华尔街点评美联储 6 月会议纪要：核心看通胀，短期无加息紧迫性韩股跌入熊市，高盛建议客户 “转投中国 AI 产业链”SG Morning Brief | Trump Declares Iran Ceasefire "Over" then Walks It Back; Nasdaq Bucks Selloff算力过剩？Meta 要投百亿美元建首个加拿大数据中心Buy-the-Dip Capital Floods into US Chip ETFs早餐 | 芯片、存储股反弹！中概股逆势走强，阿里涨超 11%Zhitong Hong Kong Stock Early Knowledge | U.S. media reports that tanker passage through the Strait of Hormuz has basically stopped, and some Federal Reserve officials support a rate hike in June早餐 | 2026 年 7 月 9 日US Real Interest Rates Rise to Over One-Year High! AI Investment Supports Economic Resilience, Rising Oil Prices Rekindle Rate Hike ExpectationsFed Chair Warsh to Testify Before Senate Banking Committee on July 15SK 海力士美国 IPO 获七倍超额认购，募资规模剑指史上次高Reminder: Key Events to Watch Today (All times in Beijing Time)指数纳入效应失灵，SpaceX 股价两日跌超 7% 接连破发，华尔街估值分歧加剧Needham: Meta downplays the open-source Llama strategy, self-developed AI models may enhance monetization capabilitiesMeta's market value surpasses Tesla, concerns over AI spending drag both stocks downMeta will invest CAD 13 billion to build a data center in Alberta, marking its first project in Canada布油一度涨超 7%！特朗普：因对伊袭击导致油价上涨 “没关系”、目前石油过剩SpaceXAI and Cursor Jointly Release Grok AI Model, Focusing on Legal and Financial TasksAmazon vs. Walmart vs. Costco: Which Is the Smartest Buy for the Second Half of 2026?Founder Zhang Xiaolong Steps Down, Leaving FENBI with Its AI Story Half-ToldMark Zuckerberg's Meta Stock Surged 9% on New Cloud Business PlanKey Focus Areas of the Fed's June MinutesTSMC earnings report preview: AI demand continues to be strong, GF Securities expects to raise guidance and increase capital expenditure for 2027Morgan Stanley raises Tesla's target to $415: The Robotaxi landscape continues to expand, and the Model YL's launch in the U.S. opens new growth opportunities100 倍的奖金差，三星正面临 “薪酬撕裂”"Disrupting" HBM? Intel XBM Patent Revealed: Focusing on Low Packaging CostsStructural Divergence Intensifies Behind the AI Boom: 59% of S&P Tech Stocks Have Fallen into Bear Market TerritoryIt is reported that Tencent has poached an OpenAI researcher: Tian Yonglong has recently joined and will participate in VLM research and developmentGoldman Sachs warns: AI earnings surprises "retreat" are imminent, and the US stock earnings season may enter a new phase of "expectation verification."阿里 Q2 业绩前瞻：云业务继续狂奔，价格战收缩，电商广告承压Prediction: Tesla Stock Will Reach This Price in July (Hint: It's Going to Plummet)M&G Plc increased its holdings in JD INDUSTRIALS by 967,800 shares at a price of HKD 12.1918 per shareSpaceX: Space Compute — Musk's new hype or real future?韩股大跌、港股大涨，AI 交易风向变了？On July 7th, Li Auto-W spent USD 6.9776 million to repurchase 1.1506 million sharesHong Kong Stock Review: Hong Kong Stocks DecouplingApple loses EU regulatory lawsuit, facing comprehensive constraints under DMA for App Store and iOS systemOn July 7th, Alibaba-W spent USD 49.993 million to repurchase 4.076 million sharesApple: To Increase Spending on Collaboration with Broadcom; Agreement Expected to Exceed $30 Billion, Producing Over 15 Billion U.S.-Made ChipsSF Holding Secures Hong Kong Captive Insurance License: Why Is the Logistics Giant Customizing "Internal Insurance" in Hong Kong?On July 8th, Tencent spent HKD 12.7319 million to repurchase 27,600 sharesTrigger for South Korean Won's 1% Daily Surge Breaking 1,500: SK Hynix's US Stock Issuance Sparks Massive Dollar Sell-OffInvestors bet on AI chip companies competing with NVIDIA, SambaNova's valuation reaches $11 billionThis former Apple executive bets on Shenzhen rather than Silicon Valley: the next Apple will be born hereUS-Iran Conflict Reignites! Trump Declares Memorandum of Understanding 'Terminated,' Oil Prices Surge 6%The Q2 earnings season is about to begin! UBS's major outlook on U.S. bank stocks: Behind the flourishing business, these five key themes will become the decisive factors for investmentGLMS SEC: In the first half of 2026, the metal sector is expected to rise and then fall, with the price center of metals likely to move upward in the second half of the yearBABA up on earnings preview; Xiaomi teases new range-extended SUV｜Daily News Recap“解禁必跌魔咒” 失效？大模型双雄狂飙、智谱涨 19%，华尔街投行继续看好