Technology investor Prosus: Revenue growth driven by various businesses and Tencent's growth陈立武接手英特尔后首次播客访谈：我们的目标是 “5-10 年 10 倍”，押注先进封装、玻璃基板和人工钻石沃什 “鹰派首秀”，高盛下调黄金目标价，“如果今年真加息，金价会进一步下跌”Meta is in talks to invest in Indian fintech payment startup CredHigh Inflation Benefits "Discount Supermarkets"! Aldi Surges Ahead, with US Market Share Growth Rivaling Walmart and Costco油价跌回 “伊战前水平”，市场反应过度了吗？埃森哲股价暴跌 18% 创近十年新低，AI 冲击与中东动荡双重施压The yen approaches a 40-year low! Japan's Finance Minister reiterates "bold action" and issues intervention warnings to speculative tradingHedging July Rate Hike Risk! Traders Flood US Treasury Futures as Trading Volume Soars to Record Highs网友提问 “中国大模型何时达到 Fable 级别？”，马斯克 “可能明年 Q1”，智谱 CEO 唐杰 “不需要那么久”SpaceX 创纪录 IPO 后再发 200 亿美元债务，马斯克要做 “当代联合太平洋铁路公司”Sweden calls for a ban on Tesla FSD in the EU unless it disables the speeding feature霍尔木兹海峡重开提振股债，半导体指数收创新高，原油走 V，美元两连涨，黄金承压It is reported that Meta has signed a contract with Crusoe to purchase 1.6GW of data center computing power, continuously increasing investment in AI infrastructureReminder: Key Focus for Intraday Trading (All times in Beijing Time)OPEC 驳斥 IEA 供应过剩预测，认为石油需求将持续增长Media Survey: Concerns Over Fed Independence Ease, Long-End Yields Expected to Reach 5% by Year-EndJune 19 closing: The three major U.S. stock indexes closed higher, with Intel rising over 10%, leading the chip sectorMeta Platforms Finalizes AI Computing Agreement with Data Center Company Crusoe, Securing Approximately 1.6 GW of Computing PowerAmazon employees subjected to internal investigation after publicly criticizing data center expansionChallenge 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！