Meta is developing a prediction market application美股贵得离谱？分析师：别慌，“风险溢价” 依然有利可图工行 7 月关停上金所个人竞价 年内多家银行同步清退存量DWS: Expects the Federal Reserve to cut interest rates twice next year and continues to be optimistic about Korean and Taiwanese technology stocks苹果折叠屏 iPhone 量产倒计时：铰链隐患据称已化解，9 月发布或如期推进On June 23rd, Alibaba-W spent USD 12.4982 million to repurchase 974,500 shares欧元跌至逾一年低位，美伊协议悄然重塑欧洲央行加息路径On June 24th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.183 million sharesWill Amazon's AI Chip Business Be a Threat to Nvidia?On June 23rd, YUM China spent approximately HKD 7.743 million to repurchase 24,000 shares三星将 HBM 产能一半转向 HBM4，8 层 HBM3E 暂停生产孙正义重磅演讲：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 narrativesReminder: Key Intraday Focus (All Times in Beijing Time)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 Million