Challenge NVIDIA's dominance! Amazon plans to sell self-developed AI chips to external data centers, and the stock price responds with a rise of over 2%“过剩流动性” 转负,美股或迎 2021 年以来最强逆风Report: Amazon in Talks to Sell NVIDIA-Rival Chips to Other CompaniesApple's orders ignite "local chip foundry" transactions! Intel leaps from AI outcast to "national-level computing foundation"Biren: China's NVDA—How Capable Is It?当西方犹豫之际,亚洲投资者正悄然积累黄金风险偏好重燃,美股高开,半导体股普涨,英特尔涨 9%,SpaceX 跌 6%,油价跌超 2%11 Words From Nvidia CFO Colette Kress That Should Have AMD and Intel Investors WorriedWhen Large Models Enter the Physical World: Xiaomi Aims to Add “Memory” to Smart Homes算力扩张无止境?CoreWeave 高管揭秘:AI 需求"每天都在寻找新方式强化",供电机房才是当前 AI 基建的关键制约NVIDIA tops the data center Ethernet rankings: Investment revelations indicate that the computing power frenzy is far from over, and GPUs no longer dominate the AI bull marketIPO Buzz Lingers as Wall Street Begins to Envision a SpaceX-Tesla "Merger Chess Game"Alibaba-W: Adjusts the conversion rate of convertible preferred notes maturing in 2031SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?Zhitong Hong Kong Stock Analysis | The Federal Reserve meeting signals interest rate hikes, and Old Deng stocks collectively fall to embrace AIU.S. Stock Market Outlook | All three major index futures rise as the largest "Quadruple Witching Day" in history arrives tonightWhen Will Chinese Large Models Like KNOWLEDGE ATLAS Catch Up to Fable? Musk: Possibly in Q1 2027融资消息曝光后 DeepSeek 上线识图模式,但认不出梁文锋AI 狂潮推高美股盈利,但华尔街警告:巨额折旧成本还没入账霍尔木兹重开在即,亚洲炼厂抢先 “清库存”Amazon's cost-effective AI chip products are favored by enterprisesHong Kong Stock Review: Pressured AgainOn June 18th, XIAOMI-W spent HKD 197 million to repurchase 8 million shares零跑急速出征海外On June 18th, Li Auto-W spent approximately HKD 69.9584 million to repurchase 1.3372 million sharesChip Stocks Are Overcrowded! JPMorgan Chase Warns: AI Trades Could Face Stampede-Like Correction If VaR Triggers Forced LiquidationOn June 18th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.144 million shares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