NVDA $25bn jumbo bond; Pop Mart 'Dream Home' suspended | Daily News Recap花旗 “被洗” 之后仍看好锂价：AI 储能狂飙对接下半年补库，美股锂矿巨头业绩筑牢基本面The Italian regulatory authority has launched an investigation into Apple's iCloud service based on the EU Digital Law黄金最坏时刻已经过去？巴克莱高喊 “抄底”，花旗上调目标价"Need to strengthen efforts!" The Bank of Japan's interest rate hike is difficult to alleviate market concerns, the yen gives back gains, and Japanese bonds are under pressure对冲基金经理 Gavin Baker：教科书式的 IPO 执行，SpaceX 要做 “太阳系时代的东印度公司”，成就 “史上最伟大”光互联市场引爆上游争夺战，AMD 扫货 CW 激光器散户热情空前高涨！SpaceX 夜盘大涨市值突破 3 万亿美元，超越微软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 corrections美国电网设备短缺加剧，变压器交货周期创历史新高Understanding the Market | Tianyu Semiconductor rose over 4% in early trading, reported that NVIDIA and Google have started mass production of 800V HVDC ahead of schedule美股融资已达历史极限！大摩警告：一场去杠杆风暴正在酝酿Strait of Hormuz Reopens: Will the Fed Pivot Dovish and the Market Reprice Rate Cuts?年内超 1300 次变更，基金经理人才版图迅猛 “重塑”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%!"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