日本六氟化钨断供危机：谁在裸泳？Tech Stocks No Longer 'Stand Alone'! Morgan Stanley's Wilson Bullish on Cyclical Stocks: Regional Banks and Transportation Sector Poised for Catch-Up GainsAI Computing Bottleneck Easing? Report: Taiwan Semiconductor CoWoS Gap to Drop from 20% to 10%美伊协议在望，可以抄底黄金了吗？SpaceX: Is Starlink About to Be Unstoppable?Exaggerating safety for access? Tesla is accused of submitting "inflated" FSD safety data to European regulators霍尔木兹风险降温，美国汽油价格或跌破 4 美元关口，消费者迎来 “油价喘息”Will SpaceX take over the "IPO Breakout Curse"? Significant corrections after major listings have become a "required course" for U.S. stocks, with both Amazon and Tesla having once halved in value铝价短期的三重逆风Report: Iran to Allow Free Transit Through Strait of Hormuz for 60 DaysAmazon's Jassy had already warned about the safety risks of Anthropic's large models before the Trump administration implemented restrictionsOn June 15th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.081 million shares周二，日本央行加息 “板上钉钉”，1% 利率时代有望回归！Zhipu GLM-5.2 launches, shares surge; Ant rumored to be internally testing an AI Alipay | Daily News RecapFable 5 被封禁前 24 小时：白宫多次电话施压，Anthropic 拒绝下架，最终遭强制出口管制Why the US-Iran Deal May Not Be a Dovish Signal for the Fed美伊协议 “达成”，美国原油库存却已逼近红线，回补需数月Not just CPUs! Citigroup upgrades AMD rating to "Buy," declaring the official rise of the second growth pole in GPUsLi Auto plans to issue 2 billion yuan of 3-year sci-tech bonds, with part of the proceeds intended to supplement the working capital of its subsidiariesMicrosoft CEO Warns: A Few AI Winners Could Destroy the "Entire Industry"从 Tokenmaxxing 转向 Tokenminimizing！Meta 扎克伯格承认犯错Trump Threatens 100% Tariff on French Wine: Abolish Digital Tax or Lose Access to the US Market高盛警示：空头回补主导美股夏季行情，沃什首次 FOMC 或成” 定时炸弹”巴克莱：太空数据中心成本是地面三倍，十年内难撼传统玩家It is reported that Alibaba plans to invest $1.5 billion to acquire Pupu Supermarket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%