NCI Performance Meeting Transcript: 26% Revenue Growth, What "Secrets" Are Behind It?The Federal Reserve's favorite inflation indicator continues to cool, with the March core PCE price index year-on-year at 2.65%, lower than the previous valueEarnings Report Preview | AI + E-commerce Dual Drive: Can Amazon Successfully Weather the Tariff Crisis?The Shanghai sell-side landscape "undergoes a huge change": the three giants each occupy the "golden chair"Strong sales of smartphones and chips led to a 10% revenue growth for Samsung in the first quarter, reaching a record high, significantly exceeding expectations"Small Non-Farm" Surprises! U.S. April ADP Employment Growth Far Below Expectations, Lowest Increase Since Last JulyGlobal news you need to know before the U.S. stock market opens on WednesdayDaily U.S. Stock Market News Briefing (April 30, Wednesday)U.S. Stock Outlook | Three major indices all fell, U.S. GDP unexpectedly shrank in the first quarter, and April's "little non-farm" far missed expectationsWall Street eagerly awaits Apple CEO Tim Cook's first public comments on the tariff issueQuick Review of U.S. Q1 GDP DataThe annualized quarter-on-quarter initial value of the actual GDP in the United States for the first quarter is -0.3%, expected -0.2%, previous value 2.4%Goldman Sachs: The dollar falls, Asian currencies rise, and the renminbi and Singapore dollar will be the most favoredAmidst the fluctuations in the US stock market, the ancient proverb "Sell in May" rings the investment alarmStock prices resist decline, expectations heat up: Meta's financial report faces higher thresholdsAmidst the turbulence of the US stock market, will the "Sell in May" curse still be effective?Spotify（Minutes）：Business growth is non-linear, not in a hurry to enter the next round of price increasesSpotify: Minor flaws don't change the big trend, high valuation faces emotional killEuropean car manufacturers are withdrawing their performance guidanceThe listing business is booming, and HKEX's profits in the first quarter hit a record highWorld Gold Council: Global gold demand reached a record high in the first quarter, trade tensions sparked a surge in ETF investmentsTesla Has Big Plans to Reaccelerate Sales. But Is a Turnaround Already Priced In?Non-farm payrolls are coming in strong! If cracks appear in the U.S. labor market, the probability of the Federal Reserve cutting interest rates in June is expected to increase significantlyIs 2025 a "Throwaway Year" for Tesla?Instant retail battle escalates as Alibaba's Taotian joins the fray; Xiaomi enters the large model arena | Recap of today's important newsAmazon refuses to disclose tariff costs, instead conveying a "good news"?Should You Buy SoundHound AI Stock Before May 8? This Recent Move by Nvidia Might Hold the AnswerBefore the US stock market opens, Super Micro Computer falls over 15%, with the company's earnings forecast far below expectationsChina Nonferrous Metals Industry Association: The direct impact of this "reciprocal tariff" on China's nonferrous metal industry is limitedHow Zhengzhou Bank Achieved "Counter-Trend" Growth in the First QuarterMinistry of Foreign Affairs: China and the United States have not conducted consultations or negotiations on the tariff issueHow to understand the negative profit growth of China Merchants Bank?The rebound of US stocks cannot hide the hidden worries, and Wall Street is skeptical about the sustainability of the rising marketRare among major banks! Why did ABC's Q1 revenue and profit manage to grow against the trend?Amazon trapped in tariff dilemma: Preserve profits or maintain market share? Evercore ISI warns of stock price pressure riskXiaomi launches its first inference open-source large model Mimo! With 7 billion parameters, it surpasses OpenAI o1-mini and Alibaba QwQ-32B-PreviewFormer Federal Reserve Vice Chairman: The market has overestimated the role of the Plaza AccordReminder: Please pay close attention to the following (all times are in Beijing time)Hedge funds remain on the sidelines, with no choice but to short U.S. stocksThe "Mar-a-Lago Agreement" operator Miran engaged in a verbal battle with top hedge funds and other institutions, only to be rebutted to the point of "incoherence."Apple's supply chain in India expands again as Tata and Foxconn's new factories commence productionUnderstanding the Market | Xiaomi Corporation-W rose nearly 5% and announced the release of its first inference large model "Xiaomi MiMo" as open sourceXiaomi surged about 3% during the session, announcing the open-source of its first inference large model "Xiaomi MiMo"