State Street: In June, institutions slightly reduced their holdings in U.S. stocks to take profits, while funds continued to flow into the Taiwan stock marketGoldman Sachs: Renewed Tensions in the Strait of Hormuz May Delay Recovery of Middle East Oil SupplyBillionaire Steve Cohen Sold Amazon and Nvidia but Loaded Up on This Beaten-Down StockMark Zuckerberg Admitted AI Agents "Hasn't Really Accelerated" as Meta Stock Dropped 5%ETF Movement | Southern Double Long NVIDIA rises over 7% Nemotron 3 Ultra debuts Institutions point out unreasonable discount in NVIDIA's market valuationAWS growth is expected to soar to 35.5%, and AI revenue is skyrocketing by nearly 500%! TD Cowen is optimistic about Amazon's impressive Q2 performanceJunLi Henderson: The U.S. is unlikely to benefit from interest rate cuts, and expectations for a rising stock market are damagedLevi Strauss Reports Q2 Net Income of $87.3 Million; DTC Business Share Exceeds 50% for the First TimeUnderstanding the Market | Alibaba-W rises nearly 5% again, Alibaba Cloud's latest fiscal quarter revenue is expected to increase by 45% year-on-year, flash sales reduce losses faster than market expectationsKNOWLEDGE ATLAS Surges Over 20% at One Point, MiniMax Rises More Than 5%Understanding the Market | Storage Concepts Lead the Gains, GIGADEVICE Once Rose Over 13%, Storage Module Leader Claims Q3 Memory Prices Will Increase by 20%-30%NVIDIA's self-developed large model Nemotron 3 Ultra debuts: cost-performance ratio maximized, inference costs drop 90% compared to closed-source modelsCICC: Maintains Alibaba-W outperform industry rating with a target price of HKD 172ZHONGTAI SECURITIES: Initiates "Buy" rating on Alibaba-W, Cloud + AI opens new growth spaceChina's June CPI rose 1% year-on-year, down from 1.2% previously. China's June PPI rose 4.1% year-on-year, up from 3.9% previouslySG Morning Brief | Trump Declares Iran Ceasefire "Over" then Walks It Back; Nasdaq Bucks SelloffBuy-the-Dip Capital Floods into US Chip ETFsZhitong 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 JuneUS 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 15Reminder: Key Events to Watch Today (All times in Beijing Time)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 CanadaSpaceXAI 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 opportunities"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."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?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%