As the Quiet Period Ends, Wall Street Eagerly Turns Bullish on SpaceX: Upside Potential of Nearly 90%!Citigroup: Tencent Holdings' WorkBuddy shows strong momentum, maintains "Buy" ratingGoldman Sachs: Upgrades East Asia Bank's earnings forecast, maintains "Sell" rating苹果折叠屏已在量产“我们没有看空英伟达”！SemiAnalysis 又发小作文：英伟达化身 “AI 央行”，撬动 7 万亿 AI 债务雪球CICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666JD Technology has connected to the Shanghai Bill Exchange's supply platform! The first transaction has been successfully completedSamsung's plummet disrupts the memory supply chain: Is it a painful correction for U.S. tech stocks, or a "healthy rotation" in HSBC's view?姚顺雨 Agent 能力交卷！腾讯混元 Hy3 把元宝练成了打工人BHP Group's Expansion of World's Largest Copper Mine Approved, with Total Investment Up to $14.7 BillionHow to Trade SK Hynix's U.S. Listing? UBS: Buy ADRs, Short Korean Shares华尔街分析师警告：美股正形成” 双重泡沫”，一旦破裂或引发 30%-50% 暴跌MLCC 渠道价格持续上涨，有料号涨价超 20 倍这个夏天全球市场焦点：科技巨头财报，暴跌的油价，沃什动向，美国经济基本面Hong Kong Stock Midday Review | Hang Seng Index fell 0.42% in the morning session, Tencent leads blue-chip stocks against the trendCathay Securities: Maintains Tencent Holdings "Buy" rating with a target price of HKD 619Meta stated that four states in the U.S. are seeking $1.4 trillion in fines in the youth safety lawsuit in August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 Points