早餐 | 芯片股拖累标普纳指，SpaceX 上市第三日收涨近 5%Reminder: Key Events to Watch During the Day (All Times in Beijing Time)Google has launched the Android 17 system, with AI features set to be rolled out in phases, synchronizing upgrades for Wear OS and the XR ecosystemTreasury Options Traders Divided on Fed Rate Path, Focus on Waller Press Conference ToneHewlett Packard Enterprise Upgrades AI-Specific Network Equipment; Siemens Energy Becomes New Customer高盛今年并购交易额突破 1 万亿美元，创史上最快纪录SpaceX Is Now Bigger Than Amazon and Closing in on Microsoft. Here's How to Think About the Valuation.Apple will launch camera-equipped AirPods and a foldable iPhone next yearRetail Investors Flood In: SpaceX Leveraged ETFs See Over $1 Billion in First-Day Turnover, Potentially Setting a Single-Stock Record美国房地产复苏动能面临考验，5 月住房开工骤降至疫情新低Report: Apple Plans to Launch Its First Smart Glasses as Early as Next YearGMV 涨超 50%，速卖通在巴西做对了什么“关键先生” 落定，国泰海通资管 “新班底” 浮出水面伊朗停火只是开胃菜，三大隐患仍悬于市场头顶Meta's Threads surpasses 500 million monthly active users, continuing to enhance community feature developmentShenzhen Municipal Administration for Market Regulation Holds Collective Talks with Meituan, Taobao Instant Retail, and JD.com Food Delivery PlatformsSpaceX surges 17%, intraday market cap exceeds $2.969 trillion, surpassing Microsoft (which neared $2.948 trillion) and closing in on Apple, Google, and Nvidia. Stock options begin trading with massive volumeEquinix partners with NVIDIA and Cisco to address enterprise-level AI pain points, standardizing "AI factories" to accelerate global deployment800V 多空激辩：能否重构兆瓦级算力的未来主权？“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