U.S. Stock Outlook | Three Major Index Futures Slightly Higher, U.S. March CPI Released TonightMarch AI Landscape: Claude's Global DAU Soars 848%, Gemini Surges Over 3x, ChatGPT Growth SlowsCan the US-Iran ceasefire save market confidence? Retail investors accelerate exit during the rebound of US stocks, with ETF reduction reaching a new high for the year"Gold Faith" Never Dies! Short-term selling cannot hide the bullish market backdrop, Wall Street plays a new high symphony for gold pricesLi Qiang chairs symposium on economic situation with experts and entrepreneursASE Technology Holding Initiates Largest Production Expansion in History: Six New Factories to Launch This Year, CPO to Simultaneously Enter Mass ProductionJD Group-SW has completed the issuance of RMB 10 billion in preferred notesJapanese Cars Collapse in Thailand! 60-Year Hegemony Ended by Chinese AutomakersOptical Module Giant Lumentum: Sells Out Three Years of Capacity in Just Two QuartersOn April 10th, XIAOMI-W spent HKD 186 million to repurchase 6 million sharesCPO Commercialization Accelerates: Scale-out Breaks Through 0 to 1, Will Scale-up Lead in Large-Scale Implementation?Hong Kong stock market closing | Hang Seng Index rose 0.55%, firmly holding above the 25,000 mark, thematic stocks continue to celebrate, Dipo Technology surged nearly 50%Three Recovery Paths for Hormuz: Ceasefire Agreement Shaky, Yet the Market Picks the Most Optimistic One?More Cards After HappyHorse? Alibaba Stages a Surprise Counter-Attack in the Multimodal BattlefieldFirst Tentative Moves Post-Ceasefire: Two Japanese VLCCs Head Toward Hormuz, Each Carrying 2 Million Barrels of Crude OilMorgan Stanley: Investors Begin to Question Gold's Safe-Haven Status, Favoring Silver and AluminumTSM revenue growth eases concerns; Horizon Robotics starts buyback | Daily News RecapThe shadow of war cannot conceal the AI boom, Taiwan Semiconductor's Q1 revenue exceeds expectations with a growth of 35%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-YearReminder: Key Intraday Events to Watch (All times are Beijing Time)Macquarie: 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”