Gap Group announced that it will launch a checkout feature within Google Gemini, pioneering AI shopping for mainstream fashion brandsBernstein "Pours Cold Water": Musk's Super Chip Factory Needs $5-13 Trillion in Capital Expenditure, "Harder Than Landing on Mars"Amazon's Zoox will launch autonomous taxis in Austin and Miami later this yearSemiAnalysis 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
---U.S. Stock Market Preview | Three Major Index Futures Decline, Trump Shouts "Negotiating," but Bombing in the Middle East ContinuesNongfu 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?
---Stagflation Alert Sounded! Eurozone March Composite PMI Drops to 10-Month Low, France's PMI Falls for Third Consecutive Month into ContractionXiaomi Group's 2025 Revenue Surpasses 400 Billion Yuan for the First Time, Adjusted Net Profit Hits Record High with 44% YoY Growth; Automotive Business Achieves First Full Year Profitability | Earnings InsightsLu Weibing: Xiaomi's large model has entered the first tier in China and is the only company in the world to implement physical AI simultaneously in vehicles and homesXiaomi Corporation CFO Lin Shiwei: Xiaomi will repurchase shares worth 6.3 billion yuan by 2025 and will continue to increase the repurchase 力度 in 2026Hong Kong Stock Review: Are All the Bad News Out?Singapore stocks rebounds on Tuesday; STI up 0.4%CHINA TELECOM's 2025 Revenue Hits 529.56 Billion Yuan, Net Profit 33.18 Billion Yuan, Focusing on Building a Leading AI Service Provider | Earnings InsightXIAOMI-W released its annual performance, with adjusted net profit of 39.166 billion yuan, an increase of 43.8% year-on-year, setting a new historical highMeta recruits the AI startup Dreamer teamNVIDIA launches a new server cabinet that is compatible with competitors' AI chipsPICC P&C's New Leader Appointed: Zhang Daoming, born in the 70s, becomes Party SecretaryJefferies Embroiled in Successive Private Credit Blowouts; Japan's Sumitomo Mitsui Seeks Acquisition OpportunityCITIC Construction Investment: Tesla's U.S. photovoltaic manufacturing layout accelerates, China's TOPCon patents welcome value realizationSignals of US-Iran Peace Talks? Multiple Middle Eastern Countries Active, Pakistan Mediates Ceasefire, Iran Claims Receiving US MessageStrait of Hormuz "Locks" Helium – Global Chip Supply Chain Crisis "On the Verge of Eruption"Directly pointing to TSMC's production capacity "reaching its peak"! Broadcom publicly warns of a chip supply chain crisis, facing the biggest constraint in the AI arms raceGoldman Sachs: Expects that the continuous increase in oil and gas prices will drag down global GDP growth by 0.4 percentage points and raises the probability of a U.S. economic recessionAmazon Stock at a Crossroads: Generational Buy or Massive Value Trap?Taking advantage of oil prices breaking $100, drilling solutions provider HMH rushes for a U.S. IPO aiming to raise $216 millionIf Trump's words can't be trusted, then the only thing the market can trust isLargest Ever! Japan to Release Oil Reserves Starting Thursday, First Rerouted Tanker Nearing PortAlibaba Launches E-commerce Agent Overseas: AI Begins Helping Open Stores and Do BusinessMarket turbulence with nowhere to hide? Under the impact of energy shocks, the dollar's safe-haven aura fades, and cash may become the "least bad" choiceJPMorgan Quantifies Oil Shock: Global Oil Supply Deficit May Persist at 10 Million Barrels Daily, Policy Tools Likely InsufficientPrivate Credit Crisis Blows Up as JPMorgan Chase Profits on Both Ends: Acting as Lender and Facilitating ShortsPrice Hikes and Cost Reductions: TINGYI's 2025 Profit Grows Over 20%Amazon AWS Bahrain region suspended again due to drone attacks, geopolitical risks affecting digital infrastructureTesla's sales in Europe rebound after several months of sluggishnessDrones – The Booming "Physical AI", Rare Earths Still KeyCITIC Bank's 10 Trillion Glory and the Vanishing SloganChina Resources Beer's "14th Five-Year Plan" Concludes: RMB 2.8 Billion Impairment on Baijiu Business, Premiumization and Diversification Strategies UnchangedMIXUE 2025 Net Profit Surges 33% YoY to RMB 5.93 Billion, Revenue Up 35.2% to RMB 33.56 Billion, Global Stores Expand to Nearly 60,000 | Earnings WatchAmazon states that AWS's Bahrain region was "disrupted" after drone activityMarket "Votes with its Feet" on AI Investment? BofA: Tencent is Stable, Patience is a Virtue"World's Largest Asset Manager's" Signal! Fink: For Ordinary People, If You Don't Invest in Giants, AI Will Widen the Wealth GapAmazon partners with Lidl to launch 'plug-and-play' solar panels in the UKLaopu Gold (Trans): Target GPM to stay at 40%-43%The roller coaster turns again! Gold may face the longest consecutive decline in history, with the situation in Iran becoming a "liquidity magnet."黄仁勋深度访谈：“Token 经济” 爆发，AI 计算占 GDP 比重将翻百倍，英伟达 10 万亿是必然Evercore: $25.7 billion AI incremental emergence! Microsoft Azure's revenue growth rate may soar to 41% by 2026