Jefferies Embroiled in Successive Private Credit Blowouts; Japan's Sumitomo Mitsui Seeks Acquisition OpportunityCITIC Construction Investment: Tesla's U.S. photovoltaic manufacturing layout accelerates, China's TOPCon patents welcome value realizationSignals of US-Iran Peace Talks? Multiple Middle Eastern Countries Active, Pakistan Mediates Ceasefire, Iran Claims Receiving US MessageStrait of Hormuz "Locks" Helium – Global Chip Supply Chain Crisis "On the Verge of Eruption"Directly pointing to TSMC's production capacity "reaching its peak"! Broadcom publicly warns of a chip supply chain crisis, facing the biggest constraint in the AI arms raceGoldman Sachs: Expects that the continuous increase in oil and gas prices will drag down global GDP growth by 0.4 percentage points and raises the probability of a U.S. economic recessionAmazon Stock at a Crossroads: Generational Buy or Massive Value Trap?Taking advantage of oil prices breaking $100, drilling solutions provider HMH rushes for a U.S. IPO aiming to raise $216 millionIf Trump's words can't be trusted, then the only thing the market can trust isLargest Ever! Japan to Release Oil Reserves Starting Thursday, First Rerouted Tanker Nearing PortMarket turbulence with nowhere to hide? Under the impact of energy shocks, the dollar's safe-haven aura fades, and cash may become the "least bad" choiceJPMorgan Quantifies Oil Shock: Global Oil Supply Deficit May Persist at 10 Million Barrels Daily, Policy Tools Likely InsufficientPrivate Credit Crisis Blows Up as JPMorgan Chase Profits on Both Ends: Acting as Lender and Facilitating ShortsPrice Hikes and Cost Reductions: TINGYI's 2025 Profit Grows Over 20%Amazon AWS Bahrain region suspended again due to drone attacks, geopolitical risks affecting digital infrastructureTesla's sales in Europe rebound after several months of sluggishnessDrones – The Booming "Physical AI", Rare Earths Still KeyCITIC Bank's 10 Trillion Glory and the Vanishing SloganChina Resources Beer's "14th Five-Year Plan" Concludes: RMB 2.8 Billion Impairment on Baijiu Business, Premiumization and Diversification Strategies UnchangedMIXUE 2025 Net Profit Surges 33% YoY to RMB 5.93 Billion, Revenue Up 35.2% to RMB 33.56 Billion, Global Stores Expand to Nearly 60,000 | Earnings WatchAmazon states that AWS's Bahrain region was "disrupted" after drone activityMarket "Votes with its Feet" on AI Investment? BofA: Tencent is Stable, Patience is a Virtue"World's Largest Asset Manager's" Signal! Fink: For Ordinary People, If You Don't Invest in Giants, AI Will Widen the Wealth GapAmazon partners with Lidl to launch 'plug-and-play' solar panels in the UKLaopu Gold (Trans): Target GPM to stay at 40%-43%The roller coaster turns again! Gold may face the longest consecutive decline in history, with the situation in Iran becoming a "liquidity magnet."Evercore: $25.7 billion AI incremental emergence! Microsoft Azure's revenue growth rate may soar to 41% by 2026CICC: Do Not Overestimate the Driving Force of Global Central Bank Gold PurchasesPrysm: High inflation and unclear Federal Reserve path, investment deployment should avoid being disturbed by short-term fluctuationsAlibaba DAMO Academy: New-Generation Flagship Processor XuanTie C950 Officially ReleasedHuaLong Securities: Under geopolitical conflicts, the Federal Reserve turns hawkish, and non-ferrous metals are under pressureMorningstar: Maintains fair value forecast for Alibaba-W at HKD 251, expects rapid e-commerce profitability to advance by one yearHang Seng Index Opens High by 1.55%, Hang Seng TECH Index Rises 1.3%Are US-Iran Negotiations Real? Wall Street Sees a Clear Signal in Trump's Five-Minute SurgeEstee Lauder in Talks to Acquire Spanish Beauty Group Puig; Stock Plummets Nearly 8%Trump TACO! Asia-Pacific Stocks Surge, Korea Composite Index Up Over 4%, Oil Rebounds After PlungeSoochow Securities Co., Ltd.: Expectations for easing have significantly retreated, and U.S. stocks are accelerating their declineSociété Générale: Lumentum collaborates with NVIDIA and Google to pave the way for growth, significantly raising the target price to $1,040Apple promotes the latest initiative for service business growth! Plans to introduce ads in the Maps applicationJapanese and Korean Stock Markets Open Significantly HigherWWDC Scheduled for June 8-12: Is Apple's AI Finally Arriving?New Federal Reserve News Agency: The Federal Reserve Faces the Most Embarrassing Power Transition in HistoryMeta strengthens AI agent layout: hires core team of startup Dreamer, gathering former core executives from Google and StripeTrump Eases Threats Against Iran; Crude Oil Once Plunged Over 14%, Industrial Metals ReboundDriven by Risk Aversion and Diversified Allocation, Middle Eastern Capital Eyes Hong Kong MarketReminder: Key Events to Watch Today (All Times in Beijing Time)The demand for upgrading devices is recovering + the imagination space for foldable screens is vast, Apple is favored by analystsBig Tech Encircles Robotaxis: Can WERIDE Defend Its "First-Mover Advantage"