SHOP (Trans): Agentic Commerce Won't Disintermediate SHOPSHOP: As AI e-comm agents ebb, is the payments leader swimming naked?US April Services PMI Misses Expectations, Compounded by High Price Pressures, Intensifying Stagflation Fears多空分歧加剧 期权市场押注 AMD(AMD.US) 财报后股价波动或达 9%Several major publishers are suing Meta on the grounds of copyright infringement related to AI trainingQualcomm's "number two" joins Intel, responsible for client computing and physical AI groupThe ceasefire between the U.S. and Iran faces challenges, Apple seeks to diversify chip supplyGoogle, Microsoft, and xAI agree to government review before publicly releasing AI modelsAMD's earnings report is about to be released: The AI boom paves the way for significant stock price fluctuationsU.S. Stock Market Outlook | Three Major Index Futures Rise, WTI Crude Oil Drops Over 3%Meta's Low Price Is Becoming a TrapCITIC Construction Investment Overseas 2026 Second Half Investment Outlook: Structural Market Trends in US Stocks Continue, Hang Seng Technology Awaits AI Value ReassessmentIraq Offers Largest Discount in History: $33 Per Barrel, but Buyers Must Navigate the "Perilous Route" of the Strait of Hormuz for PickupOn May 5th, Xiaomi Corporation-W spent HKD 99.997 million to repurchase 3.2902 million sharesHong Kong Stock Review: HSBC Drags DownDUOL (Trans): Reset year; core KPI is +20% user growthDUOL: Inching Ahead, the Comeback Won't Be EasyGoogle's TPU Dilemma: Opening the Market Door, Yet New Cloud Providers Like Nebius and CoreWeave Choose to WaitOn May 4th, LI AUTO-W spent USD 4.0408 million to repurchase 450,400 sharesNot optimistic about eBay's acquisition! "Big short" Barry quickly liquidates GameStopSanDisk Continues to Expand Long-Term Contract Scale: Over One-Third of FY27 Shipments Locked, Targeting 50%Alphabet, the parent company of Google, returns to the euro bond market, completing the latest issuance of a giant bond for artificial intelligenceHang Seng Index and Hang Seng Tech Index Drop Nearly 1%, Internet Stocks Fall Broadly, BIDU-SW Rises 2% Against the Trend, CKH HOLDINGS Gains Over 4%Hostilities Reignite in the Strait of Hormuz, Markets on Edge as Futures Market Predicts Brent Crude to Surpass $90 by Year-EndMorgan Stanley: Expects XIAOMI-W's first-quarter smartphone gross margin to exceed expectations, with average selling price hitting a record highHong Kong Stock Market Midday Review: Hang Seng Index Closed Down 1.16%, Lithium Battery and Chip Stocks Strengthened Against the TrendPLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.Apple is considering having Intel and Samsung manufacture equipment processorsPrediction Markets: Kalshi Traders Expect U.S. April Employment Report to Outperform Economists' ForecastsUnderstanding the Market | Rising Oil Price Center Triggers Inflation Concerns, Tongguan Gold Drops Nearly 4%, CHI SILVER GP Falls Over 3%Japan Intervenes to Lift Yen for "Three Consecutive Days" During Holiday, Claims It Counts as "One Action"; IMF Rules Cap Interventions at Three Within Six MonthsUnderstanding the Market | Montage Technology Rises Over 7% to Reach New High, Company Expected to Fully Benefit from the Surge in Demand for High-Speed Storage Driven by AI WavePLTR: Software doom narrative surges — is the top cult stock starting to crack?Oil Prices Surge, 30-Year Treasury Yield Breaks 5%, US Treasury Raises Quarterly Debt Issuance Forecast; Major Treasury Announcement Due WednesdayNew York Fed President: Middle East conflict delays rate cut timing, no clear reason for rate hike in the short termHong Kong stocks open lower; Hang Seng Index down 0.58% at opening, Hang Seng TECH Index down 0.55%Reminder: Key Focus for Intraday Trading (All times are in Beijing Time)AI-Driven Growth Explodes: Palantir Q1 Revenue Surges 85%, Full-Year Guidance Raised Far Above Expectations | Earnings InsightUS March Factory Orders Broadly Beat Expectations, AI Boom Drives Manufacturing RecoveryU.S. Department of Justice Drops Appeal and Seeks to Vacate Subpoena Ruling, but Fails to Deliver the Certainty Powell SeeksA Watershed Moment for the North American Freight Industry! Amazon Expands Logistics Services, US Transportation Stocks PlummetAI War Intensifies: OpenAI and Anthropic Reportedly Court Wall Street to Form Joint Ventures on Same DayIntel invests in SambaNova to clear antitrust hurdles and accelerate AI inference layoutWall Street technology stock ratings diverge: Jefferies downgrades Microsoft and Meta, Wedbush significantly raises AMD target priceIndonesia Plans to Impose Export and Windfall Taxes on Coal and Nickel to Alleviate Subsidy PressureIntel further undermines Qualcomm by appointing Alex Katouzian to lead the Client Computing Group