Understanding the Market | Most gaming stocks declined, with KINGSOFT and TENCENT both falling over 3%ZhaoYin International: Expects Tencent Holdings' first-quarter performance to be stable, market reaction to AI investment is excessiveHong Kong Stock Market Mid-Review | Hang Seng Index down 1.18% as heavyweight blue chips retreat, automotive manufacturing breaks through against the trend with BYD surging over 5%US Stocks Q1 Earnings Preview: S&P 500 EPS Growth Expected to Hit Four-Year High, Just Two Companies Could Contribute 50% of GrowthThe "Musk version of WeChat" is really here!Morgan Stanley's Wilson: Market Correction Nearing End, But Final Stage Still Has PainUnderstanding the Market | The fluctuating situation in the Middle East raises inflation concerns, Everest Gold falls nearly 5%, SD GOLD drops over 3%Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%The earnings season for U.S. stocks kicks off amid the turmoil of war in the Middle East! The profitability of banks, technology, and consumer sectors is crucial to the fate of the bull marketGoldman Sachs maintains "Buy" rating on Microsoft: Azure's 30% high growth foundation remains unchanged, AI spending is indeed a long-term moatThe Creator of Claude Code: How a Self-Taught Programmer is Reshaping the AI Coding SpaceFormer Bank of Japan official: The usual practice during turbulent times is to "stay put," and the outcome of the April meeting is uncertain“Tokenmaxxing”—“Token Maximalism” Sweeps Silicon ValleyGoldman Sachs: China's Reflation Expectations Rise, Overweighting Raw Materials Sector and Upgrading Energy Sector to NeutralFrom Ceasefire Frenzy to "Stagflation" Storm, the "Double Bull" Narrative of Stocks and Bonds Faces Major TestsU.S. Stocks Face a "Final Battle" as Hormuz Outcome Decides the Game: The Rash Never Win, the Patient PrevailApple's "AI Glasses" Pursue "Iconic Design": Rectangular or Round Frames, "Vertical Oval" CameraThe second largest buy order in history is coming: Goldman Sachs expects CTAs to buy $45 billion this week, has the technical bottom of the US stock market been established?Key Events This Week: China's Q1 GDP, Follow-up on US-Iran Negotiations, Earnings from Taiwan Semiconductor, CATL, and MoutaiBessent Tells Donald Trump: US Faces Risk of Rising Oil Prices if War Lasts 8-12 Weeks; Asia and Europe to Be Most AffectedTesla's major short seller predicts its stock price will plummet by 93% to $25Zhitong Hong Kong Stock Early Knowledge | Hong Kong's first batch of stablecoin issuer licenses issued, serious differences exist between both parties in the third round of negotiations with the USThe new earnings season for U.S. stocks kicks off this week: With the U.S.-Iran negotiations breaking down, can the earnings reports from banking giants boost market sentiment?Breakfast | US-Iran Talks End "Without Result," US to Blockade Strait of HormuzReminder: Focus today on (all times are Beijing Time)Apple is testing four design schemes for its upcoming smart glassesBofA's Hartnett: Winners of the first half of the 2020s were stocks; the next five years will belong to commoditiesUS Stocks Return to "Pre-War Themes," Goldman Sachs: "Gold Mining Stocks" Notably Lagging BehindNo Agreement Reached Between US and Iran: What Does This Mean for the Market?US-Iran Talks Break Down, Two Supertankers Turn Back in Strait of HormuzAs Markets Focus on US-Iran Talks, an Oil Battle Unfolds: "Crude Oil Deficit Will Be Huge in Coming Weeks""Oil Trading Giant" Vitol Hit Hard in Iran War; Chinese Star Derivatives Trader Suffers Heavy Losses on Big BetsIndustrial Securities released a commentary on the U.S. inflation data for March 2026: The impact of oil prices is beginning to show, pay attention to the developments in U.S.-Iran negotiationsWhen Policymakers Start Panicking, Markets StopCITIC Construction Investment: Has the U.S. tech stock market bottomed out?Top LLMs' "Capability Mutation," Computing Power Demand "Systemically Surpasses Supply" -- Morgan Stanley: "The Level of Market Optimism May Not Be Enough"CITIC Securities: The impact of oil prices has not yet transmitted to the core inflation in the United StatesForeign Capital Outflows from Indian Stock Market Hit Record High Under Dual Pressure of Growth and Oil PricesU.S. Court Rehears Trump Tariffs; 10% Global Levy Faces Legality TestIs US Inflationary Pressure Just Beginning? "Oil Price Shock" is Only Immediate, China's PPI Has Turned PositiveInterview with Ziyuan Kutuo COO: There is no competition in quadruped robots right now"Ceasefire" Sparks Stock Surge, but Wall Street Expectations Have ShiftedAfter "The Big Short" Shorts, Trump Personally "Endorses" PalantirPrivate Credit Crisis Spreads, U.S. Regulators Demand "Exposure Assessments" from Major Financial Institutions like Banks and InsurersOfficial warning signal! In response to the private credit crisis, the Federal Reserve and the U.S. Treasury take actionTesla's supervision of autonomous driving software has been approved in the Netherlands, marking the first case in EuropeGoldman Sachs: U.S. stocks are expected to welcome a massive influx of funds, with $45 billion in quick money buying power ready to goOn the Eve of Weekend US-Iran Negotiations, European Stocks Open Mixed; S&P 500 Records Best Weekly Performance in Nearly a Year, Dollar Strengthens Slightly