Bank of America Securities: After tariff relief, adjustments to the outlook for the U.S. interest rate marketApplied Materials, Cava Group, Coinbase, Quantum Computing, And Meta Platforms: Why These 5 Stocks Are On Investors' Radars TodayHillhouse Capital's HHLR increased its investment in Chinese assets in the first quarter, newly investing in Baidu and Li Auto, and heavily investing in PDDUnderstanding the Market | Gold Stocks Lead the Gains as Powell Releases Dovish Remarks, International Gold Prices Significantly ReboundBerkshire significantly cut bank stocks in Q1, completely liquidated Citigroup, maintained its Apple holdings, doubled its position in beer manufacturers, and kept a secret position in depositsAsset management giant Third Point continues to favor utilities and semiconductors, establishing a new position in NVIDIA and liquidating Tesla in Q1Xiaomi's self-developed smartphone chip is here! Lei Jun announced the release in late May, a significant breakthrough in ten years of "chip-making."David Tepper in the first quarter: Increased holdings in Uber and Meta, completely sold AMD, and reduced holdings in Alibaba and MicrosoftSteve Ballmer's Missed Call: $1000 Investment Then Worth $289,000 To Apple Investors Today — Why Ex-Microsoft CEO Once Admitted 'Religious Transformation' Came Too LateHong Kong Stock Concept Tracking | Public Fund Reform Plan Released Institutions Focus on New Logic of Bank Allocation under Fund Reform (with Concept Stocks)A crucial chart for the market: The battle between soft and hard data in the United StatesAfter the earnings report, the stock price plummeted. Morgan Stanley stated: The growth logic of Alibaba Cloud has not changed!Gold VS Bitcoin – A "zero-sum game" has formedMeta's flagship AI model Behemoth delayed release raises market concernsAlibaba's Q1 holdings market value increased by 50% quarter-on-quarter, with XPeng as the largest holding, and completely liquidated its position in Best IncThe impact of tariffs on U.S. inflation is coming! Walmart leads the price increase, and other retailers will follow suitBreakfast | The China Concept Index fell over 2%, Alibaba fell over 7%, JD.com fell nearly 4%CICC: Delays Federal Reserve interest rate cut forecast to the fourth quarterCoreWeave's stock price skyrockets, NVIDIA becomes the biggest winnerMeta requests the judge to rule that the Federal Trade Commission has failed to prove its antitrust caseThe prototype of "The Big Short" shorted NVIDIA in the first quarterWeak economic data drives the rise of U.S. Treasuries as the market bets on two rate cuts by the Federal Reserve this yearThird Point completely liquidated its positions in Tesla and Meta in the first quarter, and increased its holdings in NVIDIAReminder: Please pay close attention to the following (all times are in Beijing time)'My Favorite Stock For 2025,' Says Portfolio Manager, Who Also Notes Two Contrarian Plays During Growth OptimismNvidia is making a fortune! CoreWeave has risen approximately 65% year-to-dateThirty years of "activism" may come to an end as the Federal Reserve faces a turning point in the eraExpert Outlook: Microsoft Through The Eyes Of 32 AnalystsIntel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027Top 20 trading volumes in US stocks on May 15: UnitedHealth faces criminal investigation, stock price plummetsBerkshire Hathaway, led by Buffett, completely divested Citigroup in the first quarter and reduced its holdings in Bank of AmericaNVIDIA: Holds 7% stake in CoreWeaveMeta's stock price falls as flagship artificial intelligence model reportedly delayed for releaseThe 10-year U.S. Treasury yield fell by about 9 basis pointsWhere did Tencent and Alibaba's Capex go?"New Federal Reserve News Agency": The Federal Reserve will adjust its framework for interest rate setting, acknowledging that the era of long-term low interest rates may be overRay Dalio's Bridgewater Dumps SPY, Trims Nvidia, Meta, Alphabet — Bearish Vibes?NetEase (Minutes): Don't worry too much about the future PipelineTrillion-dollar bank stocks "market value skyrocketing," public and private funds "caught off guard"?Why Tesla Stock Has Soared This WeekAlibaba (Minutes): AI is a ten-year opportunity, takeout subsidies can replace marketing investment.AI needs a 'bloodletting' before revival, is Alibaba 'unwilling' to fight again?Alibaba's AI Transformation and EvolutionCapital rotation is evident, with gold and Bitcoin showing a "zero-sum game."The negative impact of tariffs may surface in the United StatesAlibaba conference call: Cloud business growth is mainly driven by AI demand, and it will remain in an upward trajectory in the coming quarters, converting more Taobao users into instant retail usersPowell: The Federal Reserve is considering adjusting its monetary policy framework and re-examining the definition of "underemployment" and the path to achieving its inflation target