AI 材料短缺蔓延：英伟达亲自下场抢购 HVLP4 铜箔，2026 年缺口达 1500 吨SK 海力士、三星、台积电同时被限！华尔街大行限制对冲基金对亚洲芯片股的杠杠押注Understanding the Market | Li Auto-W rises over 8%, the all-new Li Auto L8 will officially launch on June 23Shadow Market: SpaceX Expected to Surge Over 35% on Listing Day, Valuation May Break $2 TrillionWall Street Giants Restrict Hedge Funds' Long Leverage on Asian Chip Stocks Such as SK Hynix and SamsungGoogle announces an additional investment of $50 million to train American technicians to meet the demand for AI infrastructure construction中金：AI 资本开支是美元流动性的 “新水源”如果 SpaceX 失败，这个基金就不存在了——Founders Fund 6 亿美元豪赌，赢回了 500 亿Breaking! SK Hynix Cheongju Factory Catches Fire Again, 3,600 People EvacuatedBMO Raises S&P 500 Target to 7,850: Strong Earnings Support Bull Case, Inflation May Be the Biggest Variable in 2026黄金的三重压制：加息预期、央行抛售与 IPO 热潮植田住院，内田救场：下周这场 45 分钟记者会，可能决定下半年的市场走向Understanding the Market | Gold stocks all rise, LINGBAO GOLD up over 7%, Trump again TACO precious metals reboundETF Volatility | Southern Double Long Samsung Electronics Rises Over 20% Reportedly Google is in Talks with Samsung Electronics Regarding TPU OEM Matters紧跟 OpenAI！Anthropic 拟签 1 吉瓦算力租约，中期目标剑指 10 吉瓦Hang Seng Index opens 1.04% higher, Hang Seng TECH Index rises 1.24%Report: Alibaba Plans to Bid $1.5 Billion for Chinese Fresh Food E-commerce Platform "Pupu Supermarket"Starting in late July, CME to launch "7x24" round-the-clock trading for gold and crude oil futures contractsSG Morning Brief | Nasdaq 100 Surges 3.3% on Iran Deal Signal, SpaceX IPO TodaySpaceX IPO 反响热烈：散户认购超 1000 亿美元，贝莱德等全球大资管订单 “规模惊人”，“超级富豪” 也在猛抢SpaceX 周五上市，杠杆/反向 ETF 周一就抢着 “配套”Japanese and South Korean Stock Markets Surge"Largest IPO in History" Creates "Most Profitable VC Investment Ever"早餐 | 美股强势反弹，半导体指数大涨Adobe Q2 Revenue Beats Expectations, Guidance Raised, but CFO Departure Sparks Concerns; Shares Plunge Over 6% in After-Hours Trading | Earnings WatchReminder: Key Focus for Intraday Trading (All times in Beijing Time)Report: Wyoming AI Data Center Project Not Terminated as Google Concerns Force Crusoe to Withdraw比 IPO 定价高 22%！加密市场提前押注 SpaceX 估值 2.2 万亿，马斯克概念再现疯狂溢价SpaceX 确定发行价、募资 750 亿美元创史上最大 IPO，散户砸超千亿抢筹、或仅获配略超 20%US Supreme Court Builds Legal Moat for Fund Industry: Major Restrictions Imposed on Investors' Private Right of ActionReversal in Just Hours! Donald Trump Calls Off Strike on Iran as Deal Terms Win Approval; U.S. Stocks Rally, Oil Prices PlummetSpaceX IPO Attracts Asset Management Giants; BlackRock Reportedly Commits at Least $5 Billion美银：为什么智能体 AI 崛起会让 CPU 重新 “变香”?SpaceX IPO 背后：硅谷风投 “阶级洗牌” 开始了Amazon completes a record CAD 14 billion bond issuance, putting pressure on the Canadian credit marketMicrosoft Copilot lagging behind competitors? Societe Generale: Product capabilities significantly improved, commercialization progress may exceed expectations涨了 3 年的黄金，为什么涨不动了？【程坦说 第 1 讲】甲骨文财报是真利空？市场在恐慌什么？OpenAI is fully committed to the enterprise market, while Apple and Google target a vast number of ordinary consumersReport: Shortage of Advanced Process Demand Prompts TSMC to Consider Price Hikes of Up to 15%AI Shadow Looms Over Software Industry: U.S. Software Stocks Fall for Seventh Straight Session After Brief Rally美国 5 月通胀 4.2% 里藏着两份报告 但只有一份是 “真的”国际油价飙升！特朗普：今晚将重创伊朗，“在不久的将来” 将占领哈尔克岛Japan 'Escaping Hormuz'? Government Announces: July Crude Imports to '100% Bypass the Strait'增程车现近 5 年最大跌幅，就等小米来救场？台积电产能告急，谷歌 TPU 被曝首次引入三星代工