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The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?

Musk joining Trump's China delegationis the most interesting signal of the week — Tesla +4% on it. Combined with the Apple-Intel-Samsung chip diversification rumor, are we seeing a fundamental US-China tech-cooperation reset (bullish for Tesla, NVDA, BABA, Tencent), or political theater that gets reversed in 30 days? Pick a position.特斯拉以及马斯克的太空概念股将大展宏图，期待😊

Intel — Up +10% on reports Apple is exploring Intel and Samsung as additional chip manufacturing partners. Potentially the cleanest large-cap turnaround setup if confirmed.Intel's stock price is really soaring. Bros, is there still room to go?

Meta fell 6% due to increased capital expenditure, and the night market price continues to decline.There's nothing particularly wrong with Meta's stock itself; it's a good time to build a position.

U.S.-Iran tensions reignite: Nasdaq index falls 1.5%; defense stocks are sought after; oil prices fluctuate wildly (soaring first then retreating); gold prices rise slightly; treasury yields edge higher.Wars rise and fall, stock indices are like a roller coaster.Returning to the local stock market, is it another Black Friday?

Trump said the U.S.-Iran peace deal is "very close," and Iran agreed not to develop nuclear weapons for 20 years — the market rose on hopes for peace.The stock market has been volatile due to Middle East tensions, which almost overshadowed the earlier market fluctuations caused by fears of an AI bubble. The outlook for the Middle East remains unclear and not optimistic for the coming weeks or even months.

Anthropic 以 9000 亿美元估值融资 300 亿美元；AI 实验室竞赛加剧。AI投资泡沫虽然是个预警话题，但是如今的AI科技股已经如日中天，投资者的主场。继续加油！

Gold price breaks through $4,800 (+2%), silver price rises 5% — Trump focuses on Iran negotiations, but oil risks remain.Investing in precious metals, especially gold, is essential. There's no need to chase rallies or sell off in panic; it should be a reasonable long-term allocation.

Trump said US-Iran negotiations might resume "on Friday or within 1.5-3 days" — but Iran called it "another lie". The ceasefire agreement expires on April 26.Everyone knows Trump's style; the impossible is always possible with him at any moment 🤔Back to investment topics, you need to have your own judgment and analysis.Try not to chase the hype.

Singapore confirms that imported inflation is having an impact: March overall CPI +1.8% (previous 1.2%), core CPI +1.7% (highest since November 2024), mainly driven by transportation costs +6.0%.As a major crude oil processing and refining hub, Singapore is inevitably affected by any ripple effects. Imported inflation is inevitable, but as long as it's not stagflation, it can be resolved.

If there is only one interest rate cut, it will definitely be unfavorable for the stock market to rise, and the US dollar will certainly appreciate. Holding US dollar assets is also a good choice.

Gold may post its worst weekly performance in six years. But what will the trend be later on? After all, war has started now, cash is king, gold is the same, no doubt.

AMD — Continuing the post-earnings momentum: blowout beat, raised guide, AI accelerator demand "robust." Reinforces the hyperscaler-contracted demand thesis.AMD's stock price is soaring, is it too hot? Valuation lags behind NVIDIA, but the stock price has reached twice that of NVIDIA.