科技股遭对冲基金连抛四周，高盛交易员：“买入一切 AI” 时代终结！Macquarie: Raises the target price of Baidu Group-SW to HKD 181, expects Kunlun Chip IPO to release significant valueOn July 27th, the CME will launch single stock futures covering over 50 leading U.S. stock underlying assetsInstagram has appeared with advertisements related to child abuse, triggering strong dissatisfaction from the Indian government, further exacerbating Meta's predicament in IndiaUnderstanding the Market | MEITUAN-W rose over 3% in the afternoon, officially open-sourcing its LongCat-2.0 large model and simultaneously releasing the domestic card inference code三星明日初步财报：Q2 利润预计暴增 18 倍，高管内部放话 “一年利润顶 40 年”Understanding the Market | PCB Concept Stocks Lead the Decline, NVIDIA Kyber Rack May Face Delay Until 2028, PCB Manufacturing Process Still Faces Challenges上半年暴涨 92%！高盛预计韩股下半年 “动荡”，但能再涨 20%，杠杆水平没有表面看起来 “那么高”CITIC Securities: Interest rate hike expectations cool down, metals welcome rebound windowUnderstanding the Market | Most gold stocks rose, spot gold once broke through 4200 USD, institutions are optimistic about the sector welcoming a double hit of valuation and profitWorkBuddy 爆了，微信 AI 也来了——腾讯 AI 找到 “新船票” 了吗？After Close Observation of Warsh, Morgan Stanley Chief Economist Insists: The Fed Will Not Raise Rates This YearSemiAnalysis 再度盘前爆料：英伟达 Kyber NVL144 机架延迟超 12 个月，因 “PCB 中板制造困难”SG Morning Brief | SpaceX Joins Nasdaq-100 Tomorrow, All Three Indexes Up Last Week Despite Chip CarnageCitadel 策略主管：市场低估了美联储 7 月加息的可能性本周重磅日程：中国通胀数据、美联储会议纪要、SK 海力士美股首秀、智谱 MiniMax 解禁“最懂苹果分析师” 郭明錤：折叠屏 iPhone 或 “联合发布但推迟上市，年底前供货紧张”OPEC 增产叠加霍尔木兹海峡流量恢复，油价开盘走低美股史上最大规模海外公司首次募资！“存储巨头” SK 海力士本周五登陆纳斯达克CITIC Construction Investment: The Federal Reserve's interest rate hike expectations have been corrected, and the non-ferrous sector is expected to bottom out and reboundThe largest foreign company IPO in the US stock market is coming: SK Hynix will open a rally by tapping into NASDAQ to attract global incremental funds?AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half.早餐 FM-Radio | 2026 年 7 月 5 日Reminder: Key Focus for Intraday Trading (All Times in Beijing Time)Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News.Alphabet Stock Has Doubled in a Year. Is It Too Late to Buy?SpaceX, Alphabet, and SK Hynix Are Sending a Big Signal to the Market, and No One Is Talking About ItAI 风暴席卷全球市场，印度股市意外成为资金"避风港"中信证券：加息叙事扭转叠加流动性变化，重视部分非 AI 板块的修复Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen HuangHon Hai Precision Industry Co., Ltd. Q2 Revenue Exceeds Expectations with Nearly 40% YoY Growth; AI Business Drives Prospects for Sustained High Growth in Q3This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)Capex 放缓一定会导致行情终结吗？韩国政府：拟使用半导体税收红利设立 “未来应对基金”，规模最高 100 万亿韩元Hon Hai Precision Industry Co., Ltd. Reports June Sales of TWD 821.8 Billion, Up 52.1% Year-on-YearGalaxy Securities: Non-farm cooling, will Hong Kong stocks welcome a rebound?"Big Short" Investor Michael Burry Is Now Betting Against Micron, Nvidia, and Tesla. Should You Be Worried?天下苦 DRAM 久矣Nvidia Stock Is Now Cheaper Than Coca-Cola. Here's the Math.HBM 竞赛升级！美光日本 90 亿美元扩建项目开工，预计 2028 年出货Undeterred by Pullback! UBS Raises SK Hynix Price Target, Predicts "Three Major Catalysts" AheadRivian Just Raised Its 2026 Outlook While Tesla Stock Stumbled. Is the Electric Vehicle Underdog Finally a Buy?ChatGPT-Maker OpenAI Is Headed for a $1 Trillion IPO. The Biggest Winner Could Be Microsoft Stock.JPMorgan Chase Just Authorized a $50 Billion Buyback and Raised Its Dividend. Is the Stock a Buy Near Record Highs?If You'd Put $10,000 Into Intel Stock at the Start of 2026, Here's How Much You'd Have TodayApple Is Reportedly Planning 5 New iPhones -- Including a $2,500 Foldable. Here's What It Means for the Stock.AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)NVIDIA will take a share of revenue from some customers' cloud businesses韩国存储扩产、Meta 出租算力–野村谈 “存储两大利空”