美团王兴再谈 AI 投资 称不超财务能力盲目投入The Antitrust Time Bomb Behind the AI Memory Frenzy: Three Giants Face U.S. Class Action, HBM Transition Accused of Manipulating DRAM Prices韩国股市绑架日本？高盛警告：“北亚半导体联合体” 正在放大 AI 交易风险Morgan Stanley: Reiterates "Overweight" rating on NetEase, dual primary listing earlier than expectedSouth Korea's Largest Investment Plan in History? Samsung and SK Hynix May Jointly Invest 2,000 Trillion South Korean WonNvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs高盛：石油尾部风险消退，AI 估值博弈成市场波动新主轴科技巨头疲软、小盘股领跑！高盛：美股这轮市场切换或比想象中更深远NVIDIA partners with Firmus to build an "AI factory" in Southeast Asia: 170,000 GPUs and 360MV liquid cooling deployed in Indonesia, aiming to break the computing power monopoly of giants美光千亿长单锁定利润，却也锁住了市场的想象力New Stock Interpretation | LUXSHARE-ICT's Hong Kong IPO, a 330 billion manufacturing giant seeking answers "beyond Apple"AI 军备竞赛走到十字路口！高盛示警” 掏钱者” 估值透支，” 收钱者” 仍有空间AI iteration accelerates again! Musk reveals Grok 4.5 has been internally tested at SpaceX and TeslaUnderstanding the Market | GIGADEVICE rises nearly 9% to a new high, reports say Apple hopes to procure Changxin memory, Citigroup is optimistic about the Changxin-related supply chain银行业上半年人事变动 “收官”：中信银行董秘转任业务总监，宁波银行、常熟银行高管变动落地美国要改 “统计方法” 了！华尔街：旨在 “降低” 核心通胀，存在操纵风险Zhitong Decision Reference | This week's market is expected to focus on bottoming out, with technology still being a key directionUnder the computing power shortage, "clear accounting": Google cuts off supplies to Meta, and Gemini's computing power is limitedGalaxy Securities: From a medium to long-term perspective, gold still has strategic allocation valueCiti: Apple's recognition of Changxin Storage will enhance its global statusSG Morning Brief | Nasdaq Posts 5th Straight Loss and Worst Week in a Year; OpenAI Delays IPO to 2027中金：韩股杠杆风险有多大？本周重磅日程：美国非农、中国 PMI、半导体 “7 月涨价潮”A-share Pre-market Report | Intensive Good News! Storage Giant Announces Large-scale Investment Plan, Apple Reportedly Wants to Purchase Changxin Storage ChipsUS Equity Funds Saw Net Outflows Last Week, Dragged Down by the Technology Sector不只是钱的事！12 家券商同日官宣薪酬管理新规苹果想从长鑫买内存？郭明錤：真正原因是 “明年存储缺口将持续扩大”上周对冲基金抛售美国科技股创历史记录：芯片股连卖 8 天，Mag 7 连抛 5 周Zhitong Hong Kong Stock Early Knowledge | 7 National Standards for Artificial Intelligence and Intelligent Agent Interconnection Series Officially Released, Midea Group's European Air Conditioning Market Welcomes Explosive GrowthTesla Reports Q2 Deliveries in a Matter of Days. Here's the Number That Matters.Breakfast | June 29, 2026Reminder: Key Focus for the Day (All times in Beijing Time)This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Stock Has Multibagger Potential. It Is Trading at an Incredibly Attractive Valuation Right NowThe Federal Reserve Has New Rules for Stablecoins. Circle Could Be The Biggest WinnerChina's First Thousand-Site 5G-A Super Uplink Network Goes Live, Launching a Multi-Trillion Yuan Race for Next-Generation Communication NetworksThe Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation2 Dividend Stocks to Buy Even as New Fed Chair Kevin Warsh Holds Interest Rates SteadyMemory shortages have impacted Apple and Microsoft, but for small businesses, it is a "survival crisis."Australia's Firmus Technologies has reached an artificial intelligence cooperation agreement with NVIDIAAGNC Investment's More Than 13.5% Yield Just Got a New Headwind From the Fed“央行中的央行” 拉响 AI 泡沫警报：万亿美元资本支出狂潮恐演变为漫长崩盘AI 基建 “吞金” 无底洞：科技巨头密集融资引爆债市担忧，高评级信用利差走阔SemiAnalysis：从基础设施到模型层，AI 价值链上的财富迁移正在提速美银 Hartnett：若 Mag7 再跌，今夏市场或将全面转入防御模式两个世界，两手准备GOWORLD: No products supplied to NVIDIA as M8 and M9 copper-clad laminates have not been produced by the company康宁官方详解：“吓崩” CPO 的 Glass Bridge 到底如何运作GUOSEN SECURITIES: Mid-term asset volatility may intensify, equities remain the optimal solution