HK, US stocks top stories
US STOCKS-Wall Street ends up as banks gain following results; chips rally with TSMCGLOBAL MARKETS-Tech stocks buoy Wall Street, safe havens wane on Iran de-escalationBreakfast | US stocks stop falling and rebound, most chip stocks riseThe silver frenzy has temporarily paused, as Trump has not yet imposed tariffs on key minerals, and spot silver prices have once dropped over 7%Reminder: Please pay close attention to the following (all times are in Beijing time)"New Federal Reserve News Agency": Powell unexpectedly becomes a "folk hero," supported by this year's voting committeeIs a super merger in shale oil coming? Coterra is considering a marriage with Devon Energy, and the stock price once rose over 10%Shuibei has silver merchants experiencing a blowout, with multiple merchants losing tens of thousands to hundreds of thousands of yuan, and the police have intervenedJP Morgan frontline research: Microsoft is at least 10 light-years ahead of everyone else, with very strong ecosystem integration capabilities!The cost of storage chips has surged by 230%! The high-end model of iPhone 18 may face a significant price increaseWall Street comments on TSMC's financial report: Capital expenditure and profit margin guidance are too "explosive," anyone hoping for a pullback will be disappointedThe China Concept Index fell over 1% in early trading of US stocks, Vnet dropped 7%, GDS fell about 3%, XPeng rose about 3%, and the FTSE A50 gave back its gainsThe battle for physical assets has begun: Amazon will acquire the first new copper production in the United States in over a decade for data center constructionSingle-chip power exceeds 1 kilowatt, data centers are brewing a quiet revolution of 800V