从 CoWoS 到 CoPoS，台积电玻璃基板验证突破封装性能瓶颈Stephen Miran, the Fed's "Most Dovish" Governor, Returns to Hedge Fund; Previously Proposed the "Mar-a-Lago Accord"SG Morning Brief | Nasdaq Jumps 3% on Iran Peace Rally, Dow Hits Record; Warsh FOMC Wednesday NightCICC: The market may start "lagging curve" trading and continue to favor China's "safe assets" to outperformRivian stated that it will launch an autonomous driving system this year that rivals Tesla's FSD上市第 2 天，SpaceX 再涨近 20%，估值已达 2.5 万亿美元！接下来这两个日子要高度关注早餐 | 西部数据暴涨 16% 领涨标普！SpaceX 单日狂飙 20%Citadel Securities: Rising Interest Rates to Suppress Risk Assets; Fed May Hike Rates as Early as September英伟达五年来首发公司债，筹集 250 亿美元，超三倍认购伊美达成协议，交易员削减美联储加息押注，美债收益率日内下挫，但此后反弹US Asset Management: Expects Three Fed Rate Hikes This Year Due to Surprising US Economic Resilience and Sticky InflationReminder: Key Focus for the Day (All Times in Beijing Time)Applied Materials Unveils New Deposition and Etch Equipment to Break Through 3D Chip Process BarriersJune 16 External Headlines: The U.S. and Iran Reach a Temporary Peace Agreement, SpaceX Soars 20% on Its Second Day of Trading, NVIDIA Issues Investment-Grade Bonds for the First Time in Five Years华尔街狂热追高，杠杆需求飙升，美股可能在酝酿下一个 “波动率末日”US Strategic Petroleum Reserve Falls to 43-Year Low, Plans to Replenish 200 Million Barrels in Coming YearOil Prices May Fall Toward $70! JPMorgan: Global Stock Market Rotation to ResumeU.S. Oil Reserves Hit 43-Year Low as Trump Attempts to Curb Oil PricesNVIDIA enters the Wall Street AI financing frenzy高盛交易员警告：AI 交易已不再是简单” 全面买入” 时代Trump Threatens 100% Tariff on French Wine: Abolish Digital Tax or Lose Access to the US MarketSpaceX、OpenAI、Anthropic 排队敲钟：史上最大 IPO 浪潮究竟谁来买单？纯电存量厮杀，乐道肩扛上量重任NVIDIA returns to the bond market after five years: plans to issue bonds of at least $20 billion, as the AI financing frenzy in Silicon Valley stirs up huge waves againOverseas Semiconductor Equipment Manufacturers Begin Raising PricesYuanbao Integrates with ima Knowledge Base as Tencent Accelerates Ecosystem Connectivity北汽联手长安，国家队 “抱团降本”？市场太乐观了？华尔街老将警告：油价、美债和通胀的滞后冲击才刚开始“鱼子酱一哥” 过关港交所聆讯Insiders: Tencent invests $20 million in the AI laboratory of former Alibaba star researcher Lin JunyangAI 推理如何创造新的内存需求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