Record buying! Amid the plunge in April, Japanese pensions are frantically "bottom-fishing" overseas stocksUnderstanding the Market | JD Group-SW rose over 4%, set to release first-quarter results tomorrow, institutions expect its growth momentum to continue in the first quarterTrump strikes again on drug prices: The most-favored-nation model returns, which pharmaceutical giants feel the most "pain"?A major reversal in bond market expectations! Options traders are increasing bets on a possibility: the Federal Reserve may not cut interest rates this yearApple Executive Says iPhone Users Are Ditching Google — Now Chamath Palihaptiya Urges The Search Giant To Stop Waiting For Data And Start Fighting Models Like ChatGPTReminder: Please pay close attention to the following (all in Beijing time)Hong Kong Stock Midday Review: Hang Seng Index Returns to 23,000, Apple Concept Stocks StrongGary Black Doubles Down On Uber's Autonomy Upside, Reflects Debates With Tesla Faithful: 'I Was Right'Trump's "Major Concern": The Stock Market is Back, but Bonds are NotFederal Reserve's latest research: Lessons from history show that the transmission of tariffs to consumer goods prices is completed within 2 monthsBank of America Hartnett: U.S. stocks "sell the fact," "short the dollar" before the Federal Reserve cuts interest rates, and "go long on 5-year U.S. Treasuries" before the Republican budgetMarket Chatter: Trump Holds Firm on Tariffs Ahead of China TalksJensen Huang: AI is an "infinite game"Understanding the Market | Chinese brokerage stocks collectively surged after the central bank announced a reserve requirement ratio cut and interest rate reduction. Institutions claim there is a discrepancy between the profitability and valuation expectations of the brokerage sectorUnderstanding the Market | Xiaomi Corporation-W once fell nearly 6% as the company is once again caught in a public opinion whirlpool, with reports stating that many car owners are requesting refundsThe heavy blow of Trump's tariffs has not yet landed, and the Japanese economy has already fallen into a "technical recession" cliffOpenAI is negotiating with Microsoft to pave the way for a future IPOUnderstanding the Market | Gold stocks fell across the board as tariffs and geopolitical conflicts eased, putting significant pressure on international gold pricesUnderstanding the Market | Apple concept stocks lead the gains, SUNNY OPTICAL rises over 6%, AAC TECH rises over 5%Same drugs, same prices? Trump will mandate that U.S. drug prices match those of the lowest-priced countries, stating that "U.S. drug prices could drop by 30% to 80%."Daily Hong Kong Stock Market News Briefing (May 12, Monday)After the thaw, how will trade frictions unfold?Evercore ISI: The bear market in U.S. stocks has ended, and a "marathon-style" bull market will arrive under the shadow of tariffsHere's Why I'm Not Too Worried for Alphabet Despite Apple's Potential New AI-Powered Safari SearchGold prices encounter a "weekend storm" – substantial progress in China-US negotiations, ceasefire between India and Pakistan, Russia-Ukraine talks, US-Iran negotiationsBreakfast | Substantial progress made in China-U.S. economic and trade talks, U.S. stock index futures risePowell's "hawkish" stance emerges! The dream of interest rate cuts in the bond market shatters, traders urgently adjust their positionsNext week's heavy schedule: US CPI, retail data, Powell's speech, China's social financing, Tencent, Alibaba, JD.com earnings reportsZhitong Hong Kong Stocks Early Insights | He Lifeng: Substantial progress made in China-US talks, Apple announces price reductionGoldman Sachs: Overweight Chinese A-shares, Defensive Sectors Become "Safety Cushion"Shinzo Abe: The goal of negotiations with the U.S. on tariffs is to achieve a 0% tariff rateApple's 2027 Vision: Foldable iPhones, Smart Glasses, And AI Innovations16 Words From Warren Buffett That Should Have Apple Stock Investors ExcitedAmazon showcases new human job roles in the world of artificial intelligence robotsGoogle To Fund Three Nuclear Sites, Says The Move Will Allow Them To 'Move At The Speed Required To Meet This Moment Of AI And American Innovation'If You Bought Your Mom $100 In Apple, Microsoft And Tesla Stock For Mother's Day Last Year, Here's How Much She'd Have NowU.S. Stock Market Outlook for Next Week: Albemarle, Apple, Citigroup, etcTariffs "stir up," U.S. Treasury yields become more differentiated, making it harder for the Federal Reserve to cut interest rates!Consumer Tech News (May 5-May 9): Google Faces Divestiture Demand From US DoJ, Microsoft Pulls Plug On Skype, Tesla Axes Cybertruck Range Extender & MoreIBM Just Gave Nvidia Stock Investors Terrible NewsIs Amazon Stock a Long-Term Buy?Stock-Split Watch: Is Alphabet Next?"Shoot first, think later" "The consequences will be even worse" US media criticizes US tariffs on ChinaBetter Artificial Intelligence Stock: Palantir vs. NvidiaChina Passenger Car Association: Retail sales of passenger cars in April increased by 14.5% year-on-year, while retail sales of new energy vehicles surged by 33.9% year-on-yearNo matter what the Federal Reserve does, Powell is a loserFaced with a strong rebound in the US stock market, institutions "squeezed" by retail investors are in an awkward positionShenwan Hongyuan: Financial pressure may be the main contradiction for the Federal Reserve to "turn dovish"