SG Morning Brief | SpaceX Crashes 16%, Russell 2000 Hits 3,000; Chips Hit New Record as Oil Falls to $74美银 “大幅转鹰”：预期美联储年内加息 3 次，此前是 0 次！年内暴涨超十倍，疯狂的海力士杠杆产品率先量产之后仅 4 个月，三星的 HBM4 收入已突破 10 亿美元英伟达发文详解核心液冷技术科技巨头下挫拖累美股大盘，芯片股指新高，原油转跌，美债收益率 “补涨”早餐 | 2026 年 6 月 23 日Baidu ADR rose after hours as Citigroup initiated a 30-day bullish catalyst watch on itJune 23rd Foreign Market Headlines: The U.S. relaxes oil sanctions on Iran, SpaceX plummets 16% for three consecutive days, CME platform experiences "connection interruption," Google falls sharplyTesla's fatal car accident triggers investigation by U.S. auto safety regulatorsRBC Capital Markets: U.S. Stocks Can Withstand Two Moderate Rate Hikes Over the Next 12 Months宁德时代换电业务杀入欧洲：与章鱼能源合资建设欧洲重卡换电网络AI Reshapes Filmmaking! Google DeepMind Invests in Film Studio A24Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.Google and Amazon Just Launched a Full-Frontal Assault Against NvidiaMeta splashes $900 million to invest in Indian fintech unicorn CRED, founder to take the helm of WhatsApp2026“端侧 AI 战事” 升级，苹果谷歌们在拼什么？SpaceX 与 Reflection AI 签署数十亿美元算力供应协议微软与雪佛龙达成 20 年协议，267 万千瓦 AI 电力项目落地得州RBC Strategist Says U.S. Stocks Can Withstand About Two Fed Rate Hikes美股散户接棒，动量股季度超额收益创下历史纪录NVIDIA Launches Halos Software to Accelerate Safety Certification for Humanoid Robot CommercializationSpaceX Drops Over 10%! Third Consecutive Day of Decline Following Bond Issuance Announcement墨西哥银矿开发商 Sinda Ltd 冲刺美股 IPO 拟募资最高 3.45 亿美元CATL's Xu Jinmei: First Batch of Sodium-Ion Battery Solutions to Be Delivered Starting September This Year; GWh-Level Shipments by End of 2026芯片、开源模型与 50 万亿，蔡崇信再度复盘阿里NVIDIA promotes humanoid robot safety systems, aiming to break through the "last line of defense" in human-robot collaborationGetty Images Strikes 'Display Agreement' with OpenAI, Stock Surges 141% in Pre-Market TradingThe legendary curtain call! Former Federal Reserve Chairman Alan Greenspan passes away at the age of 100, a life intertwined with glory and controversyFervo Energy's first financial report falls short of expectations, but the stock price still rises over 8% as it partners with NVIDIA to develop a geothermal AI platform441 Giant Vessels Gather Outside the Strait of Hormuz! Oil Shipping Market Awaits Signal for Full PassageCanada's May Inflation Rate Rises to Highest Since 2023 Amid Soaring Gasoline PricesReportedly, Micron Tech Reaches Agreement with Anthropic to Drive Next-Generation AI ScalingShould You Buy Tesla Stock Before July 2?Zhipu Take: RMB 1 trn mkt cap — Is China's Anthropic finally here?BTIG Warns: Semiconductor Trend Historically Seen Only at Major Market TopsAI 基建烧钱这么快，到底能不能回本？U.S. Stock Market Outlook | Three major index futures mixed, U.S.-Iran agreement document, U.S. May PCE to be the market focus this week存储成为 AI 负担，这对投资意味着什么？On June 22nd, Li Auto-W spent approximately HKD 49.9625 million to repurchase 990,900 sharesAmazon Retakes Lead Over SpaceX as the World's 5th Most Valuable Company. Here Are 3 Reasons Why It Won't Last.On June 22nd, Xiaomi Corporation-W spent approximately HKD 152 million to repurchase 6.42 million sharesThe AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest WinnerTSMC's stock price lags behind peers, is there a "slow bull" opportunity amid the AI chip craze?On June 22nd, Tencent Holdings Limited spent HKD 500.6 million to repurchase 1.154 million sharesNobel Prize winner Jaan Tallinn leaves Google DeepMind to join Anthropic美联储转鹰、华尔街纷纷投降，花旗成 “最后的倔强”：坚持 10 月重启降息