Mixue Group: Lucky Cup Rebounds, Has Snow King Bottomed?
---Stagflation Alert Sounded! Eurozone March Composite PMI Drops to 10-Month Low, France's PMI Falls for Third Consecutive Month into ContractionXiaomi Group's 2025 Revenue Surpasses 400 Billion Yuan for the First Time, Adjusted Net Profit Hits Record High with 44% YoY Growth; Automotive Business Achieves First Full Year Profitability | Earnings InsightsLu Weibing: Xiaomi's large model has entered the first tier in China and is the only company in the world to implement physical AI simultaneously in vehicles and homesHong Kong Stock Review: Are All the Bad News Out?Singapore stocks rebounds on Tuesday; STI up 0.4%CHINA TELECOM's 2025 Revenue Hits 529.56 Billion Yuan, Net Profit 33.18 Billion Yuan, Focusing on Building a Leading AI Service Provider | Earnings InsightXIAOMI-W released its annual performance, with adjusted net profit of 39.166 billion yuan, an increase of 43.8% year-on-year, setting a new historical highMeta recruits the AI startup Dreamer teamNVIDIA launches a new server cabinet that is compatible with competitors' AI chipsPICC P&C's New Leader Appointed: Zhang Daoming, born in the 70s, becomes Party SecretaryJefferies 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 $1,040