HK, US stocks top stories
If the Market Is Holding the "1970s Script" and Gold Just Replayed Its "First Major Drop After the 1971-1973 Surge"Guming (Trans): Dine-in mix has returned to a relatively healthy level.China Mobile: Tax Revamp Hit, Div. Still Intact?China Life Re-walks the Trillion-Asset Balance BeamCarlyle and KKR Secure $4 Billion U.S. Army Order: Two Large-Scale Data Centers to be Built at Military BasesMacro strategists warn: Once market sentiment "breaks," a U.S. economic recession will arrive suddenly, and the space for interest rate cuts will open instantly!Google's algorithm optimization does not change the trend of memory demand. Morgan Stanley supports storage stocks and reiterates "Overweight" ratings for Micron Tech and SandiskMeituan (Trans): Q1 food delivery continued to narrow losses; Douyin is ramping up spend.Lumentum Invests Hundreds of Millions in AI Laser Track, Quietly Building Next-Generation AI Data Center Optical DevicesStorage Sell-off a Misstep? Morgan Stanley: Traditional Cycle Selling Logic Doesn't Apply, TurboQuant Panic is Cognitive Bias!UBS: If Middle East Conflict Persists for Months, Global Economy May Face Deep Recession, S&P 500 Falls to 5350 PointsMorgan Stanley Meituan Earnings Review: No Shocks, No Surprises; Core Focus Remains on Market Share and Profit Margin Recovery3690 HK: Triple Squeeze—Will Core Delivery Stay on Its Knees?
---Meta's stock price fell by 3.2% after the company laid off hundreds of employeesA 2022 Deja Vu! Iran Conflict Triggers "Triple Kill" in Wall Street Stocks, Bonds, and Gold; Cash Holdings Surge to 4.3%AMD and Intel are expected to raise prices as strong AI-driven demand continues to put pressure on supplyGoogle upgrades Lyria AI, quietly changing the way AI creates musicMeituan earnings call: It is expected that the average loss per order for food delivery in Q1 will improve more than in Q4Volatility Remains High: Will Oil Prices Be the Last Straw for the Market?Apple adds new partner for its U.S. manufacturing plan, plans to invest $400 million before 2030As Traders Bet on Fed Rate Hikes, Analysts "Dissent": At Least One Interest Rate Cut This Year, As Early as September!