HK, US stocks top stories
HAIDILAO, with declining turnover rates, begins to build a stage for its "side businesses"J.P. Morgan Alibaba Investor Day: Company's Long-Term Value Narrative Intact, Valuation Significantly Undervalues Optional ValueBroadcom Executive Admits: TSMC Capacity Shifts from "Near-Infinite" to "Touching Limits"HSAI (4Q25 Trans): 2026 shipment guidance raised to 3.0–3.5 mn units
---HSAI: Worried About ASP Collapse? 'Tesla Castoff' Goes for Volume---Xiaomi (Trans): Memory Price Upcycle Lasts Longer Than Expected; AI Monetization Still Early
---Xiaomi: Heaven to Hell — What Still Anchors Conviction?
---US March Composite PMI Unexpectedly Drops to 51.4; Manufacturing Expansion Accelerates, Services Growth SlowsOverseas Funds Accelerate Withdrawal, US Treasuries Face Largest Selling Pressure in Six Years!Analysis of TSMC's Top Ten Investor Questions: AI Demand, Capacity Expansion, and Competitive LandscapeWall Street Reviews LAOPU GOLD's Earnings: Performance Far Exceeds Expectations, Company Moving Towards China's First Truly Luxury BrandMeta Just Signed a $27 Billion Artificial Intelligence (AI) Deal. Here's the Under-the-Radar Stock That Won.U.S. stocks lower in early trading: Dow drops 0.7%, most tech stocks downGold Enters Technical Bear Market, Wall Street Remains Bullish: Long-Term Logic Unchanged, Pullbacks Present Buying OpportunitiesBernstein "Pours Cold Water": Musk's Super Chip Factory Needs $5-13 Trillion in Capital Expenditure, "Harder Than Landing on Mars"SemiAnalysis GTC Deep Dive: Behind Three New Systems, NVIDIA is Redefining the Boundaries of AI InfrastructureMixue Group (Trans): GPM and NPM expected to decline in 2026
---Nongfu Spring's 2025 Revenue Grows 22.5% Year-on-Year to a New High, Net Profit Increases 30.9%, Proposes Cash Dividend of 11.134 Billion Yuan | Earnings InsightsMixue Group: Lucky Cup Rebounds, Has Snow King Bottomed?
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