HK, US stocks top stories
Even if investors crash the stock price, the 200 billion dollars must be "burned," Amazon needs to "reorganize its flag"GUOSHENG SECURITIES: The game of growth resilience and inflation stickiness continues; after May, the Federal Reserve's policy space may see a turning pointThe market narrative battle affecting trillions of capital: on one side is "AI disrupts everything," and on the other side is "AI returns are not sufficient."CITIC Securities: The U.S. shifts to "re-inflation," focusing on the interconnection of major asset classes under the global liquidity "tide."Meta plans to add facial recognition features to smart glassesWall Street boldly predicts: To hedge against the labor shortage, Waller may tolerate inflation of 2.5%-3.5%!What has happened in the Japanese market recently?China Merchants Securities: U.S. core inflation is stubborn, doubts remain about energy downturn, and the timing of interest rate cuts is still a mysteryMercedes-Benz China changes leadership, bidding farewell to the "Duan Jianjun era"Is the U.S. considering lowering steel and aluminum tariffs? What does this mean for metals?The State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash SaleQunhe Technology has obtained overseas filing, and the first listed company among the "Six Little Dragons of Hangzhou" is approachingThis week, the wolf of "AI disrupts everything" has finally arrived