Breakfast | June 11, 2026Economic Daily: China's May Price "Scissors Gap" Widens; Experts Say There Is Room to Strengthen Consumption-Boosting PoliciesMorgan Stanley: U.S. stock market liquidity is unafraid of the "indigestion" from the super IPO wave, the 60/40 rule is exiting the historical stageReminder: Key Focus for Intraday Trading (All Times in Beijing Time)Overnight U.S. Stocks | U.S. May CPI Returns to "4" Range, Hits Three-Year High, Three Major Indices Plunge, Spot Gold Falls Below $4,100Earnings Call: Oracle Forecasts $70 Billion in Net Capital Expenditures for Fiscal Year 2027On June 11th, the top 20 trading volumes in the US stock market: Super Micro Computer plans to conduct a $7 billion equity financing, and its stock price plummeted by about 30%Oracle's Q4 Adjusted Revenue Hits $19.18 Billion, Beating Expectations of $19.09 Billion. Q4 Software Revenue at $6.82 Billion vs. $6.88 Billion Expected; Software License Revenue at $1.88 Billion vs. $1.93 Billion Expected; Software Support Revenue at $4.94 Billion vs. $4.98 Billion Expected. Q4 Cloud Infrastructure Revenue at $5.79 Billion vs. $5.72 Billion ExpectedSharp Post-Earnings Drop! Oracle Cloud Revenue Beats Expectations, Raises FY2027 Earnings Guidance; $20 Billion Refinancing Sparks Concerns | Earnings WatchGoogle Launches DiffusionGemma: Text Generation Speed Quadrupled, Targeting Local Real-Time Application ScenariosUSD Largely Flat on US CPI Inflation Data Release DayKey Takeaways from the US May CPI ReportBank of America Data: US Stocks Face Largest Sell-Off Wave, Record Outflows from Tech SectorUS CPI Hits Three-Year High, Wall Street Unfazed; Fed Whisperer: Report Solves NothingSpaceX IPO Snapped Up by Middle Eastern Capital: Saudi, Qatari, and Kuwaiti Sovereign Funds Splash Out BillionsUS Core Inflation Slightly Below Expectations Fails to Shift Market View; Bond Traders Stick to Bets on Rate Hikes This Year$3.6 Trillion US Tech IPO Wave Hits: Can European Tech Companies Capture the "Liquidity Spillover"?Humanoid robot companies receive up to $14 billion in funding from institutions such as NVIDIA and AmazonIran Responds Firmly to Trump's Threats, US Stocks Under Pressure: Nasdaq Falls 1.3%, Energy Sector Rises Against the TrendAmazon signs a $17.5 billion loan agreement with banks including Citigroup to reserve funds for AI infrastructure expansionAmazon expands its freight business, triggering a collective sell-off of freight stocksGoldman Sachs Partner Warns: AI Ecosystem Cycle Risks "Hard to Ignore"The "Tension" of the Dual K-Shaped Economy: Silicon-Based "Engulfing" Carbon-BasedUS CPI Data Meets Expectations, Major US Stock Indices Open LowerAmazon fully launches less-than-truckload freight service, US stock LTL sector plummetsGlobal Headlines You Need to Know Before Wednesday's US Stock Market OpenPreview of Key Points for the Bank of Canada's Interest Rate DecisionMeta invests $115 million to train blue-collar workers and supply talent for AI data center constructionHBM leader accelerates entry into the US stock market: SK Hynix is expected to list as early as August, can it break through the "Korean discount"?OpenAI's Largest Infrastructure Plan Ever Revealed: Leasing a 10GW Super Data Center, Equivalent to 4.5 Times the Power Output of the Hoover DamSpaceX IPO Could Create 4,000 Millionaires, Even Cafeteria Staff Achieve Financial FreedomChery Auto Incorporates Deyi Energy, Spins Off Battery Business into Independent UnitWMT: Still Going Strong; How Much Longer Can the Rerating Run?U.S. Stock Market Outlook | Three Major Index Futures Decline, U.S. May CPI Set to Be Released, Oracle to Announce Earnings After HoursRecently, market fluctuations have intensified. How to understand the two main lines behind it?Zhitong Hong Kong Stock Analysis | A report triggers a decline in technology stocks, and the U.S. May inflation data becomes the focus againMorgan Stanley Responds to SemiAnalysis Report: Acknowledges CPO Delays, Denies 800V PostponementAI Accelerates Gaokao Preference Filling as Baidu Adds "Expert Safety Net""AI Bull" Teetering! Oracle's Earnings Report Early Thursday Morning Becomes the Next Key Stress TestOn June 10th, XIAOMI-W spent HKD 97.3962 million to repurchase 3.7 million sharesOn June 10th, Li Auto-W spent HKD 123 million to repurchase 2.2546 million sharesAs technology stocks pull back, are dividend stocks driven by grid demand becoming a safe haven?On June 10th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.081 million sharesGDM: As of now, the company has not had any contact with NVIDIA or Huawei, nor has it engaged in any form of business cooperation with them