Guotai Junan Securities: Maintains Tencent Holdings "Outperform" rating, core business growth is steady国投证券：类比 2021 年 “茅指数”，黄金历史大顶已经基本明确Understanding the Market | Gold stocks fell across the board as the situation between the U.S. and Iran took a sharp turn, raising interest rate expectations. Federal Reserve officials released strong hawkish signalsGuotai Junan Securities: Maintains Tencent Holdings "Buy" rating with a fair value of HKD 668.49 per share华泰证券：如何看待韩股未来走势？美联储五大工作组的 “大脑”韩国股市暴跌，韩元为何反而升值？Seoul Composite Index Percentage Gain Expands to 2% After Earlier Drop of Nearly 3%SG Morning Brief | SOX Drops 5%, Oil Spikes 9% as Trump Reinstates Hormuz Blockade; CPI + Banks Today存储芯片价格飙升拖累需求！全球智能手机出货量创十三年来 Q2 新低AI 交易崩了？债市 “撞飞” 了股市今年已经触发 7 次熔断！高盛交易台 “沮丧” 提问：韩股的抛售什么时候能停？油价暴涨 10%！NACHO 交易重启，市场 “对冲突结束过早定价了”早餐 | 韩股抛售外溢至美股，芯片、存储股大跌！两周前刚说 CUDA 神话松动，SemiAnalysis 转头点赞英伟达 vLLM——AMD 追赶的不只是硬件Zhitong Hong Kong Stock Early Knowledge | National Health "14th Five-Year" Plan Issued, Strait of Hormuz Is No Longer PassableBreakfast | July 14, 2026SK 海力士美股暴跌近 10%！长协锁价下业绩增速或不及预期，传闻称部分 ADR 募资或转投韩国国债三星遭美国消费者集体反垄断诉讼：三季涨四倍后，AI 存储盛宴的第一张法律” 罚单”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