HK, US stocks top stories
Trillion-dollar market value evaporates to create a "golden pit"? NVIDIA's valuation drops to pre-AI boom levels, while bulls quietly increase their positions against the trendSpaceX: Space Compute — Musk's new hype or real future?Senior strategist Yardeni warns that the collapse of the US-Iran ceasefire could raise inflation and increase pressure on the Federal Reserve to raise interest ratesAmazon vs. Walmart vs. Costco: Which Is the Smartest Buy for the Second Half of 2026?AI 融资 “轰炸” 债市！亚马逊 (AMZN.US) 250 亿美元发债引发科技债抛售Founder Zhang Xiaolong Steps Down, Leaving FENBI with Its AI Story Half-ToldApple: To Increase Spending on Collaboration with Broadcom; Agreement Expected to Exceed $30 Billion, Producing Over 15 Billion U.S.-Made ChipsMark Zuckerberg's Meta Stock Surged 9% on New Cloud Business PlanKey Focus Areas of the Fed's June MinutesTSMC earnings report preview: AI demand continues to be strong, GF Securities expects to raise guidance and increase capital expenditure for 2027Morgan Stanley raises Tesla's target to $415: The Robotaxi landscape continues to expand, and the Model YL's launch in the U.S. opens new growth opportunities"Disrupting" HBM? Intel XBM Patent Revealed: Focusing on Low Packaging CostsStructural Divergence Intensifies Behind the AI Boom: 59% of S&P Tech Stocks Have Fallen into Bear Market TerritoryIt is reported that Tencent has poached an OpenAI researcher: Tian Yonglong has recently joined and will participate in VLM research and developmentApple spends $30 billion to purchase Broadcom chips made in the U.S., presenting a "letter of allegiance" to the White HouseBCT: The number of MPF transfers in June reached the second highest in the first half of the year, with stock funds recording the highest net inflow of the year