HK, US stocks top stories
Han Wenxiu: China's independent innovation capability has surpassed the turning point, and external forces are difficult to reverseNext week's heavy schedule: Trump issues a 48-hour ultimatum to Iran, Boao Forum, financial reports from MEITUAN, PDD, and XIAOMIGoldman Sachs interprets "How long will the Iran war last": The market has only traded "inflation" and has not yet traded "recession"TCL Li Dongsheng: Chinese enterprises need to enter the "Globalization 3.0 stage"The last LNG tanker from the Persian Gulf is about to arrive at the port, and the global natural gas supply is nearing the edge of a cliffU.S. Treasury Market "Major Change": "Inflation Concerns" Overwhelm "Rate Cut Expectations"The birth date of the national-level "remote control": WeChat rapidly integrates the anxiety and ambition of lobsterMusk officially announces the construction of the largest chip factory in history: the annual production capacity target is 50 times the current global capacity, with 80% directly serving space missionsWeChat launches official lobster plugin, Tencent Cloud is the first to adaptGoldman Sachs macro traders warn: Central banks have missed the opportunity to stabilize the market, "Energy is driving everything"The Iran war has lasted three weeks, and the U.S. "oil price stabilization" card is "almost played out," with the "futures and spot price spread" of crude oil wideningTesla announces partnership with SpaceX and xAI to build the world's largest chip factoryChatGPT's first "advertising sponsor": the process was "very non-AI", and no data was providedAmerican private credit "burning in a chain": subprime-style packaged financial techniques, absorbing $1 trillion of "American people's pensions"Why "Temporary Exemption for Iranian Oil at Sea"? The U.S. "Forced by Circumstances": Global Crude Oil Buffer is Rapidly DecreasingMicron's EPS will exceed $100 in 2027! Barclays' "super double" forecast far exceeds the market consensus of $54A liquidation with no escape is unfolding! Soaring oil prices shatter interest rate cut fantasies as a cross-asset sell-off sweeps the globeLatest! Karpathy's in-depth interview of ten thousand words: I am anxious about AI addiction, all verifiable fields will ultimately belong to machinesHow H World and Atour Become the Biggest Winners in the Hotel Industry by 2025XPeng achieves its first quarterly profit, planning to invest another 7 billion in physical AI by 2026