HK, US stocks top stories
Understanding the Market | GUOTAI JUNAN I opened down over 4% as an employee was taken away by the Hong Kong Independent Commission Against Corruption, possibly due to personal involvement in insider tradingMorgan Stanley: Alibaba replaces Tencent as the top pickByteDance Seeds Recruit Qianwen GeneralElon Musk's latest interview: "Optimus Prime 3" is coming, AI "self-improvement" has already happened, and after the AI singularity, "money will no longer matter"Morgan Stanley: Optimistic about Tencent Holdings Limited's ecosystem monetization capability, target price HKD 750The IEA's release plan failed to suppress oil prices, and the Asia-Pacific stock market fell broadly, with Dow futures down 0.9% and oil prices rising over 6%Two oil tankers were attacked in Iraqi waters, with both the U.S. and Iran sending signals that "the war will not end soon."The demand for optical interconnects in AI data centers is accelerating, with the CPO penetration rate expected to reach 35% by 2030Tencent's version of "Little Lobster" WorkBuddy officially announces updates that can automatically generate daily and weekly reportsUnderstanding the Market | XPENG-W rises over 4% again, VLA 2.0 performs smoothly, company has a strong new car cycle in 2026Understanding the Market | JD INDUSTRIALS Rises Over 5% After Reaching Strategic Cooperation with Senior, Institutions Optimistic About the Company's Key Customer ExpansionCICC: Downgrades XPENG-W target price to HKD 90, maintains outperform industry ratingTracking the Investigation of Chinese Investment Banks in Hong Kong: What Happened?The devil is in the details! "The largest release of oil reserves in history": not only is the scale not large enough, but the speed is also not fast enoughEven if CPI cools down, will it be difficult to cut interest rates? The U.S. inflation indicator rarely "decouples," and strong PCE data may hinder the Federal Reserve's easing pathPhysical Assets vs Financial AssetsApple's first foldable iPhone is scheduled for release in the fall! It will feature an iPad-level interface that allows applications to run side by side when unfoldedInvestors rush to flee, banks drastically cut credit, the U.S. private credit industry faces a "run on the bank" stormHedge funds have encountered their "largest drawdown" since April of last year, particularly with "long-short equity strategies" that have high positions in Europe and South Korea