JPMorgan Chase's Q2 Adjusted Revenue Reaches $58.02 Billion, Beating Expectations of $51.39 BillionJPMorgan Chase Q2 Net Profit Surges 41%, Equity Trading Revenue Soars 86%; Dimon Warns of Accumulating Deep-Seated Risks | Earnings InsightsHuachuang Strategy: Market Correction May Have Bottomed Out; Seize the Window for PositioningAI Computing Power Demand Ignites High-Speed Optical Modules; CIG's H1 Net Profit Expected to Rise 156.65% to 197.18% | Financial Report InsightsSamsung Reportedly Restarts US Listing Assessment, Plans to Explore ADR IssuanceUser privacy controversy escalates, Facebook's parent company Meta forced to remove AI image generation feature from its social platformTriple Market Catalysts Collide on a Make-or-Break Tuesday: Surging Fed Hike Odds, Bank Earnings Kickoff and New Chair’s Congressional DebutContrarian to Korean Brokerages! SemiAnalysis: Forecasts Strong Profits for SK Hynix, "Be Greedy When Others Are Fearful"!YOFC: H1 Net Profit Estimated at RMB 2.4 Billion to RMB 3.0 Billion, a Year-on-Year Increase of 711% to 914%Fubon: U.S. stocks are expected to reach new highs before the end of the year, while Hong Kong stocks may rise back to 25,000 to 28,000单日 600 亿！大资金进场信号显现Strait of Hormuz Closure Triggers Emergency Shift to US Crude in Asia; 15-Fold Price Gap Disrupts Traditional Shipping RoutesNVIDIA and Mitsubishi Heavy Industries plan to collaborate in the field of AI data center technology今夜，全球市场的三重大考：美国 CPI、沃什听证会与财报季Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?Report: Samsung Electronics Holds Preliminary Talks on Potential U.S. ListingCMB International: Downgrades Tencent Holdings target price to HKD 735, core business growth is steady, increasing investment to accelerate AI developmentBank of America supports AMD: Server demand is booming, and Helios AI racks bring new growth pointsMajor Divergence in AI Data Center Bond Credit Quality: Oracle Receives Highest Rating from Fitch, While Google-Backed Projects Face Stark Contrasts芯片出口强劲，韩国政府大幅上调经济预测Google invests to support large solar projects in the United States to offset carbon emissions from fossil fuels美银：SK 海力士 2028 新增产能或仅为原计划的六分之一，DRAM 价格操纵争议再起Morgan Stanley: Expects Tencent Holdings' revenue to increase by 9% in the second quarter, reiterates "Overweight" ratingSalomon China Appoints New Leader: Nike Veteran of 20 Years, Vincent Du, Takes the HelmHas Deleveraging Ended? South Korean Investors' Total Margin Balance Falls to Late April Levels华尔街不担心资本开支！大摩：明年五大云厂资本开支 1.2 万亿美元，2028 年 1.4 万亿美元，算力翻四倍IDC stated that Huawei and Apple further lead the Chinese smartphone market, with rising chip prices exacerbating the Matthew effectBank of Korea Refutes Semiconductor Peak Theory: AI-Driven Demand Continues to Outstrip Supply, Upside Cycle Extends to 2026MPV，没出现 ModelY 时刻如何监管单股杠杆 ETF？周四，全市场都盯着韩国政府这场会Where Are Oil Prices Headed Next? The Biggest Uncertainty: China!Guangfa Securities: Maintains "Buy" rating for Alibaba-W with a fair value of HKD 184.91 per share高盛韩国交易员的一线观察：韩股 “持续且痛苦” 的去杠杆，“多头” 基金沉默Guotai Junan Securities: Maintains Tencent Holdings "Outperform" rating, core business growth is steady国投证券：类比 2021 年 “茅指数”，黄金历史大顶已经基本明确Understanding the Market | Gold stocks fell across the board as the situation between the U.S. and Iran took a sharp turn, raising interest rate expectations. Federal Reserve officials released strong hawkish signalsGuotai Junan Securities: Maintains Tencent Holdings "Buy" rating with a fair value of HKD 668.49 per share华泰证券：如何看待韩股未来走势？美联储五大工作组的 “大脑”韩国股市暴跌，韩元为何反而升值？Seoul Composite Index Percentage Gain Expands to 2% After Earlier Drop of Nearly 3%SG Morning Brief | SOX Drops 5%, Oil Spikes 9% as Trump Reinstates Hormuz Blockade; CPI + Banks Today存储芯片价格飙升拖累需求！全球智能手机出货量创十三年来 Q2 新低AI 交易崩了？债市 “撞飞” 了股市今年已经触发 7 次熔断！高盛交易台 “沮丧” 提问：韩股的抛售什么时候能停？油价暴涨 10%！NACHO 交易重启，市场 “对冲突结束过早定价了”早餐 | 韩股抛售外溢至美股，芯片、存储股大跌！两周前刚说 CUDA 神话松动，SemiAnalysis 转头点赞英伟达 vLLM——AMD 追赶的不只是硬件