9% and oil prices rising over 6%Goldman Sachs raises target prices for Samsung and SK Hynix due to strengthening memory pricesMiddle East crisis impact! Goldman Sachs lowers U.S. economic outlook, postpones interest rate cut expectations to September, warns that stock market sell-off may exceed average levelsNvidia Is Making a Massive $26 Billion Bet on the Future of Artificial Intelligence (AI)Morgan Stanley: Expects the Federal Reserve to delay interest rate cuts, but the cuts may be larger to balance its dual mandateElon Musk launches the joint project Macrohard between Tesla and xAI, aiming to disrupt the software industryOpen Source Securities: The wave of rental price increases sweeps across the entire market, paying attention to investment opportunities in Tencent Cloud's price increase