林晓明：当前不主动配黄金，下半年更看好油价和能源资产，AI 改变世界但未必战胜周期阿里云押注金融 Agent 银行券商能否迎来数字员工？AI Exclusive Card Arrives: WeChat Completes the Agent Closed LoopOn June 17th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.118 million sharesIEA Monthly Report: Iran War Severely Impacts Energy Consumption; Oil Demand Forecast for the Year Sees Largest Downward Revision in Six Years美银：2030 年中国 AIDC 投资或达 3270 亿美元，关注 “电网 + 材料” 双主线博通下一代 TPU 项目延期？摩根大通反驳：谷歌锁单至 2031 年，公司明年 AI 收入有望增长两倍Trump gathers with leaders from various countries at the G7 summit, with executives from OpenAI, Anthropic, and Google in attendanceNVIDIA B200 Lease Rates Set to Double; New GPU Orders Backlogged Until Q2 Next Year午后拉升！科创 50 暴涨超 4%，AI 硬件、芯片半导体大爆发，“股王” 等多股创新高，港股 AI 大模型股大涨WeChat Pay beta-tests AI payments; SpaceX acquires AI coding tool Cursor in an all-stock deal | Daily News Recap调用量上涨 腾讯 Buddy 家族要重新定价了SpaceX 引爆韩国散户热情，上市首日就买入 8 亿美元Chinese medical device company Besman withdraws $20 million US stock IPO planJensen Huang Breaks Ground in Texas; Coherent Optical Chip Factory Construction Begins美国股债相关性跌至 30 年低点，瑞银警告：下一轮冲击可能来自利率市场HSBC and Google join forces to enhance AI: Automating 200 tasks over two years, with a single project target exceeding $100 million in returns今夜全球瞩目，沃什 “美联储首秀” 会向市场扔炸弹吗？Nvidia CEO Jensen Huang Just Announced Fantastic News to Microsoft Stock InvestorsChina's nylon products manufacturer Jiamei New Materials withdraws $6 million US stock IPO planData center operator Csquare applies for a U.S. IPO, aiming to raise $650 millionMeta joins forces with Best Buy to "capture" the offline channels for AI glasses! Goldman Sachs: Limited impact on traditional eyewear retailers"American Exceptionalism" Trade Makes a Strong Comeback: Dollar Long Positions See Largest Increase in Six Years美股 “七巨头” 过时了？华尔街抢推 MANGOS ETF韩国央行警告：AI 芯片公司巨额奖金可能蔓延至全行业，加剧通胀压力A Decisive Move! After Compromising on Union Bonuses, Samsung Bets on AI-Driven Unmanned Factories by 2030台积电产能告急，三星代工订单激增：谷歌、AMD、特斯拉同时找上门Energy Storage Sector Rakes in 152 Billion; CATL Accounts for Half!Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Hong Kong Stock Midday Review: Hang Seng Index closed down 0.37%, PCB concept and AI newly listed stocks rose for three consecutive daysSoaring Costs Force a Pivot: Microsoft Considers Replacing Expensive US AI Models with DeepSeek17%! Japan's May Export Growth Hits Three-Year High as Chip Exports Surge 62%Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.美联储内部鸽派集体转鹰，沃什首秀 “左右为难”Morningstar: Acquiring mainland Pizza Hut may be beneficial, giving YUM China a fair value of HKD 600 for its Hong Kong stocks像对冲原油一样对冲算力？全球首个 AI 计算期货合约呼之欲出Wu Qing, Chairman of the CSRC: The Safety, Resilience, and Innovation Value of Chinese Assets Are Gaining Widespread Attention and Favor Among International InvestorsMicrosoft's $3 billion Oracle computing power lease falls through due to security compliance issues; Goldman Sachs warns: AI infrastructure has reached a "vulnerable moment."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