FOMC 前瞻：沃什的第一把火烧向哪儿？悬在市场上空的 “三大利空”：沃什 “鹰鸽不明”，AI“武器化监管”，美股史上最大股票发行潮SG Morning Brief | Dow Nears 52K for 4th Straight Record as Chips Drag Nasdaq; Warsh FOMC TonightThe Most Critical Chart for SpaceX's Public Trading – "Stock Lifting Schedule"市场 “草木皆兵”：微软被曝终止与甲骨文 30 亿美元云基础设施谈判，加剧芯片股回调CITIC Securities: Can US Stocks' AI Counter High Interest Rates?Tencent Holdings completed the issuance of USD 2.45 billion and RMB 15 billion notesAmazon's "cash cow" business faces regulatory scrutiny again: reports suggest the FTC plans to accuse it of "hidden minimum bids" in advertising auctions, which could result in fines of billions of dollarsSpaceX 期权上市首日就被热捧，看涨期权交易量排美股第五Intel Foundry's "New Milestone": Announces "18A Enhanced" Process Enters "Risk Production" Phase不再信任纽约和伦敦！各国央行纷纷将黄金储备运回国HSBC and Google Cloud have reached an artificial intelligence collaborationBreakfast | June 17, 2026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”