Roblox: Can it turn the tables in the metaverse and become a safe haven?Minutes: Create a personalized Meta AI for everyoneMicrosoft (Minutes): Maintains Capex guidance unchanged, supply bottlenecks remain in 4QQualcomm (Minutes): Its share in this year's new iPhone models will drop to 70%Azure is making a strong comeback, with Microsoft reclaiming its position as the AI powerhouse.Qualcomm: Samsung's 'blood transfusion' struggles to sustain momentum, Apple's 'sabotage' hides potential pitfallsTikTok 劫，Meta 爽，老扎 AI 野心再膨胀！Spotify（Minutes）：Business growth is non-linear, not in a hurry to enter the next round of price increasesSpotify: Minor flaws don't change the big trend, high valuation faces emotional killInstant retail battle escalates as Alibaba's Taotian joins the fray; Xiaomi enters the large model arena | Recap of today's important newsKweichow Moutai: Left hand with non-standard liquor, right hand with series liquor, not afraid of the slowdown of Feitian?Coca-Cola (Minutes): 25Q2 may face high base pressureLuckin (Minutes): Management remains cautious on profit margin outlookNot content with being a miser, is Luckin going to 'stir things up' again?Coca-Cola: Tariffs Bite Harder, "Liquid Gold" Gets Pricier?Has the worst time passed? Can China Tourism Group Duty Free Corporation turn bitter into sweet?OpenAI enters e-commerce; SERES plans to list in Hong Kong | Today's important news recapHas the hype died down? Is Focus Media's 'good days' not far away?Trump backed down, can the US stock replay "KTV" mode?The frenzy of LABUBU drives up Pop Mart; State Council press conference releases positive signals｜Today's key news recapBYD: Still the king of cars! But can it keep sprinting?