“下一个万亿美元公司”？分析：Marvell 真正缺的是增长速度MLCC 价格暴涨？记者实探华强北1996 还是 1999？顶级经济学家：通胀或将迎来拐点，消费与住房有望温和复苏Trump: Strait of Hormuz to Fully Reopen on Friday, US-Iran Relations "Normalized," Oil Prices to "Fall Further"Global Headlines You Need to Know Before Tuesday's US Stock Market OpenSpaceX pre-market surge, market value may increase by nearly $1 trillion in three days, expected to surpass AmazonLayoffs of 15% to make way for AI! Rackspace signs a phased deployment agreement with AMD for 30 megawatts of computing power, pre-market surged over 25%金价上下乱跳！有人 1150 元高位囤金割肉亏 “1.5 套房”，现在又满仓囤了 1 公斤多；有人 “炒短线”，金条买了 5 天就卖掉高通 CEO：重新定义 AI 设备，全球消费电子将迎来强制性底层芯片架构大升级Zhitong Hong Kong Stock Analysis | Short-term concerns about interest rate hikes due to the realization of favorable conditions, with materials fermenting around popular directionsU.S. Stock Market Outlook | Futures for the three major indices rise together, SpaceX continues to rise over 5% in pre-market trading沃什上任首秀：不降息、不加息，但准备 “少说话”？韩媒：SK 海力士计划在美股上市后推出最高 100 万亿韩元股东回报，公司回应称规模不实SpaceX's market value is poised to surpass Amazon! Musk's "Space AI Empire" has completely ignited the "MANGOS" trade高处不胜寒？美银基金经理调查：逾半数经理认为 AI 仍处"繁荣期"，但出现 “高位拿筹码下桌”Report: SpaceX to Acquire AI Coding Tool Cursor in All-Stock Deal Valued at $60 BillionThe "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Reminder: Key intraday events to watch (all times in Beijing Time)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?