Is Tencent entering e-commerce ahead of 618? Focus on Tencent's earnings report｜Today's important news recapSea(Minutes): Unable to provide full-year guidance for game revenue, e-commerce profit margin target is 2%~3% of GMVSea's Naruto IP Strategy: Can Blockbuster Gaming Results Maintain Longevity?JD.com (Minutes): Food delivery UE still hard to evaluate, average buyback price $37Tencent Music (Minutes): Compared to podcasts, more emphasis is placed on long audio.Can JD.com Sustain Its Revival Leaning on National Subsidies?Tencent Music: A 'New' Growth Cycle – Falling into Mediocrity or Steady Happiness?Meituan enters Brazilian market to compete with Didi again; CATL subscription frenzy｜Today's important news recapTariffs have dropped significantly, is it time to go ALL IN on US stocks?Major progress in tariff negotiations, is a big reversal coming? | Today's important news recapSMIC (Minutes): Mobile phone and other expectations revised downward, prices will continue to declineShopify (Minutes): No tariff impact seen in May, gross margin headwinds to persist until second halfDisney (Minutes): New theme park to be located in the Middle EastShopify: The "tariff sword" remains unresolved, small businesses suffer the most?Multiple breakthroughs, is Disney's spring finally here?SMIC: Guidance for a major "crash," when will "domestic chips" break through?Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recapApplovin (Minutes): Customers are waiting in line to joinTech giants "divorce"! Is Apple personally accelerating the "AI disruption crisis" of Google search?ARM (Minutes): Tariffs have no direct impact on the companyARM: Guidance warning "pouring cold water", is the valuation bubble about to burst?Applovin: Short sellers taking turns? Can't beat the stellar performance