Cathay Securities and Haitong Securities: The escalation of the US-Iran conflict disrupts oil prices, and it is expected that liquidity pressure will gradually ease in mid to late JulyFederal Reserve Governor Waller: We should wait for more economic data before deciding whether to raise interest rates, there are still "ample reasons" to believe that inflation will gradually declineReminder: Key Focus for Intraday Trading (All Times in Beijing Time)Nvidia, Amazon, and Microsoft Stocks Just Did Something for the First Time in at Least 5 Years. Here's What History Says Will Happen NextApple's lawsuit becomes a roadblock OpenAI's ambition to challenge the iPhone may face obstaclesGoogle's TPU strategy shifts to challenge NVIDIA's dominance in AI chipsBank of America is optimistic about AMD's second-quarter performance and has raised its target priceInstitutions signal: NVIDIA's stock price appears more valuable after the pullbackGoldman Sachs: Earnings Growth to Drive Stock Market Despite Lingering Hawkish Risks from the Fed美股美债黄金跌！美联储理事沃勒：若核心通胀持续高企，美联储或需加息Volkswagen Plans to Cut Another 50,000 Jobs as CEO Launches New Round of Cost ReformsBetting on AI Infrastructure Demand, Intel Announces €5 Billion Investment to Expand Irish Wafer FabMarket Pricing Shows Traders Expect a 50% Probability of a Fed Rate Hike This Month; Waller States the Fed May Raise Rates Soon通胀重燃撞上银行财报！华尔街资深老兵：盯紧银行利润表背后的 “信用风险”Target price raised before earnings report! Citigroup: Apple is expected to continue expanding its market shareThe Latest Inflation Data Will Drop on July 14. Here's Why It's a Big Deal for the Stock MarketApple acquires part of SigScalr's assets to strengthen its layout in AI infrastructure and developer toolsAI 交易降温催生新赢家：苹果今年领跑 “七巨头”，低点反弹 16%，市值激增 6500 亿美元Apple sues OpenAI for stealing trade secrets, Musk and Altman clash again在华销量暴跌 28%，奔驰 “最大单一市场” 的头衔还保得住吗？如果存储表现不佳，半导体设备还能撑得住吗？AI Compute: From Feast to Leftovers?Morgan Asset Management: Optimistic about U.S., Japan, and emerging market stocks; the Federal Reserve may keep interest rates unchanged this year印度 6 月 CPI 同比飙升至 4.38%，17 个月来首次超越 4% 官方目标高盛、美银齐发卖出警报，对冲基金却重返科技股，美股仓位信号现分歧U.S. Stock Market Preview | Three Major Index Futures All Decline, SK Hynix Faces Downgraded Earnings Expectations from Korean Securities Firms, Chip Stocks Drop Ahead of MarketOn the Eve of the Major US Inflation Test, Wall Street Faces the Most Severe 'Data Deception' in HistoryGlobal Headlines to Know Before Monday's US Stock Market OpenInstagram's continuous growth for 13 months helps Meta maintain a favorable target price of $800Escape the AI Arms Race Storm! Wall Street funds flock to the "King of Cash," Apple surges by $600 billion in market value in 20 days恐慌抛售引发 3442 亿韩元强制平仓潮，韩国股市陷信用盘危机6500，韩股正逼近关键点位Avoiding the "arms race" in data centers has instead become a defensive advantage, with Apple's stock price rebounding strongly, leading the U.S. tech giants多家头部量化机构回应 “韩国因子” 传言：行业极少使用韩国数据，今天量化行业也是普遍大亏苹果一纸诉状，马斯克和奥特曼又吵起来了The AI data center arms race is still escalating! Can Meta's additional $40 billion bet extinguish the argument of excess computing power?Meta Platforms Announces Additional $40 Billion Investment in Louisiana Data Centers利润承压，赛力斯年内跌逾五成After five years of bankruptcy restructuring, century-old menswear retailer Tailored Brands aims to return to the U.S. stock market, expecting to raise $500 millionTSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News RecapDaiwa: Downgrades Tencent's target price to HKD 670, adjusts AI capital expenditure and profit forecastsSK 海力士较高位跌近 40%，抄底机会？还是风险刚开始？从 1929 到 2026：AI 的 K 型谬误收益率飙升将打崩美股！“末日博士” 彼得·希夫：比衰退更糟糕的事情即将降临AI 债务泡沫要破了？高盛首次公开承认：市场承接能力逼近极限Apple Inc. sues OpenAI, triggering a chain reaction; Musk and Ultraman engage in a heated debate over AI core asset valuation and technological sovereigntyTaiwan Semiconductor intensifies layout for the "second main battlefield"! Plans to build three more advanced packaging factoriesThe world's largest foundry, Taiwan Semiconductor, announced a 68% increase in revenue for June