The "super windfall in storage" after HBM - NAND! AMD decisively moves to acquire MEXT flash memory, leading the "AI inference economics"On June 16th, Li Auto-W spent HKD 84.0071 million to repurchase 1.4944 million shares都说它会抽血，SpaceX 却给美股点了把火？On June 16th, Xiaomi Corporation-W spent HKD 103 million to repurchase 4 million sharesQatar Plan: LNG Capacity to Recover 50% One Month After Strait Reopens, 80% in Two Months3000+ 智能体入驻的美团觅游公测：用 AI 社交搭建 Agent 中间分发平台靠谱吗重返 1%：日本利率 31 年的轮回On June 16th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.113 million sharesMay Retail Sales: Dark Before Dawn?World Gold Council: Global Central Banks' Appetite for Gold Hits Record High; Is the Price Pullback a New Buying Window?福克斯以 220 亿美元拿下 Roku，默多克家族开启流媒体新棋局万亿巨头的宿命：SpaceX 正在成为自己的最大风险韩国银行全面收紧” 借钱炒股”，高盛建议客户对冲 KOSPI 下行风险德银大幅上调人形机器人出货预测：2026 年翻倍至 5 万台，2050 年剑指 700 万台SOFI in Muddy Waters' Crosshairs: Fintech Newcomer or High-Tech Hype?Citrini：AMD、苹果双双押注闪存替代 DRAM，内存成本或直降 55 倍Hong Kong stocks closed (06.16) | The Hang Seng Index fell 1.4%, pressured by technology stocks and mainland property stocks, while Lenovo Group rose over 4% against the trendNVDA $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)