Is NVIDIA's "triple jump" to the top of the global market cap driven by irrational enthusiasm?Holding for 14 years, making a profit of 1.5 billion, is CMOC "selling mines" to increase investment in new energy metals?XPENG-W issued 2.6462 million Class A common shares under the stock incentive planOn June 20th, Meituan-W spent HKD 300 million to repurchase 2.5063 million sharesGUM: As of the end of May, the total assets of the Hong Kong Mandatory Provident Fund market increased by 2.4% to HKD 1.214 trillionStrong US Dollar Impact: Indian Rupee Falls to Historic LowZheShang TanHan: Review and Reflection on the 30-year Treasury Bond Yield Breaking 2.5%Cui Dongshu: National passenger car market inventory at the end of May was 3.29 million units, with inventory turnover of 56 daysReport: TSMC explores new AI semiconductor packaging technology, allowing more chipsets to be placed on a single waferToday's Important News Review | Dolphin ResearchIs TSMC's arbitrage trading too crowded? Goldman Sachs offers a new perspectiveThe "Achilles' heel" of the NVIDIA dynasty: Three major risks of GPUsMorgan Stanley interprets "Apple Smart": Good for the supply chain, good for memory, observe whether Chinese Android will follow suit"The new king of the stock market" NVIDIA's upward trend is far from over! Next stop, $5 trillion market value?If Trump wins the presidential election, will the U.S. real estate market face a major change?US Stock IPO Preview | Highly dependent on upstream and downstream, marketing service "little brother" Interstellar Fashion also wants to go publicQualcomm Snapdragon X first batch evaluation released: Single-core speed, energy efficiency inferior to Apple M3, multi-core total score surpasses the latterFarewell to "Paper Digital Humans", "Metaverse Leader" Roblox is going to do 4D AITechInsights: By 2025, Apple's iPad shipments are expected to reach 64 million units, and the cobalt battery target is about to be achievedKGI Asia: Hang Seng Index's target price for the next 6 months raised to 20,900 pointsMarket Analysis | LI AUTO-W Fell Over 4% in the Afternoon, Stock Price Hits a 1.5-Year Low, JP Morgan Points to Increased Bearish FactorsVice Chairman Lin Bin was accused of breaking his promise to reduce his holdings and cash out 160 million. Xiaomi Corporation responded: it is for charityHang Seng Index fell by 0.4% led by MeituanAMD responds to hacking attack: Limited information stolen will not have a significant impact on business operationsHSBC takes a clear stance: BYD has "enormous upside potential", while Tesla is "maintained as reduce"!Enter the AI PC era! Microsoft Copilot+PC is listed, equipped with Qualcomm Snapdragon X, starting at $999 USDNvidia + these two companies = "AI Three Musketeers""AI Replacement" Anxiety Sweeps! Which Industry is Most at Risk? Citigroup: FinanceTSMC's market value approaches $1 trillion! Wall Street unanimously bullishSenior Analyst: Three major negative factors are pressuring, US stocks will see a pullbackMarket Insight | SMIC Surges Over 5%, Leading Chip Stocks; Taiwan Semiconductor Raises Prices as Foundries Reach Full Capacity, Bringing Price Increase ElasticityCICC: Upgraded XPENG-W rating to "Neutral" with a target price raised to HKD 30.53AH stocks fell in early trading, with the commercial aerospace sector weakening, while medical, semiconductor, and shipping stocks rose against the trendOvernight Trading | NVIDIA surged by 3.4%, with the stock price breaking $140 USDRegain lost ground! Expectations of Fed rate cuts rise, US bond prices gradually riseBoth the one-year and five-year LPR remain unchangedJPMorgan Chase's Alex Yao: Chinese technology stocks can still rise by 20%-25%Intelligent Hong Kong Stock Connect Proportion Abnormal Movement Statistics | June 20Three Growth Drivers of Arm | AI DehydrationTencent's "New Game King" risesBreakfast | 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 September