Reduced to funding in the middle.Review | From Microsoft + OpenAI to NVIDIA! How are overseas AI large-scale model enterprises cultivated?The rise depends entirely on FAAMNNGT! US stocks face sector rotation in the second half of the year.Hong Kong stocks in the second half of the year: Valuations are very attractive, but liquidity is lacking, focusing on three main themes.Hong Kong stocks may rebound! Will TENCENT, MEITUAN-W, and KUAISHOU-W lead the way?Breakfast | MEITUAN-Wang Huiwen gives up super voting rights, NVIDIA releases AI supercomputer DGX GH200Adding Apple, reducing Tesla, and investing in "Wei Xiaoli"! Canada's largest pension fund makes a 180-degree turn.Sell Nvidia and buy UiPath! "Tech stock goddess" can't even calculate the value of AI.Amid the Hong Kong stock market hitting a six-month low, which industries offer the best value for money?Reference to the US Internet bubble in 1999, should we worry about today's AI technology stocks?Big Moves | Nvidia and PDD Target Prices Significantly Raised! MEITUAN-W Suffers Violent "Price Cut"Nvidia launches AI supercomputer, with Microsoft, Alphabet-C, and Meta Platforms as first users.MEITUAN-W fell too badly! How does the market view it?MEITUAN-W plunges 8%! Despite good performance, the market is not buying and is still selling.US Stock Options | Tesla, Nvidia, and Amazon options trading volume doubled, tech stock call options unusually active.Temu has a strong momentum, with PDD leading the e-commerce industry. How much room is there for further growth?Growth stocks are killing value stocks! Is the frequent new high in the US stock market blind optimism or serious underestimation?Nvidia Ace For Games Sparks Life Into Virtual Characters With Generative AIHong Kong stock risk premium is already high! What does it mean?Breakfast | Debt ceiling agreement eases market concerns, Alibaba DAMO Academy researches GPT-4 as data analyst.一季报里的新旧美团AI concept stocks forming a bubble? Far from it! Retail investors have not yet fully entered the market.US inflation remains stubborn, with the probability of a Fed rate hike in June rising to 60%!US Stock Market Pre-Market | PDD Soars Nearly 15%! "Wood Sister" Cathy Wood Reduces Holding of NVIDIA, Economist Claims AI Bubble ExistsFinancial report is out | PDD rose more than 13% in pre-market trading! All indicators greatly exceeded market expectations.Tesla's FSD, Nvidia's AI, who is overdrawing the future?Big Moves | Can MEITUAN-W Rise Another 75%? CLOUD MUSIC and CLOUD MUSIC Receive Positive Outlook After EarningsUS Stock Options | Bulls Bet on NVIDIA to Rise to $400! TSMC Options Trading Surges SixfoldNetEase Games, Hybrid Third SonNIO ES6 price reduction and increased configuration, can it reverse the sales decline?Xiao Mo: Optimistic about Meituan's takeaway business! Why are in-store revenue and operating profit mixed?Withdrawal of nearly 12 billion US dollars! Hedge funds saw the largest outflow of funds in April this yearNext Week Preview | US May Non-Farm Payroll Report, BILIBILI-W, Broadcom Earnings ReportNvidia short sellers suffer "violent beating": Loss of $2.3 billion overnight!Breakfast | Nvidia skyrocketed, Chinese concept stocks fell for three consecutive days, OpenAI considers withdrawing from the European marketIs AI stock too expensive as the US stock market shows cracks?A Picture to Understand the Income Contribution of AI: NVIDIA is as High as 60%, but TSMC is Less Than 3%!How to Bet on Artificial Intelligence: Invest in Nvidias, Not Teslas!Pre-market of US stocks | NVIDIA soars 27%! Roblox executive reduces holdings of own stocks, Fitch may downgrade US sovereign credit rating.What? Even reaching a debt ceiling agreement may not be good news for US stocks!Big Move Alert | Nvidia's target price doubles to $500! Does JD.com's Hong Kong stock have room to double too?Financial Report is Out | CLOUD MUSIC's Q1 Net Profit Greatly Exceeds Expectations! Gaming Revenue Increases Both MoM and YoYEarnings Report is Out | MEITUAN-W's Adjusted Net Profit in Q1 Reaches Record High, Revenue Significantly Exceeds Market ExpectationsIncreasing healthcare holdings, selling technology stocks! An article analyzing hedge funds' $2.2 trillion positions.MEITUAN-W enters "Hong Kong", no new storyCICC: US stocks temporarily avoid sharpness in the short term, and turn to growth stocks after the mid-term recession trade is realized!More countries approve Microsoft's acquisition of Activision Blizzard! Wall Street should be more optimisticProspect | MEITUAN-W's first-quarter takeaway profits may exceed expectations! The "Douyin quick battle" is slowing down, and the recovery of in-store services is accelerating.NVIDIA leads the AI wave, with stock prices reaching historic highs!US Stock Options | Xiaopeng and NIO options trading volume increased by about three times, Apple and Amazon Call trading remained active.