Morgan Stanley: Expects Tencent Holdings' revenue to increase by 9% in the second quarter, reiterates "Overweight" ratingSalomon China Appoints New Leader: Nike Veteran of 20 Years, Vincent Du, Takes the HelmHas Deleveraging Ended? South Korean Investors' Total Margin Balance Falls to Late April LevelsIDC stated that Huawei and Apple further lead the Chinese smartphone market, with rising chip prices exacerbating the Matthew effectBank of Korea Refutes Semiconductor Peak Theory: AI-Driven Demand Continues to Outstrip Supply, Upside Cycle Extends to 2026Where Are Oil Prices Headed Next? The Biggest Uncertainty: China!Guangfa Securities: Maintains "Buy" rating for Alibaba-W with a fair value of HKD 184.91 per shareGuotai Junan Securities: Maintains Tencent Holdings "Outperform" rating, core business growth is steadyUnderstanding 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 shareSeoul 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 TodayZhitong Hong Kong Stock Early Knowledge | National Health "14th Five-Year" Plan Issued, Strait of Hormuz Is No Longer PassableBreakfast | July 14, 2026Cathay 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 FedVolkswagen 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 SoonTarget 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 toolsApple sues OpenAI for stealing trade secrets, Musk and Altman clash againAI 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 yearU.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 daysAvoiding the "arms race" in data centers has instead become a defensive advantage, with Apple's stock price rebounding strongly, leading the U.S. tech giantsThe 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 CentersAfter 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 forecastsApple 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 JuneMorgan Stanley: Expects Tencent's core business to remain stable in the second quarter and AI progress to be smooth, maintains "Overweight" rating