Major Funds Flock to U.S. Debt and AI Stocks, Betting the Most Turbulent Phase of the War is OverFed's March Meeting Minutes Ahead: How Do Officials View the Impact of the War on the Economy?Staunch Bull Tom Lee: Ceasefire Means US Stocks Have "Established a Bottom," Poised for a "Decisive" Rebound19 top cornerstone investors lock in half of the shares! SiGe New Energy breaks the internal competition in energy storage, opening a new valuation paradigm for "AI full scenario"SpaceX Challengers: Can Bezos and China Inc. Catch Up?Replacing Gas Turbines: Are Gas Generator Sets the Top Choice for AI Power?On April 8th, Tencent spent approximately HKD 1 billion to repurchase 1.979 million sharesOpen Source Securities: Google TPU receives another large order, OCS demand may be raisedTrendForce: By 2026, Blackwell will account for over 70% of NVIDIA's high-end GPU shipmentsDell CEO: AI Memory Demand to Surge 625-Fold, Supply Shortage to Persist for YearsUS Consumers Can't Stand High Oil Prices Anymore!Hong Kong Stocks Close | HSI Surges 3.09% Back Above 25,800; Tech Hardware Leads Gains, Hang Seng Tech Index Soars Over 5%AAC Technologies rose over 7%: Expanding into Apple, OpenAI, and Google-related ecosystems, strong growth in AI businessStocks, bonds, and currencies all rise! The energy shock alert is temporarily lifted, and South Korean assets return from "war discount" to the AI chip narrativeKNOWLEDGE ATLAS Raises Prices by Another 10% and Releases GLM-5.1, Stock Surges!During the significant decline of the U.S. stock market in March, corporate insiders bought against the trend! The "bear market onset theory" has been refuted, and the rebound window may have already openedHong Kong Stocks Intraday | Hang Seng Index Rises 3.16%, Tech Hardware Leads Gains All Day, Hang Seng TECH Index Surges 5.05%Understanding the Market | ZHAOJIN MINING rose over 8% in the afternoon as interest rate cut expectations combined with central bank gold purchases boosted gold prices, making offshore gold mines a core growth pointUnderstanding the Market | The mobile phone supply chain's afternoon gains have expanded, and the foldable screen iPhone is still expected to be released in September. The foldable screen market is expected to enter a new phaseSensor Tower: Tencent's "Honor of Kings," "Peacekeeper Elite," and "Delta Force" dominate the March China App Store mobile game revenue rankings TOP3New York Fed: Driven by Oil Prices, Inflation Expectations Are Rising SharplyUnderstanding the Market | Alibaba-W rose over 7% in the afternoon, Qianwen 3.6Plus tops the global large model call volume weekly rankingTesla released FSD version 14.3, with a 20% improvement in response speedAWS Middle East data center affected by war, Amazon maintains cloud computing lifeline around the clockThe "Next Target" of the U.S. Private Credit Crisis: Insurance Companies Holding Trillions of DollarsSpaceX is not yet publicly traded, and investors are already discussing whether the company will merge with TeslaSICC: The market may have underestimated a true leader in silicon carbide substratesAI Agents Arrive, GitHub Is "Swamped"U.S.-Iran "Ceasefire for Two Weeks," Oil Prices Plummet Below $100, Global Stocks Rise, Gold Reclaims 4800Federal Reserve Vice Chairman Jefferson: The Middle East conflict will increase uncertainty in the short term, and current interest rates are at an appropriate levelJapanese and Korean Stocks Open Significantly Higher Following US-Iran Ceasefire AgreementBreakfast | Trump Accepts Two-Week Ceasefire, Anthropic Launches Top AI Safety ModelZhitong Hong Kong Stock Early Knowledge | Trump agrees to a two-week ceasefire, China's central bank increases gold holdings for the 17th consecutive monthShattering "Delay Panic"! It is reported that Apple's first foldable iPhone is expected to debut as scheduled in September, with an intraday decline of 5% significantly narrowingReminder: Key events to watch intraday (all times Beijing Time)Anthropic collaborates with tech giants like Microsoft to test new AI models to address cybersecurity risksAmid Private Credit Market Turmoil, Blackstone's Opportunistic Credit Fund Raises $10 Billion, Sees OversubscriptionFed Survey: Short-term Inflation Expectations Rise, Gasoline Price Increase Expectations Surge to Highest Since 2022Anthropic Announces Mythic-Level Model: Claude Mythos, Crushing Opus 4.6 in Coding and Hacking, Not Open to Public!Google adds security measures for Gemini in response to increasing lawsuits and escalating AI risksThe Apple foldable screen iPhone is still expected to be released in SeptemberAirfares, Diesel, and Food Prices Surge! Inflation Returns, Piling Pressure on Republicans Ahead of MidtermsUS Raises Oil Price Forecasts for WTI and Brent for This Year and Next, Expecting Middle Eastern Countries to Shut Down 9 Million Bpd of Oil ProductionU.S. consumer short-term inflation expectations rise to 3.4%, the largest increase in a yearThe retail army has shown a "surrender" signal; Citadel: This may indicate a phase rebound in the U.S. stock marketGoldman Sachs Issues Rare Call: "Generational Buying Opportunity" for US Tech Stocks Has Quietly BegunTesla's stock price has fallen by 25% this year, with the Iran war putting pressure on the market