Tesla Q2 deliveries may exceed expectations? Barclays and Morgan Stanley are optimistic, with China and Europe becoming the main growth driversInternal documents revealed: Meta is concerned about model distillation and restricts employees from using Claude and CodexAI burns money leading to a "trust collapse"! Microsoft faces its worst month in 26 years with a market value of $570 billion evaporating“进入巨型投资时代”！华尔街点评韩国 8800 亿美元存储扩产计划Palantir teams up with NVIDIA to focus on sovereign AI, stock price continues to rebound人形机器人真正的 “护城河” 在哪？Accelerating the commercialization of new software! Palantir partners with NVIDIA and Surf Air to comprehensively advance AI software expansionEarly Spoiler for Non-Farm Employment? Hassett: Jobs Report to Be Strong Again, Insufficient Grounds for Rate HikesGlobal Headlines You Need to Know Before U.S. Market Open on Monday“玻璃桥” 冲击到底有多大？华尔街：FAU 厂商面临颠覆压力，AI 光模块企业暂时相对安全On June 29th, MEITUAN-W spent approximately HKD 99.7718 million to repurchase 1.4627 million shares9GB 奇葩内存？！史上最贵的 iPhoneSOFI Has Plenty of Red Flags — Is the Premium Justified?AI 将引爆美股财报季！华尔街：标普 500 二季度盈利有望飙升 22%On June 29th, Li Auto-W spent HKD 99.9965 million to repurchase 2.1635 million sharesOn June 26th, Alibaba-W spent USD 12.4978 million to repurchase 1.0554 million sharesReport: Lenovo Secures Long-term Agreements with Micron, Samsung, and SK Hynix; Insiders Say "Whoever Has Supply Has the Advantage"On June 29th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.189 million shares沃什的辛特拉首秀：四位 2008 老兵，一场” 通胀之战” 的合围AI 牛市的悬头之剑：不只是韩国，美股杠杆同样触目惊心XPEV MONA L03 set for Jul 2 debut; Kunlunxin reportedly seeking $50bn IPO, topping BIDU | Daily News RecapTencent responds to the internal testing of the "TenPayGo" application: providing payment services for overseas individualsHong Kong IT service provider Meilin Technology's parent company submits IPO application for US stock market, aiming to raise USD 28 million台积电携手华邦供应 DRAM 晶圆，不再只靠三星海力士美光Google Stock Is Down Double Digits. Warren Buffett and Greg Abel Aren't Worried -- and Here's Why You Shouldn't Be Either.宇树验证一个新趋势：具身智能的核心战场，不只是模型极端天气成 AI 数据中心新威胁：险企、运营商同时拉响警报美团王兴再谈 AI 投资 称不超财务能力盲目投入The Antitrust Time Bomb Behind the AI Memory Frenzy: Three Giants Face U.S. Class Action, HBM Transition Accused of Manipulating DRAM Prices韩国股市绑架日本？高盛警告：“北亚半导体联合体” 正在放大 AI 交易风险Morgan Stanley: Reiterates "Overweight" rating on NetEase, dual primary listing earlier than expectedSouth Korea's Largest Investment Plan in History? Samsung and SK Hynix May Jointly Invest 2,000 Trillion South Korean WonNvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs高盛：石油尾部风险消退，AI 估值博弈成市场波动新主轴科技巨头疲软、小盘股领跑！高盛：美股这轮市场切换或比想象中更深远NVIDIA partners with Firmus to build an "AI factory" in Southeast Asia: 170,000 GPUs and 360MV liquid cooling deployed in Indonesia, aiming to break the computing power monopoly of giants美光千亿长单锁定利润，却也锁住了市场的想象力New Stock Interpretation | LUXSHARE-ICT's Hong Kong IPO, a 330 billion manufacturing giant seeking answers "beyond Apple"AI 军备竞赛走到十字路口！高盛示警” 掏钱者” 估值透支，” 收钱者” 仍有空间AI iteration accelerates again! Musk reveals Grok 4.5 has been internally tested at SpaceX and TeslaUnderstanding the Market | GIGADEVICE rises nearly 9% to a new high, reports say Apple hopes to procure Changxin memory, Citigroup is optimistic about the Changxin-related supply chain银行业上半年人事变动 “收官”：中信银行董秘转任业务总监，宁波银行、常熟银行高管变动落地美国要改 “统计方法” 了！华尔街：旨在 “降低” 核心通胀，存在操纵风险Zhitong Decision Reference | This week's market is expected to focus on bottoming out, with technology still being a key directionUnder the computing power shortage, "clear accounting": Google cuts off supplies to Meta, and Gemini's computing power is limitedGalaxy Securities: From a medium to long-term perspective, gold still has strategic allocation valueCiti: Apple's recognition of Changxin Storage will enhance its global status