李书福 “放手”，淦家阅挑起吉利最重的担子今晚，SpaceX 历史性 IPO：马斯克 “信仰溢价” 迎来资本公投！On June 12th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.081 million sharesTencent Cloud: Reduces prices for Hy-MT2-Pro and MiniMax-M3 modelsAnthropic initiates negotiations for the first batch of data center leases, seeking funding guarantees from GoogleGroq CEO 谈 “芯片架构”：GPU 是 “重型大货车”，LPU 是 “最后一公里快递”“AI 云新贵” Nebius CEO：“四层架构” 对抗巨头，“只有不断移动才能生存”外卖配送费或降至每单 1 美元？巴克莱：欧美 2030 年前有望普及自动驾驶配送Rumor: BABA to make a big-ticket bid for Pupu Supermarket; Largest-ever IPO debuts in US tonight | Daily News RecapTwo Japanese Plants to Halt Production in July, Causing Tungsten Hexafluoride Prices—A Key Gas for Chip Manufacturing—to Surge by 200%大空头 “开喷” SpaceX：市值靠 “梦想”，数据中心 “没定价权”，“无限算力需求” 是迷信When the innovative gene of enterprises takes root in the city of the future, what can the "PDD experience" bring to Xiong'an?铠侠超越丰田，成为日本市值第一ETF Abnormality | XL2CSOPTSLA rises over 5%, Tesla FSD officially enters two European countries within a week, approval pace continues to accelerate“前路依然坎坷”！高盛首席美股策略师：最近的震荡不是结束，而是更大波动的开始Understanding the Market | JD.com-SW rises over 3% as JD A2P2 protocol officially released, clarifying the definition of agent paymentAI 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 Action