Meta Platforms Just Gave a Massive Warning to CoreWeave and Nebius. Is It Time to Sell These AI Infrastructure Stocks?韩国炒股团买爆 “中国 AI 股”Google and RWE support Proxima Fusion in a €411 million financing roundOn July 6th, Li Auto-W spent USD 6.8218 million to repurchase 1.1506 million sharesOn July 6th, Alibaba-W spent USD 49.9932 million to repurchase 4.1087 million sharesIs Meta Platforms About to Follow in the Footsteps of Elon Musk's SpaceX?这可能是 AI 行情见顶的最重要信号——借鉴互联网泡沫时期日本的教训韩股去杠杆的靴子，这次真要落了？德银 2026“WOW 图表” 来了：AI 狂飙背后，这些变化更值得警惕Northbound Capital Trends | Northbound capital net purchases of 497 million, with Northbound capital aggressively buying Tencent and other tech stocks throughout the day while continuing to sell AI hardware stocks特斯拉也开始 Token“限流”Google invests in fusion startup to help build Europe's first commercial fusion power plantTencent cuts Kuaishou stake via block trade; Meituan open-sources 1T-param LLM LongCat-2.0 | Daily News RecapAI "Orchestration" Gains Traction: Is Microsoft's Opportunity Arriving?PBOC Expands Gold Reserves for 20 Consecutive Months; China's Gold Reserves Reach 75.44 Million Ounces by End of June当市场” 提前定价了完美”，三星业绩再好也不够好了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Reminder: Key Focus for Intraday Trading (All times are Beijing Time)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