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Meta CEO: No company-wide layoffs expected this year

Citizens Jmp Reaffirms 'Outperform' Rating on Alphabet with $515 Target Price

Jefferies Reaffirms Buy Rating on Alphabet, Analysts Raise Price Targets, Alphabet Beats Earnings

Texas Attorney General Investigates Meta Glasses Over Privacy Concerns

Bank of America Maintains Buy Rating on Alphabet, Target Price $430

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Lowers Meta Price Target to $765 from $770

Wells Fargo Raises Alphabet Price Target to $435

Wells Fargo Lowers Amazon Price Target to $312 from $313

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

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NEW GONOW RV

REF HOLDINGS

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HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

Jeff Bezos says software engineers shouldn't be afraid of AI: 'Be so happy!'

businessinsider

Jeff Bezos says software engineers shouldn't be afraid of AI: 'Be so happy!'

An independent assessment warns of risks from AI agents at leading labs, noting their ability to cheat and deceive without supervision. However, these agents lack the sophistication for sustained control. The report emphasizes the need for ongoing monitoring and oversight of AI technology, highlighting insights into their capabilities and ethical limitations.

Unusual Whales

AI monitoring group flags risk from ‘Rogue Deployment’ at leading labs, as AI capabilities surge but not yet for sustained control.

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Hangzhou DeepSeek Artificial Intelligence has increased its registered capital by 50% to CNY15 million, funded entirely by founder Liang Wenfeng. His shareholding ratio rose to 34%, with effective ownership at 84.3%. The company aims to raise at least USD300 million at a valuation exceeding USD20 billion, with potential investments from Alibaba and Tencent. DeepSeek has historically avoided external funding, relying on profits from its parent company, but rising AI training costs and competition may prompt a change in this strategy.

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Alibaba HK SDR 5to1

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Tencent HK SDR 10to1

Tencent Holdings Limited

Xiaomi Corporation

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Xiaomi HK SDR 2to1

DeepSeek Founder Injects Own Funds to Lift Chinese AI Firm’s Registered Capital by 50%

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Brook Dane from Goldman Sachs Asset Management pointed out that despite escalating geopolitical tensions, AI spending is still accelerating, and investors should focus on semiconductor and AI-related assets. He stated that although risk premiums may rise, the demand for AI infrastructure remains solid, and computing power is a scarce resource in the market, supporting a long-term capital expenditure cycle. His analysis predicts that capital expenditures will accelerate growth, currently in the early to mid-cycle, with abundant investment opportunities still available in the AI chip ecosystem

- Brook Dane from Goldman Sachs Asset Management indicates that despite increasing geopolitical tensions from the Iran conflict, investors should still allocate resources to semiconductor companies and other AI-related assets.  
- He notes that the world is more uncertain now than four months ago, potentially leading to a structural rise in risk premiums; however, the demand for AI infrastructure remains robust and computation power is still the most scarce resource in the market.  
- Dane emphasizes that bottom-up fundamental analysis supports a continued acceleration in capital expenditure, which is expected to remain resilient for an extended period, indicating that the market is in an early to mid-cycle phase with numerous investment opportunities in the AI chip ecosystem.

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Invesco QQQ Trust

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Global X Cloud Computing ETF

ISHRS Russ 1000 Growth

Global X Data Center & Dgtl Infrs ETF

ISHRS S&P Glb It

ARK Autonomous Tech & Robotics ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

Invesco Semiconductors ETF

iShares Future AI & Tech ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China Merchants CSI Semiconductor Industry ETF

Spdr Select Tech

Guotai CES Semiconductor Chip Industry ETF

Harvest CSI All Share Integrated Circuit ETF

VG Growth

VanEck Semiconductor ETF

Guotai CSI Computer Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

Guotai CSI All Share Integrated Circuit ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

VG Mga Cap 300 Grw

ChinaAMC Guozheng Semiconductor Chip ETF

Global X Robotics & Artificial

SPDR S&P Semicon

Harvest SSE STAR Chip ETF

Schw Us L-Cp Grw

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

iShares Core S&P US Growth

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

iShares Semiconductor ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Proshares Big Data Refiners ETF

Hwabao WP SZSE ChiNext Artificial Intelligence ETF

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

Tianhong CSI Computer Theme ETF

AI Bubble Theory | Goldman Sachs: The logic of "selling shovels" in AI remains unchanged, and the demand for infrastructure remains solid

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Knowledge Atlas raised prices by 10% again on April 8, marking the third price increase this year. The newly released GLM-5.1 model's token price in the Coding scenario is close to Anthropic's Claude Sonnet 4.6. Knowledge Atlas's stock price rose by over 14%, with a market capitalization of HKD 396.1 billion. The GLM-5.1 continues to lead in programming capabilities, particularly surpassing Opus 4.6 in the SWE-bench Pro benchmark test, setting a new global best score. This model can continuously work for up to 8 hours on a single task, with autonomous planning and execution capabilities

腾讯新闻 - 财经

KNOWLEDGE ATLAS

KNOWLEDGE ATLAS has raised prices for the third time this year, increasing by another 10%, as domestic large models collectively abandon the price war

Lenovo Capital and Incubator has achieved record highs in investment returns and IPO numbers on its 10th anniversary, with 5 IPOs throughout the year, bringing the total to 25. Knowledge Atlas's stock price soared to HKD 400 billion, and Lenovo Capital and Incubator is set to reap substantial rewards. Over the past decade, Lenovo Capital and Incubator has invested in more than 300 technology companies, successfully backing 8 publicly listed companies with a market value exceeding RMB 200 billion, particularly excelling in the AI computing power sector and building a robust computing power ecosystem

LENOVO GROUP

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

Invesco S&P 500 Equal Weight Tech ETF

Invesco PHLX Semiconductor ETF

Lenovo Group

GF Fund CNI Semiconductor Chips ETF

GF Fund CNI Information Technology Innovation Theme ETF

Lenovo Venture Capital has invested in eight companies over ten years, totaling 200 billion

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The Hong Kong stock market's AI sector is experiencing a valuation reconstruction in early spring 2026, with the Hang Seng TECH Index rising by 1.42%. The AI theme index has increased by approximately 15% this year, with accelerated capital inflow. Domestic AI large model companies MiniMax and Zhipu have seen their stock prices rise by 9% and 6.27%, respectively, with year-to-date gains exceeding 400%. Token economics has become the core pricing unit for the commercialization of AI businesses, reshaping the market competition landscape and posing challenges for traditional internet companies. Investors can directly participate in China's AI development, freeing themselves from the constraints of traditional businesses

Hang Seng TECH Index

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

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ChinaAMC Hang Seng Technology ETF(QDII)

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Central Observation | Hong Kong Stocks AI New Narrative: Embracing "Token Economics"

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Openclaw has sparked a frenzy, becoming the focus of attention in the tech circle. Its cross-platform operating capability sets it apart from other AI agents like ChatGPT and Copilot, enabling it to automate various software tasks and enhance work efficiency. Recently, the demand for Openclaw has surged, with a free installation event held at Tencent Cloud headquarters in Shenzhen attracting a large number of participants. Meanwhile, related AI stocks such as Xiyu Technology have also garnered market attention

- The rising trend of Openclaw facilitates cross-platform automation, enhancing efficiency in businesses by enabling AI to perform tasks without manual intervention.  
- However, the technology raises concerns regarding potential job displacement and security risks associated with accessing sensitive data across platforms.  
- Experts emphasize the importance of maintaining human oversight in AI applications to mitigate errors and protect against vulnerabilities while using tools like Openclaw.

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Is Openclaw Flawless? | Lin Xiaozhen

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In the morning session, the shipping sector fell sharply, with nearly 10 stocks including COSCO SHIPPING Energy, Cosco Shipping Specialized, CMES, COSCO SHIPPING Development, Lianyungang Port, and Phoenix Shipping hitting the daily limit down, while Air China Cargo once dropped nearly 30%. The precious metals concept collectively weakened, with SC GOLD hitting the daily limit down, Xiaocheng Technology dropping over 10%, ZHAOJIN GOLD opening at the daily limit down price, and WESTERN REGION GOLD, Hunan Gold, Hunan Silver, CHIFENG GOLD, and SD GOLD opening significantly lower

- A-shares opened lower and fell, with major indices collectively declining, influenced by the "three barrels of oil" stocks hitting the limit down.  
- The ongoing turmoil in the Middle East has heightened market inflation fears, impacting gold and oil prices significantly, while certain sectors like power equipment strengthened due to policy stimulus.  
- The bond market showed a broad rally in government futures, alongside varied performance in domestic commodity futures, reflecting a mixed but generally negative market sentiment.

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CMES

SC GOLD

COSCO SHIP DEV

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WESTERN REGION GOLD

Lianyungang Port

Cosco Shipping Specialized

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COSCO SHIPPING Energy

ZHAOJIN MINING

SD GOLD

CHINA OILFIELD

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CHIFENG GOLD

COSCO SHIPPING Development

COSCO SHIP ENGY

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SINOPEC CORP

Sinopec Corp.

Hunan Gold

ZHONGJIN GOLD

ChinaAMC Gold ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

MEITUAN

The ChiNext index fluctuated and rose, the "three oil giants" briefly hit the limit down at the beginning of trading, memory stocks surged, the Hang Seng Index turned positive, and the large model stock KNOWLEDGE ATLAS surged strongly

The stock price of KNOWLEDGE ATLAS once rose by 24.3%, reaching 344 yuan, and is currently reported at 311 yuan, with an increase of 12.36%. This fluctuation is related to the anonymous model "Pony Alpha" launched by OpenRouter, which performs outstandingly in coding capabilities and agent optimization, possibly linked to KNOWLEDGE ATLAS's new GLM model. Several tech bloggers and entrepreneurs have speculated about the origin of this model, suggesting it may come from a Chinese company

AASTOCKS

KNOWLEDGE ATLAS once rose over 24%, suspected overseas exposure of the new GLM model

A DOO AI(03413.HK)

Jeff Bezos says software engineers shouldn't be afraid of AI: 'Be so happy!'

AI monitoring group flags risk from ‘Rogue Deployment’ at leading labs, as AI capabilities surge but not yet for sustained control.

DeepSeek Founder Injects Own Funds to Lift Chinese AI Firm’s Registered Capital by 50%

AI Bubble Theory | Goldman Sachs: The logic of "selling shovels" in AI remains unchanged, and the demand for infrastructure remains solid

KNOWLEDGE ATLAS has raised prices for the third time this year, increasing by another 10%, as domestic large models collectively abandon the price war

Lenovo Venture Capital has invested in eight companies over ten years, totaling 200 billion

Central Observation | Hong Kong Stocks AI New Narrative: Embracing "Token Economics"

Is Openclaw Flawless? | Lin Xiaozhen

The ChiNext index fluctuated and rose, the "three oil giants" briefly hit the limit down at the beginning of trading, memory stocks surged, the Hang Seng Index turned positive, and the large model stock KNOWLEDGE ATLAS surged strongly

KNOWLEDGE ATLAS once rose over 24%, suspected overseas exposure of the new GLM model