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On April 13, Louis Miller, head of Goldman Sachs' global equity customized basket business, pointed out that the current momentum indicators have not yet entered the overbought territory. As long as the fundamentals during the upcoming earnings season remain robust, this AI-driven breakout rally still has ample room to extend, especially in the AI infrastructure sector. The market consensus estimates that the year-over-year EPS growth rate for information technology stocks will reach as high as 44% in the first quarter of this year, which is undoubtedly the core catalyst for this season. 
Despite recent volatility in gold prices, Goldman Sachs maintains its baseline forecast that gold prices will reach $5,400 per ounce by the end of this year. The three main drivers supporting this aggressive target are: the ongoing diversification demand from global central banks, the normalization of speculative positions, and the expectation that the Federal Reserve will cut interest rates by 50 basis points within the year. In this macroeconomic context, gold mining companies have indeed benefited from positive operating leverage, significantly improved free cash flow, and the potential to increase dividends.

[Goldman Sachs: AI-Driven Breakout Rally Has Room to Extend if Earnings Season Remains Strong]On April 13, Louis Miller, head of Goldman Sachs' global equity customized basket business, pointed out that the current momentum indicators have not yet entered the overbought territory. As long as the fundamentals during the upcoming earnings season remain robust, this AI-driven breakout rally still has ample room to extend, especially in the AI infrastructure sector. The market consensus estimates that the year-over-year EPS growth rate for information technology stocks will reach as high as 44% in the first quarter of this year, which is undoubtedly the core catalyst for this season. 
Despite recent volatility in gold prices, Goldman Sachs maintains its baseline forecast that gold prices will reach $5,400 per ounce by the end of this year. The three main drivers supporting this aggressive target are: the ongoing diversification demand from global central banks, the normalization of speculative positions, and the expectation that the Federal Reserve will cut interest rates by 50 basis points within the year. In this macroeconomic context, gold mining companies have indeed benefited from positive operating leverage, significantly improved free cash flow, and the potential to increase dividends.

Goldman Sachs: AI-Driven Breakout Rally Has Room to Extend if Earnings Season Remains Strong

Xunce (03317.HK), known as the 'first token stock' in the Hong Kong stock market, has risen over 20% today, with a cumulative increase of over 625% since the beginning of this year. (Jin Shi)

[Hong Kong Stock Market's 'First Token Stock' Xunce (03317.HK) Rises Over 20%, Up Over 625% Year-to-Date]Xunce (03317.HK), known as the 'first token stock' in the Hong Kong stock market, has risen over 20% today, with a cumulative increase of over 625% since the beginning of this year. (Jin Shi)

Hong Kong Stock Market's 'First Token Stock' Xunce (03317.HK) Rises Over 20%, Up Over 625% Year-to-Date

According to monitoring by 1M AI News, sources reveal that Honor is in discussions with ByteDance regarding collaboration on the 'Doubao Phone'. Before collaborating with ZTE to launch the first generation of Doubao phones, ByteDance initially approached Honor. However, Honor was cautious at the time, believing that such deep system-level collaborations posed certain risks: as an exploratory engineering device, the technical route of the Doubao phone could be more aggressive; and with Honor's user base in the hundreds of millions, any issues with stability, compatibility, or security in new services could potentially lead to large-scale functional anomalies and user complaints, making the associated risks difficult to manage. Honor and ByteDance have previously collaborated multiple times in the AI field. In June 2024, Honor was the first to integrate the Doubao large model, applying it in smart office scenarios, covering functions such as document Q&A, meeting minutes, and copy generation. In October 2025, the collaboration was further upgraded: Honor released the Magic8 series of phones equipped with MagicOS 10 and partnered with ByteDance's Volcano Engine to enhance the YOYO assistant with networked Q&A, intelligent image recognition, and creative photo editing capabilities based on the Doubao large model. There is also broad consensus between the two parties on the direction of AI development. In March 2025, Honor announced the 'Alpha Strategy', planning to invest $10 billion over five years to transform into a globally leading AI terminal ecosystem company. In December of the same year, Honor's product line president Fang Fei publicly affirmed the technical path of the Doubao phone, stating, 'The Doubao phone assistant supports general scenarios and automatically executes tasks based on UI Agent, which aligns with Honor AI's development direction from specific tasks to general execution.' Several industry insiders have pointed out that simply relying on basic configurations and imaging capabilities has become insufficient for significant growth, and the agent task execution capability driven by large models is becoming the next core competitive point in the smartphone industry.

[Honor Engages with ByteDance for 'Doubao Phone' Collaboration, Agent Task Execution Becomes Next Core Competitive Point in Smartphones]According to monitoring by 1M AI News, sources reveal that Honor is in discussions with ByteDance regarding collaboration on the 'Doubao Phone'. Before collaborating with ZTE to launch the first generation of Doubao phones, ByteDance initially approached Honor. However, Honor was cautious at the time, believing that such deep system-level collaborations posed certain risks: as an exploratory engineering device, the technical route of the Doubao phone could be more aggressive; and with Honor's user base in the hundreds of millions, any issues with stability, compatibility, or security in new services could potentially lead to large-scale functional anomalies and user complaints, making the associated risks difficult to manage. Honor and ByteDance have previously collaborated multiple times in the AI field. In June 2024, Honor was the first to integrate the Doubao large model, applying it in smart office scenarios, covering functions such as document Q&A, meeting minutes, and copy generation. In October 2025, the collaboration was further upgraded: Honor released the Magic8 series of phones equipped with MagicOS 10 and partnered with ByteDance's Volcano Engine to enhance the YOYO assistant with networked Q&A, intelligent image recognition, and creative photo editing capabilities based on the Doubao large model. There is also broad consensus between the two parties on the direction of AI development. In March 2025, Honor announced the 'Alpha Strategy', planning to invest $10 billion over five years to transform into a globally leading AI terminal ecosystem company. In December of the same year, Honor's product line president Fang Fei publicly affirmed the technical path of the Doubao phone, stating, 'The Doubao phone assistant supports general scenarios and automatically executes tasks based on UI Agent, which aligns with Honor AI's development direction from specific tasks to general execution.' Several industry insiders have pointed out that simply relying on basic configurations and imaging capabilities has become insufficient for significant growth, and the agent task execution capability driven by large models is becoming the next core competitive point in the smartphone industry.

Honor Engages with ByteDance for 'Doubao Phone' Collaboration, Agent Task Execution Becomes Next Core Competitive Point in Smartphones

On April 13, the peace negotiations between the United States and Iran failed, further shifting the bond market's focus to inflation issues and reinforcing expectations that interest rates will remain elevated for an extended period. For investors in the $31 trillion U.S. Treasury market, rising energy costs could exacerbate existing price pressures, potentially delaying the Federal Reserve's rate cut actions, a risk that looms ahead. Traders and strategists from Pacific Investment Management Company, Brandywine Global Investment Management, and Natixis North America are preparing for a scenario where yields remain high—many are reluctant to make significant adjustments to their asset allocations until they have a clearer understanding of the inflation outlook. Last Friday, the U.S. March CPI monthly increase reached its highest level since 2022, prompting the 10-year U.S. Treasury yield to exceed 4.3% and leading traders to reduce expectations for rate cuts this year. On Monday, yields rose further by 3 basis points to reach 4.35%.

[US-Iran Negotiations Fail, Bond Prices Drop]On April 13, the peace negotiations between the United States and Iran failed, further shifting the bond market's focus to inflation issues and reinforcing expectations that interest rates will remain elevated for an extended period. For investors in the $31 trillion U.S. Treasury market, rising energy costs could exacerbate existing price pressures, potentially delaying the Federal Reserve's rate cut actions, a risk that looms ahead. Traders and strategists from Pacific Investment Management Company, Brandywine Global Investment Management, and Natixis North America are preparing for a scenario where yields remain high—many are reluctant to make significant adjustments to their asset allocations until they have a clearer understanding of the inflation outlook. Last Friday, the U.S. March CPI monthly increase reached its highest level since 2022, prompting the 10-year U.S. Treasury yield to exceed 4.3% and leading traders to reduce expectations for rate cuts this year. On Monday, yields rose further by 3 basis points to reach 4.35%.

US-Iran Negotiations Fail, Bond Prices Drop

According to Golden Finance on April 13, on-chain analyst Ai Yi (@ai_9684xtpa) reported that a certain address opened a 25x short position of 6,700 ETH, valued at $14.75 million. The opening price was $2,209.4, while the liquidation price is set at $2,218.7, with only a $9.3 difference between the liquidation and opening prices.

[Address Opens $14.75 Million ETH Short Position with $9.3 Liquidation Margin]According to Golden Finance on April 13, on-chain analyst Ai Yi (@ai_9684xtpa) reported that a certain address opened a 25x short position of 6,700 ETH, valued at $14.75 million. The opening price was $2,209.4, while the liquidation price is set at $2,218.7, with only a $9.3 difference between the liquidation and opening prices.

Address Opens $14.75 Million ETH Short Position with $9.3 Liquidation Margin

On April 13, Trump and the U.S. Central Command expressed differing views on the scope of the blockade of the Strait of Hormuz. The U.S. military's official statement was more restrained, focusing only on Iranian ports rather than the entire Strait of Hormuz. Trump stated yesterday that the U.S. Navy would blockade the Strait of Hormuz, intercepting all vessels paying tolls to Iran. However, the Central Command announced that its forces would begin implementing a maritime blockade on all traffic in and out of Iranian ports starting at 10 AM Eastern Time on April 13 (10 PM Beijing Time today). This blockade will be applied equally to all foreign vessels entering or leaving Iranian ports and coastal areas, including all Iranian ports in the Arabian Gulf and the Gulf of Oman. The Central Command forces will not impede the freedom of navigation for vessels traveling to and from non-Iranian ports in the Strait of Hormuz.

[Trump and U.S. Military Differ on Strait Blockade Scope, Likely Limited to Iranian Ports]On April 13, Trump and the U.S. Central Command expressed differing views on the scope of the blockade of the Strait of Hormuz. The U.S. military's official statement was more restrained, focusing only on Iranian ports rather than the entire Strait of Hormuz. Trump stated yesterday that the U.S. Navy would blockade the Strait of Hormuz, intercepting all vessels paying tolls to Iran. However, the Central Command announced that its forces would begin implementing a maritime blockade on all traffic in and out of Iranian ports starting at 10 AM Eastern Time on April 13 (10 PM Beijing Time today). This blockade will be applied equally to all foreign vessels entering or leaving Iranian ports and coastal areas, including all Iranian ports in the Arabian Gulf and the Gulf of Oman. The Central Command forces will not impede the freedom of navigation for vessels traveling to and from non-Iranian ports in the Strait of Hormuz.

Trump and U.S. Military Differ on Strait Blockade Scope, Likely Limited to Iranian Ports

based Surges 20.03% in 24H, Currently at 0.063997 USDT

【based currently trades at 0.063997 USDT, up 20.03% in 24h, according to HTX market data.】based Surges 20.03% in 24H, Currently at 0.063997 USDT

based currently trades at 0.063997 USDT, up 20.03% in 24h, according to HTX market data.

On April 13, Mike Selig, the Chair of the U.S. Commodity Futures Trading Commission (CFTC), stated in an interview that the CFTC holds "exclusive regulatory authority" over predictive markets, and that states cannot replace federal derivatives regulation with state laws. Selig emphasized, "Regardless of whether the underlying subject involves sports, politics, or other areas, any product legally offered by CFTC-regulated trading platforms falls under our jurisdiction." This statement comes as the CFTC has filed lawsuits against Arizona, Illinois, and Connecticut to solidify its regulatory dominance over predictive markets. Selig mentioned that the CFTC is clarifying the regulatory details for predictive markets through a formal rulemaking process and welcomes input from all sectors regarding the evaluation process. In addition to the predictive market dispute, Selig also referred to the final digital asset classification guidance jointly released by the CFTC and SEC last month, which delineates clear boundaries between tokenized securities and commodities. In the future, if companies wish to self-certify digital asset futures products, regulators can directly determine the nature of the tokens based on this classification framework, ensuring alignment between the two agencies.

[CFTC Chair: Exclusive Federal Authority Over Predictive Market Regulation, States Have No Right to Intervene]On April 13, Mike Selig, the Chair of the U.S. Commodity Futures Trading Commission (CFTC), stated in an interview that the CFTC holds "exclusive regulatory authority" over predictive markets, and that states cannot replace federal derivatives regulation with state laws. Selig emphasized, "Regardless of whether the underlying subject involves sports, politics, or other areas, any product legally offered by CFTC-regulated trading platforms falls under our jurisdiction." This statement comes as the CFTC has filed lawsuits against Arizona, Illinois, and Connecticut to solidify its regulatory dominance over predictive markets. Selig mentioned that the CFTC is clarifying the regulatory details for predictive markets through a formal rulemaking process and welcomes input from all sectors regarding the evaluation process. In addition to the predictive market dispute, Selig also referred to the final digital asset classification guidance jointly released by the CFTC and SEC last month, which delineates clear boundaries between tokenized securities and commodities. In the future, if companies wish to self-certify digital asset futures products, regulators can directly determine the nature of the tokens based on this classification framework, ensuring alignment between the two agencies.

CFTC Chair: Exclusive Federal Authority Over Predictive Market Regulation, States Have No Right to Intervene

On April 13, Strategy founder Michael Saylor stated that the company's annualized return rate (ARR) for breakeven on Bitcoin investments is approximately 2.05%. If Bitcoin's price increases over time at a rate exceeding this threshold, Strategy can indefinitely pay dividends without issuing new shares of MSTR.

[Michael Saylor: Strategy Aims for Infinite Self-Cycle with Bitcoin Annual Yield Above 2.05%]On April 13, Strategy founder Michael Saylor stated that the company's annualized return rate (ARR) for breakeven on Bitcoin investments is approximately 2.05%. If Bitcoin's price increases over time at a rate exceeding this threshold, Strategy can indefinitely pay dividends without issuing new shares of MSTR.

Michael Saylor: Strategy Aims for Infinite Self-Cycle with Bitcoin Annual Yield Above 2.05%

Temasek Holdings, Singapore's second-largest wealth fund, cited regulatory uncertainty as the main reason for not investing further in digital assets. The fund's chief investment officer, Rohit Sipahimalani, said it would be difficult to justify such a move.

[Singapore Wealth Fund Cites Regulatory Uncertainty as Reason for Not Investing Further in Digital Assets]Temasek Holdings, Singapore's second-largest wealth fund, cited regulatory uncertainty as the main reason for not investing further in digital assets. The fund's chief investment officer, Rohit Sipahimalani, said it would be difficult to justify such a move.

Singapore Wealth Fund Cites Regulatory Uncertainty as Reason for Not Investing Further in Digital Assets

Article

Iranian Foreign Ministry: Contacts and Consultations with Iran, Pakistan, and Others Will Continue

Iran Not in a Hurry to Negotiate with the U.S.

X Product Head: Aggregator Revenue Share Reduced to 60% to Combat Clickbait and Content Theft

Analysis: Trump Needs to Withdraw to Address Midterm Elections, Possible Agreement on Core Demands Between US and Iran

ETH fell below 2200  USDT

ETH broke through 2200  USDT

Singapore Wealth Fund Cites Regulatory Uncertainty as Reason for Not Investing Further in Digital Assets

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