Independent research firm Hedgeye warns that Apple's stock price has a potential downside of 23%标普 500 被 “抛弃”！美股散户净流入跌至疫情后新低：不买大盘，只赌热点Morgan Stanley warns: Amazon's logistics expansion threatens UPS and FedExMeta outperforms the seven tech giants of the US stock market, boosted by favorable reports on AI computing powerGreg Abel Built a $31 Billion Berkshire Stake in Alphabet券商的 “芯” 宝藏Breaking Two Years of Silence! Analysts Raise European Stock Earnings Forecasts for 10 Consecutive Weeks, Fastest Pace Since 2024Wedbush: NVIDIA Vera CPU may become the next growth engineMeta plans to lease AI computing power, and Zuckerberg claims strong demand东方汇理资管姚远：股市最核心逻辑在 “中观”，AI 上半场助推涨价，下半场助推跌价马斯克曝光 SpaceX 最新蓝图：明年发射首批 AI 卫星、五年登陆火星、十年送上万人上月球Duan Yongping Buys More POP MART! Stake Officially Exceeds 100 Million Shares, Declares “Indifferent to Short-Term Volatility, Focused on the Next 20 Years”高盛深度报告：谁将成为中国 AI 大模型行业的长期赢家？"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”