Taiwan Semiconductor forecasts global semiconductor market to surpass $1 trillion this year, reaching $1.5 trillion by 2030All Banks Crushed the Fed's Stress Tests This Year, and Some Truly Excelled科技牛市隐忧浮现：华尔街开始定价 “AI 反噬” 风险After a series of core researchers left, Google reorganized its AI programming team to catch up with Anthropic苹果重挫 5% 拖累科技板块，纳指转跌超 1%，美光涨幅收窄至 8%，黄金重回 4000，白银转涨The European Union includes the cloud business divisions of Amazon and Microsoft under the "gatekeeper" regulatory frameworkApple raises prices for Mac, iPad, etc. AI data center expansion triggers unprecedented shortages of memory and storageUS Q1 GDP Final Estimate Revised Up to 2.1%, but Softening Consumption Raises ConcernsApple raises prices for some Mac and iPad models, with increases of up to $200 and aboveGlobal Headlines to Know Before Thursday's US Stock Market OpenFinal Q1 U.S. Real GDP Annualized Quarter-on-Quarter Growth at 2.1%, vs. 1.6% Expected and 1.6% PreviousUS May PCE Price Index Rises 4.1% Year-on-Year, In Line with Expectations of 4.1%, Previous Value 3.8%伊拉克警告 OPEC：不给增产配额，就考虑 “退群”黄金避险神话破灭？“死叉” 临近、地缘脱钩，多头惨遭流动性清算On June 25th, Li Auto-W spent approximately HKD 200 million to repurchase 4.1911 million sharesOn June 25th, XIAOMI-W spent HKD 200 million to repurchase 9 million shares除了 AI，美股还有什么能买？Citrini 点名 5 个被忽视的赛道宁德时代投资，易控智驾卡位 “全球矿区无人驾驶第一股”U.S. Stock Market Outlook | Three Major Index Futures Rise Together, Micron Tech Soars After Earnings, U.S. May PCE Data on the WayAmazon increases investment in India by $13 billion, with AI and cloud infrastructure as core directions物理极限被打破！IBM 推出全球首款 0.7 纳米芯片技术，半导体迈入 “埃米时代”On June 24th, Alibaba-W spent USD 12.4979 million to repurchase 992,000 shares如何预判 AI 拐点？看好 CPU 火爆持续！瑞银上调 AMD、ARM 目标价，美银看多台积电、日月光加息会杀死黄金吗？机构：当前更像 1978 年——黄金新一轮大涨前夜On June 25th, Tencent Holdings Limited spent HKD 500.7 million to repurchase 1.186 million sharesAnother storage giant is going public in the U.S.! Kioxia plans to land on the U.S. stock market in spring 2027, with plans for a domestic stock split to help retail investors "get a piece of the pie."一颗 CPU，五场战争：九年之后，高通再赌一次SK Hynix ADR to List on US Stock Market Next Month; Two Major Institutions Forecast 30%-45% UpsideMU Surges After Earnings Selloff; QCOM Pushes Into AI Data Centers, Aiming to Take Share From NVDA | Daily News Recap高盛警告：美股拥挤程度已达到极端水平，未来市场将继续波动ETF Daily Report (06.25) | Storage and tracking of Korean ETFs strengthened throughout the day, while the gold sector continued to be sluggish招行详解大模型账本：日均烧 330 亿 Token 强调 “投 20 赚 100”Is a Mobile AI Explosion Imminent? CHINA TELECOM Steps Up Investment in 5G-A x AI High-Uplink Network ConstructionGoldman Sachs: Xiaomi Corporation-W enters a period of rich catalysts and potential turning point opportunities in the third quarter, reiterating a "Buy" rating为什么 AI 值得更大的泡沫“1/6 的价格，打爆美国 AI 护城河”——智谱开源模型 GLM 5.2 震动硅谷Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.芯片、电费、工资全面涨价——AI 基建热潮正在制造第三波通胀QCOM (Trans): From chipmaker to platform solutions co高盛：美光炸裂财报表明，存储上行周期仍在加速Understanding the Market | Alibaba-W fell over 5% in the afternoon, hitting a new low for the year, with a total market value dropping below HKD 2 trillion“电子大米” 变 “电子黄金”？MLCC 价格狂飙：高端产品年内涨价 3 至 5 倍，现货报价 30 分钟一变沃什重创"美元贬值交易"！黄金崩了，比特币重挫，芯片狂欢还能撑多久？