黄仁勋喊话毕业生：AI 让所有人重回同一起跑线，不会取代你但善用 AI 的人会Safepoint Holdings, an insurance company focused on coastal markets, has applied for an IPO on the US stock market, aiming to raise $250 millionSoftBank Group Corp. FY2025 Net Profit Hits Record High, Mid-Term Profit Target Surges, Plans to Build Energy Storage Factory for Data Centers | Financial NewsUnderstanding the Market | Li Auto-W rises over 5%, Li L9 Livis will be launched and deliveries will begin on May 15ETF Movement | Storage Concept ETF Continues to Rise as Global Storage Chip Companies Strengthen; Institutions Claim the Sector Still Holds High Growth PotentialIndustrial Securities: The non-ferrous sector's market will rise first and then fall, selecting high-probability opportunities amid geopolitical uncertaintiesCrude Oil Is No Longer the Star: The Next Energy Crisis Is Quietly Igniting at RefineriesAI Makes the Stock Market Temporarily "Forget" the Middle East WarModi Calls on Indian Public to Stop Buying GoldEarnings Preview | Apple's Intel deal provides a "divine assist," can Applied Materials' Q2 performance support its high valuation?The ultimate harvester of AI dividends! As giants are mired in the battle for computing power, Apple quietly starts the "toll booth" modelGoogle's global financing landscape makes another move: Following euro-denominated bonds, it plans to issue yen-denominated bonds for the first time to ramp up the AI arms race10,000 Points! JPMorgan Again Raises Korea Kospi Target for the Second Time in a MonthCMBC Remains in "Extreme Defense" ModeQwen and Taobao Fully Integrated, Bringing the AI E-commerce Era CloserSK Hynix Is "Ashamed": OpenAI Employees Cash Out $6.6 Billion in Stock, with 75 Individuals Cashing Out the $30 Million CapSK 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 Market