Small packages trigger big inflation: 145% tariffs drive retailers away, the "inflation beast" is about to sweep the United States againHong Kong's Q1 GDP grew by 3.1% year-on-yearRisk assets and commodities have "not fully priced in recession risks." Goldman Sachs: Hedge against recession, recommend going long on gold and short on oil!Goldman Sachs: Not afraid of a sharp short-term correction in gold, expecting at least $3,700 this yearTrack Hyper | Meta's Q1 report exceeds expectations: AI technology turns red into blueElon Musk Says Robotaxis Will Bring in Billions Next Year. Is Tesla a Buy?Pay Close Attention to This Crucial Revenue Source for Artificial Intelligence (AI) Giant NvidiaThe Buffett Shareholders' Meeting is approaching: Here are the three key points to watchWhere Will Tesla Be in 10 Years?Daiwa Capital Markets: Raises the target price for Xiaomi Corporation-W to HKD 66, with adjusted earnings expected to reach a new high in the first quarterAmazon conference call: The company will become "stronger" in the tariff war, expanding the Q2 guidance range, and "removing some products" to maintain low pricesDaiwa Capital Markets: Raises PICC P&C target price to HKD 15.8 and upgrades rating to "Buy"No interest rate cut, betterUnderstanding the Market | Apple concept stocks rise across the board, COWELL up over 5%, SUNNY OPTICAL up over 4%Amazon (Minutes): AI computing power still has bottlenecks, both merchants and consumers are hoarding goods under tariffsApple (Minutes): $500 billion investment will leverage third-party resourcesTrack Hyper | Microsoft's Q3 performance for fiscal year 2025 exceeded expectationsWill Trump's tariffs hit the job market hard? Non-farm payrolls are about to be revealed!Apple's stock price fell, and Cook stated that the tariff costs after June are "extremely difficult to predict."April non-farm payrolls are coming tonight, bond traders bet on tariffs "freezing" the U.S. job marketApple conference call: "Most" US devices will come from India and Vietnam, tariffs may lead to a $900 million increase in Q3 costsJP Morgan: Downgraded Apple Inc.'s target price from $245 to $240China Open to US Tariff Talks, Demands SincerityUnderstanding the Market | Xiaomi Open Sources Its First Inference Large Model MiMo, KINGSOFT Rises Over 5%, Xiaomi Corporation-W Rises Over 4%Reasons why Besant believes the Federal Reserve should cut interest ratesBuffett has led Berkshire Hathaway for 60 years, and the company's performance has outpaced the marketAI heavy investment, tariff turmoil, Amazon re-enters the 'squatting period'?Apple: Resting on Laurels Is Easy, Regaining Momentum Is HardCICC: Maintains Xiaomi Corporation-W "Outperform Industry" rating with a target price of HKD 70U.S.实体企业 VS Tech Giants: The Timing of Tariff ImpactsAmerican middle-class consumer confidence plummets, sales of McDonald's, Hershey, Harley Davidson, and others have been impactedS&P rises for eight consecutive days, Apple and Amazon turn to decline after hours, U.S. Treasury bonds plunge, gold drops significantly, crude oil V-shaped reversalEverbright Securities Meta Q1 2025 Performance Review: AI-Driven Meta Advertising Revenue Exceeds Expectations, Raises 2025 Capital Expenditure GuidanceEverbright Securities Microsoft FY25Q3 Performance Review: Strong Azure Revenue Guidance, Capital Expenditure Decreases Quarter-on-Quarter, AI Cloud Load in Short SupplyApple's Q2 service revenue slightly missed expectations, and the stock price fell over 2% in after-hours tradingTariff risks trigger market concerns, Amazon's earnings report exceeds expectations, but after-hours stock price still fell by 5% at one pointSingle-day increase surpassing Microsoft! This stock has accumulated a rise of over 25% in the past 12 monthsKey employment data is about to be released. Is the U.S. economic outlook hanging by a thread?Amazon's first-quarter revenue reached USD 155.667 billion, with a year-on-year net profit growth of 64%Cook stated that U.S. tariffs will increase Apple's costs by $900 million this quarterOvernight News: Cook says Apple will source $19 billion in chips from the U.S. Bitcoin approaches the $100,000 mark again. OPEC oil production unexpectedly declines in AprilApple CEO Tim Cook stated that the company will procure $19 billion worth of chips from the United StatesReminder: Please pay close attention to the following (all times are in Beijing time)Interest rate cuts imminent? U.S. Treasury Secretary says the market has sent signals to the Federal ReserveSummers refutes Bessen: The Federal Reserve's decisions cannot rely on market pricing; a rate cut next week would be a serious mistake