NVDA muscles RTX Spark into the PC market; Tencent speeds WeChat AI assistant rollout | Daily News Recap$10 Billion into Alphabet, $6.8 Billion on Housing: Abel Injects a New Betting Logic into Berkshire HathawayAfter Taipei, On to Seoul! Jensen Huang Heads to South Korea This Week to Meet SK Group Chairman for the Fourth Time in Six MonthsForeign Capital Continues to Retreat: Cumulative Net Investment in Indian Stocks Hits Near-Decade LowJapanese Stocks Have Multiple Tailwinds! Goldman Sachs Raises TOPIX Target to 4,400, Foreseeing 11% UpsideAn Invisible Industrial Web: Deconstructing SpaceX's Supply ChainGoogle collaborates with Australian telecommunications company Telstra to jointly build Australia's fiber optic and submarine cable networkWhen Will the Strait of Hormuz Reopen? JPMorgan Chase: Wait for Market "Distress"ETF Volatility | Bitcoin ETF's decline widened at the close, Bitcoin fell below $70,000 as tightening macro liquidity weakened Bitcoin's appealUS Stock Options Data Flashes Red: Last Time This Signal Appeared Was on the Eve of the 2022 Bear MarketNeedham is bullish on the American rare earth duopoly! MP Materials and USA Rare Earth respond with a riseUnderstanding the Market | Robot concept stocks lead the gains, Yushu Technology's Sci-Tech Innovation Board IPO, in collaboration with NVIDIA, launches H2 Plus on the same dayUndercurrents Surge After Nine Straight Weeks of US Stock Gains! Goldman Sachs Warns: AI Bets Are Becoming Increasingly Crowded, Concentrated, and Leveraged, with Downside Protection Nearly VanishingFood Delivery War Cools Down, Meituan Back on Track: Losses Narrow Sharply Beyond Expectations, AOV and Market Share ReboundUnderstanding the Market | Tencent rose over 10% in the afternoon, marking the largest single-day increase in nearly four years. Reports indicate that Tencent is testing a prototype of an AI entity for WeChatJapanese Finance Minister Warns: Ready to Intervene in Yen Exchange Rate at Any TimeThe Driving Forces Behind the Nine-Week Rally in US Stocks: Retail Investors Stay Put, Buybacks Continue, and CTAs Keep BuyingSamsung Electronics Unveils HBM5 for the First Time, Betting on Next-Generation AI Memory CompetitionPowerful Chips, Steep Prices: NVIDIA Spark Laptops Arrive This Fall, Starting Price May Exceed $2,500Pinduoduo Shifts Toward Supply Chain Focus Amid Q1 Profit DeclineNokia Surges as AI Networking Demand Revives GrowthMarvell Technology Shares Surge Following AI Switch LaunchApplied Optoelectronics Jumps 17% Amid AI Data Center BoomCitigroup: Raises the target price for MEITUAN-W to HKD 113, maintains "Buy" ratingUnderstanding the Market | May Day Vision rises over 6% as NVIDIA launches Alpamayo 2 Super 51SIM, expected to benefit from a new round of intelligent driving industry upgradesXinhua News Agency: Is the US Stock Market's AI Boom Facing the Risk of a "Bubble Burst"?Alibaba Releases Qwen3.7-Plus: Outperforms GPT-5.4 in Screen Understanding, Independently Develops App in 11 Hours, Integrating "See, Think, Write, Act"!AI Agents Ignite CPU War: NVIDIA Enters the Fray, Intel Loses Ground, AMD Poised to Capture Half the MarketAfter Reducing Losses by RMB 9.6 Billion, Meituan Turns to Retail for GrowthFarewell to Single-Chip Dependence! OpenAI Plans to Release Cross-Platform AI Optimization Tools, Targeting NVIDIA CUDAHong Kong Stock Midday Review | Hang Seng Index rises 1.46% in the morning, Tencent leads the Hang Seng TECH IndexInstitution: NVIDIA's PC chip announcement indicates that AI trading is surpassing GPUsCiti: Cuts Li Auto-W target price to HKD 68, significantly lowers revenue and profit forecastsZhaoYin International: Downgrades Li Auto-W target price to HKD 62, maintains "Hold" ratingETF Movement | Southern 2x Long NVIDIA rises over 5% as NVIDIA officially announces entry into the PC market with the debut of the new RTX Spark super chipSiri's biggest restructuring in fifteen years! Apple is gearing up for "agent-type AI" at next week's WWDC, major banks are calling out: valuation repricing is imminentUnderstanding the Market | Gold stocks generally under pressure, Middle East situation fluctuates, gold prices oscillate and decline, Fed's interest rate hike expectations continue to riseAlibaba's personnel changes in May: CTO Eric Wu joins the Partner CommitteeIt is reported that Tencent is about to launch an AI Agent for WeChat usersJensen Huang stated that NVIDIA is working with partners to address supply bottleneck issuesTencent's stock price surged as news reports indicate that the WeChat AI assistant is imminentWhen AI Frenzy Collides with an Oil Crisis: 1999 and 1990 Are Replaying SimultaneouslyUnderstanding the Market | Tencent Soars Over 6% in Early Trading, Reportedly Close to Launching WeChat AI AssistantWhen It Rains, It Pours: GoPro, the "Pioneer of Action Cameras," Is on the Brink of CollapseUnderstanding the Market | Lenovo Group's intraday increase of over 8% hits a new high as NVIDIA ignites the AI PC company's comprehensive AI transformation resultsApple's WWDC Is June 8. Here's the 1 Announcement That Could Move the StockUnderstanding the Market | MEITUAN-W rose over 5% as the company's Q1 performance exceeded expectations, with Q2 takeaway user experience expected to be significantly better than Q1Morgan Stanley: Meituan's loss narrowing faster than expected, target price maintained at HKD 120SG Morning Brief | All Three Indexes Hit Records as Nvidia Launches PC Chip, HPE Surges 26% After Hours