CITIC Securities: Interest rate hikes are unlikely to shake AI valuations; non-AI weaknesses need to break through with their own narratives伯恩斯坦资深分析师：这是职业生涯第一次真正的 “芯片超级周期”，“瓶颈” 才是造富机器分化在延续，变化在酝酿“大空头” 查诺斯：当前 AI 产业链存在巨大 “财务不匹配”，“AI 云” 实际是租赁中介，看空 SpaceX“加息” 涨科技？Will Nvidia Stock Soar After June 24? The Evidence is Piling Up and Here's What It Shows港股，是人民币和美元的实时记分板Can SpaceX Deliver Tesla-Level Returns? The Bull and the Bear Case数字经济时代，三驾马车已经失真市场 “不可调和的矛盾”：如何给科技股估值企业端开始 “算力降本” 之际，高盛警告 5.3 万亿 AI 资本支出正逼近信贷饱和！下周重磅日程：“美联储最爱通胀指标”、英伟达股东大会、OpenAI 或发新模型、美光财报Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?沃什的野望：五 “刀” 重构美联储“沃什首秀” 是 “十年一遇的转折点”？野村：警惕 “预防性加息” 演变为 “实质性紧缩”SpaceX Surpassed Amazon in Market Cap This Week. What's Next for the Red-Hot Space Stock?AI Agent 时代的云基础设施是怎样的？你需要理解 “Agent Runtime 完整飞轮”“AI 最紧瓶颈”！存储的影响已扩展至宏观经济，加剧整体通胀Multiple Foreign Banks: Global Capital's Confidence in the Chinese Market Rises as Overseas Investors' Willingness to Increase Holdings of Chinese Assets Continues to Strengthen德银 “向沃什投降”：今年将加息 50 基点，甚至可能在 7 月提前加息Hon Hai Chairman: Capital Expenditure for Every 1GW Vera Rubin Data Center Reaches $47 Billion, with Annual Power Costs of $1.3 Billion1192 亿美元！本周美股吸引创纪录资金，投资者涌向科技股学习英伟达 “好榜样”，谷歌和博通都开始 “有样学样”，开启 “AI 芯片闭环”Israel-Lebanon tensions rattle markets; European stocks briefly turn higher, Brent crude struggles to rebound, dollar falls from one-year highIntel Shares Surge 10% to Record High as Former SK Hynix CEO Appointed to Lead Packaging BusinessGoogle and Microsoft Join Forces to Launch New Protocol, Traditional Tech Giants Contain Anthropic and OpenAI Through Standards War从” Token 竞赛” 到” Token 节流”：月人均成本 7500 美元，天价账单倒逼巨头集体踩刹车高中毕业也能进 SK 海力士研发部了，AI 时代还要卷文凭吗Energy Costs Fuel Inflationary Pressure! South Korea's May PPI Rises 8.5% Year-on-Year, Hitting Nearly Four-Year High13 Words From Jensen Huang That Spell Good News for Nvidia Shareholders甲醇电动加速落子香港沃什放鹰，美元 “转折点” 来了？Trump officially announces Apple's collaboration with Intel on chip manufacturing. What considerations are behind this?161！日元跌至近 40 年低位，财长重申 “将采取大胆行动”美伊瑞士会谈生变，韩股收跌 0.1%，印度 IT 股大跌，纳指期货跌 1%，美元指数站上 101 关口90% of Amazon's Portfolio Is Invested in This EV Stock (Hint: It's Not Tesla)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 trading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 infrastructure