HUA HONG SEMI Q1 Revenue Hits $660 Million, Net Profit Attributable To Parent Company Surges 513%, Q2 Revenue Guidance Set at $690-$700 Million | Financial NewsWill Nvidia Beat Q1 Earnings on May 20? Here's What Prediction Markets Think.Deutsche Bank significantly raised its target price for Intel to $100, with analysts focusing on the progress of the foundry businessChina's New RMB Loans from January to April Total RMB 8.59 Trillion, Previous Value RMB 8.60 TrillionCerebras IPO: Deeply Tied to OpenAI, Reshaping AI Chip Market Expectations with "Fast Tokens"The UK's GDP growth rate in the first quarter reached its highest in a year! However, the economic outlook is not optimistic amid multiple headwindsETF Daily (05.14) | US stock-related ETFs rose moderately, with satellites and aerospace leading the declinesQimai Data: Tencent's Elf World new game "Lock Kingdom: World" strongly tops the April popular game download chart at Top 1NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News RecapHong Kong Web3 service provider Web3 Labs Global prices its US stock IPO at $4-5 per share, aiming to raise up to $28 millionHK Stocks Close | Three Major Indices Flatten Amid Volatility; Alibaba Leads Majority Stake Higher Post-Earnings; Gold Mining Stocks PlungeDaiwa: Tencent Holdings' gaming revenue confirmation timing leads to slightly lower first-quarter income, target price lowered to HKD 700, rating "Buy"CITIC Securities: Maintains "Strong Buy" rating on Alibaba-W, with cloud and AI accelerating growth and profit margins expected to improveUnderstanding the Market | CHINA RUYI rose over 4% in the closing session after signing a game cooperation framework agreement with TENCENT. Wanda Film has been renamed Ruyi FilmTencent Cloud open-source Agent Memory reduces token consumption by up to 61%AI Boom and Inflation Pressures Intertwine: Global Stocks Oscillate at Highs, Korean Shares Hit New Records as Samsung Rises 4%, Bond Market Under Pressure美联储开启 “沃什时代”：主席换人但通胀没换剧本，美债市场严阵以待 “5% 时代”Skyrocketing! SK Hynix's Market Cap Nears the $1 Trillion MarkETF Volatility | Southbound Double Short NIKKEI rose over 2% in the afternoon as Japan's long-term government bond yields soared, Beisen is concerned about the stability of the Japanese bond marketReport: Samsung SSD Prices in Japan Soar 300%, Kioxia Products Follow SuitETF Abnormality | Southern 2x Long NVIDIA surged over 6% as reports indicate the U.S. approved the sale of NVIDIA H200 chips to 10 Chinese tech companiesGoPro Sale: The Twilight of the Former Action Camera KingThe "Golden Age" of AI Hardware: US Hedge Funds Reap Huge ProfitsETF Volatility | Southern 2X Long Tesla rises over 4% as Musk says talks are going smoothly; US investment banks previously optimistic about TeslaReminder: Key intraday events to watch (all times in Beijing Time)Taiwan Semiconductor predicts that the semiconductor market value will reach USD 1.5 trillion by 2030, with AI and high-performance computing contributing more than halfUnderstanding the Market | LI AUTO-W rises over 6% as the Ideal L9 Livis is about to be launched; institutions are optimistic about its AI transformation and new product cycleCitigroup: Optimistic about Tencent Holdings' AI strategy gradually taking shape, maintains "Buy" ratingCICC: Maintains Miniso outperforming industry rating, target price HKD 39.16Google I/O Preview: Is Gemini 4.0 Coming? But That’s Not the Most Important ThingApple Seeks to Integrate AI Agents into App Store, Bets on Google Gemini for Siri OverhaulIndia Bans Sugar Exports Until September 2026, Tightening Global Supply ExpectationsUnderstanding the Market | Gold stocks lead the decline, LINGBAO GOLD falls nearly 4%, US inflation indicators soar, raising interest rate hike expectationsCICC: Maintains Alibaba-W outperform rating with a target price of HKD 172Who Will End the AI Bull Market: Positioning or Narrative?Understanding the Market | Tencent Holdings rose over 3%, with adjusted net profit attributable to shareholders in the first quarter increasing by 11%, significantly ramping up AI investmentsCICC: Maintains TENCENT "Outperform Industry" Rating with a Target Price of HKD 666Understanding the Market | Alibaba-W opened nearly 8% higher, AI revenue will exceed 30 billion by the end of the year, and AI capital expenditure accelerates againPacific Securities: AI-driven CPU demand boosts AMD's performance beyond expectationsAlibaba's AI Revenue Targets RMB 30 Billion, Tencent Reveals AI Costs for the First Time! Two "Mediocre" Financial Reports Trigger Significant Gains for BothServer CPU market reshuffle? UBS: AMD and Arm erode Intel's market share in the first quarterHang Seng Index opens 1.7% higher, Hang Seng Tech Index rises 3.2%Surge After Earnings! Nebius Market Cap Nears CoreWeave, Vying for Top "AI Cloud" SpotThe "AI + E-commerce" tsunami is coming! Amazon embeds Alexa into the shopping search bar to strengthen the moat of its e-commerce kingdomSG Morning Brief | PPI Shocks at 6% YoY but S&P, Nasdaq Hit Records; Warsh Confirmed as Fed ChairFanuc Corporation and Alphabet reached a partnership in physical AI, with stock prices soaring by 16%