SK Hynix's Bonuses and the Semiconductor Cycle中国 4 月 CPI 同比上涨扩大至 1.2%， PPI 同比和环比涨幅均有所扩大Understanding the Market | Gold stocks fell broadly this morning as spot gold fell below $4,700 again; strong non-farm payrolls may raise the threshold for the Federal Reserve to cut interest ratesChina's April CPI rose 1.2% year-on-year, up from 1% previously. China's April PPI rose 2.8% year-on-year, up from 0.5% previouslyZhitong Decision Reference | Hong Kong stocks are expected to recover as scheduled, waiting for multiple catalystsIt is reported that "NVIDIA's strongest challenger" Cerebras plans to raise its IPO pricing range to $150-160, receiving 20 times oversubscriptionTesla vs. Rivian: Which Is the Better Growth Stock to Buy Now?AI business helps Alphabet surpass competitors and is expected to exceed NVIDIA to become the world's most valuable companySG Morning Brief | S&P and Nasdaq Hit Records on Apple-Intel Deal and Strong JobsMajor Events This Week: Global Focus on China and the USIran Responds to "Proposal to Lift Oil Sanctions Within 30 Days"; Trump Calls It "Completely Unacceptable"; Netanyahu Says "US and Israeli Military Actions Against Iran Are Not Over"Just Missed "Overtaking NVIDIA"! Alphabet Is One Step Away from Becoming the World's Most Valuable CompanyReport: Investors Flock to "Hot Chip IPO" Cerebras, Which Is Considering a Significant Hike in IPO Pricing RangeFarewell to "High-Interest Deposit Solicitation": Rural Commercial Banks Intensify "Catch-Up" Cuts in Deposit RatesRMB Breaks Through 6.8, Further Room for Appreciation Opens UpZhitong Hong Kong Stock Early Knowledge | Action Plan for Dual Empowerment of Artificial Intelligence and Energy Released, it is reported that DeepSeek plans to raise 50 billion yuanReminder: Key intraday events to watch (all times in Beijing time)Saudi Aramco: Even if the Strait of Hormuz Reopens Today, the Market Will Not Recover Immediately; A Prolonged Closure of Several Weeks Could Extend the Supply Shock into Next YearChip Stock Frenzy Continues to AccelerateHSBC Wealth Insights: Q1 Macroeconomic Data Beats Expectations; Positioning for Industrial Resilience and Partial Price Improvement | China ViewpointAttracting Global Capital: Asia's New "Super Cycle" Is UnfoldingBofA's Hartnett: Materials Sector to Be the Next "Bull Market Darling"Far Exceeding Expectations! The Just-Concluded Earnings Season Saw US Stocks Perform "Stunningly Strong"The Return of History: Deutsche Bank on Gold, the US Dollar, and the Future of MoneyKey Events Next Week: Global Focus on China-US RelationsAs OpenAI and Anthropic Enter the Fray to 'Steal Business', Palantir's True Rivals Have ArrivedIntel Foundry Secures Key Endorsement: Industrial Shift Behind Apple's OrderFormer Xiaomi Executive Enters Embodied AI Sector; Xiaoyu Robotics Secures Hundreds of Millions in Series B+ FundingLess than six years after its establishment, Xinde Semiconductor rushes for a Hong Kong listingGoldman Sachs Expects Earliest Fed Interest Rate Cut in December, Delaying Previous Forecast by One QuarterBYD Accelerates Expansion in the B2B MarketFed Rate Cut Rationale Dwindling; Warsh Faces Tough Challenge Upon Taking OverShift in AI Infrastructure Investment Trends: AMD, Intel, and Micron Surge as NVIDIA's Halo FadesGold Returns Above Key Trend Line: Can Bulls Regain Control?Prediction: Amazon Will Outperform the S&P 500China's Crude Oil Imports Fall to Three-Year Low in April, Soybean Imports Surge Nearly 40% Year-on-Year, Aluminum Exports Hit 17-Month HighWhat Are the Prospects for Hisense's Increased Bet on "Bestie Screens"?Panic Buying! "Momentum Trading" Sweeps US Market, "Historical Extremes" Draw AttentionIntel surged 13.96%, with a market value exceeding $600 billion, possibly to manufacture chips for AppleRelationship Completely Ruptured! OpenAI Courtroom Debate Features Personal Attacks: Musk “Ignorant of AI and Volatile,” Altman “Unethical and Hypocritical”Frantic Sale of $8 Billion in Microsoft Holdings! Renowned Tech Hedge Fund Clears Decade-Long PositionTesla recalls 173 CybertrucksDid Japan Sell US Treasuries to Defend the Yen?Strait of Hormuz Conflict Reignites, Brent Crude Returns to $100 Mark, Gold Edges Higher, AI Trade Supports Asian Stock Rally"Fed Whisperer": April Non-Farm Employment Data Robust, Fed Policy Focus Should Shift to Inflation