AI 盛宴将英伟达推向万亿美元市值，“传统芯片商” 英特尔成最大输家？交易员重新押注美联储加息未完成，最早 6 月加息可能性超五成AI 狂潮正将英伟达推向 “万亿美元俱乐部” 但对英特尔和 AMD 助力不大美团电话会：AI 对履约型服务业影响不大，但正在研发大模型TikTok 正在测试名为 Tako 的人工智能聊天机器人阿里巴巴：网传裁员为谣言 今年预估新招 15000 人Is AI stock too expensive as the US stock market shows cracks?A Picture to Understand the Income Contribution of AI: NVIDIA is as High as 60%, but TSMC is Less Than 3%!AI 概念才没有泡沫化！知名机构与华尔街大行 “唱反调”How to Bet on Artificial Intelligence: Invest in Nvidias, Not Teslas!别克想要打破合资车企 “魔咒”AI 顺风助力英伟达，英国通胀比欧美更严重，美联储决策更依赖数据——宏观脱水 0525Pre-market of US stocks | NVIDIA soars 27%! Roblox executive reduces holdings of own stocks, Fitch may downgrade US sovereign credit rating.游戏收入助力营收，网易 Q1 净利润同比涨超 53% 超预期｜财报见闻What? Even reaching a debt ceiling agreement may not be good news for US stocks!Big Move Alert | Nvidia's target price doubles to $500! Does JD.com's Hong Kong stock have room to double too?长城给了比亚迪一记闷棍英伟达是如何成长为 AI“算力之王” 的？Financial Report is Out | CLOUD MUSIC's Q1 Net Profit Greatly Exceeds Expectations! Gaming Revenue Increases Both MoM and YoYEarnings Report is Out | MEITUAN-W's Adjusted Net Profit in Q1 Reaches Record High, Revenue Significantly Exceeds Market Expectations恒指跌近 2%，比亚迪、长城汽车股价双双跳水，传媒尾盘飘红消费复苏显著！美团 Q1 营收大增 26.7%，净利润 33.6 亿同比环比皆扭亏 | 财报见闻Increasing healthcare holdings, selling technology stocks! An article analyzing hedge funds' $2.2 trillion positions.MEITUAN-W enters "Hong Kong", no new story车企龙头 “撕破脸皮”，股价双双大跌，到底咋回事儿？CICC: US stocks temporarily avoid sharpness in the short term, and turn to growth stocks after the mid-term recession trade is realized!More countries approve Microsoft's acquisition of Activision Blizzard! Wall Street should be more optimistic英伟达：数据中心产品需求能见度已拉长几个季度Prospect | MEITUAN-W's first-quarter takeaway profits may exceed expectations! The "Douyin quick battle" is slowing down, and the recovery of in-store services is accelerating.NVIDIA leads the AI wave, with stock prices reaching historic highs!股价双双跳水！长城举报了比亚迪，车市又见” 激战 “特斯拉 4 月英国销量同比飙升近 15 倍US Stock Options | Xiaopeng and NIO options trading volume increased by about three times, Apple and Amazon Call trading remained active.Q2 营收指引大超预期 英伟达或创下美股市值单日涨幅纪录衰退阴霾压顶，高分红的价值股也留不住欧美投资者喊着 “上闲鱼能赚钱”，闲鱼自己如何赚钱？58 同城开始裁员，裁员比例约 30%-50%AI chip sales exploded, with a 30% surge in after-hours trading! Nvidia's performance, guidance, and stock price are all "exploding".终于，市场开始 “紧张” 美国违约了吗？华尔街环保先锋——摩根大通大举押注碳减排分析师上调微软目标价：AI 将帮助微软云业务击败亚马逊英伟达股价上演史诗级暴涨！看图：英伟达今年股价表现优于同类股 市值达英特尔的六倍多香港股市：恒指急泻 2.1% 至近半年低位，美债危机阴云重挫风险情绪最火的风口！最 “纯” 的 “生成式 AI” ETF 来了