SG Morning Brief | SpaceX Joins Nasdaq-100 Tomorrow, All Three Indexes Up Last Week Despite Chip CarnageCitadel 策略主管：市场低估了美联储 7 月加息的可能性本周重磅日程：中国通胀数据、美联储会议纪要、SK 海力士美股首秀、智谱 MiniMax 解禁“最懂苹果分析师” 郭明錤：折叠屏 iPhone 或 “联合发布但推迟上市，年底前供货紧张”OPEC 增产叠加霍尔木兹海峡流量恢复，油价开盘走低美股史上最大规模海外公司首次募资！“存储巨头” SK 海力士本周五登陆纳斯达克CITIC Construction Investment: The Federal Reserve's interest rate hike expectations have been corrected, and the non-ferrous sector is expected to bottom out and reboundThe largest foreign company IPO in the US stock market is coming: SK Hynix will open a rally by tapping into NASDAQ to attract global incremental funds?AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half.早餐 FM-Radio | 2026 年 7 月 5 日Reminder: Key Focus for Intraday Trading (All Times in Beijing Time)Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News.Alphabet Stock Has Doubled in a Year. Is It Too Late to Buy?SpaceX, Alphabet, and SK Hynix Are Sending a Big Signal to the Market, and No One Is Talking About ItAI 风暴席卷全球市场，印度股市意外成为资金"避风港"中信证券：加息叙事扭转叠加流动性变化，重视部分非 AI 板块的修复Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen HuangHon Hai Precision Industry Co., Ltd. Q2 Revenue Exceeds Expectations with Nearly 40% YoY Growth; AI Business Drives Prospects for Sustained High Growth in Q3This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)Capex 放缓一定会导致行情终结吗？韩国政府：拟使用半导体税收红利设立 “未来应对基金”，规模最高 100 万亿韩元Hon Hai Precision Industry Co., Ltd. Reports June Sales of TWD 821.8 Billion, Up 52.1% Year-on-YearGalaxy Securities: Non-farm cooling, will Hong Kong stocks welcome a rebound?"Big Short" Investor Michael Burry Is Now Betting Against Micron, Nvidia, and Tesla. Should You Be Worried?天下苦 DRAM 久矣Nvidia Stock Is Now Cheaper Than Coca-Cola. Here's the Math.HBM 竞赛升级！美光日本 90 亿美元扩建项目开工，预计 2028 年出货Undeterred by Pullback! UBS Raises SK Hynix Price Target, Predicts "Three Major Catalysts" AheadRivian Just Raised Its 2026 Outlook While Tesla Stock Stumbled. Is the Electric Vehicle Underdog Finally a Buy?ChatGPT-Maker OpenAI Is Headed for a $1 Trillion IPO. The Biggest Winner Could Be Microsoft Stock.JPMorgan Chase Just Authorized a $50 Billion Buyback and Raised Its Dividend. Is the Stock a Buy Near Record Highs?If You'd Put $10,000 Into Intel Stock at the Start of 2026, Here's How Much You'd Have TodayApple Is Reportedly Planning 5 New iPhones -- Including a $2,500 Foldable. Here's What It Means for the Stock.AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)NVIDIA will take a share of revenue from some customers' cloud businesses韩国存储扩产、Meta 出租算力–野村谈 “存储两大利空”苹果 AI 功能未能引爆换机潮，瑞银调查显示用户升级意愿持续下滑高盛：美股 AI 上涨力竭，下半年布局防御板块，看好医疗、欧洲防务当 AI 账单失控，模型路由器成为企业降本新宠AI 算力成本节节攀升，GPU 价格"像石油一样"随供需起伏MiniMax 高盛电话会：对今年 10 亿美元 ARR 充满信心，模型优势在 “组织敏捷性”，与国产芯片高度集成豆包、千问：将下线智能体功能黄金如今又看美联储的脸色了From Tesla and Meta Platforms to Anthropic, Samsung Electronics' Foundry Order Backlog Reaches 50 Trillion South Korean WonTesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.Chip Stocks Stumble as Gold and Bitcoin Rally早餐 FM-Radio | 2026 年 7 月 4 日Musk restricts Tesla employees' AI spendingEmerging Market Assets Rally Across the Board, Boosted by AI Frenzy and Optimistic Fed ExpectationsChilean Lithium Giant Plans 70% Production Expansion! Novandino Sets Annual Lithium Output Target at Up to 470,000 Tonnes