Breakfast | Wall Street bullish on Taiwan Semiconductor, Musk reveals two major partners in xAI supercomputingBank of Canada Meeting Minutes: The June meeting considered waiting until July to cut interest rates, hinting at future gradual easingGlobal expansion continues as Amazon promises to reinvest €10 billion in Germany's cloud computing and logistics networkUS stock market closed, European stocks and bonds fell together, but UK stocks rose again, crude oil inventories unexpectedly increased, oil prices fellDell and AMD provide server racks for xAI supercomputersHaving reached the top of the world, why is Huang Renxun still worried?Up to $40 billion! Foreign capital accelerates "sweeping" the Indian bond marketReporting: NVIDIA is exploring new business opportunities and "competing for food" with AI server manufacturers such as DellZeeker: "Second Generation of Debt" or the Next Big Thing?MORIMATSU INTL, a potential player in the Hong Kong Stock Connect in SeptemberQiu Dongrong significantly increased his holdings in PDH in the first quarterMeituan-W repurchased 2.73 billion Hong Kong dollars worth of 2.3383 million shares on June 19thInvestors returning to rationality? Over half of the AI concept stocks that were highly sought after in the US stock market last year are falling this yearLi Auto establishes a new company in ZhuhaiMicron plans to expand HBM chip production capacity in the United States and is considering producing HBM in Malaysia for the first timeTrading US stocks will be taxed? FUTU Holdings Senior Vice President: There is no need to risk losing your license and facing huge fines by breaking the lawThe outlook for the Swiss National Bank's interest rate cut remains uncertain, with the overnight hedging cost of the Swiss Franc seeing its largest increase since 2015SMIC issued 7,500 shares due to the exercise of the stock incentive planHong Kong Financial Secretary Paul Chan: Close consultations with Mainland regulatory agencies to allow Mainland investors to buy Hong Kong stocks in RMBMorgan Stanley's prediction: The gaming environment has changed, unfavorable for NetEase, bullish on TencentDue to the U.S. June 6th holiday, the U.S. stock market will be closed for one day"The King of OEM" Taiwan Semiconductor Aims for a Trillion-Dollar Market Value! Just a Matter of Time to Sit on Equal Footing with NVIDIA?Preview of US Stock IPOs | Bringing double-digit performance to the US, how will Zhengye Biotech deal with industry competition with its "flagship product" pig vaccine?On the previous day, Bank of Japan Executive Director: Kazuo Ueda's remarks appear to be confident about the inflation outlookToday's Important News Review | Dolphin ResearchBehind the surge in Hong Kong stocks, what is the market expecting?Meituan establishes a new company in TianjinGoldman Sachs: Buy some gold after the U.S. electionInteractive Brokers: Stock split boosts trading activity in NVIDIA sharesLeader NVIDIA continues to hit new highs! Is it overpriced?The authoritative interpretation is here! How significant is the CSRC's statement? Are the follow-up reform measures worth looking forward to?Market Insight | Meituan-W Surges Over 4% in the Afternoon, New Buyback Plan Demonstrates Development Confidence, Optimistic Trend in Core BusinessLong or short? Rare new fund, "Jordan in the hedge fund world" targets AI chip stocksTesla restarts employee stock option planRenowned analyst at Wedbush: The bull market in US technology stocks is just getting started and will continue for another 2-3 yearsOn June 18, Xiaomi Corporation-W rose more than 3%, breaking the record for total payment amount across all channels. The company entered the battery manufacturing industryGambi's Chinese EST H lists London West End office building for sale at a price of 135 million poundsPan Gongsheng: Financial "squeezing out water" does not mean a change in monetary policy stance. Including government bonds in the toolbox does not mean quantitative easingTotal return rate of 591078%! NVIDIA's market value tops the world, AI welcomes the "iPhone moment"?Market Insight | China Merchants Bank rose nearly 4%, leading the gains in domestic banking stocks. Policy support is expected to help improve banks' risk outlook, with valuation increasing supported by fundamentalsBlackRock: Artificial intelligence has no bubble, investment trends will continue to drive market reboundGoldman Sachs tells clients: Shorting the American middle-class consumptionMarket Insight | BILIBILI-W Surges Over 6% as SL Green's New Game "Three Strategies" Exceeds Revenue Expectations, Overseas Market Potential Opening UpThe depreciation of the Japanese Yen helped boost Japan's exports in May, with a growth of 13.5%, marking the largest increase in nearly 19 monthsTop hedge funds are eyeing the "AI hot trend"! Rumor has it that Point72 is planning to raise funds for a major investment in AIGoldman Sachs: It has indeed been a long time since the adjustment, but U.S. stocks are not expensiveThe US deficit greatly exceeded expectations, but "long US Treasury bonds" trading is still backThe market consensuses on two interest rate cuts by the Federal Reserve this year, prompting traders to heavily bet on a rebound in US bondsIntelligent Hong Kong Stock Connect Proportion Anomaly Statistics | June 19CICC estimates: The equilibrium interest rate for US bonds should be around 4%, corresponding to a rate cut of 100-150 basis points