Morgan Stanley raises its target for the Chinese stock market again, providing three main reasonsDaily Hong Kong Stock Market News Briefing (March 26, Wednesday)Did Amazon Just Say "Checkmate" to Nvidia?CITIC Securities: Uncertainty in Trump's policies may have been fully priced in, and the short-term correction in U.S. stocks may come to an endGoogle's strongest model has arrived late at night! Gemini 2.5 Pro released and has taken the charts by storm, with code reasoning going crazyThe next market focus of "Trump 2.0," is the timeline at the end of May?Trump's policies have a "counterproductive effect"? Moody's warns of deteriorating U.S. fiscal outlookAttention Apple fans! The 2025 Worldwide Developers Conference is coming, see you online from June 9 to 13Breakfast | Trump considers tariffs "two-step approach," U.S. stock indices close higher! Tesla rises over 3%, DJT up nearly 9%Concerns over Trump's tariffs have eased, and expectations for a Federal Reserve interest rate cut have cooledConsumer confidence reignites economic concerns, U.S. stock market gains fade, U.S. Treasury bonds rebound, Chinese concept stocks index declines for six consecutive days, and copper reaches a historical highGoogle executive: Quantum computing may be just five years away from practical applicationNongfu Spring: "The carrier of nature" can not carry?Kuaishou (Minutes): Short-term AI investments are expected to impact margins by 1-2pctPony AI's Q4 revenue decreased by 29.8% year-on-year, and net losses expanded by 7.7 times, with Robotaxi service revenue declining by 61.9% | Financial Report InsightsApple joins the computing power battle, report: Apple orders NVIDIA GB300, order value approximately 1 billion USDAfter Douyin& Wechat Channel's Batter, where is Kuaishou's future?Affected by public opinion, NONGFU SPRING's net profit growth rate in 2024 reached the lowest since its listing, with packaged water revenue plummeting by 21.3% | Financial Report InsightsRetail customer assets increased by 12% year-on-year, China Merchants Bank's 2024 annual report "regains the feeling of growth"U.S. Stock Outlook | The Federal Reserve takes a cautious stance on "transitory inflation," is the S&P 500 rebound hard to sustain?Alibaba's Joseph Tsai warns: The construction of AI data centers by American manufacturers has shown signs of a "bubble," with many projects lacking clearly defined customers during constructionGoldman Sachs Asset Management Global Insurance Asset Survey: Only 17% of insurers increase allocation to U.S. stocks, private equity assets receive the most attentionIn Q4 last year, China Merchants Bank reported a net profit of 35.207 billion yuan, with a quarter-on-quarter decrease of 3 basis points in net interest margin, and plans to distribute a dividend of 2 yuan per share | Financial Report InsightsHong Kong Stock Review: Strong Desire to Bottom-FishBest Stock to Buy Right Now: Costco vs. AmazonCHINAHONGQIAO: Profits + Dividends Hit Record Highs, "Both Offense and Defense" Welcome Valuation CatalystsTariffs continue to dominate the market! In pre-market trading, the three major U.S. stock index futures are down, European stocks are up, and oil prices are rising1 Trillion Reasons Why Nvidia Stock Is a Screaming Buy NowHas Bank Of Communications successfully "survived the winter" as the net interest margin stabilizes first?CHINA TELECOM's revenue in 2024 increased by 3.1% year-on-year, with smart revenue surging twofold, capital expenditure decreased by 5.4% year-on-year, and AI and quantum technology became the focus of strategic layout | Financial Report InsightsDongfang Securities: Continuously focus on investment opportunities in the gold and steel sectorsKUAISHOU's Q4 revenue increased by 8.7% year-on-year, short video e-commerce GMV grew by over 50.0%, and Keling AI's cumulative revenue exceeded 100 million yuan | Financial Report Insights1 Unstoppable Stock That Could Beat Tesla to This $14 Trillion OpportunityCHINA TELECOM: In 2024, the company's operating revenue is expected to be RMB 529.4 billion, a year-on-year increase of 3.1%, with service revenue at RMB 482 billion, a year-on-year increase of 3.7%. EBITDA is expected to be RMB 140.8 billion, a year-on-year increase of 2.9%. Net profit is expected to be RMB 33 billion, a year-on-year increase of 8.4%. Capital expenditure is expected to be RMB 93.5 billion, a year-on-year decrease of 5.4%Japanese stocks are no longer solely dependent on "foreign capital's mood"; domestic funds have become the biggest support this yearCitigroup: Oil and gas field extraction scale shows a growth curve, US oil service sector will see a reboundXiaomi's stock fell after high-level placements; can the rebound in US stocks be sustained? | Today's important news reviewNvidia Stock Just Did This for the First Time in 3 Years. Here's What History Says Will Happen NextThe European car market is sluggish, with February sales experiencing the largest decline in five months, and Tesla's market share further decliningWu Xiaoqiu: Does not recognize the "East rises, West falls" phenomenon in the capital market; this round of increase is restorativeSpending hundreds of millions, Mercedes-Benz launches the "Broad Entry Plan"Global trading platform eToro applies for a US stock IPO, aiming to raise $750 million"Wood" firmly bullish on Tesla, boldly calling for "tenfold increase in five years"!Global Capital Flow Transformation: From "Biden's Great Circulation" to "Trump's Great Reset"Tesla FSD push suspended, China's smart driving competition intensifiesLei Jun brings YU7 back to Wuhan UniversityDue to uncertainties in policies such as tariffs, Federal Reserve officials have changed their expectations for interest rate cuts from 2 times to 1 timeGoldman Sachs significantly lowered the global AI server shipment forecast, reducing the price expectations for corresponding supply chain stocks across the boardDecoding Trump's Policies: Goals, Logic, and Uncertainty ShocksInsurance funds are about to "operate" gold! Four major insurance fund giants have been approved to become members of the Shanghai Gold Exchange