"Elon Musk Premium" back and forth: SpaceX IPO surged and then fell in the first month, Tesla "defensive counterattack"The EU warns Meta: Facebook and Instagram's infinite scroll feature is addictive and may violate regulations从"韩国最没希望的企业"、到万亿存储之王，SK 海力士究竟做对了什么？Meta's stock price surged: AI infrastructure costs are only half of expectationsZhitong Hong Kong Stock Analysis | Bloodletting effect combined with the weakness of small essay technology, funds focus on innovative drugs with multiple lines of outbreak“所有人都在满仓做多”！美银：盯紧日本市场，这将是预告全球大跌的 “金丝雀”SemiAnalysis：Meta AI 有望半年内超越谷歌，与 OpenAI、Anthropic 形成三足鼎立U.S. Stock Market Outlook | Three Major Index Futures Mixed, SK Hynix's U.S. Debut Tonight is a Major EventExcess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?券商板块景气周期来了？中信证券、长江证券、中泰证券同日预增！Global social media platform regulation is tightening! The European Union requires Meta to rectify the addictive features of Instagram and FacebookSK hynix Heads to the U.S. Seeking a Fair Valuation?保险资金加速奔向 “硬科技”，中国人寿 50 亿 “加注” 半导体产业链SK Hynix's US stock "debut" is coming tonight with a heavy impact! The AI investment boom is facing a critical stress testOn July 9th, Alibaba-W spent approximately USD 996,600 to repurchase 72,800 sharesTrump Made 327 Stock Trades in Apple, Nvidia, and Other Tech Giants Before His Tariff PauseMeta splashes out big bucks to double down on AI, unveiling a new competitive strategyBank of America Securities: Reiterates "Buy" rating on Alibaba-W with a target price of HKD 168On July 9th, Li Auto-W spent USD 6.8136 million to repurchase 1.1506 million shares报道：豆包 AI 智能体手机计划于 2026 WAIC 期间亮相开售，现已备货 8 万至 10 万台Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News Recap华尔街还愿意给 AI 存储多少溢价？今夜，SK 海力士美股首秀或揭晓答案Morgan Stanley: Funds are reallocating Chinese stocks, expecting liquidity improvement in Hong Kong stocks in August, recommending buying on dipsUnderstanding the Market | Xiaomi Corporation-W surged over 4% during the trading session, recently announcing the new series of Xiaomi cars "SkyNomad Xiaomi Pengcheng"SpaceX announced a new plan for space immigration: it aims to start launches by the end of 2026, with Tesla robots becoming the first "residents."Meta Internal Memo Leaked: Long-term Supply Agreements Signed with Sandisk, Samsung Electronics, and Sumitomo Electric; Computing Power to Double by 2027$26.5 Billion IPO, Nine-Figure Underwriting Fees: SK Hynix Lets Wall Street Rake in the Profits国产 AI 芯片独角兽燧原科技科创板 IPO 注册生效ETF volatility | ISHARES MSCI TW rose over 3% as Taiwan Semiconductor will hold its second-quarter analyst meeting next week, Citigroup expects it to raise its 2026 revenue guidanceFollowing NVIDIA, Samsung Develops "GAIA" AI PC Chip, Samples Sent to Lenovo and HP for TestingDaiwa Capital Markets: Raises Tencent Holdings target price to HKD 680, reiterates "Buy" ratingETF Abnormal Movement | XL2CSOPTSLA rose over 3%, Tesla clearly provided guidance for Optimus mass production, core component suppliers are expected to benefitAfter a 70% Quarterly Surge in NAND Prices, SK Hynix Resumes Dalian Phase II Expansion, Accelerating Competition with Samsung's Xi'an Plant五大工作组来了–沃什 “统一战线”，意在降息？全球炼油瓶颈：从霍尔木兹海峡转向俄罗斯大摩上调联想评级：从 “内存逆风” 到 “服务器利润爆发”UBS: Maintains Tencent target price at HKD 780 and reiterates "Buy" rating洪灝：IPO 市场吸引所有注意力，恒生科技指数仍在徘徊，短期会反弹几天，但高估值个股仍不够便宜，不值得长期持有rismML breaks through the edge AI bottleneck: Successfully integrates Alibaba Tongyi Qianwen into Apple iPhone 17 Pro, achieving full parameter operation comparable to the cloud财长鼓励 GPIF 养老基金增加对国内金融资产投资，日本股债汇齐涨ETF Abnormality | CSOP 2x Long Samsung Electronics rises over 5%, Samsung plans to discuss expanding large-scale investment cooperation with NVIDIA at the end of JulyThe list of the Federal Reserve's reform "think tank" is revealed: a gathering of big names from Wall Street and academia, with the entire AI group being "optimists."高盛顶尖量化分析师：抄底芯片/动量股，现在杠杆更低、仓位更轻了当费城半导体年内暴涨 83%，而七巨头原地踏步，华尔街顶级策略师集体喊” 换牌”SG Morning Brief | Chips Rally 3rd Straight Day as Markets Shrug Off Iran Escalation; SK Hynix Debut Today中信证券：中国 PPI 同比或已见顶Taiwan Semiconductor distributes a $4.8 billion dividend before the earnings report is released美光追投 500 亿背后的真实信号：存储军备竞赛正从 “烧钱建厂” 转向 “锁定原料”