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ASML conference call sets the tone: Memory customers have sold out this year's capacity, long-term contracts provide a safety net, and non-EUV growth has confirmed a "cyclical turning point."

ASML conference call sets the tone: Memory customers have sold out this year's capacity, long-term contracts provide a safety net, and non-EUV growth has confirmed a "cyclical turning point."

``` Main Takeaways from the ASML Conference Call: Full-Year Guidance Raised, Export Controls Included. The company has raised its full-year net sales outlook to 36-40 billion euros. Management clearly stated that this guidance range already factors in the potential impact of export control uncertainties. Memory Customers’ 2026 Capacity Sold Out. Customers

CATL: Revenue in the first quarter of 2026 was 129.13 billion yuan, up 52.45% year-on-year; net profit was 20.738 billion yuan, up 48.52% year-on-year.

CATL: Revenue in the first quarter of 2026 was 129.13 billion yuan, up 52.45% year-on-year; net profit was 20.738 billion yuan, up 48.52% year-on-year.

``` CATL: Revenue for the first quarter of 2026 was 129.13 billion yuan, up 52.45% year-on-year; net profit was 20.738 billion yuan, up 48.52% year-on-year. Risk Warning and DisclaimerThe market has risks, and investment needs to be cautious. This article does not constitute personal investment advice and

Morgan Stanley's first quarter stock trading revenue was $5.15 billion, expected $4.78 billion; first quarter net interest income was $2.70 billion, estimated $2.67 billion.

Morgan Stanley's first quarter stock trading revenue was $5.15 billion, expected $4.78 billion; first quarter net interest income was $2.70 billion, estimated $2.67 billion.

Morgan Stanley first quarter equity trading revenue was $5.15 billion, forecast $4.78 billion; first quarter net interest income was $2.70 billion, estimate $2.67 billion. First quarter results: net revenue $20.58 billion, estimate $19.71 billion (Bloomberg consensus estimate) Wealth management net revenue $8.52 billion,

China Jushi expects Q1 net profit to increase by 60%-80%, with both glass fiber sales volume and prices rising, driving a significant rebound in profitability | Earnings Report Insights

China Jushi expects Q1 net profit to increase by 60%-80%, with both glass fiber sales volume and prices rising, driving a significant rebound in profitability | Earnings Report Insights

``` China Jushi, a leading fiberglass company, released a performance forecast, with first-quarter profit growth reaching a recent high, confirming that the industry's boom cycle is accelerating recovery. On Wednesday, China Jushi announced that it expects net profit attributable to shareholders of the listed company for the first quarter

Trump: The "final outcome" of the Iran conflict may be achieved soon.

Trump: The "final outcome" of the Iran conflict may be achieved soon.

``` U.S. President Trump said in an interview broadcast by American media on the 15th that the "final outcome" of the Iran conflict may be achieved soon. Trump said in an interview with Fox Business News, "I think we are doing very well, but the important thing

When the time to fix vulnerabilities shrank from 771 days to less than 4 hours, Anthropic Mythos sounded the alarm for everyone.

When the time to fix vulnerabilities shrank from 771 days to less than 4 hours, Anthropic Mythos sounded the alarm for everyone.

``` The time buffer that has sustained the operation of the cybersecurity sector is disappearing. Bloomberg opinion columnist Parmy Olson points out that the window from public disclosure of software vulnerabilities to the emergence of usable attack tools has plummeted from an average of 771 days in 2018 to less than

Trump bans Anthropic, but federal agencies are still secretly testing the Mythos model.

Trump bans Anthropic, but federal agencies are still secretly testing the Mythos model.

``` Despite the White House’s explicit ban on cooperating with Anthropic, multiple federal agencies are quietly circumventing this prohibition to test the company’s newly released high-risk AI model—Claude Mythos. This contradictory situation reflects the increasingly sharp tension in the Trump administration between blocking allied tech firms and protecting