"Asia's Largest AI Tech Expo" ComputeX Opens Next Week, with Jensen Huang Leading AI Giants to the Stage药不对症！高油价扼住经济咽喉 亚洲各国央行激进加息难阻本币贬值Nokia Faces Continued Valuation Pressure Amid AI ExpansionLumentum Rebounds Intraday Amid Doubts Over Q2 Earnings OutlookCOST (Trans): tariff refunds to be received within a few monthsInflation Resurges, COST Stays ResilientA New Wave of Large Models Is Coming! With Blackwell Support, Are AI Capabilities Stronger?Research: AI Video Enters the "Production Line"Dell Surges: Beats Most Optimistic Expectations by 21%, Wall Street to Revise Its Valuation FrameworkUnderwriting Urban NOA: BYD Launches a Counterattack in Intelligent DrivingImproper Control of Illegal Goods? Temu Faces €200 Million FineArcfox Enters MPV Red Ocean with Starting Price Under RMB 200,000, Needs Upward LeapAfter Surveying ASML, Goldman Sachs Summarizes Five Key Points: Capacity Expansion, CPU Rise, Memory Orders, New Technology Scenarios, and China DemandSingapore Bank: Strong fundamentals for the AI theme, upgraded US stock rating to "Buy," continues to be optimistic about the stock markets in mainland China, Hong Kong, and SingaporeDELL (Trans): Demand outpaces supply; biz. pipeline several times backlogDELL: AI Surges, Legacy Biz Heats Up; Firing on All Cylinders!A Group of Gamblers Who Know What Will Happen in the World Before Wall Street DoesPolicy expectations ignite the US solar sector: First Solar's stock price hits an 18-year high, with the sector up 40% year-to-dateThe interest rate hike storm sweeps the Federal Reserve! The rate cut roadmap has been scrapped, and new official Waller considers "not raising rates" a winSG Morning Brief | S&P, Nasdaq Hit Records Despite PCE at Three-Year High; Core Inflation Cooler Than FearediOS 27 Leaks: Apple "Completely Redesigns" Siri with System-Level AI Integration"2x Hynix" Becomes Global Leader; Global Leveraged/Inverse Single-Stock ETF Assets Double in Six WeeksDocuments show that Tesla has deployed only 42 Robotaxis in Texas, less than one-tenth of Waymo's fleet sizeOvernight U.S. Stocks | U.S.-Iran ceasefire agreement expected to be extended for 60 days, three major indices hit new highs for two consecutive daysZhitong Hong Kong Stock Early Knowledge | The State Council issued the "14th Five-Year Plan" for Urban Renewal. Ministry of Commerce: China and the U.S. have agreed in principle to discuss a framework for reciprocal tax reductions on products of equal scaleBreakfast | May 29, 2026Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Guests at the 2026 Global Investors Conference: Chinese Assets Poised for a Golden Period of Increased Foreign AllocationNvidia Already is the GPU Giant. Now It's Aiming to Dominate in a New $200 Billion Market.$36 Billion! The Largest Private Credit and Chip Financing Deal in History, Anthropic Accelerates Google TPU PurchasesContrary to Chair Waller's View! Federal Reserve Official Musalem Says AI Cannot Be Counted On to Lower InflationAmazon employees' use of AI data has led to a surge in computing costs, and the company has shut down the usage leaderboardTop 20 U.S. stock trading volumes on May 29: Microsoft will launch multiple self-developed AI models next weekMedium- and Long-Term U.S. Treasury Yields Fall by Approximately 3 Basis PointsThe Token War Quietly Begins: Goldman Sachs Says Infrastructure Bottlenecks Will Eventually Ease, AI Narrative Faces RepricingFed's "Number Three": US Inflation Elevated in the Short Term, Long-Term Expectations Stable, Current Interest Rate Policy Appropriately PositionedXPEV (1Q26 Trans): Humanoid robot to begin mass production by year-endWeave partners with Google Cloud to launch AI Front Desk, reshaping the healthcare service experience with Gemini美媒称美伊达成 60 天谅解备忘录延长停火、需特朗普最终批准，拟规定霍尔木兹 “无限制” 通航Apple intensifies efforts to promote edge artificial intelligence, focusing on moving away from cloud-based operating modelsGold Continues to Decline, but Rockefeller Strategist Remains Bullish: To Reach $10,000 by 2030!BYD Unveils Xuanji A3, China's First 4nm Intelligent Driving Chip; Super Intelligent Agent "Didi Xia" Also Debuts!XPEV: Inflection Point in Sight — Does the 'Eastern Tesla' Story Still Have Legs?China Galaxy Securities: Tesla FSD's entry into China will catalyze the industry's intelligent transformation processUS Durable Goods Orders Surge 7.9% MoM in April, but Core Capital Goods Data Unexpectedly SoftensAfter a 94% Surge in KOSPI, NPS Raises Domestic Equity Target: Is the Market's Biggest Selling Pressure Eased?