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Qingqiao's viewpoint: 01Indian and Pakistani troops engage in Kashmir firefight Qingqiao's viewpoint: The Modi government has taken a tougher stance on the Kashmir issue in recent years, including revoking the autonomous status of Indian controlled Kashmir in 2019 and strengthening military deployment. And the "asymmetric response" of non-state armed groups in Pakistan conducting a "proxy war" in Kashmir. This conflict is not an isolated event, but another outbreak in the 70 year history of hostility between India and Pakistan. India's' water resource sanctions' signify the spread of conflict from the military domain to the economic and livelihood dimensions, which may make the confrontation more persistent. If the international community fails to facilitate credible dialogue, Kashmir will remain in a stalemate of "no war, no peace" for a long time, and may explode into a bigger crisis at any time due to a misjudgment. 01Alphabet's revenue and net profit exceed market expectations According to the financial report released by Alphabet, the first quarter revenue reached 90.234 billion US dollars, a year-on-year increase of 12%, higher than the market expectation of 89.1 billion US dollars. The net profit per share was 2.81 US dollars, also significantly higher than the market expectation of 2.01 US dollars. Among them, Google Cloud, as the main department of artificial intelligence, achieved a operating profit of 2.18 billion US dollars, breaking through the 2 billion US dollar mark for the first time in a single quarter. Qingqiao's viewpoint: Microsoft Azure achieved 31% cloud business growth through Copilot Enterprise Services, with 7% directly coming from AI. AI accounts for approximately 10-15% of Alibaba's cloud business, with an estimated annual AI revenue of 2-3 billion. Alphabet's financial report marks that its AI strategy has entered the stage of large-scale monetization. 01Iran port explosion kills 40 people A severe explosion occurred at Shahid Rajai Port in southern Iran,40 people died and over 1200 were injured. It is reported that the port accounts for over 55% of Iran's total non oil goods imports and exports, and undertakes over 85% of Iran's container loading and unloading tasks. According to the investigation, the explosion was caused by chemicals inside the container. Qingqiao's viewpoint: The problems of chaotic port management, aging equipment, and inadequate implementation of safety standards in Iran have long existed. This incident has exposed the common shortcomings in port security management in developing countries. If the Iranian government fails to thoroughly reform its port security system, it may face even more severe supply chain crises in the future. Qingqiao's viewpoint: As the world's largest consumer of refined copper, China's inventory of 116800 tons is only equivalent to four days of domestic consumption, approaching the safety alert line. If copper inventory remains low, it will lead to a compression of profits for downstream processing enterprises and force them to reduce production. The sharp decline in inventory this time is not an isolated event, but a concentrated reflection of the structural contradiction of "high external dependence+low inventory buffer" in China's copper industry chain.
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