日元逼近 40 年最低：日本央行已加至 1%，为什么还是挡不住？券商板块修复，还有多少空间？ETF Daily (06.23) | Non-Ferrous Metal ETF Faces Heavy Losses, Innovative Drug Sector Rises Against the TrendGoldman Sachs: Maintains Tencent Holdings Limited "Buy" rating with a target price of HKD 700Hong Kong Stock Market Closing (06.23) | Hang Seng Index closed down 1.82%, technology and non-ferrous stocks plummeted, innovative drug concept rose against the trendIndia's Nifty IT Index Down 28% YTD, Worst in 16 Years, Yet Largest Fund Is Buying the Dip小作文带崩韩股？韩媒：国会议员讨论将股票、房地产未实现收益纳入综合征税美伊谈判取得重大进展，市场为何反应冷淡？Broadband and utility engineering service provider ITG prices its US IPO at $19-22 per share, aiming to raise $400 million报道：意法半导体计划今年第二次上调 MCU 价格，6 月 28 日生效另类数据拉响警报：Kalshi 重注英伟达芯片降价，定价权神话面临考验AI Infrastructure Battle Heats Up: Qualcomm in Talks to Acquire AI Chip Firm Modular for $4 BillionETF Volatility | EFUND GOLD MI ETF fell over 5% as Fed rate hike expectations combined with Waller's hawkish statements, Goldman Sachs significantly lowered its gold price target"NVIDIA Challenger" Cerebras releases its first financial report after going public! Wedbush supports: any turning point will be a positive signalUnderstanding the Market | Hong Kong property stocks broadly decline as concerns over potential interest rate hikes in the U.S. resurface; Bank of America Securities predicts a slowdown in property price increasesGoldman Sachs: Downgrades the probability of a U.S. recession to 15%, expects the Federal Reserve will not raise interest rates高盛之后，德银也大砍金价预期，最高下调 22%Report: General Motors and Tencent-backed Momenta will begin assessing investor interest in its Hong Kong IPOCountdown to Mass Production of Tesla Optimus 3: Suppliers Begin Stocking Up甲骨文一年裁员 2.1 万人，承认 AI 取代部分岗位According to reports, Tencent is considering exiting its investment in game studios such as Marvelous打破在离岸资金池壁垒：六大行直连离岸交易，央行重塑人民币定价权Largest U.S. Lithium Mine Set to Begin Production, Reshaping Lithium Supply Chain ImminentTesla's monthly sales in Europe doubledFrom TSMC faith to the "FOMO mob" sweeping Taiwan: The 160% surge in leverage has sounded the alarm for the burst of the AI bubble日本财长确认与贝森特通话，日元徘徊近 40 年低位，干预预期升温Amazon Prime Day kicks off today: online spending expected to reach $26.3 billion as retail battle heats up芯片扩产 + 液冷双引擎爆发，氟化工站上 AI 超级风口！South Korean Stocks Plunge, Triggering Circuit BreakersUnderstanding the Market | Gold stocks continue to decline, spot gold once fell below USD 4,150. Both Bank of America and Deutsche Bank expect the Federal Reserve to raise interest rates this yearFutu: Reiterates Tencent as the top pick with a target price of HKD 795The short-term rental price of GPUs is under pressure, and the delivery cycle has been extended to 15 months. Has NVIDIA been seriously misread by the market?Investment Logic Amid Expectations of a Musk Empire Merger: Sell SpaceX, Buy Tesla?SG Morning Brief | SpaceX Crashes 16%, Russell 2000 Hits 3,000; Chips Hit New Record as Oil Falls to $74美银 “大幅转鹰”：预期美联储年内加息 3 次，此前是 0 次！年内暴涨超十倍，疯狂的海力士杠杆产品率先量产之后仅 4 个月，三星的 HBM4 收入已突破 10 亿美元英伟达发文详解核心液冷技术科技巨头下挫拖累美股大盘，芯片股指新高，原油转跌，美债收益率 “补涨”早餐 | 2026 年 6 月 23 日Baidu ADR rose after hours as Citigroup initiated a 30-day bullish catalyst watch on itJune 23rd Foreign Market Headlines: The U.S. relaxes oil sanctions on Iran, SpaceX plummets 16% for three consecutive days, CME platform experiences "connection interruption," Google falls sharplyTesla's fatal car accident triggers investigation by U.S. auto safety regulatorsRBC Capital Markets: U.S. Stocks Can Withstand Two Moderate Rate Hikes Over the Next 12 Months宁德时代换电业务杀入欧洲：与章鱼能源合资建设欧洲重卡换电网络AI Reshapes Filmmaking! Google DeepMind Invests in Film Studio A24Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.