低收入消费者捂紧钱包，麦当劳客流告急，美国餐饮业寒意蔓延Understanding the Market | SINOTRUK rises over 8% as new energy heavy truck policies are released, the company is expected to benefit from export trends in Africa and Southeast AsiaUnderstanding the Market | PCB Concept Stocks Continue Recent Uptrend, NVIDIA Personally Engages in Purchasing HVLP4 Copper Foil, Pricing Power Has Concentrated Towards Upstream Materials中金：当高拥挤遇上流动性 “逆风”Understanding the Market | Gold stocks lead the gains as the US and Iran reach an agreement to ease inflation concerns, spot gold breaks above $4,300钨退钼进，势不可挡？Hang Seng Index opens 1.15% higher, Hang Seng TECH Index rises 1.78%超级 IPO、超级增发不断！天量融资之下，美股 “核心亮点之一” 已经没了产业四巨头 “盖章确认”：“被动元器件 MLCC” 正经历 “史上最长缺货潮”SG Morning Brief | US-Iran Ceasefire Deal Reached, Signing June 19; Oil Crashes to $81本周 “超级央行周”：美联储利率决议沃什首秀、日本央行或加息、中国 5 月经济数据美伊达成协议，油价开盘重挫 4%，美股期货走高，日韩股市双双大涨SpaceX 明年要部署 1GW 太空算力，服务器机柜和光通信产业链 “闻风而动”CITIC Construction Investment: US-Iran negotiations may see a turnaround, metal sector makes a comebackNikkei 225 opens high at gap of 1.2%, Seoul Composite Index opens high at gap of 5%Breakfast | June 15, 2026Zhitong Hong Kong Stocks Early Knowledge | "Central Bank Super Week" is Coming, Lithium Carbonate Futures Return to 170,000 Yuan Level早餐 | 美伊达成协议，国际油价大幅下跌Foreign Giants' H2 Outlook: AI Super-Cycle Not Over, Reassessing Safe Haven AssetsReminder: Key Intraday Focus Points (All times in Beijing Time)Leading Insurer Welcomes New Round of Director Nominations; Huang Geng Nominated as NCI Director Candidate中报有哪些业绩线索？美债收益率涨多高，才会真正威胁美股？高盛：10 年期美债触及 5%Targeting WeChat! Report: Alipay Plans Major Overhaul, Introducing AI Assistant "A Bao" to Handle Ride-Hailing, Food Ordering, and Fund Purchases in One GoProminent Automaker Issues Warning: Prepare for a 15%–20% Industry-Wide Decline This Year国金牟一凌：若海峡逐步通航，HALO 交易的环境有望回归CICC: The Federal Reserve faces difficulties in cutting interest rates at this stage, but market expectations for rate hikes are still overly pessimistic全球涨幅最猛股市迎来关键时刻：韩国押注 MSCI 发达市场” 入场券”谷歌 DeepMind 重磅报告：从 AGI 到 ASI，世界可能进入"连续爆炸"时代Investors Are Buying Tech Stocks at an Unprecedented Pace“告诉他他就是个 XXX”！直播会议现场失控，Meta 内部爆发” AI 叛乱”The "Mastermind" Behind the Global Delisting of Anthropic's Mythos and Fable Models: Amazon CEO, a "Major Shareholder"谁降价谁更弱势！摩根大通：智谱和 Minimax 做了同样的实验，但结果相反抛 AMD、减持特斯拉，木头姐 4.4 亿美元重仓 SpaceX亚马逊之后，Meta 也限制 AI 使用量了！当大厂都用不起 Token，大模型巨头该 “控制利润率” 了？马斯克远程敲钟穿了老黄的皮衣！SpaceX 员工集体穿上绿鞋72%！台积电市占再创新高瑞银专家电话会：厄尔尼诺现象已 “正式成立” 且可能 “非常强烈”两万亿 SpaceX 上市，Mag 7 不够叫了？MANGOS 闪亮登场经过两周调整，美国大型科技股仓位已经回落至 “中性水平”、甚至略低于盈利增长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