半导体扩产全面提速，晶圆设备周期迎来重估！Xiaomi Corporation-W has entered into an agreement with independent brokers to automatically repurchase shares not exceeding HKD 4 billionNvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other比亚迪主品牌迈出高端化关键一步ETF 日报 (06.18) 丨科创 50ETF 延续强势 贵金属板块转跌智谱与 MiniMax 两级分化！市场出现 AI 大模型 “多空配对交易”车圈尽头是 AI，李想先一步到了路口AI 之外，还能买什么？硅片：Fab 大扩产下迟到的涨价Soochow Securities Co., Ltd.: Li Auto-W is firmly moving towards fully embracing AI, maintaining a "Buy" rating大盘涨了账户却亏了？理财通线上私享会带你读透芯片 + 商业航天两大核心方向郭明錤：玻璃基板是台积电 CoPoS 的核心，是 “必须有” 不是 “锦上添花”上市三天散户砸入 3.7 亿美元，SpaceX 吸金力碾美股 “七巨头”Siri AI's lack of brilliance has led to Apple's pullback. Is it a crisis of patience or an unjustified sell-off?当微软都烧不起 Token 了，“模型路由” 成为企业 AI 的 “核心需求”以担保换订单！博通敲定 Anthropic 350 亿美元芯片大单，“AI 闭环” 越滚越多？Haitong International: Tencent Holdings' AI layout is underestimated, maintaining an "Outperform" rating2% 通胀目标悬了？沃什和万斯释放危险信号，华尔街开始担心更高通胀Understanding the Market | Chip stocks surged in the afternoon as TSMC faces capacity shortages and orders are shifting; the company stated that it does not rule out future price increases高盛 Kaplan：美联储或在秋季 “连环加息”Trump claims Apple will collaborate with Intel to produce chips in the United StatesTesla's $25 Billion Capex Plan Is No Longer About Cars. Here's Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.The Financial Markets Are Flashing an Alarm Right Now, and New Fed Chairman Kevin Warsh Could Make Things Worse美图的 AI 生意，开始走向交付CICC: There is no need to be overly pessimistic about the online platform sector, recommends Tencent Holdings Limited看涨和看跌同样昂贵！SpaceX 期权火爆背后，折射市场深层分歧Aberdeen: The fundamentals of a company are crucial. The future winners will be those with strong profit growth that can offset rising capital costs and the impact of a strong dollar加息预期前移！90% 经济学家预测日本央行年内再度加息从 250 亿到 750 亿，淡马锡加速布局 AI伊朗协议触发” 大轮动”：AI 拥挤交易松动，周期股与新兴市场迎来补涨“教科书级” 对冲！SpaceX 上市期权首日爆量，机构用” 零成本对冲” 锁定巨额浮盈快评沃什首秀–这是高盛划出的美联储决议要点Understanding the Market | Gold stocks lead the decline, the Fed's first interest rate meeting releases hawkish signals, and the central bank's willingness to increase gold holdings remains high沃什 “首秀”：刻意的模糊？曾毓群 “炮轰”：很多人想进电池行业，第一件事就是想到宁德时代挖人、偷技术；低价竞争源于心态浮躁、行为短视New Bond King Comments on Warsh's Debut: He Is Effectively Staking His Credibility on Controlling Inflation and Will Not Be the 'Dovish Chair' Many Hope ForAI "sucks dry" storage chip production capacity! Apple's profit moat breached, iPhone Pro may increase by $270“明修栈道暗度陈仓”？设五大工作组，沃什开启美联储新时代CICC: Waller's debut encounters a hawkish shift, increasing the risk of the Federal Reserve raising interest rates next yearFamous whistleblower: Apple will launch the second generation iPhone Air in spring 2027 to address the two major flaws of single camera and battery lifeGoogle DeepMind researcher Noam Shazeer will join OpenAISG Morning Brief | Warsh Holds Rates but Dot Plot Signals Hike, All Three Indexes Fall Over 1%Warsh's Hawkish Surprise? Historically, New Fed Chairs' First Meetings Have Been "Hawkish" on InflationWash's debut "drawing the sword": Establishing a special group to review the $6.7 trillion balance sheet, speculation arises over the Federal Reserve's "tapering" agendaSpaceX 上市日散户买盘创纪录，城堡证券：散户正推升美股反弹Breakfast | June 18, 2026Zhitong Hong Kong Stock Early Knowledge | Federal Reserve's expectation shifts from rate cuts to rate hikes, Apple plans to raise product prices