HK, US stocks top stories
"Winning Streak - Lian Jinghan" The Showdown between Alibaba and TencentJensen Huang expects China to eventually allow the import of H200, feeling that "the market will open up over time."BIDU (Trans): Full-Stack AI Edge—Cost Efficiency & Deployment StabilityIntel urges PC manufacturers to adopt its advanced CPUsAI Shocks Bank Employment! Standard Chartered Announces 8,000 Job CutsThe era of inference has arrived! Morgan Stanley predicts: a wave of 34 gigawatt computing power expansion is coming, benefiting NVIDIA with high GPU prosperityUnderstanding the Market | Li Auto-W fell over 4% again, with a cumulative decline of nearly 18% in the past two days as the market worries about the high pricing of the new L9 Livis versionCitigroup: Tencent's management is optimistic about AI progress, domestic chip supply is expected to improve$25 billion heavy bet! Google partners with Blackstone to create its own TPU cloud company, directly challenging CoreWeaveOverseas Long-Term Bonds "Breaking Out on All Fronts" – Is the Developed World's "Fiscal Ponzi Scheme" No Longer Sustainable?Morgan Stanley and J.P. Morgan Agree: Long-Term Agreements (LTA) Drive Revaluation of Memory Companies, Market Has Not Fully Priced It InGEM Falls 2%; Power Stocks Rise Against the Trend, CPO and Computing Hardware Adjust; Hang Seng Tech Index Surges Then Retreats; Semiconductors PlungeUnderstanding the Market | Copper stocks collectively decline as copper prices are under pressure amid interest rate hike expectations; institutions indicate a repeated game between industrial and financial attributesUnderstanding the Market | Tencent Holdings rises over 4% as Tencent Cloud announces the official commercialization of Hy3 preview and DeepSeek-V4-Pro model"Can the 'earnings report curse' be broken? NVIDIA's stock price adjusts before earnings, making it difficult for options bulls to navigateTencent Cloud: Starting from May 27, Hy3 preview and DeepSeek-V4-Pro model will be officially transitioned to commercial servicesUnder the surge in AI investment, Meta is busy "changing blood": 7,000 people are being reassigned to AI, while simultaneously laying off 8,000 peopleJPMorgan Chase: The Gold Bull Market Is Not Over! Year-End Target Lowered to $6,000, but the Silver Myth Is CrumblingWWDC26 is scheduled for June 9! It is rumored that Apple plans to launch iOS 27: AI writing, language shortcuts, and wallpaper generationAlphabet welcomes a stunning opportunity on Wall Street: Google I/O 2026 is about to begin, and seven major fronts will determine the valuation quality of "full-stack AI."More Than Just "No Rate Cut"! In These Three Scenarios, the Fed Could Even Resume Hiking RatesCEO "Refuses to Expand Production," Seagate Tech Stock Skidded 6%, Dragging Down Hard Drive Stocks