霍尔木兹再封锁，股市反应意外克制，投资者在定价什么？Meta bets on AI digital humans, creating an AI version of ZuckerbergHawkEye 360, a defense application satellite auxiliary signal processing platform, applies for a U.S. stock IPO aiming to raise up to $100 million油价飙升下的安全感：中国新能源！Invesco: There is a high chance of gradual improvement in market conditions before the end of April, with a positive outlook for non-U.S. markets this year and an expectation of a weaker dollarTencent's "Honor of Kings World" mobile version is scheduled for April 17, with pre-download starting two days earlierDaiwa: Downgrades Tencent's target price to HKD 710 with a "Buy" rating港股盘中｜三大指数集体回落 避险情绪显著升温 半导体及题材股逆势活跃外包大模型、死守 Siri，苹果走上一条 “最不 AI” 的路！It is reported that Meta is creating an AI avatar of Mark Zuckerberg to accelerate the internal "AI-native" organizational transformationAI demand "ignites" performance engine, Taiwan Semiconductor is expected to break profit records for four consecutive quarters!私募信贷危机全面爆发：从赎回潮到 CDS 做空工具，美联储与财政部已开始介入Grand Ambitions, Harsh Reality! Nearly Half of U.S. Data Center Projects Slated for 2026 Face Cancellation or DelayUnderstanding the Market | Most gaming stocks declined, with KINGSOFT and TENCENT both falling over 3%ZhaoYin International: Expects Tencent Holdings' first-quarter performance to be stable, market reaction to AI investment is excessiveHong Kong Stock Market Mid-Review | Hang Seng Index down 1.18% as heavyweight blue chips retreat, automotive manufacturing breaks through against the trend with BYD surging over 5%US Stocks Q1 Earnings Preview: S&P 500 EPS Growth Expected to Hit Four-Year High, Just Two Companies Could Contribute 50% of GrowthThe "Musk version of WeChat" is really here!Morgan Stanley's Wilson: Market Correction Nearing End, But Final Stage Still Has PainUnderstanding the Market | The fluctuating situation in the Middle East raises inflation concerns, Everest Gold falls nearly 5%, SD GOLD drops over 3%Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%The earnings season for U.S. stocks kicks off amid the turmoil of war in the Middle East! The profitability of banks, technology, and consumer sectors is crucial to the fate of the bull marketGoldman Sachs maintains "Buy" rating on Microsoft: Azure's 30% high growth foundation remains unchanged, AI spending is indeed a long-term moatThe Creator of Claude Code: How a Self-Taught Programmer is Reshaping the AI Coding SpaceFormer Bank of Japan official: The usual practice during turbulent times is to "stay put," and the outcome of the April meeting is uncertain“Tokenmaxxing”—“Token Maximalism” Sweeps Silicon ValleyGoldman Sachs: China's Reflation Expectations Rise, Overweighting Raw Materials Sector and Upgrading Energy Sector to NeutralFrom Ceasefire Frenzy to "Stagflation" Storm, the "Double Bull" Narrative of Stocks and Bonds Faces Major TestsU.S. Stocks Face a "Final Battle" as Hormuz Outcome Decides the Game: The Rash Never Win, the Patient PrevailApple's "AI Glasses" Pursue "Iconic Design": Rectangular or Round Frames, "Vertical Oval" CameraThe second largest buy order in history is coming: Goldman Sachs expects CTAs to buy $45 billion this week, has the technical bottom of the US stock market been established?Key Events This Week: China's Q1 GDP, Follow-up on US-Iran Negotiations, Earnings from Taiwan Semiconductor, CATL, and MoutaiBessent Tells Donald Trump: US Faces Risk of Rising Oil Prices if War Lasts 8-12 Weeks; Asia and Europe to Be Most AffectedTesla's major short seller predicts its stock price will plummet by 93% to $25Zhitong Hong Kong Stock Early Knowledge | Hong Kong's first batch of stablecoin issuer licenses issued, serious differences exist between both parties in the third round of negotiations with the USThe new earnings season for U.S. stocks kicks off this week: With the U.S.-Iran negotiations breaking down, can the earnings reports from banking giants boost market sentiment?Breakfast | US-Iran Talks End "Without Result," US to Blockade Strait of HormuzReminder: Focus today on (all times are Beijing Time)Apple is testing four design schemes for its upcoming smart glassesBofA's Hartnett: Winners of the first half of the 2020s were stocks; the next five years will belong to commoditiesUS Stocks Return to "Pre-War Themes," Goldman Sachs: "Gold Mining Stocks" Notably Lagging BehindNo Agreement Reached Between US and Iran: What Does This Mean for the Market?US-Iran Talks Break Down, Two Supertankers Turn Back in Strait of HormuzAs Markets Focus on US-Iran Talks, an Oil Battle Unfolds: "Crude Oil Deficit Will Be Huge in Coming Weeks""Oil Trading Giant" Vitol Hit Hard in Iran War; Chinese Star Derivatives Trader Suffers Heavy Losses on Big BetsIndustrial Securities released a commentary on the U.S. inflation data for March 2026: The impact of oil prices is beginning to show, pay attention to the developments in U.S.-Iran negotiationsWhen Policymakers Start Panicking, Markets StopCITIC Construction Investment: Has the U.S. tech stock market bottomed out?