Morgan Stanley Tech Outlook: After Memory, EUV Lithography and CPUs Will Become the New BottlenecksWall Street is already worried about "oil prices of $120 or even $150": Mobile phones, cars, clothes, cosmetics... are all on the path to price hikesHong Kong stock market intraday | The Hang Seng Index fell below 25,800, technology stocks corrected, WuXi AppTec and Glory Science & Technology led the gainsIntel Finally Returns to Year 2000 Levels, But Who Can Wait 26 Years?Xiaomi Investor Day: AI Agents Possess Unique Advantages, Automotive Business Begins Overseas Expansion, Smartphone Price Hikes Are the TrendSouth Korean Retail Investors Heavily Increase Positions in Chinese Tech GiantsLG Electronics' stock price surged significantly due to rumors of a partnership with NVIDIA for physical AI collaborationSG Morning Brief｜Records Hold, Oil Pops on Hormuz Flare-UpUnbundling from Microsoft, Embracing Amazon—Why Is OpenAI Doing This?Tesla registered over 300 million shares related to Elon Musk's 2018 compensation plan, worth nearly $115 billionVerdict This Week! Musk vs. Altman: A "Life-or-Death" Lawsuit for OpenAIIran Proposes Strait Reopening Plan, Boosting Asia-Pacific Stocks; Japan and South Korea Hit Highs, TSMC Surges 6%, Nickel Prices Reach Two-Year PeakZhitong Hong Kong Stock Early Knowledge | Five departments carry out special law enforcement actions to regulate the recycling and utilization of used power batteries, Alibaba proposes spin-off approved by the Hong Kong Stock ExchangeEvercore: Microsoft's new agreement with OpenAI removes ambiguity around AGI, clarifies IP rights before 2032, maintains "outperform" ratingApple Criticized for Lagging in AI, but Wall Street Is Reassessing Cook’s Strategy of “Winning Without Fighting”Historic Divergence Between US Semiconductor Index and ISM Manufacturing: The Gap Will Eventually Close, Direction Is KeyNVIDIA Hits New ATH, Market Cap Surpasses $5.2 TrillionStrong Trading Performance and Limited Production Disruptions Help BP Outperform Exxon MobilReminder: Key Focus for Intraday Trading (All times in Beijing Time)NVIDIA rose 4%, reaching a historic highEU Moves to Restrict Google Android's AI Dominance, Demands Equal Access for CompetitorsUS Semiconductor Index Ends 18-Day Winning Streak, but 60x PE Still Prices in Perfection, Forced Buying Drives the RallyOpenAI and Amazon's $50 billion partnership is finalized, completely eliminating Microsoft's legal liability risksCBO Director: Tariff Ruling Could Increase Federal Deficit by $1.1 Trillion Over 10 YearsThe EU issues AI competition compliance guidelines to Google, mandating open access to Android system permissionsAmazon acquires exclusive rights to Oprah's podcast, doubling down on its content e-commerce strategyOptimistic Citadel: Iran Conflict Risks Recede, US Stocks and Bonds Poised for Concurrent GainsGoogle appeals to the U.S. Supreme Court regarding the Patent Office's "established expectations" ruleHow Low Is Internal Correlation in U.S. Stocks? Only Lower on the Eve of the 2018 "Volmageddon"Ignoring the Iran War: What Underpins US Stocks' Confidence?Former Google DeepMind researcher founded an AI startup, securing a record $1.1 billion in seed fundingGoldman Sachs: A Global Chemical Crisis Is Unfolding, With Impact Twice That of the 2022 Energy Crisis!Meta has reached a solar power cooperation agreementIntel launches bond issuance to finance the repurchase of equity in its Ireland factoryA data center development deeply tied to NVIDIA issues $4.5 billion in junk bondsHut 8 issues $3 billion in bonds to finance Google-associated AI data centersOpenAI terminates exclusive partnership with Microsoft to pave the way for agreements with Amazon and GoogleDialogue with Zhu Jiangming: LEAPMOTOR Harbors Ambitions to Become an Industry GiantDialogue with Jia Mingdi: Lincoln's Renewed BetAs Deposits Flow into Insurance: How Life Insurance Accommodates the Migration of Long-Term CapitalA Smash Hit or Just Hype? HappyHorse Initial Review: Explosive Narrative Power, Unbeatable Price!Dialogue with Lin Jie: ZEEKR Wants More Than Just Hit ModelsDialogue with Cao Xudong: Bringing Intelligent Driving into the Era of Physical AIORCL: Big Bet on AI Compute — Are the Odds Good Enough?Semiconductors Surge 39% in a Month! Goldman Sachs Hedge Fund Head: Unseen Since the Dotcom Bubble, I Won't Chase This MarketAMD receives an upgrade in rating from analysts, with CPU demand becoming a new engine for growthIntel's upward momentum continues, with some investors remaining optimistic