早餐 | 美股大小盘齐飞，特斯拉 12 连涨，AI 业务刺激甲骨文股价爆发创始人身价超越巴菲特15 英寸 MacBookAir 开售，10499 元起韦德布什：人工智能推动科技股走向 “1995 时刻”，下半年或飙升 10-12%美国 5 月 CPI 今晚公布 花旗警告债券交易员将再次高估通胀美国 IVP 风投机构普通合伙人罗维罗：美初创企业面临 “大规模灭绝事件”，可能迎来倒闭潮人工智能冲击，美国在线教育龙头 Chegg 股价腰斩后宣布裁员 4%台积电海外扩张，困难一个个出现币安美国：美国 SEC 寻求资产冻结之举将令公司陷入困境AI 狂潮下的造富运动，甲骨文创始人身价超过巴菲特和盖茨The S&P 500 hit a more than one-year high, Tesla rose for the 12th consecutive day, Apple hit a new high, and oil prices fell by 4%.Four companies announced in one day that they will adopt Tesla's charging standard, moving towards "global unification"!Dalio: US bonds are a very risky investment, AI is wonderful and dangerous皇冠上的明珠：如何理解宏观对冲策略？Over 8 billion fines are not enough! EU regulators may take action against Alphabet-C again, this time targeting the core business of advertising.1.4 trillion US dollars "firepower" in hand, global pharmaceutical companies are starting a wave of mergers and acquisitions!The Buffett Effect of Western Petroleum: More Solid Stock Prices, Lower Volatility690 billion dollar acquisition is still uncertain? US FTC may take action again, applying for a ban to prevent Microsoft's acquisition of Blizzard.澄清！关于网传我光伏从业者在德被带走的消息多有不实Google and OpenAI limit A.I. chatbots in Hong Kong amid China tensions, report says美联储决策周，美股高开，特斯拉 12 日连涨，美油跳水跌超 4%After three months of silence, American retail investors are back in the game."Wall Street King" losing its charm? Goldman Sachs faces wave of resignations35 亿美元收购达成！Chinook 暴涨 56%，2000 亿医药巨头再扩充产品线UBS "takes the lead": sets more than 20 "red lines" to prevent cultural pollution in Credit Suisse.蔚来大幅降价后，华尔街纷纷下调目标价及评级美股盘前 | 特斯拉空头 11 天巨亏 60 亿美元，小鹏 G6 三天预订超 2.5 万，多机构下调蔚来目标价港股下半年：长期底部已过，风险或集中在四季度Hang Seng Index and Hang Seng TECH Index closed higher, with photovoltaic stocks surging in the afternoon. XPENG-W rose more than 11%.中国证监会与香港证监会在香港举行高层会议国泰君安国际：美联储或 “跳过” 加息 但不能越过通胀的山丘美股上涨的合理性：降息预期带来希望中芯国际：密切关注港交所双柜台模式相关事宜 将积极申请Big Short of Morgan Stanley: Why We Are More Pessimistic About US Stocks Than Wall Street国泰君安发布研究报告称，予阿里巴巴-SW“增持” 评级，持续看好公司长远发展和后续业绩的增长Don't just focus on the 30,000 yuan price cut of NIO-SW, the long-criticized battery swap may face a formal test | Jianzhi Research11 stock banks fully follow up, CM BANK, SPDB, CEB, CCBZ, CMBC and Minsheng Bank will lower deposit rates from today.Report: Volkswagen plans to carry out the largest restructuring in decades.美股期权 | 蔚来期权成交激增四倍，特斯拉期权成交放大两倍美国 “蔚小理” 进军中国“国会山股神们” 涌向 AI 赛道！ 拥抱微软和英伟达等 AI 领导者汇丰：研究降内地券商股目标价 喜好中信证券美股有望全面反弹？高盛上调标普 500 年终目标G6 爆款可期，小鹏港股大涨 12%，困境反转来了？野村证券：中国央行可能本周降息“Skip” 是美联储三种政策选择中最糟的？恐慌指数创三年多新低！美股下一步如何走？如何理解央行重提 “逆周期调节”？梅西将于 14 日上淘宝开播陈浩濂：香港政府积极参与虚拟资产价值链 目标明年底前推出稳定币监管框架