CITIC Securities: The Rigid Narrative and Multidimensional Constraints of AI Development"Insider information" front-running and low-discount bottom-fishing, quantitative giant Jane Street accelerated the "crypto winter" of 2022HP's Q1 revenue grew by 7%, exceeding expectations, but the rise in storage chip prices dragged down performance outlook, causing a nearly 7% drop in after-hours stock price | Earnings report insightsThe Seoul Composite Index in South Korea has surpassed the 6000-point mark for the first time in historyThe price increase of storage chips may continue throughout the year, with the rise of the Chinese industry becoming a "deciding factor."Heading south to Guangdong, major investment! Liu Qiangdong officially announced: hoping to have a yacht worth 100,000 yuan, making it affordable for the working classWarner Bros. stated that Paramount's new offer of $31 may be better than Netflix's proposalAI panic trading cools down, Asian chip stocks hit all-time highs, gold and silver retreat, London copper rises 2%, Bitcoin plungesBond traders do not believe the Federal Reserve may raise interest rates next! Betting on the continuation of the rate cut cycle until 2027Storage vs GPUBreakfast | AI panic alleviation boosts Nasdaq up over 1%, Anthropic concept stocks surgeNo signs of relief from the impact of AI yet, traders rush to sell software industry debt exposureAI Reconstructs Wall Street: JPMorgan Chase has launched a large-scale internal job relocation planCoreWeave plans to raise approximately $8.5 billion to expand AI computing infrastructure for MetaBank of America survey: AI bubble becomes the number one risk in the credit market, with 23% of investment-grade investors viewing it as the biggest threat"Against Jobs' wishes"? Apple's MacBook Pro is getting a touchscreen, and it also features Dynamic Island"Official Refutation": White House economists claim that Citrini's AI risk report is purely "science fiction"Apple's MacBook Pro models equipped with touch screens will be launched this fallSandisk "flash crash"! Short seller Citron points out that supply tightness is a "mirage," and the cycle is about to peakFederal Reserve Governor warns: Monetary policy may not be able to address the unemployment wave caused by AIThe labor market is experiencing a moderate recovery, with the U.S. ADP weekly average of new jobs added at 12,750, marking the fourth consecutive week of month-on-month improvementDon't disrupt, cooperate! Anthropic upgrades enterprise-level AI tools to expand into investment banking, HR, and other scenariosThe U.S. government has warned technology companies about the risks of over-reliance on Taiwan SemiconductorMeta faces a court hearing on child safetyMorning: US stocks rise, Dow Jones up 200 points, AMD up 6.6%Google will build a data center in Minnesota, along with additional solar, wind, and battery storageWaymo, a subsidiary of Google, claims to have launched autonomous taxi services in four cities, including HoustonAnthropic will launch AI agents with Intapp for professional firms. Anthropic has developed various plugins in collaboration with partners such as FactSet, linking AI agents with tools aimed at investment banks and HRAMD secures a $100 billion order from Meta: a 6-gigawatt GPU deal + 160 million shares wagerReport: Trump plans to use AI to set reference prices for key minerals, with germanium, gallium, antimony, and tungsten included in the first batchNovo Nordisk will significantly reduce the price of its weight loss drug in the U.S. next year, with a maximum reduction of 50%Dimon sounds the alarm on corporate bond liquidity: Low spreads mask collapse risks, and the Federal Reserve may need to intervene again to stabilize the marketEmpty joy? The U.S. Supreme Court rejected the emergency tariffs, but retailers say: don't expect price cutsGoogle signs a 20-year "co-located power generation" agreement with AES, securing power supply for Texas data centersBase metal prices rise, reports indicate that the Trump administration will set reference prices for germanium, gallium, antimony, and tungsten for the first timeApple supports the return of manufacturing to the United States, and the Mac mini, which has been popularized by OpenClaw, is about to welcome "Made in America."Tesla sues California DMV, seeking to clear the stain of "false advertising" regarding FSD before the rollout of RobotaxiAmerican AES Corporation signs a 20-year power supply agreement with GoogleFederal Reserve's Goolsbee: Further rate cuts require progress on inflationFrom OpenAI to NVIDIA, companies are investing hundreds of billions in AI infrastructureMeta and AMD reach a major agreement to spend hundreds of billions of dollars on AI equipmentU.S. Stock Outlook | Futures for the three major indices rise together, Meta and AMD reach a $60 billion strategic allianceAMD's key battle to catch up with NVIDIA: Meta's 6 gigawatt computing power order is finalized, and it also announces investment to strengthen the allianceAMD and Meta have reached a second large-scale chip supply agreementIs it safe now that everyone is shouting about a decline? U.S. stock market sentiment indicators have plummeted, but bulls see hopeAccording to reports, Meta has signed a major agreement with AMD to spend billions of dollars on artificial intelligence devicesNovo Nordisk UBT251 shows impressive phase II clinical data in China, with a weight loss effect of nearly 20%Cook fulfills $600 billion commitment: Apple accelerates production of AI servers in Houston, Mac mini will achieve "Made in America" for the first time