HK, US stocks top stories
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%The silver frenzy has temporarily paused, as Trump has not yet imposed tariffs on key minerals, and spot silver prices have once dropped over 7%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