Crushing Seedance 2.0, Alibaba Announces: "HappyHorse" Video Model Undergoing Internal TestingMorgan Stanley: Reiterates "Overweight" rating on Tencent Holdings, raises prices for some AI cloud services in line with industry trendsWar, Oil Prices, and Gold: Three Paradigms Under Geopolitical ConflictsTSMC's Q1 Revenue Surpasses Trillion Mark, March Single-Month Year-on-Year Soars 45%, Middle Eastern Conflicts Do Not Shake AI Chip DemandHong Kong stock market intraday | The Hang Seng Index rose slightly by 0.43%, thematic stocks surged across the board, and Guotai Junan International soared over 31%UBS: Expects Tencent Holdings' adjusted profit in the first quarter to grow by 12% year-on-year, rating "Buy"Taiwan Semiconductor's revenue in the first quarter increased by 35% year-on-year, exceeding market expectationsAlibaba confirms HappyHorse belongs to Alibaba, and it is rumored that ATH will open the API on April 30On the Eve of IPO, SpaceX Invites Top Wall Street Fund Managers for "On-Site Visits"Buffett's first move after stepping down! Berkshire (BRK) issued 272.3 billion yen in bonds, continuing to strengthen confidence in the Japanese marketReport: Middle Eastern Oil Producers Request April and May Crude Loading Plans from Asia, Preparing for Strait of Hormuz ReopeningTaiwan Semiconductor's first-quarter sales exceeded expectations; the Iran conflict did not affect AI demandTaiwan Semiconductor: March Sales NT$415.19 Billion, Up 45.2% Year-on-YearMacquarie: TSMC's profit margin may have peaked in the first quarter recentlyBank of Zhengzhou's Asset Scale Reaches New Heights in 2025, Wealth Management Becomes New Profit EngineWhen Will CPO, the "Biggest Rival" to Optical Modules, Truly Reach Mass Production?Considering First Post-Listing Dividend, Japan's NAND Leader Sees Trading Volume Exceed Trillion Yen for Two Consecutive DaysFutu: Downgrades Alibaba-W target price to HKD 179, expects MaaS to be a key growth driver in the next five yearsWall Street's fierce debate! NVIDIA's high-level pullback, models boldly predict a 400% rebound in stock priceThe Iran war "ignites" energy prices, and the U.S. March CPI is expected to see the largest month-on-month increase in nearly four yearsHong Kong stock market intraday | The Hang Seng Index rose 0.76%, with the retail and frontier technology sectors active, and KaiSheng New Energy performing strongly against the trendWar’s “Lasting Damage” to the Dollar System—Global Gold Reserves “Surpass” Dollar Reserves for the First TimeUnderstanding the Market | LI AUTO-W Surges Over 6% in Early Trading as Q1 Deliveries Exceed Guidance, Results of Pure Electric Strategy Begin to ShowADB warns: Even if oil prices stabilize, economic growth in Asia will slow down this year继 Meta 和 OpenAI 后 传 Anthropic 考虑自研 AI 芯片China's March PPI Rises for the First Time in 41 Months After Continuous DeclineChina's March CPI Year-on-Year at 1%, Previous Value 1.3%. China's March PPI Year-on-Year at 0.5%, Estimated at 0.4%, Previous Value -0.9%Morgan Stanley: Alibaba-W's quarterly results may redefine market observation indicators, lowering the target price to HKD 195Vultures Smell Blood? Star Hedge Fund Manager Ackman Reboots "Doomsday Strategy," Recreating "Pandemic-Era Contrarian Bets"“Ignore Stocks, Rates Are Key”: Goldman Sachs Delta-One Trading Desk Warns “Current Risk/Reward Feels Poor”SpaceX Lost Nearly $5 Billion Last Year as Revenue Surpassed $18.5 BillionStrait of Hormuz "Remains Blocked," "World's Most Important Spot Price" Surges to $147, Reaching an ATH (All-Time High)!The founder of Citron Research claims that Amazon will challenge NVIDIA's dominance in the AI chip market, with a target price of $300Breakfast |Iran-US Ceasefire Deal Falters, Oil Prices Rebound Strongly, Global Stock Rally Stalls, Korean Stocks Lead Decline at 1.53%Reminder: Key Intraday Focus (All times are Beijing Time)Report: Warsh Fed Chair Nomination Hearing PostponedTop 20 U.S. Stock Trading Volumes on April 10: Amazon claims its self-developed chip annual revenue has exceeded $20 billionSaudi Arabia Discloses Impact of Conflict on Energy Lifeline: Daily Losses of 700,000 Barrels in Transport, Nearly 600,000 Barrels in Production CapacityAmazon enters the field of GLP-1 drug accessibility, expanding its healthcare footprintCoreWeave expands collaboration with Meta AI to $21 billionIntel and Google reach a large-scale cooperation agreementAmazon raises its investment plan for the Mississippi data center to $25 billionGoogle deepens AI infrastructure partnership with IntelSK Hynix Q1 Performance Accelerating Again? Citi: Memory Supply Shortage to Persist Beyond Expectations, Quarterly Operating Profit May Double QoQCMBS Market on High Alert! March Delinquency Rate Climbs to 7.55%, Institutions Warn "Capitulation Selling" Has Only Just BegunRumors of Memory Price Drops Inconsistent with Actual Supply! Transcend Chairman: Severe Memory Shortage Unlikely to Ease This Year