孙正义重磅演讲：AI 没泡沫，软银已量产机器人，叫板马斯克称太空数据中心没价值，将奋斗到 70 岁！Great News for Nvidia Investors: Wall Street Says the Stock Could Soar to $295Vedanta's copper mining company CopperTech Metals sets its US IPO price at $16-18 per share, aiming to raise $400 millionKuaishou E-com 'Instant Delivery' Goes Live; TSMC Advanced Foundry Price Hike Rumors Mount | Daily News RecapAI ignites a wave of Asian storage giants going public in the U.S.: It is reported that SK Hynix will apply to Korean regulators to issue ADRs to raise up to $26 billion“钠离子电池”=“新石油”！大摩喊出口号：重塑能源和 AI 发展的关键瓶颈Understanding the Market | CIG rises over 8% as NVIDIA details Rubin's full liquid cooling solution; the company has begun mass supply of 800G OSFP DR8 optical modulesA chip manufacturing startup, led by a former Intel CEO as chairman and supported by U.S. funding, plans to raise $350 millionShould You Buy Nvidia Stock Right Now? A Compelling Answer Is Hiding in Plain Sight.美股科技恐慌指数逼近 20 年极值！一个比 VIX 更值得警惕的指标正在拉响警报SK Hynix to Submit ADR Listing Application Soon, Potentially Debuting Next Month美元狂飙至七个月高点，加息预期催生多头 “拥挤交易”全球股市波动加剧，韩股上演 “过山车行情”，三星电子涨幅收窄，黄金跌超 1.3%ETF Movement | EFUND A SEMICON ETF rises over 4% as Taiwan Semiconductor's advanced manufacturing services will increase pricesBOCOM INTL: Suggests overweighting Hong Kong stocks in the second half of the year, pointing out that the Hang Seng Index and Hang Seng TECH Index have upward potentialUnderstanding the Market | Tencent soared over 5% in the afternoon as WeChat Work Agent "Dayuan" began internal testing. Goldman Sachs stated that valuation recovery depends on the progress of AI narratives高盛相信 “腾讯估值修复取决于 AI 叙事进展”，微信 AI 内测是关键一步种种迹象显示 “接近周期顶部”，但瑞银坚持：现在退出中国科技股 “为时过早”终于涨不动了，开启调整的美股支撑位在哪？“AI 需求可见度” 延伸至 2028 年！美银美林：存储在此之前不会 “供过于求”，半导体设备将大幅增长ETF Volatility | Southern Double Long Gold fell nearly 2%, with continuous capital outflow in the gold ETF market. UBS indicates that the downside risk for gold prices has significantly increasedUnderstanding the Market | Gold Stocks Continue to Decline as Rising Interest Rates Increase the Cost of Holding Gold; Wall Street Investment Banks collectively Lower Gold Price ExpectationsJefferies: Google's loss of AI talent is merely "noise," investment logic remains unchanged, maintaining a target price of $445Understanding the Market | Chip stocks rise across the board, reports indicate that Taiwan Semiconductor's advanced process foundry will raise prices across the board, with global wafer foundry revenue expected to increase by more than 20% this year全球科技股暴跌：AI 牛市的又一场压力测试全球芯片股灾的暴风眼：韩股暴跌背后的 “各种鬼故事”SG Morning Brief | SOX Plunges 8% as AI Memory Rout Deepens, Nasdaq -2.2%; Micron Reports Tonight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