海外研究员眼中的中国 AI：智谱是 “中国 Palantir”，MiniMax 对标 Character AI，豆包是 “中国 ChatGPT”Insurance brokerage giant Hub International secretly files for a U.S. IPO, with fundraising intended for debt repaymentMing-Chi Kuo: Apple Upgrades AI Strategy, Base iPhone RAM to Increase to 9GB by 2027“OpenAI 推迟上市” 之下：甲骨文、Nebius 带头硬件股下跌，ServiceNow 和 Workday 领衔软件股全线大涨美股连跌的 “核心逻辑”:“最大权重” Mag 7 陨落Gold Falls Below $4,000 Mark, Records First "Death Cross" Since September 2023AI 交易退潮席卷科技股：安森美暴跌 24%，甲骨文创 2001 年来最大周跌，七巨头全线周跌IPO 承诺加速落地！马斯克获批收购光通信企业 Mesh，推进太空算力战略One of Warsh’s First Key Appointments: Two Fed Economists Named as Advisors, Focusing on Interest Rate ResearchThe head of Apple's Vision Pro headset and smart glasses division will leave to join OpenAIUS Tech Stocks Under Collective Pressure: Is the Market Replaying the DeepSeek Shock Scenario?韩国成全球 AI 交易 “高压锅”：500 亿杠杆 ETF 加剧波动，亚洲硬件供应链迎基本面大考US-Iran Deal Pushes Down Oil Prices, Transmission to End Users: June Michigan Consumer Confidence Bottoms Out and Rebounds, but Remains at Historically Low LevelsApple's first touch MacBook is reportedly set to feature the M5 chip, with an M7 model to followAI 存储繁荣的新裂缝：客户正在想办法摆脱内存依赖启境 GT7，广汽没有退路的第二战The demand for AI computing power continues to be strong! Amazon's cloud computing business AWS has once again raised the prices for GPU capacity reservation servicesSharp Drop in Short-Term Inflation Expectations Resonates with US-Iran Ceasefire, Leading to Repricing of ECB Rate Hike BetsUS Stocks at Open: NASDAQ Composite Index Down 1.1%, Philadelphia Semiconductor Index Down Over 4%, Micron Tech Down About 6%JPMorgan Chase Pairs a 10% Dividend Hike With a New $50 Billion Buyback After Clearing the Fed's Stress TestSpaceX 250 亿美元新债遭罕见抛售利差急扩，科技巨头 “信仰” 在债市失灵Apple M7 Cards Revealed: Memory Bandwidth Surges 56% to Break On-Device AI Bottlenecks, Reshaping Computing Power for a 2.5 Billion Device EcosystemZhitong Hong Kong Stock Analysis | Half-Year Settlement Combined with Apple's Price Increase Leads to Major Tech Adjustment, Newly Listed Varieties Are Speculated先进产能争夺战升温！美银：服务器 CPU 需求爆发将进一步压缩台积电先进制程供给空间瑞银力挺老铺黄金：市场对竞争威胁的担忧或许严重过头，追随者销售额仅为其 4%40 年来从未见过的景象！数据中心与内存成本激增正在推动第三波通胀浪潮Contraction of Side Businesses Boosts Core Business Share, BOSIDENG Becomes More Reliant on Down JacketsMAG7“信仰” 松动：科技巨头技术面剧烈分化，美股资金加速涌向估值洼地AI 成本反噬终端与 IPO 延期共振：拥挤的算力交易迎来重估时刻U.S. Stock Market Outlook | Three Major Index Futures Decline Together, AI Inflation Sparks Concerns Over Demand Backlash, Storage Chips and Optical Communication Stocks Drop Ahead of Market Open美银：紧盯两大关键点位，这将是触发夏季抛售的催化剂On June 26th, Li Auto-W spent approximately HKD 200 million to repurchase 4.3152 million sharesSibori: Optimistic about emerging stock markets, "overweight" on Asian tech stocks, the Federal Reserve may keep interest rates unchanged科技股拖累全球股市，美股盘前半导体股普跌，美光跌近 6%，金银走高，油价跌近 4%Eurozone inflation expectations have significantly declined, and market interest rate hike bets are coolingOn June 26th, Xiaomi Corporation-W spent HKD 203 million to repurchase 9.465 million shares当 AI 成为通胀发动机：一条央行从未见过的传导链条On June 25th, Alibaba-W spent USD 12.4978 million to repurchase 1.0464 million shares中国最大的灵活用工平台要 IPO 了不只是苹果，华强北也 “涨声一片”：电脑、平板、手机价格全面上移On June 26th, Tencent spent HKD 500.6 million to repurchase 1.21 million sharesETF Daily (06.26) | Korean stocks have fallen to circuit breaker levels again, Korean ETFs have been severely impacted, and cryptocurrency-related ETFs are under pressureVitasoy Reports Higher Profit but Lower Revenue; Pain in Legacy Beverage Channels Persists苹果涨价——压垮 AI 存储泡沫的最后一根稻草？全球最集中的科技赌注：韩国 1400 万"蚂蚁军团"，押注三星、海力士Cooling US Inflation Is Not So Simple: Even as Oil Prices Fall, "Apple and Others" Are Still Raising PricesMajor Russell Index Rebalancing Today: NVIDIA Takes Top Spot, SpaceX Joins, Potentially Sparking Market VolatilityTesla reportedly plans to produce the Model Y long-wheelbase version in the U.S. this year