韩国五大银行已用掉 85% 全年家庭贷款额度，借钱炒股或 “刹车”！美银：腾讯 AI 被低估了，大幅上调未来三年资本开支预期Morgan Stanley: Expects Tencent's core business to remain stable in the second quarter and AI progress to be smooth, maintains "Overweight" rating中东战事搅动市场，韩股大跌 9% 触发熔断，SK 海力士重挫 14%，原油上涨，黄金下跌高盛：伊朗战争不足以打乱通胀锚，预计美联储全年按兵不动Goldman Sachs: Reiterates "Buy" rating on Xiaomi Corporation-W, declares abundant "SkyNomad" catalysts特朗普政府施压，SK 海力士在美选址建厂，崔泰源：条件合适就投资！美 AI 巨头发债 2440 亿较去年翻倍，债市喊撑不住了Taiwan Semiconductor's June Revenue Reaches TWD 442.68 Billion, Up 67.9% Year-on-YearSamsung has started preparations for the production of Tesla's AI5 chip韩国政府：将设立 “未来应对基金”，推进 AI 半导体等三大 “超级项目”Mass Production and Construction Launch in the Same Month, Decade-Long Contract Locks in North America: TSMC's Packaging "Second Growth Curve" EmergesDid Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?韩国券商一句业绩 “不及预期”，SK 海力士大跌 12%，存储板块全线承压！海峡” 罗生门” 推升加息押注，对冲基金黄金多头降至 11.5 万份Citigroup: MEITUAN-W LongCat-2.0 open source benefits competitive moat, maintains "Buy" ratingAI billing triggers cost anxiety as OpenAI, Meta, and SpaceXAI's model battle begins to compete on cost-performance ratioLaunched for only a few days before being taken offline! Privacy controversy ignites public opinion, Meta urgently halts Muse Image featureETF Volatility | Southern Double Long Gold falls over 2% again as U.S. June inflation data is about to be released; short-term gold may maintain low-level fluctuationsExecutives Refute Claims of Excess Computing Power: AI Demand Is 'Almost Infinite,' Energy Is the BottleneckUnderstanding the Market | Gold stocks fell across the board as the situation between the U.S. and Iran heats up, raising inflation expectations, while the strong dollar and U.S. Treasury yields suppress precious metal valuations韩国监管层全面收紧单一股票杠杆 ETF，” F4” 高层会议将研究抑制波动措施The "Super Week" of US stocks is coming: Earnings season meets inflation data as Middle East conflict stirs the marketSK Hynix has become the "money tree" for the US and South Korean governments: while expanding production in the US, it also needs to bet on the domestic market. Can the "goose that lays golden eggs" continue to lay eggs forever?对话莲花冯擎峰：豪华纯电降温，莲花把盈利关键押向混动SG Morning Brief | SK Hynix Soars 13% in Record Foreign IPO, S&P Wins the Week; CPI + Bank Earnings Tomorrow本周重磅日程：中国 GDP 与美国 CPI、沃什听证会、WAIC 大会美国企业 IT 采购的变化：从 “软件应用” 变为 “数据 +AI Agent”Cash Flow Poised to Hit Record Highs! Chip Giants Transform into "Super ATMs"首超 5000 亿元！熊猫债，是个什么债？为啥这么火？Zhitong Hong Kong Stock Early Knowledge | The State Council's regular meeting systematically promotes the construction of Digital China, CITIC Securities expects a year-on-year net profit growth of 69.59% in the first half of the yearOn July 10th, Li Auto-W spent USD 1.9407 million to repurchase 320,100 shares早餐 FM-Radio | 2026 年 7 月 13 日$10,000 Invested in Mark Zuckerberg's Meta a Decade Ago Is Worth This Much TodayGoogle's In-House AI Chip Strategy Could Be a Bigger Threat to Nvidia Than Investors Think. Here's Why.Nvidia Stock Just Did Something for the First Time in 7 Years. Here's What History Says Happens Next.Alphabet vs. Amazon vs. Microsoft: Which Is the Best Cloud Computing Stock to Buy Today?CITIC Securities: Still optimistic about the main line of U.S. technology stocks, currently preferring the mid-to-downstream segments of the overseas computing power chain港股逼空交易和 pair trading 共现，美股重拾 AI 动能交易穿越算力恐慌：国联民生孔蓉展望 2026 下半年 AI 科技的五大主线Behind Palantir's "Enough is Enough": Corporate Fear of the "Winner-Takes-All" Dynamic in Large Language ModelsThe First Listed "Nuclear Fusion" Company: Amazon Founder Jeff Bezos-Backed General Fusion英伟达路演：季度收入近千亿美元、增速还在加快，Rubin Ultra 没有延期After the Shanghai Composite Index falls below 4,000 points, where will it go? Xingzheng Strategy: Keep a close eye on TSMC's July financial report and North American cloud manufacturers' CapexCould SpaceX's Starmind Make Amazon's, Microsoft's, and Google's Cloud Businesses Obsolete? Here's What Investors Need to Know.$1,000 in Nvidia vs. $1,000 in Broadcom: Which AI Chip Bet Paid Off More?Apple Sues OpenAI; Musk Calls Altman a "Big Liar," Altman Retorts, "You're the One Pitching Space Data Centers"长鑫 IPO 在即，长存 “拍马追赶”Apple Inc. officially sued OpenAI, accusing it of stealing trade secretsNew Progress in YMTC's IPO! CSRC Discloses First Phase of Listing Coaching, Coaching Team Announced