五大工作组来了–沃什 “统一战线”，意在降息？全球炼油瓶颈：从霍尔木兹海峡转向俄罗斯大摩上调联想评级：从 “内存逆风” 到 “服务器利润爆发”UBS: Maintains Tencent target price at HKD 780 and reiterates "Buy" rating洪灝：IPO 市场吸引所有注意力，恒生科技指数仍在徘徊，短期会反弹几天，但高估值个股仍不够便宜，不值得长期持有rismML breaks through the edge AI bottleneck: Successfully integrates Alibaba Tongyi Qianwen into Apple iPhone 17 Pro, achieving full parameter operation comparable to the cloud财长鼓励 GPIF 养老基金增加对国内金融资产投资，日本股债汇齐涨ETF Abnormality | CSOP 2x Long Samsung Electronics rises over 5%, Samsung plans to discuss expanding large-scale investment cooperation with NVIDIA at the end of JulyThe list of the Federal Reserve's reform "think tank" is revealed: a gathering of big names from Wall Street and academia, with the entire AI group being "optimists."高盛顶尖量化分析师：抄底芯片/动量股，现在杠杆更低、仓位更轻了当费城半导体年内暴涨 83%，而七巨头原地踏步，华尔街顶级策略师集体喊” 换牌”SG Morning Brief | Chips Rally 3rd Straight Day as Markets Shrug Off Iran Escalation; SK Hynix Debut Today中信证券：中国 PPI 同比或已见顶Taiwan Semiconductor distributes a $4.8 billion dividend before the earnings report is released美光追投 500 亿背后的真实信号：存储军备竞赛正从 “烧钱建厂” 转向 “锁定原料”金融 “创新”！“远离马斯克” ETF 将上市要求加快在美国扩产存储，美国商务部长施压三星、海力士早餐 | 芯片股力撑美股上涨，纳指喜迎两连阳！Zhitong Hong Kong Stock Early Knowledge | Traders bet that the probability of the Federal Reserve raising interest rates this year exceeds 50%, Micron once again raises its investment plan in the United States解禁日盘后紧急启动 19 亿美元融资：MiniMax 以折价配股 + 零息可转债打响算力” 续命战”AI 热潮降温拖累韩国股市，尼日利亚成今年全球表现最佳股市Broadcom Stock Investors Just Got Incredible News from Apple CEO Tim CookMeta(META.US) 考虑出租 AI 算力 扎克伯格：资源紧张但高价租赁可提升资产回报率Amazon's logistics offensive escalates! Morgan Stanley: Traditional express delivery giants face more intense competitionReminder: Key Events to Watch Today (All times in Beijing Time)July 10th Foreign Market Headlines: Concerns of a Full-Scale War Resurge Between the U.S. and Iran, OpenAI Launches GPT-5.6 Series Models, Meta Joins AI "Price War" and Denies OvercapacityTop 20 U.S. stock trading volumes on July 10: Micron announces over $250 billion domestic investment planZuckerberg sets a "radical" pricing strategy for Meta's paid artificial intelligence toolsZuckerberg denies that Meta has excess computing power, stating that developing cloud services has commercial potential美联储官宣五大改革工作组领导阵容，前央行行长、硅谷 AI 大佬、诺奖经济学家加盟Fed's Logan: Voluntary Central Clearing Would Aid Fed Open-Market OperationsNew York Fed's Perli: Ample Reserves Framework Sufficient to Handle Market ShiftsNvidia Stock Has Only Gained 5% So Far in 2026. History Is Crystal Clear on Where the Stock Is Headed Next.百事可乐 CEO 悲观警告：美国通胀正在卷土重来，消费者开始缩减开支美联储青睐的通胀指标将迎修订！分析师：或为沃什按兵不动提供空间TD Cowen Investment Bank: The Scenarios for NVIDIA's Technology Stack Exceed Market PerceptionIs Nvidia Stock Too Cheap to Ignore Right Now?阿里 AI 投资全纪录：重仓 AI 产业链核心环节 3 年浮盈超 5 倍迅销前三季揽收 3 万亿日元，优衣库中国修复趋势确认Wedbush: Continuous shortage of server CPUs, Intel still has room for price increasesMeta enters the AI code large model track, chasing Anthropic and OpenAIMeta is starting construction on a CAD 13 billion data center in Canada, focusing on AI computing power expansionMeta Platforms released the next-generation large language model Muse Spark 1.1 to strengthen its position in the AI agent and code generation marketIntel Stock Has Crashed 21% in a Week. Here's What Actually Broke the Rally.A Key Piece for Apple's On-Device AI? iPhone to Feature 27-Billion-Parameter Large Model for the First Time