宽基退潮，黄金 ETF 超车，ETF 世界资金大战刚刚开始Ming-Chi Kuo: Apple's foldable iPhone may repeat the "hard-to-get" situation of the iPhone X, with initial shipments possibly falling short of one million units利润暴增 19 倍、股价却重挫 8%：三星完美财报让 “买预期卖事实” 再度上演？美银回应 “英伟达 Kyber 机架延迟”：担忧合理，但 PCB/CCL/基板需求强劲，视调整为买点CITIC Securities International: Tencent Holdings' Mixed Yuan Hy3 enters the first tier as AI product ecosystem accelerates"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 buying