Reminder: Key Focus for the Day (All Times in Beijing Time)Oil prices retreat, weakening interest rate hike expectations; U.S. Treasury bonds rise; strong demand in two-year auctionZuckerberg bets on the prediction market track! Meta develops a new application "Arena" to compete with Kalshi and PolymarketMSCI Issues "Ultimatum": Will Consider Downgrading Indonesia's Rating If Insufficient Progress Is Made by NovemberIt's okay if the stock price falls; Tesla shareholders bet that the merger with SpaceX is Musk's ultimate scriptS&P Dow Jones Indices: Alphabet to be Added to the Dow Jones Industrial Average高盛交易台警告：橡皮筋已拉至极限，市场或临近断裂点On June 24th, the top 20 trading volumes in the US stock market: Micron Tech plummeted 13% as investors sought safety, triggering a sell-off. The market is focused on the earnings report after the close on WednesdayCerebras Systems Reports Q1 Revenue of $193.4 Million, Beating Analyst Expectations of $181.4 Million. Q1 Hardware Revenue Was $110.6 Million, Cloud Revenue $82.8 Million. Full-Year Revenue Forecast at $855–865 Million vs. Analyst Expectations of $824.8 Million. Q2 Revenue Expected to Be Approximately $194 Million, Beating Analyst Expectations of $173.3 Million存储暴跌！韩媒：英伟达 Rubin 预期减产，SK 海力士 HBM4 扩产放缓韩股暴跌响警钟，野村：美股或面临大规模杠杆 ETF 被动抛售背靠国寿近十年，广发银行仍在新旧引擎之间打转三千亿公募换将，控股股东遣出固收老将华尔街集体下调金价预期，鹰派美联储重塑黄金定价逻辑The enthusiasm for artificial intelligence themes has cooled, with NVIDIA, Micron, and AMD leading the decline in tech stocksBaird: Tesla's Q2 delivery volume is expected to reach 392,900, possibly merging with SpaceX不到一年，汇丰人寿再举增资 “大旗”Meta released a new pair of smart glasses, starting at a price of $299, with Zuckerberg continuing to invest in the wearable device market霍尔木兹解封引爆 “供应洪峰”：中东原油巨量复航，北海布油现货基准油种跌至两年低位6 月 FOMC 会议之后，金铜还有空间吗？【大鹏说 第 2 讲】Will the 'Warsh Put' Appear? Analysts: No, the Market Is Merely Repeating an Old Fantasy40 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 Trend