Hong Kong Stock Market Midday Review: The Hang Seng Index closed down 1.25%, with technology and non-ferrous metal stocks both experiencing fluctuations and correctionsUnderstanding the Market | Tianyu Semiconductor rose over 4% in early trading, reported that NVIDIA and Google have started mass production of 800V HVDC ahead of scheduleStrait of Hormuz Reopens: Will the Fed Pivot Dovish and the Market Reprice Rate Cuts?The AI infrastructure boom continues as Amazon plans to invest billions of dollars to build a data center in MissouriIgniting Micron's Stock Price! This Wall Street Investment Bank Makes a Bold Prediction: "Memory Share Will Exceed 70%!"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 FSDCitadel Securities: Rising Interest Rates to Suppress Risk Assets; Fed May Hike Rates as Early as SeptemberUS 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 YearsUS 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 frenzyTrump Threatens 100% Tariff on French Wine: Abolish Digital Tax or Lose Access to the US MarketNVIDIA 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 ConnectivityInsiders: Tencent invests $20 million in the AI laboratory of former Alibaba star researcher Lin JunyangTech 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%SpaceX: Is Starlink About to Be Unstoppable?Exaggerating safety for access? Tesla is accused of submitting "inflated" FSD safety data to European regulatorsWill 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 valueReport: 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 sharesZhipu GLM-5.2 launches, shares surge; Ant rumored to be internally testing an AI Alipay | Daily News RecapWhy the US-Iran Deal May Not Be a Dovish Signal for the FedNot 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"It is reported that Alibaba plans to invest $1.5 billion to acquire Pupu SupermarketUnderstanding 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 MaterialsUnderstanding the Market | Gold stocks lead the gains as the US and Iran reach an agreement to ease inflation concerns, spot gold breaks above $4,300Hang Seng Index opens 1.15% higher, Hang Seng TECH Index rises 1.78%SG Morning Brief | US-Iran Ceasefire Deal Reached, Signing June 19; Oil Crashes to $81CITIC 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%