Group 1 - The White House's chief economic advisor, Kevin Hassett, suggested that large banks could voluntarily offer credit cards to Americans with stable incomes but lacking credit access, in response to President Trump's push to lower living costs [1][2] - President Trump previously called for a cap on credit card interest rates at 10%, a proposal that faced widespread opposition from bank executives and industry lobbyists, who argued it could disrupt consumer behavior and the financial system [1][2] - Hassett's alternative proposal targets individuals who are under-leveraged financially due to a lack of credit access, emphasizing that these individuals have sufficient income and stability to support credit limits [1][2] Group 2 - Banks indicated that if required to issue credit cards at a 10% interest rate, the most realistic response would be to scale back their credit card operations rather than lowering rates across the board [2] - Hassett noted that the government has communicated with several large bank CEOs, some of whom believe that the President's views on affordability have a basis in reality [2] - The concept of the "Trump credit card" remains in the conceptual stage, with no substantial discussions between a major credit card issuer and the government reported yet [2]

Group 1 - The stock of Tongdao Liepin (06100) rose by 10.17%, reflecting market recognition of its "AI recruitment strategy" and "financial stability" [1] - The restaurant sector saw significant gains, with Haidilao (06862) up 7.7%, Jiumaojiu (09922) up 5.38%, and Helens (09869) up 6.67%, driven by demand recovery since early 2023 [1] - Voice Technology (02495) surged over 10% after announcing a share issuance of 6.73 million shares at HKD 46.3 each, with approximately 50% of the proceeds allocated for R&D [1] Group 2 - Alibaba-W (09988) increased by nearly 5%, following announcements at the 2025 Cloud Summit regarding changes to hardware infrastructure in response to new market demands [1] - Hua Hong Semiconductor (01347) rose over 5.3% after announcing a plan to acquire approximately 97.5% of Huali Micro for CNY 8.268 billion [2] - Jiufang Zhitu Holdings (09636) saw an increase of nearly 8%, attributed to active market trading with a daily turnover reaching CNY 3.6 trillion [2] Group 3 - Jingtai Holdings (02228) rose over 5.5%, with a month-to-date increase of nearly 50%, following the successful dual approval of its incubated company ReviR's innovative drug RTX-117 [2] - Xun Ce (03317) briefly rose over 6%, reaching a new high of HKD 68, due to a strategic cooperation framework agreement with Jinyong Investment [2] - Alibaba Health (00241) surged over 14.2%, with a month-to-date increase exceeding 30%, following the announcement of a milestone solution in the infant vascular tumor treatment field [3] Group 4 - Bitcoin rose over 2.5%, reaching USD 93,500, with Bitcoin-related stocks also increasing, including MSTR up 6.63% and COIN up 4% [4] - GCDT, a green decarbonization technology company, saw its stock price surge 25% after its IPO, which aims to raise approximately USD 10 million for factory construction and debt repayment [4] - Lithium giant Albemarle (ALB.US) rose 4.46%, with analysts noting a reduction in concerns over its balance sheet as it achieves leverage optimization [4] Group 5 - Gold concept stocks showed mixed performance, with AngloGold Ashanti (AU.US) up 1.11% and Barrick Mining (B.US) up 1.39%, while some others declined [5] - Google (GOOGL.US) increased by 1.24% following a significant partnership with Apple to advance AI technology, with Google's Gemini model becoming a core support for future Apple devices [5] - Payment concept stocks continued to decline, with major banks also falling, amid concerns over potential impacts from proposed credit card interest rate caps [6] Group 6 - Intel (INTC.US) and AMD (AMD.US) saw initial gains of 7.33% and 6.39%, respectively, after KeyBanc Capital Markets upgraded their ratings to "overweight" [6] - Rezolve AI (RZLV.US) fell 9.23% despite raising its long-term revenue forecast, indicating significant commercialization progress [7] - Satellogic (SATL.US) declined 1.11% after a previous surge, following the announcement of a contract for two high-resolution satellites [7]

Core Viewpoint - The payment sector continues to decline, with significant drops in major companies' stock prices, driven by concerns over potential regulatory changes affecting credit card interest rates [1] Group 1: Stock Performance - Bread Financial (BFH.US) and Synchrony Financial (SYF.US) both fell over 1% [1] - American Express (AXP.UE) declined nearly 1% [1] - Visa (V.US) dropped over 3.8% and Mastercard (MA.US) fell by 3.5% [1] - Affirm Holdings (AFRM.US) experienced a decline of over 5% [1] - Major bank stocks also decreased, with Bank of America (BAC.US) and Citigroup (C.US) down by 0.5%, and JPMorgan Chase (JPM.US) falling over 2.6% [1] Group 2: Market Concerns - President Trump’s call for a 10% cap on credit card interest rates has raised concerns about the profitability of banks and credit card companies [1]