"The roadmap is intact!" NVIDIA quickly refutes rumors of delays in the next-generation AI rack, while Wall Street criticizes it as a "publicity stunt."存储 “涨到头” 了吗？Food delivery platform giant Meituan surged 8.9%, reaching a new high in over a monthNvidia and Palantir Are Bringing Sovereign AI to the U.S. Government. Here's How.Understanding the Market | Gold stocks lead the decline as the market awaits guidance from the Federal Reserve's meeting minutes; institutions suggest that precious metals may maintain a narrow range of fluctuationsUnderstanding the Market | Tencent Holdings rose over 5% after recently releasing the next-generation large model, Hunyuan Hy3, with the reduction of holdings in listed companies potentially exceeding 10 billionUnderstanding the Market | Meituan-W rises over 6% again, Meituan LongCat-2.0 officially open-sourced, Moore Threads has completed adaptation美银：芯片股 “夏季回调、秋季反弹”，存储 “估值偏低，应该扩张”Intel and Microsoft join forces to support AI chip and software company Syntiant in its sprint towards a U.S. IPO部分龙头股跌回 “924” 前水平，港股如何走出底部？John Lee: Hong Kong Gold Central Clearing System Begins Trial Run Today; New RMB Gold Futures Contracts Under ConsiderationSG Morning Brief | Chips Rebound 2%, Dow Hits Record 53K ; SpaceX in Nasdaq-100 Today大摩告诉客户：是时候 “卖芯片、买云”，“存储” 类似 “白银” 见顶Locking in Apple ASIC orders until 2031! Broadcom leaps from RF chip supplier to "AI factory" level full-stack seller持有全球 4% 的比特币！市场紧盯 MSTR“卖币逻辑”，股价一年已跌 75%Finally Ending a 9-Day Losing Streak! Oracle Fell on 18 of the Past 22 Trading Days海力士美股首发在即，顶级 AI 基金抢筹，瑞银料长期 “吸金” 150 亿Amazon Follows Palantir's Playbook: How Forward Deployed Engineers Target the Enterprise AI Gold Rush早餐 | 美股芯片股反弹！力撑纳指涨超 1%芯片股领涨推动纳指反弹，道指首次站上 5.3 万点，油金承压，比特币随特朗普表态飙升对冲基金做空日元情绪升至 2007 年来最高，美元多头押注创十年新高Samsung Electronics Q2 Sales Reach KRW 171 Trillion, Beating Expectations of KRW 169.23 Trillion; Operating Profit Hits KRW 89.40 Trillion, Exceeding Forecast of KRW 84.20 TrillionReminder: Key Events to Watch Today (All Times in Beijing Time)Meta 算力租赁首落印度：168 兆瓦数据中心破局数据主权，加剧富豪基建暗战U.S. 2-Year Treasury Yield Falls About 3 Basis Points1 Analyst Says This Chip Stock Could Soar 625% to Join Nvidia in the $5 Trillion ClubNVIDIA's AI server architecture is rumored to be delayed, but the company responded that the roadmap has not changed和沃什唱反调？美联储理事沃勒：前瞻指引 “有价值”，但要灵活Microsoft vs. Meta Platforms: What's the Better "Magnificent Seven" Stock to Buy for the Second Half of 2026?Morgan Stanley: Suggests Betting on Fading Fed Rate Hike Expectations腾讯套现快手超百亿元，一次 AI 时代的资本重配Rivian, Tesla, and the "Holly Index": How to Trade the New Landscape of Electric Vehicles for the General PublicPrediction: Following Alphabet, This Could Be the Next Trillion-Dollar Artificial Intelligence (AI) Stock Greg Abel Adds to Berkshire's PortfolioStrategy Discloses Sale of 3,588 Bitcoins; Intraday Stock Price Drops 5%Morgan Stanley Comments on Kioxia's BiCS-10 Mass Production: A Key Step in AI Storage UpgradesTesla launches extended version of Model Y targeting the family SUV marketHas the correction in US tech stocks run its course?Xbox Announces 20% Layoffs Affecting 3,200 Employees; Microsoft Executives Warn: More Business Unit Changes Are on the WayHeavy Buying Emerges in SOFR-Fed Funds Rate Basis Following Record TradePorsche's Core German Factory Plans to Cut Another 4,000 Jobs; CEO: "Must Make More Money with Fewer Cars!"How Long Can the Rally Last? Three Memory Chip Companies Quietly Drive a Quarter of the S&P 500's Gains This YearEmployment data sparks market divergence, Tesla, NVIDIA, and Palantir show mixed pre-market performanceGoldman Sachs is bullish on NVIDIA: the stock price looks cheap and recommends buyingZhitong Hong Kong Stock Analysis | Tencent Leads Weighty Stocks, Extreme Weather Catalyzes Two Major SectorsAnother Powerhouse Alliance! Broadcom Announces Expanded Partnership with Apple, Extending Custom ASIC Chip Contract to 2031Goldman Sachs appoints Google's Kotsovinos as Head of Asset and Wealth Management EngineeringNVIDIA CEO Jensen Huang: The shortage of AI storage chips will last for several yearsMicron receives upgraded earnings expectations from Wall Street as NVIDIA supports AI storage demand