On June 26th, Alibaba-W spent USD 12.4978 million to repurchase 1.0554 million sharesReport: Lenovo Secures Long-term Agreements with Micron, Samsung, and SK Hynix; Insiders Say "Whoever Has Supply Has the Advantage"On June 29th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.189 million shares沃什的辛特拉首秀：四位 2008 老兵，一场” 通胀之战” 的合围AI 牛市的悬头之剑：不只是韩国，美股杠杆同样触目惊心XPEV MONA L03 set for Jul 2 debut; Kunlunxin reportedly seeking $50bn IPO, topping BIDU | Daily News RecapTencent responds to the internal testing of the "TenPayGo" application: providing payment services for overseas individualsHong Kong IT service provider Meilin Technology's parent company submits IPO application for US stock market, aiming to raise USD 28 million台积电携手华邦供应 DRAM 晶圆，不再只靠三星海力士美光Google Stock Is Down Double Digits. Warren Buffett and Greg Abel Aren't Worried -- and Here's Why You Shouldn't Be Either.宇树验证一个新趋势：具身智能的核心战场，不只是模型极端天气成 AI 数据中心新威胁：险企、运营商同时拉响警报美团王兴再谈 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 Networks