Sungrow: Bolt From the Blue. ESS Is Hot — Has Sungrow Cooled?Google's latest research warning: Demand for quantum cracking hardware decreases by 20 times, and the cryptocurrency industry must transform urgently before 2029"Father of HBM" Predicts AI Architecture Disruption: Memory to Replace GPU as CorePerplexity AI has been accused in the United States of embedding tracking software that sends user conversations to Meta and GoogleIn six months, a lavish expenditure of 18 billion USD! NVIDIA's investment landscape reveals the trend of AI investment - optical interconnection and computing power leasingGlobal Central Banks Sold $90 Billion in US Treasuries Since the Iran WarBuilding a Global Gold Center! Singapore Considers Offering Gold Storage Services to Global Central BanksHardcore Teardown of Unitree G1 Robot: Gross Profit Margin Over 40%, Supply Chain Fully Exposed, Moat Lies in Top-Tier Motion Control AlgorithmsTrump "Hands Off" the Strait of Hormuz: What Does It Mean for Oil Prices?Australian Dollar: From Top Performer to Bottom of the PackAfter Aggressive Gold Buying, "Stablecoin Leader" Tether Suddenly Dismisses 2 Gold Traders, Only "Months After" Poaching Them from HSBCBreakfast | Expectations of a US-Iran ceasefire heat up, US stocks see largest rally since May last year!Interest rate cut expectations resurface! U.S. Treasury traders are no longer betting on inflation, but instead are wagering that oil prices will drag down the economyJapanese and South Korean stock markets open higherTrump's withdrawal signal ignites optimism! The three major U.S. stock indices recorded their largest single-day gains in nearly a year as Wall Street bets on an "early end" to the Middle East conflictReminder: Key Intraday Focus (All times Beijing Time)Microsoft Q1 cumulative decline of 23% marks the worst quarterly performance since the 2008 financial crisisGoogle Warns Quantum Cracking Threshold May Be Much Lower Than Expected; Crypto Industry Needs to Migrate to Post-Quantum by 2029Buffett: Made $100 Billion on Apple but Sold Early; US Stocks Not Cheap, Won't Buy the DipFed Official Schmid Warns: US Inflation May Stay Stuck Around 3%Apple tests new Siri feature that supports processing multiple commands at onceMNSO: Large-format stores fuel rev., overseas boosts profit; Is IP retail set for tailwinds?Dow Surges Over 1,000 Points, Nasdaq Rises Over 3.3%, Semiconductor Index Up 5%NVIDIA invests $2 billion in Marvell Technology to deepen cooperationBond Market Continues to Warn! US Junk Bonds Suffer Worst Quarter Since 2022, Tech Bonds Deep in AI "Disruption Panic"Wall Street Sentiment Reaches Extreme Fear! Goldman Sachs Expert: Despite Trump's Hint of a Truce, I Remain Uneasy About "Going Long"U.S. IPO Market Falls into "Wartime Stagnation": Is SpaceX's $75 Billion Listing the Collective Hope?“Direct Hit” Guotai Haitong Performance Conference: Subsidiaries to Aim for “Clear Plans” by Year-End, HuaAn and Haitong Fund Integration to Yield Strong SynergiesRuqi Mobility’s 2025 Revenue Doubles, Profit Improvement Driven by Cost CuttingGoogle's new algorithm triggers massive sell-off of Micron stock on MondayNVIDIA's design adjustments trigger a sell-off in memory stocks, analysts say that changes to the Rubin GPU architecture may lead to a significant decline in the chip sectorBOE: Cycle Too Punishing — Even the Leader Only Earning Thin Margins?Zhipu: RMB 700mn profit vs. RMB 3.2bn loss? Dream first—fretting over losses is small-mindedBuffett's latest interview: hopes the Federal Reserve sets the inflation target at 0, sold Apple stock too earlyWarren Buffett, the 'Oracle of Omaha,' remains at the forefront of investment: making small moves, increasing holdings in U.S. Treasuries, and stating that Apple is currently not attractiveDingTalk's Wukong Gets Its Golden CudgelThe strongest historical record of outperforming the market! From AI to HALO, U.S. energy stocks continue to have momentum after a surgeTesla's outlook remains strong, but valuation expectations have been adjustedSituation in Iran Triggers German Energy Crisis, May Electricity Prices Soar to 4 Times France's, Hitting Record High SpreadBuffett says he sold Apple stock too early: still willing to increase holdings but won't buy in the current marketZhipu (Trans): Tech-Driven, Focus on Advancing the Model FrontierNVIDIA's $2 billion investment + strategic partnership established! Maiwei Technology rises in pre-market tradingJensen Huang Makes Another Move! NVIDIA Invests $2 Billion in Marvell, Boosting AI Integration for 5G/6G NetworksConsumers Quietly Abandoning Google? Goldman Sachs: AI Becomes New Shopping Gateway, Reshaping Retail LandscapeThe electric vehicle market faces numerous challenges, and Tesla's delivery volume is expected to see a slight rebound in the first quarterNVIDIA's Valuation Hits Seven-Year Low: Is the Market Systematically Undervaluing AI's Biggest Winner?