Morningstar Q2 U.S. Stock Outlook: Geopolitical Shocks Intensify Volatility, AI Stocks Need Clearer Evidence for Further Gains"End of an Era": Musk Announces Custom Orders for Model S and Model X Have ClosedJD INDUSTRIALS promotes product standardization with the JoyIndustrial large model, building the digital intelligence foundation for price indicesUS-Iran Ceasefire Signals Boost Market, Asia-Pacific Stocks Open Higher Across the Board, Japanese Stocks Surge 3%, Korean Stocks Trigger Circuit BreakerCoca-Cola Plans to Invest $1 Billion in South Africa by 2030Tesla's sales in France surged 203% year-on-year in MarchPCB, Glass Fiber: NVIDIA Ignites New Industry Demand, Leading Companies Launch New Round of Expansion; Key Materials to Rise in Price Starting TodayHigh Oil Prices "Fuel" Renewable Energy; US Solar Stocks Show "Impressive Rally"U.S. stocks surge on March's closing day, analysts say "this rally is not to be trusted"Goldman Sachs: Raises Bank of China's target price to HKD 5.35, management expects a significant slowdown in the decline of net interest margin this yearUnderstanding the Market | Robot concept stocks rose in the afternoon as Amazon officially entered the humanoid robot market, institutions are optimistic about the sector's sustained performanceFollowing Storage Sell-off, Focus on "Three Major Catalysts" Expected to Reverse Market SentimentTaiwan Semiconductor Plans to Start 3nm Chip Production in Japan in 2028LAPLACE clarifies the market rumor of "winning the bid for the second phase of the Tesla photovoltaic project": As of now, the company has not obtained any related ordersInflation Arrives! Energy Prices Propel Eurozone CPI to Fastest Growth in Four YearsJPMorgan Chase on the Overnight US Stock Surge: It’s Merely a Tactical Rally Following Oversold ConditionsHong Kong Stock Market Midday Review | Indices Rise Broadly, Zhipu Soars 32% Leading the AI Sector, Resilience of Tech Giants EvidentUnder the Overcast of the Iran War, South Korea's March Exports Surged 48%, with Semiconductors as the Core DriverSungrow (4Q25 Trans): 2026 ESS shipment target up ~40%-50%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 HSBCInterest 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 Cutting