Goldman Sachs: What Fundamental Changes Are Occurring in the Core AI Investment Thesis?OpenAI's Trial of the Century Reaches Closing Arguments: We Break Down the Core IssuesBofA's Hartnett: Early June Will Be an Ideal Time to Take ProfitsSpaceX and Google Already Have a $100 Billion Connection. Their Next Project Could Propel Their Partnership Even Further美股前瞻 | 三大股指期货齐跌 美债收益率、美元走高 美股估值与技术指标齐 “亮红灯”Rate Hike Expectations and Inflation Concerns Weigh on Global Stocks; KOSPI Plunges 5%, Bond Yields Surge, Silver Breaks Below $80On May 15th, XIAOMI-W spent HKD 99.9947 million to repurchase 3.256 million sharesHow Have US Stocks Performed During Past Federal Reserve Leadership Transitions?$499, Trump T1 Phone Confirmed to Start Shipping This WeekTaiwan Semiconductor plans to sell 152 million shares of chip manufacturer World AdvancedXiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News RecapPrediction: Nvidia Will Deliver Another Blowout Earnings Report on May 20, but It Won't Move the Stock in a Big WayOne of the Systems Considered Most Difficult to Breach! Apple's macOS System "Successfully Hacked" by Anthropic's Next-Generation Mythos Model铠侠营业利润暴增 93%、Q1 盈利指引大超预期，AI 需求驱动下宣布筹备赴美上市 | 财报见闻Panic Escalates! Global Bond Markets Price in "Premature Hikes" for the Fed, Yields on Long-Term Bonds in the US, Japan, UK, and Germany Surge to Multi-Year HighsStock Price Quadruples in Three Years, Market Cap Surpasses Leader Illumina! This "Early Cancer Screening" Company Is Hotly Pursued by Wall StreetStock Indices Surge with Highly Concentrated Gains as Bond Market Sounds Alarm; Goldman Sachs Warns "High Interest Rates Will Kill US Stocks"Australian judge orders Tesla to complete investigation and evidence collection for its class action lawsuit by the end of JulyChina National Investment Securities International: Maintains "Buy" Rating on Tencent Holdings as AI Empowerment Enters Realization PhasePrice Cuts of Up to RMB 1,000! Apple and Huawei Launch Promotions, iPhone 17 Pro Starts at RMB 6,999Alphabet's parent company issues 576.5 billion yen in bonds, setting a record for foreign companiesOCBC Bank: Expects the Federal Reserve to cut interest rates once more by the end of the year, anticipates Hong Kong property prices to rise by 8.5% this yearThe Bank of Japan opens the door to interest rate hikes in June! Over 60% of economists bet on rates rising to 1%CICC: Tencent Holdings' first-quarter net profit meets expectations, AI investment is proactive and controllable, maintaining an "outperform industry" ratingMing-Chi Kuo: Apple Is Systematically Cultivating Intel as a "Key Supplier," Not Relying Solely on TSMCETF anomaly | Southern 2x Long Gold drops over 5% as US April PPI inflation unexpectedly "explodes," reigniting Federal Reserve rate hike expectationsUnderstanding the Market | Hengke Index afternoon decline expanded by over 3%, technology stocks generally fell, and the dollar and bond yields remained highALI HEALTH Unifies Command of B2C and O2O Pharmaceutical Businesses, Completing the Instant Retail PuzzleGUM: In April, Hong Kong's Mandatory Provident Fund total assets rebounded by 6.4% to HKD 1.63 trillionAMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higherReminder: Key intraday events to watch (all times in Beijing time)Baidu's DAA Opening Move: Paving the Way for Agents on Multiple FrontsGoogle issues the largest foreign corporate yen bond in history, with total financing nearing USD 60 billion in four monthsSMIC (Trans): Foundry prices edging higher; pricing tailwind to persistETF Activity | Southern 2x Long NVIDIA rises over 3%, NVIDIA stock price rises for 7 consecutive days to reach a new highUnderstanding the Market | Non-ferrous metal stocks continue to decline, rising interest rate expectations suppress the price increase space for non-ferrous metals, institutions indicate that short-term demand for copper and aluminum is weakCapex Boom Ahead: Can AMAT Catch the Windfall?A 'Welcome Gift' for the New Fed Chair: As Warsh Takes Office, Markets Have Already 'Hiked Rates'Revenue Soars 1065%! Palantir-Backed Drone Company Ondas Shares Surge 26%Starmer's Position in Jeopardy as Sterling and Gilts Plunge: Is There Still Hope for Britain?Apple and Intel join forces again. "Apple supply chain oracle" Ming-Chi Kuo predicts that 18A-P will test the waters for low-end chipsCitigroup: Lowers the Hang Seng Index target for this year to 29,600 points, with Tencent Holdings and others as top picks for H-sharesSMIC's Zhao Haijun: The Company Negotiated Price Hikes with Customers, with the Effects Gradually MaterializingSG Morning Brief | Dow Retakes 50K, Cerebras Surges 68% in Biggest IPO of 2026April Becomes a 'Watershed': Institutions That 'Picked the Right AI Hardware' Saw Their 'Strongest Month Since 1999,' While Those That Chose Wrong 'Failed to Beat the Index'NVIDIA Surges 20% in Seven Days, Market Cap Approaches $6 Trillion Milestone!