Wall Street praises "AI+ Intelligent Cloud": Bullish on BIDU-SW, inflection point of cloud business is coming!Lying down to make money from chip business, is Apple going to lose out?Breakfast | Mainland cloud service providers are fiercely competing on prices, Tesla confirms that it is developing two new car models.Learning from History: The possibility of NASDAQ Composite Index entering a bull market may be false!The US debt is approaching its limit again, will the volatility of US stocks intensify?Target price of HKD 445! TENCENT's gaming business welcomes new progress and will cooperate with NVIDIA.Has the day come to an end when technology giants "crush" bank stocks?Pre-market trading in US stocks | Tesla tightens recruitment, Baidu Cloud achieves profitability, Buffett increases holdings in Apple.Financial Report is out | "Southeast Asian Tencent" Sea drops 10% in pre-market! Profit falls short of expectations, digital entertainment business slows significantly."Zhongtegu" heat short-term decline, how to allocate Hong Kong stocks?Earnings Report is Out | BIDU-SW Surges Nearly 5% in Pre-Market Trading! All Indicators Exceed Expectations, Q1 Net Profit Soars by 48%Big speed read | Meta Platforms rating and target price both significantly raised! TENCENT still has 40% upside potential?Apple's April product sales plummeted by 18%! But Wall Street still remains optimistic.US Stock Options | Over 80% of Alibaba's Call Options, Meta's Forward Call Transactions SoarRead 13F | Significantly reduce PDD's! Bridgewater is buying Alphabet-C, Microsoft and Meta Platforms in the first quarter.Understanding 13F | Hillhouse's Q1 buying spree on PDD! Increased holdings for Alibaba and BIDU-SW, while JD.com suffered significant reduction.Understanding 13F | The Stock God still loves Apple, but completely abandons TSMC!凯德华凌房地产信托宣布进行新加坡 450 百万新元的私人配售。Breakfast | Hillhouse and other institutions increased their holdings of technology stocks such as Alibaba, PDD, Alphabet-C in the first quarter, and OpenAI will release a new open source language model.OpenAI 准备推出新的开源 AI 模型 - The InformationEarnings Report Preview | BIDU-SW Core Business Expected to Recover, BIDU-SW Cloud to Grow 20% YoYIs it a good time to buy small-cap US stocks with a valuation lower than the S&P 500 by nearly 30%?Pre-market trading in US stocks | Chinese internet companies are all rising, with 90% of TSMC's 3nm production capacity reserved by Apple, and Alibaba Cloud's overseas market is growing rapidly.Has the rise of the US stock market this year relied solely on companies like Apple and Microsoft? Should we be concerned about the future?Big speed reading | Li Auto's target price has been significantly raised! Alibaba, JD.com, and BIDU-SW suffer significant "price cuts"Earnings Preview | Alibaba Expected to See Slow Revenue Growth in Q1, Profitability Continues to RecoverLooking Ahead | Will TENCENT's Core Gaming Business Lead the Way as Advertising and Cloud Services Grow Quarter by Quarter?Earnings Preview | TENCENT Expected to Continue Recovery in Q1, All Businesses Return to High GrowthUS Stock Options | Tesla Options Trading Doubles, Alphabet-C and Microsoft Calls ActiveGoldman Sachs warns of potential sell-off risk in Hong Kong stock market.Hong Kong stock market signal of rising? Short-term still looking at high dividends + "special estimate"Breakfast | Analysts say Hong Kong stocks face significant downward pressure, XIAOMI-W denies large-scale layoffs of employees over 35 at its Wuhan headquarters.Hong Kong stocks daily average turnover is only tens of billions of Hong Kong dollars. Institutions: the market downturn indicates greater downward pressure!
Bridgewater 在第一季度削减了对 NIO、小鹏汽车和理想汽车的持股。Is it time to bet on US healthcare stocks? Stryker and Pfizer are worth paying attention to.Streaming media is not just about Netflix, what is the potential of Apple's Apple TV+?Hot off the press | Positive reviews after performance! JD.com and Li Auto's target prices both raised!Pre-market trading of US stocks | Tesla raises prices for multiple models in the US, Twitter to welcome new CEO according to Tesla, SoftBank's Arm to IPO as early as September.Finally, Tesla shareholders have something to smile about! Tesla will remove Twitter CEOUS Stock Options | Alibaba and JD.com options trading volume doubled, technology giants' call options remain active.Next Week Preview | Earnings Reports from Alibaba, TENCENT, BIDU-SW, Sea, and Speeches from Several Federal Reserve OfficialsJD.com's leadership change faces obstacles amid the "billion yuan subsidy" plan.苹果将开设首家在线商店，以进军新兴市场越南。Hong Kong tech stocks surge: JD.com leads with a 7% increase, MEITUAN-W rises over 3%, Alibaba rises over 2%.Breakfast | Chinese Internet companies rebound strongly, JD.com and PDD rise more than 7%, Microsoft hopes to bid for the contract to develop Firefox browser.The Fed cuts interest rates in July? US PPI in April lower than expected, and the job market cools down!Financial Report is Out | SMIC's Q1 Net Profit Drops by 44%, Expected to Rebound in Q2The AI battle has just begun, will Alphabet-C lead or catch up?Pre-market US stocks | JD.com and Alibaba rise more than 2%, LI AUTO-W continues to rise 4%, Disney falls 6%! JD.com CFO Xu Ran promoted to CEOFinancial report is out | JD.com's net profit in Q1 is 6.3 billion, turning losses into gains compared to the same period last year, Xu Lei steps down as CEO.