--- title: "Duan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News Recap" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40506277.md" description: "0507 | Dolphin Research Focus: 🐬 Macro/Industry 1) Iran's Foreign Ministry spokesperson Baghaei confirmed it is still reviewing a U.S. peace proposal relayed via Pakistan, which includes a 14-point ceasefire plan, and has not formally responded. Tehran plans to feed back its comments through Islamabad once the review is complete.Iran says the proposal contains unacceptable provisions. Talks at this stage focus only on ending hostilities and do not involve the nuclear file.Washington has sent upbeat signals, with Trump saying the two sides could reach a deal soon. Tehran dismissed the media hype as false, emphasized that negotiations must be grounded in good faith, and noted that core differences remain, leaving the outlook uncertain..." datetime: "2026-05-07T08:25:51.000Z" locales: - [en](https://longbridge.com/en/topics/40506277.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40506277.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40506277.md) author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)" --- # Duan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News Recap ## 0507 | **Dolphin Research Focus** ## **🐬 Macro / Industry** **1.** Iran's Foreign Ministry spokesperson Nasser Kanaani confirmed it is still reviewing a U.S.-proposed peace plan relayed via Pakistan, including a 14-point ceasefire framework, with feedback to be delivered through Pakistan once the review is complete. Tehran said the plan contains unacceptable terms and that talks are focused on ending hostilities, not nuclear issues. Washington struck an upbeat tone, with Trump suggesting a deal could come soon, while Iran dismissed the chatter as misinformation and stressed talks must be conducted in good faith as core differences remain and the outlook is uncertain. ## **🐬 Stocks** **1.**$NVIDIA(NVDA.US) Nvidia and Corning announced a multi-year strategic partnership under which Corning will build three new U.S. plants, boosting optical interconnect capacity by 10x and optical fiber output by over 50% to meet Nvidia's AI infrastructure demand. Nvidia will invest $500 mn for Corning warrants, deepening supply-chain alignment. The collaboration targets the AI training 'compute-network' bottleneck by replacing copper with high-speed optical links, cutting data center power use and latency. It enables efficient operation of clusters with tens of thousands of GPUs. **2.**$POP MART(09992.HK) Noted investor Duan Yongping said he has rotated his entire China Shenhua position into POP MART, adding that 'Shenhua is a very good company and I may come back in the future.' He had already initiated a POP MART position in Apr, and the latest move drew market attention. The rotation lifted POP MART shares in the near term and offers a new 'style rotation' case study for value investors. That said, investors should watch intensifying competition in trendy toys and potential valuation volatility. **3\. OpenAI** OpenAI, together with AMD, Broadcom, Intel, Microsoft, and Nvidia, introduced the MRC (Multipath Reliable Connectivity) protocol via OCP, using multi-plane networks and adaptive packet spraying to tackle GPU network latency, congestion, and failures in large-scale AI training. The protocol is already deployed in OpenAI's supercomputing clusters. MRC streamlines traditional network hierarchies from 3–4 layers to 2 and supports efficient interconnects across 131k GPUs, sharply reducing idle compute and operating costs. As an open standard, it could become a foundational layer for AI supercomputing communication, lift large-model training efficiency, reinforce OpenAI's ecosystem leadership, and accelerate global AI infra upgrades. **4\. Earnings and calls on Dolphin Research's radar** **AppLovin:** '[AppLovin: Still a sweetheart, but has capital moved on?](https://longbridge.cn/zh-CN/topics/40495497?channel=WHAB0001)', '[AppLovin (Trans): Multiple growth vectors; many investable opportunities ahead](https://longbridge.cn/zh-CN/topics/40498018?channel=WHAB0001)' **ARM:** '[ARM: 'Short-term noise' can't mask the edge; AI positioning argues for 'long-term premium'?](https://longbridge.cn/zh-CN/topics/40496999?channel=WHAB0001)', '[Arm (Trans): AI CPU to generate revenue by end of next fiscal year; long-term targets unchanged](https://longbridge.cn/zh-CN/topics/40497905?channel=WHAB0001)' **Disney:** '[Disney: A solid debut for the new chief and the resilience of a century-old brand](https://longbridge.cn/zh-CN/topics/40476895?channel=WHAB0001)', '[Disney (Trans): Under 'One Disney', investment and efficiency gains go hand in hand](https://longbridge.cn/zh-CN/topics/40503266?channel=WHAB0001)' **Uber:** '[Uber: Results delivered, but Robotaxi overhang persists](https://longbridge.cn/zh-CN/topics/40489822?channel=WHAB0001)', '[Uber (Trans): Building the 'everything gateway' in the AI era](https://longbridge.cn/zh-CN/topics/40489864?channel=WHAB0001)' Unity reports earnings tonight. Dolphin Research will track and publish its analysis. ## **🐬 Top Gainers by Sector** **A-shares:** Electronic components; Internet content & info; Specialty consumer services. These sectors led the move. **HK:** Transaction & payment services; Silver; System software. These were the top performers. **U.S.:** Precious metals & minerals; Security & alarm services; Silver. These groups outperformed. ## **🐬 Watchlist for Tomorrow** **1.** Monster, Coinbase, CoreWeave, ABNB, Block, and Rocket Lab will report earnings. Earnings due across these names. **2.** China Apr FX reserves (US$ bn). Data due. **3.** U.S. Apr Challenger job cuts (10k persons); U.S. Mar construction spending MoM; U.S. Apr NY Fed 1-yr inflation expectations. Key macro prints to watch. Risk disclosure and disclaimer: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer) ### Related Stocks - [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [09992.HK](https://longbridge.com/en/quote/09992.HK.md) - [HPPD.SG](https://longbridge.com/en/quote/HPPD.SG.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) ## Comments (4) - **顺势资本 · 2026-05-07T16:31:13.000Z**: Nonsense, Duan said in a program not long ago that he wouldn't buy this Pop Mart. - **猎猫奇 · 2026-05-07T09:15:20.000Z · 👍 1**: Is Lao Duan being threatened? ... - **在埃及发呆的胖墩** (2026-05-07T12:13:12.000Z): What's the logic? - **猎猫奇** (2026-05-07T12:59:35.000Z): Bubbles are not worth buying.