Digital currency market rises broadly; Bitcoin briefly surges toward $65,000 after U.S. CPI data releaseRisks from the Strait of Hormuz Spread: Not Just Oil, but AI Chips, Fertilizers, and Aluminum Are Impacted!2 Reasons Why Higher Oil Prices Are Good for Banks and 1 Reason They Are a ProblemIs the Cooling Just an Illusion? Analysts Issue a Stark Warning: 2% Is History, and High Inflation Will Be the Lingering 'New Normal'Reversal in Just One Day! Trump Drops 20% Fee on Strait of Hormuz Shipments, U.S. Oil 'Plunges'H1 Performance Forecasts Show Widespread Pressure as Automakers Begin to Weather the StormTaiwan Semiconductor's June revenue rises against the trend, with AI chips supporting the performance foundationThe Brutal Reality of Leverage in the South Korean Stock Market: Up to 460,000 Accounts Liquidated, Retail Investors Lose Everything—Some Postpone Weddings, Others Lose Their PensionsIntel invests 5 billion euros to expand its factory in Ireland, betting on AI-driven chip demandCinda International: Hong Kong stock valuations have a rebound foundation, recommending to position in high dividend value stocks and leading technology companies with independent controlJ.P. Morgan On-the-Ground Research: Sharp Decline in Memory Stocks—Where Lies the Core Contradiction?US Stocks at Open: NASDAQ up 0.6%, memory chip stocks surge, SK Hynix rises ~12%, IBM falls ~23%Apple sues OpenAI for stealing trade secrets, former employee accused of exploiting vulnerabilities to download confidential filesGlobal Headlines You Need to Know Before the US Market Opens on TuesdayJapan's Interest Rate Differential Drives Yen Weakness and Intervention Threshold; Domestic Export Boom Spreads to Non-US Regions; Domestic Consumption Shows Layered Recovery with Services Leading --- 0714 Macro SummaryInflation Cools Broadly! US June CPI Rose 3.5% Year-on-Year, Far Below Expectations; Month-on-Month Decline for First Time in Six Years; Core CPI Growth Narrowed to 2.6%US June CPI rose 3.5% year-on-year, vs. 3.8% expected and 4.2% priorAmid Stock Market Turmoil, South Korea Launches Debt Consultation Hotline and Expands Aid CentersU.S. Stock Outlook | The three major index futures are mixed as CPI, major bank earnings, and Waller's congressional debut are set to unfold. IBM's preliminary earnings fell short of expectations, dragging down software stocksGoldman Sachs Q2 Net Profit Soars 78% Year-Over-Year; Stock Trading Revenue Sees Epic Surge; IPO Recovery Drives Significant Growth in Investment Banking Fees | Financial Report InsightsMicron and NVIDIA lead the chip industry with a $700 billion profit explosionIBM's pre-market drop in the U.S. widens to over 20% as preliminary Q2 revenue misses expectationsBofA Fund Manager Survey: AI Bubble Becomes Market's Top Concern!Goldman Sachs Reports Q2 Net Revenue of $20.34 Billion and Q2 EPS of $20.98Hong Kong Stock Review: The First SignalJPMorgan 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