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On June 3, according to the Hong Kong Stock Exchange's equity disclosure, Duang Yongping's stake in Pop Mart H shares increased from 5.69% to 6.04% on May 28.

[Duang Yongping Increases Stake in Pop Mart H Shares to 6.04%]On June 3, according to the Hong Kong Stock Exchange's equity disclosure, Duang Yongping's stake in Pop Mart H shares increased from 5.69% to 6.04% on May 28.

Duang Yongping Increases Stake in Pop Mart H Shares to 6.04%

According to monitoring by Dongcha Beating, Alibaba's Qianwen App has announced that it will fully open to third-party Agents and Skills. All enterprises can not only operate their own brand Agents but also customize their personas and service boundaries. The first batch of companies to join includes Luckin Coffee, KFC, China Eastern Airlines, and Mixue Ice City. Users can now experience services such as in-store pickup from Luckin Coffee and KFC within the Qianwen App, and the relevant companies are testing the integration of intelligent agents, with the open platform set to officially launch soon. The upgraded brand Agents possess memory and proactive planning capabilities. The China Eastern Airlines Agent can intelligently recommend travel plans after deeply understanding users' travel intentions and preferences. The Luckin Coffee Agent can proactively inform users about long wait times during lunch and suggest placing orders half an hour in advance. Over the past six months, the Qianwen App has gradually integrated dozens of Alibaba ecosystem Agents related to maps, ride-hailing, shopping, and flash sales, providing billions of service-related conversations daily.

[Qianwen App Fully Opens to Third-Party Agents, First Partners Include Luckin Coffee, KFC, and China Eastern Airlines]According to monitoring by Dongcha Beating, Alibaba's Qianwen App has announced that it will fully open to third-party Agents and Skills. All enterprises can not only operate their own brand Agents but also customize their personas and service boundaries. The first batch of companies to join includes Luckin Coffee, KFC, China Eastern Airlines, and Mixue Ice City. Users can now experience services such as in-store pickup from Luckin Coffee and KFC within the Qianwen App, and the relevant companies are testing the integration of intelligent agents, with the open platform set to officially launch soon. The upgraded brand Agents possess memory and proactive planning capabilities. The China Eastern Airlines Agent can intelligently recommend travel plans after deeply understanding users' travel intentions and preferences. The Luckin Coffee Agent can proactively inform users about long wait times during lunch and suggest placing orders half an hour in advance. Over the past six months, the Qianwen App has gradually integrated dozens of Alibaba ecosystem Agents related to maps, ride-hailing, shopping, and flash sales, providing billions of service-related conversations daily.

Qianwen App Fully Opens to Third-Party Agents, First Partners Include Luckin Coffee, KFC, and China Eastern Airlines

On June 3, TD Cowen, an investment bank managing $15 billion in assets, announced that analyst Lance Vitanza has reaffirmed a buy rating for Bitcoin treasury company Strategy (MSTR), with a target price of $400.

[TD Cowen Reaffirms Buy Rating on Strategy with Target Price of $400]On June 3, TD Cowen, an investment bank managing $15 billion in assets, announced that analyst Lance Vitanza has reaffirmed a buy rating for Bitcoin treasury company Strategy (MSTR), with a target price of $400.

TD Cowen Reaffirms Buy Rating on Strategy with Target Price of $400

On June 3, Morgan Stanley released a research report stating that Tencent Holdings' stock price rose by 10% yesterday due to reports that it is testing a native WeChat AI agent. The regulatory filing for this product could begin as early as June, followed by limited external testing and a phased rollout. During the first-quarter earnings call, management viewed the AI agent as a breakthrough application scenario and emphasized the advantages across platforms such as WeChat, QQ, WeChat Work, Yuanbao, and QQ Browser. However, a clear timeline has not yet been provided. The firm believes that the WeChat AI agent is a key catalyst, and if the reports are accurate, the launch could occur earlier than the previously expected fourth quarter. The firm anticipates that Tencent will increase its investment in computing power, with supply improving from the second half of the year. Although the monetization model remains unclear, launching a competitive consumer-facing AI agent is strategically significant and will help narrow the gap with ByteDance and Alibaba. Morgan Stanley noted that Tencent's current price corresponds to a projected price-to-earnings ratio of 13.9 times for 2026, making the valuation attractive, and reaffirmed its 'Overweight' rating with a target price of HKD 650 unchanged.

[Morgan Stanley Reaffirms Tencent 'Overweight' Rating, WeChat AI Agent as Key Catalyst]On June 3, Morgan Stanley released a research report stating that Tencent Holdings' stock price rose by 10% yesterday due to reports that it is testing a native WeChat AI agent. The regulatory filing for this product could begin as early as June, followed by limited external testing and a phased rollout. During the first-quarter earnings call, management viewed the AI agent as a breakthrough application scenario and emphasized the advantages across platforms such as WeChat, QQ, WeChat Work, Yuanbao, and QQ Browser. However, a clear timeline has not yet been provided. The firm believes that the WeChat AI agent is a key catalyst, and if the reports are accurate, the launch could occur earlier than the previously expected fourth quarter. The firm anticipates that Tencent will increase its investment in computing power, with supply improving from the second half of the year. Although the monetization model remains unclear, launching a competitive consumer-facing AI agent is strategically significant and will help narrow the gap with ByteDance and Alibaba. Morgan Stanley noted that Tencent's current price corresponds to a projected price-to-earnings ratio of 13.9 times for 2026, making the valuation attractive, and reaffirmed its 'Overweight' rating with a target price of HKD 650 unchanged.

Morgan Stanley Reaffirms Tencent 'Overweight' Rating, WeChat AI Agent as Key Catalyst

On June 3, Bank of Japan Governor Kazuo Ueda stated in his final routine speech before an upcoming highly anticipated policy meeting that the central bank needs to continuously raise interest rates based on economic conditions and inflation. Ueda mentioned, 'For example, if the central bank judges that the likelihood of achieving the baseline scenario increases, meaning that tensions in the Middle East gradually ease and that the underlying inflation rate rises to around 2% against a backdrop of moderate economic growth, then I believe the central bank will continue to raise policy rates at an appropriate pace.' His remarks indicate a significant likelihood of a rate hike this month, although his statements are not as explicit as during the previous two rate increases. This suggests that Ueda aims to maintain a degree of flexibility amid the increasingly complex and uncertain situation in the Middle East, as well as the stance on monetary policy expressed by Japanese Prime Minister Fumio Kishida.

[Bank of Japan Governor Kazuo Ueda: Continued Rate Hikes Needed to Curb Inflation]On June 3, Bank of Japan Governor Kazuo Ueda stated in his final routine speech before an upcoming highly anticipated policy meeting that the central bank needs to continuously raise interest rates based on economic conditions and inflation. Ueda mentioned, 'For example, if the central bank judges that the likelihood of achieving the baseline scenario increases, meaning that tensions in the Middle East gradually ease and that the underlying inflation rate rises to around 2% against a backdrop of moderate economic growth, then I believe the central bank will continue to raise policy rates at an appropriate pace.' His remarks indicate a significant likelihood of a rate hike this month, although his statements are not as explicit as during the previous two rate increases. This suggests that Ueda aims to maintain a degree of flexibility amid the increasingly complex and uncertain situation in the Middle East, as well as the stance on monetary policy expressed by Japanese Prime Minister Fumio Kishida.

Bank of Japan Governor Kazuo Ueda: Continued Rate Hikes Needed to Curb Inflation

On June 3, Kazuo Ueda, the Governor of the Bank of Japan, stated that interest rates will continue to rise in response to economic and inflation conditions. If upward risks increase, the issue of raising rates will need to be discussed. The Bank of Japan's fundamental stance is to continue increasing policy rates based on economic, price, and financial developments. Although this year's rise in oil prices is not as significant as during the first oil crisis, it is considerable compared to other shocks.

[Kazuo Ueda: Continuous Rate Hikes to Address Economic and Inflation Conditions]On June 3, Kazuo Ueda, the Governor of the Bank of Japan, stated that interest rates will continue to rise in response to economic and inflation conditions. If upward risks increase, the issue of raising rates will need to be discussed. The Bank of Japan's fundamental stance is to continue increasing policy rates based on economic, price, and financial developments. Although this year's rise in oil prices is not as significant as during the first oil crisis, it is considerable compared to other shocks.

Kazuo Ueda: Continuous Rate Hikes to Address Economic and Inflation Conditions

On June 3, according to an official announcement, Huobi HTX has launched a quadruple benefits event for new users. From now until June 12, 19:59 (UTC+8), new users who complete registration, deposit, trade, and invite others can receive rewards. The event includes: 1. During the event, newly registered users can sign up and complete specified tasks to earn a chance to win prizes such as the iPhone 17 Pro Max and XAUT; 2. New users who achieve a daily spot trading volume of ≥100 USDT or a contract trading volume of ≥500 USDT will be counted as a check-in for that day, unlocking blind box airdrops based on the number of check-in days; 3. New users can rank based on their spot trading volume to share a 30,000 USDT prize pool, with higher rankings receiving greater rewards; 4. During the event, both new and existing users can invite friends to register, and if the friends complete specified tasks, the inviter will receive a reward of 20 USDT, with a maximum of 300 USDT per individual.

[Huobi HTX Launches Exclusive Quadruple Benefits for New Users: Participate to Share a 100,000 USDT Prize Pool + iPhone Grand Prize]On June 3, according to an official announcement, Huobi HTX has launched a quadruple benefits event for new users. From now until June 12, 19:59 (UTC+8), new users who complete registration, deposit, trade, and invite others can receive rewards. The event includes: 1. During the event, newly registered users can sign up and complete specified tasks to earn a chance to win prizes such as the iPhone 17 Pro Max and XAUT; 2. New users who achieve a daily spot trading volume of ≥100 USDT or a contract trading volume of ≥500 USDT will be counted as a check-in for that day, unlocking blind box airdrops based on the number of check-in days; 3. New users can rank based on their spot trading volume to share a 30,000 USDT prize pool, with higher rankings receiving greater rewards; 4. During the event, both new and existing users can invite friends to register, and if the friends complete specified tasks, the inviter will receive a reward of 20 USDT, with a maximum of 300 USDT per individual.

Huobi HTX Launches Exclusive Quadruple Benefits for New Users: Participate to Share a 100,000 USDT Prize Pool + iPhone Grand Prize

According to Reuters, citing informed sources, Chinese artificial intelligence startup DeepSeek has established its first round of financing at approximately 50 billion yuan (about $7.4 billion), a revision from the rumored $10 billion in late May. The post-financing valuation is expected to be between 350 billion to 400 billion yuan (approximately $52 billion to $59 billion), with the upper limit raised from the previously rumored $55 billion at the end of May. In terms of capital structure, the financing shows a characteristic of absolute dominance by the founder. DeepSeek's founder, Liang Wenfeng, has committed to personally invest 20 billion yuan, accounting for 40% of the total financing amount, to ensure the startup team retains absolute control over the company. Additionally, the investment amounts from Tencent and CATL have been disclosed for the first time, with Tencent considering an investment of 10 billion yuan and CATL intending to invest 5 billion yuan, making both companies likely to become the largest external investors in the financing round. Earlier rumors suggested that the National Artificial Intelligence Industry Investment Fund would lead the investment, but with the founder's substantial personal investment confirmed, the national fund has now retreated to being a regular participating external institution. DeepSeek is also in final investment negotiations with NetEase and JD.com, with the total number of investors expected to be fewer than 10. This round of financing is expected to be completed within the next two weeks. In addition to the disclosed investors, Hong Kong-based IDG Capital and Monolith Capital are also among the potential investors. Currently, DeepSeek has not made any statements regarding future initial public offering (IPO) plans.

[DeepSeek Secures $7.4 Billion in First Round Financing: Valuation Rises to $59 Billion, Completion Expected in Two Weeks]According to Reuters, citing informed sources, Chinese artificial intelligence startup DeepSeek has established its first round of financing at approximately 50 billion yuan (about $7.4 billion), a revision from the rumored $10 billion in late May. The post-financing valuation is expected to be between 350 billion to 400 billion yuan (approximately $52 billion to $59 billion), with the upper limit raised from the previously rumored $55 billion at the end of May. In terms of capital structure, the financing shows a characteristic of absolute dominance by the founder. DeepSeek's founder, Liang Wenfeng, has committed to personally invest 20 billion yuan, accounting for 40% of the total financing amount, to ensure the startup team retains absolute control over the company. Additionally, the investment amounts from Tencent and CATL have been disclosed for the first time, with Tencent considering an investment of 10 billion yuan and CATL intending to invest 5 billion yuan, making both companies likely to become the largest external investors in the financing round. Earlier rumors suggested that the National Artificial Intelligence Industry Investment Fund would lead the investment, but with the founder's substantial personal investment confirmed, the national fund has now retreated to being a regular participating external institution. DeepSeek is also in final investment negotiations with NetEase and JD.com, with the total number of investors expected to be fewer than 10. This round of financing is expected to be completed within the next two weeks. In addition to the disclosed investors, Hong Kong-based IDG Capital and Monolith Capital are also among the potential investors. Currently, DeepSeek has not made any statements regarding future initial public offering (IPO) plans.

DeepSeek Secures $7.4 Billion in First Round Financing: Valuation Rises to $59 Billion, Completion Expected in Two Weeks

Intel (INTC.US) rose 2.3% in pre-market trading, reaching $110.4. In a keynote speech at Computex 2026, Intel CEO Pat Gelsinger stated that future AI infrastructure will not be dominated solely by GPUs, but will enter an era of heterogeneous computing with the collaboration of CPUs, GPUs, ASICs, and custom chips. With the rapid proliferation of Agentic AI, the demand for CPUs in data centers is expected to enter a growth cycle again. 
Based on this, Intel officially launched the Xeon 6 Plus processor, manufactured using the 18A process, which features 288 E-Core cores and 576MB of L3 cache, primarily targeting cloud computing, network infrastructure, and AI inference scenarios. Additionally, Intel introduced the Rack Scale Blueprint initiative, aimed at collaboratively developing rack-level AI infrastructure solutions with partners through open standards, with initial partners including Foxconn and SambaNova.

[Intel Rises 2.3% Pre-Market, Unveils Xeon 6 Plus Processor and Enters AI Rack Market]Intel (INTC.US) rose 2.3% in pre-market trading, reaching $110.4. In a keynote speech at Computex 2026, Intel CEO Pat Gelsinger stated that future AI infrastructure will not be dominated solely by GPUs, but will enter an era of heterogeneous computing with the collaboration of CPUs, GPUs, ASICs, and custom chips. With the rapid proliferation of Agentic AI, the demand for CPUs in data centers is expected to enter a growth cycle again. 
Based on this, Intel officially launched the Xeon 6 Plus processor, manufactured using the 18A process, which features 288 E-Core cores and 576MB of L3 cache, primarily targeting cloud computing, network infrastructure, and AI inference scenarios. Additionally, Intel introduced the Rack Scale Blueprint initiative, aimed at collaboratively developing rack-level AI infrastructure solutions with partners through open standards, with initial partners including Foxconn and SambaNova.

Intel Rises 2.3% Pre-Market, Unveils Xeon 6 Plus Processor and Enters AI Rack Market

On June 3, the contract whale 'Set 10 Major Goals' shared images on social media to announce the resumption of a long position in Bitcoin. The images indicate that it took a long position on 281.789 Bitcoins with 4x leverage at a price of $67,777, currently showing a slight profit. Yesterday's report stated that 'Set 10 Major Goals' closed its Bitcoin short position, realizing a profit of $3.3 million.

[Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position]On June 3, the contract whale 'Set 10 Major Goals' shared images on social media to announce the resumption of a long position in Bitcoin. The images indicate that it took a long position on 281.789 Bitcoins with 4x leverage at a price of $67,777, currently showing a slight profit. Yesterday's report stated that 'Set 10 Major Goals' closed its Bitcoin short position, realizing a profit of $3.3 million.

Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position

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One Article Deconstructs the Investment Methodology of 'Stock God Serenity'

Deconstructing the Investment Methodology of the 'Stock God Serenity' in One Article

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Article

National Bureau of Statistics: China's Economic Volume Approaches the Combined Total of the World's Third to Seventh Largest Economies

Whale 'Set 10 Major Goals' Resumes Bitcoin Long Position

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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