Challenging SK Hynix's dominant position! Morgan Stanley: By next year, Samsung will reclaim at least 10% of the HBM marketCICC Securities: Focus on the two waves of trading rhythm of gold if the first rate cut lands, increase allocation of gold + growth stocksChinese concept car stocks fell before the market, with XPeng Motors falling more than 2%Today's Important News Review | Dolphin Investment ResearchHSBC downgrades rating to "reduce" ahead of results! After the crazy surge in stock price, can Arm escape selling?The Fed's rate cut is imminent, beware of the first cut becoming a "shackle"!Both presidential candidates are not well-liked! Is Powell unlikely to be re-elected?Goldman Sachs earnings preview: Bullish on AMD and Arm, bearish on IntelThe first annual dividend case after listing is pending, CHABAIDAO fell nearly 9% intradayApple's AI-powered iOS debuts with a bang: Instantly boosts conversational EQ, large models become the ultimate mouthpiece, Siri undergoes a magnificent transformationFOMC Meeting Preview: The Federal Reserve will not cut interest rates... but should cut interest ratesDownside risks are high! Bank of America warns: US stocks may pull back英伟达首席执行官：每个人都会有一个人工智能助手 它将改变每一项工作CITIC Securities: AMD releases Ryzen AI 300 series processors, emphasizing the trend of AI landing on terminals and self-controllabilitySamsung is making strides to "make a comeback" and is narrowing the gap in the "race" to catch up with NVIDIA in AI chip supplyMarket Insight | XPENG-W drops more than 4%, leading the decline in auto stocks. The pace of June's new energy vehicle exports slowed down. Institutions say the industry is facing challenges in going global"Do not underestimate American consumers", the "main engine" of the US economy is still roaring!How will gold and the US dollar change before and after the Fed starts cutting interest rates? | Financial InformationTrendForce: NVIDIA Blackwell's high energy consumption drives demand for heat dissipation, with an estimated liquid cooling penetration rate reaching 10% by the end of 2024In the 30th week, Li Auto sold 12,800 vehicles开盘：美股周二小幅高开 市场关注联储会议与微软财报Bank of America: Expects Apple's quarterly revenue and EPS to slightly exceed market forecasts, reiterates "buy" rating腾讯杰出科学家刘威：软件的未来是生成式Jensen Huang talks to Mark Zuckerberg: The number of NVIDIA GPUs owned by Meta may have reached 600,000As the second-quarter report approaches, is Microsoft still making great strides in "AI narrative"?Piper Sandler supports Tesla: The challenge of autonomous driving may have been overcome午评：港股恒指跌 1.16% 恒生科指跌 1.36% 蒙牛乳业跌近 7%Embrace AI innovation! Apple releases the first version of Apple IntelligenceReport: Apple may use LG Display as the secondary supplier for iPhone SE4 OLED, while BOE remains the primary supplierInsight into WuXi AppTec's interim report: The biopharmaceutical industry's recovery is on the way | Jianzhi Research国行 iPhone 暂无法使用苹果 AI？客服回应：以正式上线版本为准"The Fed's megaphone" reminder: These three statements will "set the tone" for the September meeting!Mark Zuckerberg discusses the "AR+AI" vision: Meta may launch AR glasses in the next two to three yearsSamsung is narrowing the gap with its competitors in supplying AI chips to NVIDIA快讯：港股三大指数低开低走 科网股、乳制品股、教育股跌幅靠前Market Insight | CHENQI TECH rose over 14% in early trading again, with a cumulative increase of nearly 50% in two days. The company has strong potential for commercial Robotaxi deployment1. Musk: does believe that Bitcoin and some other cryptocurrencies are valuable. 2. Musk emphasizes that he will not promote any cryptocurrency,Understanding the Market | Non-ferrous Stocks Weaken Collectively, Overseas Recession Trading Heats Up, Non-ferrous Metals Under Overall Pressure谷歌 Pixel 9 系列将全球首发三星 M14 OLED 面板：三星迄今为止最好显示屏Bank of America: The days of AI speculation are over, investing in US stocks looks to strong AI monetization companies快讯：港股恒指跌 1.03% 科指跌 1.4% 科网股涨跌互现消息称苹果智能要到 iOS 18.1 才会推送 iPhone 16 不会预装苹果首次降低 iPhone 在印度市场售价 但仍高于国内市场和美国市场英伟达推出开发、训练和构建下一代人形机器人的整套产品 黄仁勋：AI 的下一波浪潮是机器人苹果智能又跳票了 iPhone 16 系列不全系预装PC 鲜辣报：英特尔查明稳定性问题 AMD 锐龙 9000 延期Fed Preview: July Meeting May Disappoint Doves, Powell Will Only Hint at Rate Cut in SeptemberMetalsFocus: Global total gold demand in 2024 may decline year-on-year苹果首次出货量跌出前五，华为 “收复失地”？Bitcoin short-term decline by $700, latest price at $65,940 per coin