美光财报给美银的启示：存储超级周期或将持续至 2027 甚至 2030 年SpaceX 光环消退，美股航天概念股集体重挫，多只个股 6 月跌幅逾 50%Understanding the Market | Copper stocks lead the decline as global central banks shift to interest rate hikes, suppressing copper prices; the market is concerned about the cancellation of copper tariffs“决策大模型第一股上市：中科闻歌的决策智能进阶之路”Understanding the Market | Alibaba-W fell over 5% again, halving from last October's peak, with external negative factors and a quiet 618 dragging down the stock priceApple faces "double headwinds"! iPhone sales in China drop 19% in a single month, while a surge in storage prices forces Mac and iPad price increasesUnderstanding the Market | Gold stocks continue to decline, gold prices fall below $4,000, hitting a seven-month low, and Wall Street collectively lowers gold price expectations科技股回调拖累亚太股市，三星电子、SK 海力士跌超 4%，黄金持稳于 4000 美元外资出逃、散户爆买！摩根大通详解韩国股市巨震背后的资金博弈美光长协的含金量：客户先押 220 亿美元，合同不可取消，还锁定 “史上最赚钱” 的毛利率！Understanding the Market | The entire mobile phone supply chain is declining, Apple raises prices for iPad and Mac series products, Goldman Sachs lowers global mobile phone shipment forecastHang Seng TECH Index drops over 2% intraday, Hang Seng Index falls nearly 1%. SUNNY OPTICAL and KNOWLEDGE ATLAS decline more than 6%Unprecedented memory shortage triggers global price surge! Apple rarely skips high-end M6 chip, betting on the next-generation M7 edge AIA-share Pre-market Report | Major Document Released! New Energy Welcomes Good News, Chemical Leader's Net Profit Soars 23 TimesSG Morning Brief｜Memory Crunch Bites Apple, Feeds Micron东京 CPI 重拾升势，日本央行年内再度加息预期升温CICC: Has the gold bull market ended?苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产沃什开启 “美元转折点”？华尔街 “心领神会”苹果、微软被迫涨价，库克承认 “40 年来前所未见”，AI 正在推升新一轮通胀？OPEC Loses Control, Oil Prices Plunge?Apple supplier LINGYI ITECH completes HKD 8.3 billion stock issuance transaction and will be listed on the Hong Kong Stock Exchange todayU.S. Senators demand Tesla take responsibility for accidents involving autonomous drivingBreakfast | June 26, 2026Trillion-Dollar Valuation Meets the "Cold Water" of SpaceX's Sharp Decline: OpenAI IPO Postponed to 2027, AI Capitalization Hits the Brakes安联 CIO 警告：SpaceX 发债是泡沫信号From June 30, NetEase will become a dual primary listed company on the Hong Kong Stock Exchange苹果微软拖累标普收平，美光飙升 15% 领涨芯片股，油价涨，黄金重回 4000Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Macflation 来了！美光暴涨苹果大跌凸显 AI 产业链利润重估U.S. Stock Market: S&P 500 Index Falls for Four Consecutive Days, Apple's Price Increase Weakens Chip Stocks' BenefitsCerebras 两日一度暴跌 30%！AI 芯片 “高预期” 反噬，业绩指引难填估值鸿沟On June 26, the top 20 trading volumes in the US stock market: Apple's stock price closed down 6.1%, marking the largest decline since April 202513 个月内三次上调 Xbox 售价，微软：存储元件成本到明年还要翻倍On June 26, most popular Chinese concept stocks fell, with Taiwan Semiconductor down over 1% and Alibaba down over 4%DeepSeek 开启 “倍增” 式扩招：剑指 AI 搜索与数据壁垒，大模型商业化决战打响US Treasury Yields Plummeted Upon Release of US PCE Inflation Data, Then Gradually RecoveredFed's Williams: US to Achieve 2% Inflation Target by 2028, with Unemployment Rate Falling to 4%PCE Inflation Reached Its Highest Level in 3 Years. Here’s What Investors Need to Know.千亿业绩目标背后，联想问天重押 AI 算力底座Apple rarely raises prices for multiple product categories including Mac and iPad, stock price hits the largest drop in over a yearReport: Apple Adjusts Mac Chip Strategy, Next-Generation High-End Chips to Leap Directly to M7 SeriesSentiment Disruption vs. Earnings Validation: JPMorgan Highlights Three Key Points for the Memory Sector in Q2滔搏澄清耐克线上授权传闻，渠道变局焦虑仍存Bayer Soars 18% in Biggest Jump in 23 Years! U.S. Supreme Court Rejects Roundup Cancer Litigation, Bringing Turnaround to Decade-Long, Multi-Billion Dollar Legal Battle