等等再抄底？道明证券：黄金今年或跌破 3900 美元，明年再冲击 5300 美元CME to Launch Single-Stock Futures on July 27, Covering Over 50 U.S. Stocks Including NVIDIA and SpaceXTesla fell in pre-market trading on Tuesday after a serious traffic accident that resulted in one death and five injuriesAI hackers compress the attack and defense window, Apple aims to push security updates in advance, shifting iOS defense from major versions to instant patchesAI demand squeezes storage supply, Apple and Microsoft raise product prices伯恩斯坦上调闪迪目标价至 3000 美元，押注长协打破存储周期魔咒U.S. Stock Market Outlook | Three Major Index Futures Rise Together, SK Hynix Launches U.S. IPOHong Kong Stock Review: Pressure on Hong Kong Stocks ContinuesMiniMax M3 实测：第一流的模型，已经对执行层动手了Report: Samsung's 1.4nm Process May Resume Mass Production in 2029, Potentially Diversifying Apple's Advanced Node Supply报道：SK 海力士拟订购半导体检测设备，总价最高达 4000 亿韩元On June 30th, Li Auto-W spent HKD 199 million to repurchase 4.3151 million sharesTH MEDICAL: The Physical AI Innovator in Puncture SurgerySpaceX: AI cash burn persists—Is 'space compute supremacy' the ultimate play?TWINTEK released its annual performance, with a loss attributable to shareholders of HKD 25.962 million, turning from profit to loss year-on-yearThe new cooperation agreement has been established, and Amazon may pay higher fees for using Anthropic technologyOn June 29th, Alibaba-W spent approximately USD 49.994 million to repurchase 4.2035 million sharesOn June 30th, Tencent spent approximately HKD 501 million to repurchase 1.174 million sharesOn June 30th, XIAOMI-W spent approximately HKD 97.3749 million to repurchase 4.5 million sharesSemiAnalysis: The Ice and Fire of NVIDIA's Rubin PlatformUBTECH ROBOTICS Announces Pricing for Full-Size Ultra-Bionic Humanoid RobotsAmazon sued by Australian regulators over streaming contract issues大摩 Wilson：类比白银，半导体或正在经历最后狂欢日元 40 年新低背后：地缘、加息与特朗普施压令日本陷入政策死角A Tesla vehicle crashed into an outdoor dining area of a café in California, USA, resulting in 1 death and 5 injuriesThe UK plans to dismantle the payment barriers of Apple and Google, as the "app store tax" faces another blowHorizon Robotics HSD V2.0 Gets Major Upgrade; Meituan Debuts Open-Source Trillion-Param LLM LongCat-2.0 | Daily News RecapSecures KRW 450 Billion AI Server MLCC Mega Deal! Samsung Electro-Mechanics Signs Contract with Global Tech Giant高盛警告：三星 +SK 海力士权重再升 1%，外资将撤出 20 亿美元Behind the US stock market frenzy: Exhausted underlying savings, retail investors entering the market crazily, where does the trillion-dollar funding come from?NVIDIA Jetson will land on the lunar orbit for the first time to achieve real-time AI data processing in lunar orbit特斯拉加速量产，中国厂商集体抢跑，人形机器人的 “电车时刻” 要来了？Understanding the Market | Tencent rose over 3% in the closing session, WeChat Agent gray testing has begun, institutions are optimistic about WeChat's entry value in the AI eraAsian Refiners Rarely Sell Middle Eastern Crude to the U.S., Signaling a Quiet Shift in Crude Oil Trade FlowsGoldman Sachs: Expects oil prices to reach $80 per barrel in the fourth quarter of this year, continues to be optimistic about the markets in Japan, South Korea, Taiwan, and A-sharesAmazon's "burning money" faces scrutiny: $200 billion AI gamble backfires on free cash flow, July financial report may become a battleground for bulls and bears失守 4000 关口！黄金月内累计跌超 12%，高盛：牛市还没完ETF Abnormal Movement | Southern Double Long Tesla has risen over 14%, with Tesla's Q2 delivery expectation at 406,000 units, a quarter-on-quarter increase of 12%杠杆下的科技牛市：杠杆链条逼近极限，韩国或成为场系统性风险新震源Reminder: Key Focus for Intraday Trading (All Times in Beijing Time)DA Davidson: The market is seriously "mispricing" the AI cycle, with Microsoft more deserving of the "AI crown" than Google本末动力通过港交所聆讯，专注机器人动力模块韩国 800 万亿韩元砸存储，影响有多大？LUXSHARE-ICT Officially Launches H Share Global Offering, Raising Up to $3.1 Billion, with Listing Expected on July 9Rubin 缩水背后，英伟达的 CUDA 神话正在松动美银中国机构调研：对中概互联网低迷 “感到无力”，对 AI 模型 “尚难判断赢家”，字节是巨大威胁Goldman Sachs June DRAM Survey: Significantly Raises HBM Price Forecast for 2027Understanding the Market | Gold stocks lead the decline as high interest rate expectations and a strong dollar suppress gold prices, with spot gold briefly falling below $3,950加还是不加？“K 型经济” 下央行的艰难抉择–美联储的 “困境”