韩国引爆 “黑色星期二”，全球芯片股大牛市遭 “当头棒喝”，只是 “技术性调整” 吗？Tesla is reportedly planning to launch a long version of the Model Y in the U.S. market to fill the gap left by the discontinuation of the Model XSouth Korean Stocks Open HigherZhitong Hong Kong Stock Early Knowledge | 40 cities selected for the automotive circulation consumption reform pilot, it is reported that WeChat Work, a subsidiary of Tencent, has begun internal testing of the agent "Dayuan"科技热潮降温 ，纳指跌超 2%，芯片指数跌近 8%，美债美元齐涨，金银下挫Gold Trading T+0: Dubai DGCX Launches Same-Day Settlement Gold Contracts to Consolidate Position as Global Precious Metals HubThe Trump administration pressures Meta to submit its AI models for safety review早餐 | 芯片股带头拖垮美股，美光和闪迪跌超 10%Google invests in independent film company A24Cerebras Systems Reports Q1 Revenue of $193.4 Million, Beating Analyst Estimates of $181.4 MillionReminder: 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 shares