Breakfast | U.S. Stocks Welcome First Positive Week Since Iran War Outbreak!Iran Conflict Hits Hedge Funds Hard: Giants Like Millennium and Balyasny Give Back Year-to-Date GainsOil prices have surged uncontrollably! United Airlines luggage fees have increased, and Amazon has added fuel surcharges, passing on the wave of cost increasesReminder: Key focus intraday (all times Beijing Time)Microsoft adjusts AI strategy to address profit concerns, focusing on driving paid conversion for CopilotWedbush: Tesla's first quarter delivery start is disappointingOfficial Announcement: US Maintains 50% Metal Tariffs, Imposes 25% Tariffs on Some Finished Products, 100% on Patented Drugs, but "Exempts" Those Complying with AgreementsGoogle now supports controlling virtual avatars through commands in Google VidsIran and Oman Draft Agreement for Joint Management of Hormuz; UAE Expresses Readiness to Join Strait Security EffortsDRAM Prices Double, Samsung and SK Hynix Q1 Profits Expected to Double!Moodys Warns: The "Last Line of Defense" for Junk Loans is Failing, Protective Covenants Exist in Name OnlyStock and Bond Expectations in "Big Fight": Stock Market Bets on Slowing Growth, Bond Market Defends Against Soaring InflationComputing Power Crisis! SemiAnalysis In-depth Analysis: From GPUs to Memory to Fiber Optics, the AI Supply Chain is Strained Across the Board with Prices Rising in TandemBlackRock Increases Short Positions on German Bonds, Warning of "Sharp Rebound" in Inflation to Push Up Financing CostsMicrosoft releases three brand new AI models to directly compete with OpenAI and GoogleAI Shocks White-Collar Workers! US Corporate Layoffs Surge in March, Tech Sector Hit HardestMarket Rebound Fails, What's Next for the Technicals?CHENQI TECH: Clear growth path after significant revenue increaseBoth imports and exports grew, and the U.S. trade deficit in February widened less than expectedExpectations for European stocks and bonds are "seriously disconnected": The bond market bets on three rate hikes to curb inflation, while the stock market still hopes for interest rate cuts to save the economyTesla fell 4.0% as first-quarter vehicle deliveries decreased by 14% quarter-on-quarterPrivate Credit Redemption Stress Test: Apollo Backs It, Citing "Market's Short-Term Misalignment"US Stocks Open Lower: Nasdaq Down 1.7%, Tesla Down ~4%, Blue Owl Down ~6%Amazon intends to acquire GlobalstarGoogle warns of quantum risks in cryptocurrencyCentral Bank Gold Purchases: The End of an Era?Blue Owl's US-listed shares widen pre-market losses to 10% after capping redemptions for two private credit funds at 5%Asia's Largest Property and Casualty Insurer Holds Earnings Briefing: Discusses High-Dividend Investment Strategy and Addresses Interest Margin Loss RiskExtreme Oil Prices vs. Extreme Volatility: Which Will Collapse First?U.S. Stock Market Outlook | Three Major Index Futures Decline, Oil Prices Surge, Gold and Silver Drop, Trump's Tough Stance Hits Ceasefire ExpectationsSingapore stocks end lower on Thursday amid geopolitical uncertainty; STI down 0.6%UBS: Fiber Optic Price Surge Has Spread GloballyAt What Oil Price Will Systemic Market Risk Be Triggered?Export Capacity Slashed by One-Fifth! Report: Ukrainian Drone Strikes Precisely Hit Russian Oil, Forcing Production CutsOn April 2nd, Xiaomi Corporation-W spent HKD 395 million to repurchase 12.8236 million sharesReport: OPEC+ Meeting on Sunday May Increase Production to Counter Extreme Volatility in the Strait of HormuzCSC Performance Briefing 3,000-Word Transcript: On Proprietary Investment, Investment Banking Strategy, and International LayoutTrump Threatens Escalation of War Against Iran, Brent Rises 7%, Global Stocks Decline, Silver Drops Over 5% IntradayThe US and European interest rate swap markets are experiencing severe fluctuations, making it difficult for traders to price the impact of the Iran warOn April 2nd, Tencent Holdings Limited spent approximately HKD 300 million to repurchase 615,000 sharesEscalating Iran Conflict Intensifies Risk Aversion, Foreign Sell-off of Japanese Stocks Hits 18-Month High!Hong Kong Stock Review: Another PullbackMiddle East War Escalates, Gold Plummets Again, When Will the King of Safe Havens Return?