Meta splashes out big bucks to double down on AI, unveiling a new competitive strategyBank of America Securities: Reiterates "Buy" rating on Alibaba-W with a target price of HKD 168On July 9th, Li Auto-W spent USD 6.8136 million to repurchase 1.1506 million shares报道：豆包 AI 智能体手机计划于 2026 WAIC 期间亮相开售，现已备货 8 万至 10 万台Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News Recap华尔街还愿意给 AI 存储多少溢价？今夜，SK 海力士美股首秀或揭晓答案Morgan Stanley: Funds are reallocating Chinese stocks, expecting liquidity improvement in Hong Kong stocks in August, recommending buying on dipsUnderstanding the Market | Xiaomi Corporation-W surged over 4% during the trading session, recently announcing the new series of Xiaomi cars "SkyNomad Xiaomi Pengcheng"SpaceX announced a new plan for space immigration: it aims to start launches by the end of 2026, with Tesla robots becoming the first "residents."Meta Internal Memo Leaked: Long-term Supply Agreements Signed with Sandisk, Samsung Electronics, and Sumitomo Electric; Computing Power to Double by 2027$26.5 Billion IPO, Nine-Figure Underwriting Fees: SK Hynix Lets Wall Street Rake in the Profits国产 AI 芯片独角兽燧原科技科创板 IPO 注册生效ETF volatility | ISHARES MSCI TW rose over 3% as Taiwan Semiconductor will hold its second-quarter analyst meeting next week, Citigroup expects it to raise its 2026 revenue guidanceFollowing NVIDIA, Samsung Develops "GAIA" AI PC Chip, Samples Sent to Lenovo and HP for TestingDaiwa Capital Markets: Raises Tencent Holdings target price to HKD 680, reiterates "Buy" ratingETF Abnormal Movement | XL2CSOPTSLA rose over 3%, Tesla clearly provided guidance for Optimus mass production, core component suppliers are expected to benefitAfter a 70% Quarterly Surge in NAND Prices, SK Hynix Resumes Dalian Phase II Expansion, Accelerating Competition with Samsung's Xi'an Plant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