40 天不睡、5 人死磕，DeepMind 主管爆 Gemini 大战 DeepSeek 惨烈内幕US Market Open: Nasdaq Falls 2.4%, Philadelphia Semiconductor Index Drops Over 7%, Micron Tech Slides About 11%, SpaceX Market Cap Falls Below $2 Trillion18 亿卖掉 Flyme 魅族临近终局了吗高盛复盘韩股暴跌：养老金撤退、散户杠杆爆仓引爆芯片股雪崩In the era of artificial intelligence, Google's online dominance shows signs of looseningThe EU is reportedly set to escalate its investigation into Meta, accusing its products of causing addiction in children阿里游戏梦走到拐点？灵犀互娱被摆上货架了Zhitong Hong Kong Stock Analysis | Multiple Negative Factors Hit the Market, Pharmaceutical Stocks Strengthen and Find OpportunitiesSK 海力士 “降速”，三星 “狂奔”，HBM4 霸主之争进入新阶段SpaceX 逆市上演” 深 V” 反弹！三天蒸发超 6000 亿美元，2 万亿关口多空激战新超级周期？大摩：MLCC 正从 “大宗商品”，变成 “战略资源”星源材质正式登陆港交所，计划将半导体材料打造为第二增长曲线Goldman Sachs Warns of AI Bubble: The Entire Market Will Reprice When the First Giant Cuts Spending英国经济再现收缩！PMI 跌至 14 个月低点，工党增长承诺承压On June 22nd, Alibaba-W spent approximately USD 12.4985 million to repurchase about 952,500 sharesSell SpaceX, buy Tesla?On June 23rd, XIAOMI-W spent approximately HKD 193 million to repurchase 8.44 million sharesAI 交易遭遇加息考验：除了美元、美债，一切都在跌Tesla's Texas crash into a residential home resulting in fatalities is under investigation by federal safety authoritiesThis $4 billion valued Indian startup received investment from Meta, but the founder has jumped to WhatsAppIt is reported that WeChat Work, a subsidiary of Tencent, has begun internal testing of the agent "Duan Yuan"On June 23rd, Tencent spent HKD 500.7 million to repurchase 1.19 million shares微信支付宝双双下场：Agent 开始改造小程序生态了Tesla secures a $5 billion deal! Partnering with NatPower to deploy battery storage projects in Europe日元逼近 40 年最低：日本央行已加至 1%，为什么还是挡不住？券商板块修复，还有多少空间？ETF Daily (06.23) | Non-Ferrous Metal ETF Faces Heavy Losses, Innovative Drug Sector Rises Against the TrendGoldman Sachs: Maintains Tencent Holdings Limited "Buy" rating with a target price of HKD 700Hong Kong Stock Market Closing (06.23) | Hang Seng Index closed down 1.82%, technology and non-ferrous stocks plummeted, innovative drug concept rose against the trendIndia's Nifty IT Index Down 28% YTD, Worst in 16 Years, Yet Largest Fund Is Buying the Dip小作文带崩韩股？韩媒：国会议员讨论将股票、房地产未实现收益纳入综合征税美伊谈判取得重大进展，市场为何反应冷淡？Broadband and utility engineering service provider ITG prices its US IPO at $19-22 per share, aiming to raise $400 million报道：意法半导体计划今年第二次上调 MCU 价格，6 月 28 日生效另类数据拉响警报：Kalshi 重注英伟达芯片降价，定价权神话面临考验AI Infrastructure Battle Heats Up: Qualcomm in Talks to Acquire AI Chip Firm Modular for $4 BillionETF Volatility | EFUND GOLD MI ETF fell over 5% as Fed rate hike expectations combined with Waller's hawkish statements, Goldman Sachs significantly lowered its gold price target"NVIDIA Challenger" Cerebras releases its first financial report after going public! Wedbush supports: any turning point will be a positive signalUnderstanding the Market | Hong Kong property stocks broadly decline as concerns over potential interest rate hikes in the U.S. resurface; Bank of America Securities predicts a slowdown in property price increasesGoldman Sachs: Downgrades the probability of a U.S. recession to 15%, expects the Federal Reserve will not raise interest rates高盛之后，德银也大砍金价预期，最高下调 22%Report: General Motors and Tencent-backed Momenta will begin assessing investor interest in its Hong Kong IPOCountdown to Mass Production of Tesla Optimus 3: Suppliers Begin Stocking Up甲骨文一年裁员 2.1 万人，承认 AI 取代部分岗位According to reports, Tencent is considering exiting its investment in game studios such as Marvelous打破在离岸资金池壁垒：六大行直连离岸交易，央行重塑人民币定价权Largest U.S. Lithium Mine Set to Begin Production, Reshaping Lithium Supply Chain ImminentTesla's monthly sales in Europe doubledFrom TSMC faith to the "FOMO mob" sweeping Taiwan: The 160% surge in leverage has sounded the alarm for the burst of the AI bubble日本财长确认与贝森特通话，日元徘徊近 40 年低位，干预预期升温