OpenAI and Broadcom Release AI Chips Aimed at Running Models Faster and More Cost-Effectively贝森特：伊朗谈判纳入美元结算要求，经济增长有望年内重返 3%On June 24th, Li Auto-W spent HKD 220 million to repurchase 4.4685 million sharesMeta and Microsoft lead the way, driving data center leasing commitments to exceed $850 billion曾毓群给固态电池泼了盆冷水SK 海力士赴美挂牌拟融资 294 亿美元，创 ADR 发行规模历史纪录AMZN’s AI Stumble: Can It Stage a Comeback?美光财报今夜揭晓：AI 交易临界点逼近，存储龙头能否延续超级周期？Tech Stock Direction May Be Decided Here! Nomura: Micron Earnings Are Replacing the Fed as the Biggest Short-Term Market VariableBessent Criticizes Fed Dot Plot, Says He Used to Trade Against It银行 Agent 如何卡在真实业务里Copper Bull Stays! CPO: real opportunity or mirage?热浪来袭！德英电价飙至 2022 年以来最高，英国罕见拉响 “夏季断电” 警报U.S. Treasury Secretary Bessent: The U.S. dollar can remain strong during the interest rate cut phaseU.S. Stock Outlook | Futures for the three major indices rise together, Micron Technology's earnings report and NVIDIA's shareholder meeting are coming tonightMeta 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 $445