Policy expectations ignite the US solar sector: First Solar's stock price hits an 18-year high, with the sector up 40% year-to-dateThe interest rate hike storm sweeps the Federal Reserve! The rate cut roadmap has been scrapped, and new official Waller considers "not raising rates" a winSG Morning Brief | S&P, Nasdaq Hit Records Despite PCE at Three-Year High; Core Inflation Cooler Than FearediOS 27 Leaks: Apple "Completely Redesigns" Siri with System-Level AI Integration"2x Hynix" Becomes Global Leader; Global Leveraged/Inverse Single-Stock ETF Assets Double in Six WeeksDocuments show that Tesla has deployed only 42 Robotaxis in Texas, less than one-tenth of Waymo's fleet sizeOvernight U.S. Stocks | U.S.-Iran ceasefire agreement expected to be extended for 60 days, three major indices hit new highs for two consecutive daysZhitong Hong Kong Stock Early Knowledge | The State Council issued the "14th Five-Year Plan" for Urban Renewal. Ministry of Commerce: China and the U.S. have agreed in principle to discuss a framework for reciprocal tax reductions on products of equal scaleBreakfast | May 29, 2026Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Guests at the 2026 Global Investors Conference: Chinese Assets Poised for a Golden Period of Increased Foreign AllocationNvidia Already is the GPU Giant. Now It's Aiming to Dominate in a New $200 Billion Market.$36 Billion! The Largest Private Credit and Chip Financing Deal in History, Anthropic Accelerates Google TPU PurchasesContrary to Chair Waller's View! Federal Reserve Official Musalem Says AI Cannot Be Counted On to Lower InflationAmazon employees' use of AI data has led to a surge in computing costs, and the company has shut down the usage leaderboardTop 20 U.S. stock trading volumes on May 29: Microsoft will launch multiple self-developed AI models next weekMedium- and Long-Term U.S. Treasury Yields Fall by Approximately 3 Basis PointsThe Token War Quietly Begins: Goldman Sachs Says Infrastructure Bottlenecks Will Eventually Ease, AI Narrative Faces RepricingFed's "Number Three": US Inflation Elevated in the Short Term, Long-Term Expectations Stable, Current Interest Rate Policy Appropriately PositionedXPEV (1Q26 Trans): Humanoid robot to begin mass production by year-endWeave partners with Google Cloud to launch AI Front Desk, reshaping the healthcare service experience with Gemini美媒称美伊达成 60 天谅解备忘录延长停火、需特朗普最终批准，拟规定霍尔木兹 “无限制” 通航Apple intensifies efforts to promote edge artificial intelligence, focusing on moving away from cloud-based operating modelsGold Continues to Decline, but Rockefeller Strategist Remains Bullish: To Reach $10,000 by 2030!BYD Unveils Xuanji A3, China's First 4nm Intelligent Driving Chip; Super Intelligent Agent "Didi Xia" Also Debuts!XPEV: Inflection Point in Sight — Does the 'Eastern Tesla' Story Still Have Legs?China Galaxy Securities: Tesla FSD's entry into China will catalyze the industry's intelligent transformation processUS Durable Goods Orders Surge 7.9% MoM in April, but Core Capital Goods Data Unexpectedly SoftensAfter a 94% Surge in KOSPI, NPS Raises Domestic Equity Target: Is the Market's Biggest Selling Pressure Eased?US April PCE Price Index Rises 3.8% Year-on-Year, In Line with Expectations of 3.8%, Previous Value 3.5%US Q1 Real GDP Annualized Quarter-on-Quarter Revised Growth at 1.6%, Expected 2%, Initial Estimate 2%Bernstein: Automotive Semiconductors Officially Enter an Upward CycleAlipay's Path to the Agent EraWar Ignites Inflation, Warsh Faces First Hurdle: How to "Restrain the Hawks"?U.S. Stock Outlook | Three Major Index Futures All Decline, U.S.-Iran Clash Again, April PCE Coming TonightGoldman Sachs Comments on Marvell Quarterly Results: Perfectly Aligned with Wall Street Expectations, Keep a Close Eye on These Three Core Factors Next!NVIDIA server manufacturer Wistron expects that supply bottlenecks in the AI field will extend beyond memoryNVIDIA Computex Preview: What AI Computing Power "Bombs" Will Jensen Huang Unveil?Retail Investors Return to the Market! JPMorgan: US Stocks Poised for Further Gains in Q2