The bullish outlook from the China-US trade has ignited the enthusiasm of buyers, causing the Market Cap of the "Seven Giants" in the US stock market to soar by 6 trillion overnight!

① On Monday, following the agreement between China and the United States to mutually lower tariffs, the US stock market surged significantly; ② the Market Cap of the Magnificent 7 skyrocketed by 837.5 billion USD (approximately 6 trillion RMB), marking the largest increase since April 9. ③ Analyst Ives from Wedbush predicts that the US stock market and Technology stocks will reach new highs in 2025.

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What to look for in the earnings reports of Chinese concept giants this week? JD.com's "takeaway battle," and Alibaba and Tencent's "AI investments and application progress."

Tencent's advertising revenue combined with AI Business has become a highlight, focusing on the improvement of click-through rates for AI search advertising products and existing advertising products within the WeChat ecosystem; Alibaba's cloud Business and e-commerce competition is the focal point, looking at the trends of its profit margins, AI revenue contribution, and prospects for cross-border Business; JD.com focuses on the mid-term goals of its food delivery Business and the competitiveness of its core retail Business.

wallstreetcn09:00

What signals have been released in the joint statement of the China-US-Geneva economic and trade talks?

In the next step, the USA and China will continue negotiations regarding tariffs. Secondly, the focus of the negotiations between the USA and China will shift to non-tariff barriers; discussions will begin around investment, market access, and the supply of key minerals. Finally, considering the significant reduction of tariffs by the USA on China, China's foreign trade may show more positive performance in May.

Global Times - Global Network08:15

Futu Morning Report | The results of the China-US talks ignite market sentiment! The Nasdaq rose over 4%, returning to a bull market, and the total market value of the Magnificent 7 surged by more than 800 billion USD overnight.

Goldman Sachs has significantly delayed its expectations for the Federal Reserve to cut interest rates, from July to December; the Bitcoin mining company invested in by the Trump family has gone public through a shell company, causing its stock price to surge over 173%.

Futu News08:06

U.S. stock market close | Consensus reached between China and the U.S. boosts the U.S. stock market, with the Nasdaq rising over 4%; Growth Tech stocks rise together, with Amazon climbing over 8%.

The China concept Index rose by over 5%, with Xpeng Autos up over 7%, and Li Auto and PDD Holdings both up over 6%.

wallstreetcn07:20

U.S. stock market close: The Nasdaq surged over 4%, Chinese concept stocks performed even stronger, and the Golden Dragon Index outperformed the Large Cap.

① High-level economic and trade talks between China and the U.S. exceeded expectations, boosting U.S. stocks; ② Both the S&P and Nasdaq hit new closing highs since March 3; ③ NVIDIA rose over 5%, with its Market Cap returning to above 3 trillion; ④ Trump: Will investigate pharmaceutical companies if necessary.

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