Meta counters antitrust allegations, stating that the reasons provided by the Federal Trade Commission are weakDaiwa: Downgrades Alibaba-W target price to HKD 170, rating "Buy""Competitor of Nvidia" Cerebras to go public? CEO says "hope" to conduct an IPO in the US stock market this yearEvercore: With the support of Azure and AI strategy, Microsoft remains a "favorite" for long-term investorsRenaissance Technologies Q1 established a position in ServiceNow and Alphabet - C while significantly reducing its holdings in AppleAfter the easing of the China-U.S. trade war, Wall Street quickly tore up "bearish research reports"! Turning optimistic about the U.S. economy and the outlook for U.S. stocksNomura: Tencent's first-quarter performance remains impressive, target price raised to HKD 670Buffett, Soros, Gates, let's see what the big shots have boughtRetail investors made a profit by counter-trend bottom-fishing during the "roller coaster" of Trump's tariffs, while institutions missed the reboundNVIDIA plans to establish a research and development center in Shanghai to deepen local demand and respond to export controlsUBS: Expects three interest rate cuts starting in July, maintains Hang Seng Index annual target at 24,500 points unchangedHedge fund mogul David Tepper reduced his holdings in technology stocks such as Microsoft and Amazon in Q1, completely liquidating his positions in AMD and IntelThe hottest question right now: Has the US stock market reached its peak in the rebound? JPMorgan Chase's market department: Not yet, this is really painfulDruckenmiller in the first quarter: Reduced holdings in Alphabet, Amazon, and Tesla, bought Taiwan Semiconductor and AppLovinCITIC Securities International: JD Group-SW's first-quarter performance exceeded expectations, maintaining a target price of HKD 209DWS: Tariffs are expected to hit U.S. economic growth, European stocks are more attractive than U.S. stocks'The Big Short' Fame Michael Burry Doubled Estée Lauder Stake Despite Slump, Bet Against Nvidia And Dumps China Stocks Amid Trade War Jitters In Q1Jiangyin International: Raises Tencent Holdings Limited target price to HKD 604, expects total revenue to increase by 10% in the second quarterJensen Huang-Led Nvidia Plans New Shanghai Research Hub To Stay Competitive In China As US Export Curbs Threaten AI Chip Sales: ReportReminder: Please pay close attention to the following (all times are in Beijing time)Soros Fund Q1: Added NVIDIA, completely sold out of Advanced Micro Devices, increased holdings in electric power stocks, bought S&P and sold Russell 2000Hong Kong Stock Market Midday Review: Hang Seng Index fluctuates and closes down 0.8%, NetEase rises against the trend by 13%Duan Yongping's Q1 U.S. stock holdings exposed! Increased position in PDD and significantly reduced holdings in Apple and GoogleMacquarie: Raises Alibaba-W target price to HKD 182.3, reiterates "Outperform" recommendation for buying on dipsSaudi Sovereign Wealth Fund PIFQ1's top four holdings remain unchanged, reduced positions in Booking call options and Starbucks call optionsSchroders: In Q1, the resilience of U.S. high-yield bonds is highlighted, but tariffs and stagflation risks exacerbate market differentiationA significant increase in the deficit, can the U.S. debt handle this Republican tax cut proposal?Understanding the Market | XPENG-W fell over 3% as Alibaba reduced its holdings by 3.08 million shares of XPeng in the first quarterBank 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 case