AI 版次贷危机的味道？1.8 万亿美元表外敞口，正成为这轮狂欢的定时炸弹SpaceX“出租算力之谜” 有了解释：“技术问题” 无法满足模型训练，Colossus 1 全部算力出租SpaceX 上市幕后大戏：抢跑 OpenAI、疯狂并购装资产，华尔街全程被牵着鼻子走首秀 “丝滑” 收官，SpaceX 为 OpenAI 们打了个样！美伊接近协议、SpaceX 完成 IPO，币圈多空激辩：底部到了吗？全市场追 AI，“大空头” Burry 却逆向抄底：Adobe、阿里巴巴等四股获青睐又一家万亿美元级别 IPO！SK 海力士计划 8 月在纳斯达克上市，募资高达 140 亿美元投行圈的 “奥运金牌”：SpaceX IPO 承销费 5 亿美元，高盛和大摩各分 1 亿，高盛还能赚更多SpaceX 上市首日超越特斯拉，SpaceX 总裁暗示 “合并”，特斯拉股东热盼Joining Forces to Build Space Computing Power? As Space Exploration Tech Goes Public, Musk Calls on Jensen Huang: Upgrade Cooperation!Hynix "Frenzy"美伊协议曙光重燃，原油两连跌，美股指全线收涨、债汇承压，SpaceX 首日大涨 19%华尔街对历史性 SpaceX IPO 极端两极分化！目标价 60-190 美元Overnight U.S. Stocks | Iranian Foreign Minister says U.S.-Iran memorandum of understanding may be signed in a few days, three major indices closed higher, SpaceX's market value rose to $2.1 trillion on its first day of listing很难赌马斯克会输！散户一边骂贵一边疯抢 SpaceX，但绝大多数不打算长期持股SpaceX“吸血”，美股太空板块暴跌2 万亿巨头来了！SpaceX 首秀收涨 19%，超 3500 亿美元疯抢史上最大 IPOUS Strategic Petroleum Reserve Exports Hit Record High, with 90% Flowing to Europe全球首位万亿美元级别富豪，马斯克=7 个巴菲特！美民主党呼吁征收富人税微软不敢给员工用的 AI，转头卖给你！法务卡住最强 ClaudeSpace Exploration Tech IPO Frenzy: JPMorgan Says Wall Street Investment Banking May Be UndervaluedThe largest IPO in American history is born! SpaceX lands on Nasdaq, opening up over 21% as speculation about a merger with Tesla heats upWill the 'Geopolitical Premium' in the Oil Market Last? Goldman Sachs: Brent Crude to Fall to $80 by 2027 Amid OversupplySince the end of March, MediaTek's stock price has soared by 187%, driven by the valuation reshaping from Google's AI chip collaborationGoogle discloses withdrawal from Trump's $2 billion quantum program: additional conditions do not match its own R&D paceHuawei Cloud Completes Adaptation for MiniMax's Latest M3 ModelSpace Exploration Tech's Opening Indicative Price on First Day of Trading Rises 29% Above IPO Issue PriceSharonAI signed a six-year computing power cooperation agreement with NVIDIA to promote the expansion of AI data centers in AustraliaFrom Daydream to Billions: Is SpaceX Really That 'Sci‑Fi'?科技股 “一念天堂一念地狱”：美股剧烈轮动令多头失去方向On June 12th, Li Auto-W spent HKD 150 million to repurchase 2.6377 million shares高阶智驾，奇瑞把筹码压向引望百年八次金融危机复盘：三类过剩同时亮红灯，“真正的考验” 或在加息之后From Chip Bags to Auto Parts, Rising Plastic Prices Are Brewing the Next US Inflation CrisisCrude oil short positions triple in two months as traders bet on the end of the Strait of Hormuz crisisSpaceX 最大惊喜不只是火箭？硅谷大佬：真正被低估的是 AI 编程业务On June 12th, JD INDUSTRIALS spent approximately HKD 10.3256 million to repurchase 774,000 shares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