S&P 500's Record High Hides Concerns: Rising AI Compute Costs Quietly Undermine Bull Market Foundations2026 Amazon Prime Day is scheduled from June 23 to 26, kicking off the summer promotion earlyU.S. Stock Market Outlook | Three major stock index futures all decline, Microsoft Build 2026 Developer Conference is about to be held, Marvell Tech surges in pre-market tradingDriven by NVIDIA, the traditionally frugal Micron hits the AI boom and races towards a trillion-dollar market valueWall Street Fund Manager: The Most Important Company in the AI Era Is Not NVIDIA, but Taiwan Semiconductor!英伟达 Vera CPU 来袭，英特尔 (INTC.US) 祭出至强 6+：Agentic AI 能否带来 CPU 价值重估？The Profound Impact of El Niño: The Return of Carbon-Based Inflation and the Premature Revaluation of Silicon-Based AssetsZhitong Hong Kong Stock Analysis | Giants Embrace AI to Boost Hang Seng Index Surge, Nvidia Concept Continues to FermentJoin hands with NVIDIA to "reinvent the PC"! Microsoft Build conference kicks off today: AI on the Windows side makes its debut, high-end PC landscape shakenLoss per order reduced by RMB 2, quarterly loss narrowed by nearly RMB 10 billion—Meituan turns subsidy war into efficiency warMeta Platforms globally upgrades content control for teenagers, Instagram launches new tools to optimize content diversityNVIDIA enters the PC market, A-share concept stocks surgeAndrew Left, Founder of Citron Research, Faces Up to 25 Years in Prison After Being Convicted of Securities Fraud for "Posting to Manipulate Stock Prices"Tesla's European Market Rebounds! May Sales in France Soar Over 700%, Doubling in Spain and DenmarkMeituan's first-quarter losses narrowed, first time disclosing product sales separatelyOn June 2nd, Li Auto-W spent HKD 136 million to repurchase 2.2195 million sharesBuilt on Co-Packaged Optics (CPO) Technology! NVIDIA Spectrum-X Ethernet Silicon Photonics Technology Enters Full-Scale Mass ProductionGOOGL borrows another 80 bn: rally refill or bubble litmus test?On June 2nd, Tencent Holdings Limited spent HKD 104 million to repurchase 234,600 sharesNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 2.223 billion, Tencent recorded its largest single-day increase in nearly four years, and Northbound capital sold off over HKD 2.1 billion at high pointsAI Chip Packaging War Escalates! TSMC CoWoS Capacity Under Pressure, Intel EMIB-T Steps Into Google TPU Supply ChainOpenAI may launch self-developed tools to weaken NVIDIA's software barrier advantageContinuation of Ping An's "Southward Relocation": PA GOODDOCTOR and Ping An Technology May Move to Shenzhen英特尔陈立武：Agentic AI 驱动 CPU 复兴，英特尔剑指全栈 AI 计算平台Hong Kong stocks closed (06.02) | The Hang Seng Index rose by 2.52%, tech stocks staged a strong rebound, Tencent surged over 10% in a single dayNVDA muscles RTX Spark into the PC market; Tencent speeds WeChat AI assistant rollout | Daily News Recap$10 Billion into Alphabet, $6.8 Billion on Housing: Abel Injects a New Betting Logic into Berkshire HathawayAfter Taipei, On to Seoul! Jensen Huang Heads to South Korea This Week to Meet SK Group Chairman for the Fourth Time in Six MonthsForeign Capital Continues to Retreat: Cumulative Net Investment in Indian Stocks Hits Near-Decade LowJapanese Stocks Have Multiple Tailwinds! Goldman Sachs Raises TOPIX Target to 4,400, Foreseeing 11% Upside黄仁勋、Marvell CEO 同台对谈：未来 AI 拼的不是算力是连接，“能用铜就用铜，必须用光才用光”！An Invisible Industrial Web: Deconstructing SpaceX's Supply ChainGoogle collaborates with Australian telecommunications company Telstra to jointly build Australia's fiber optic and submarine cable networkWhen Will the Strait of Hormuz Reopen? JPMorgan Chase: Wait for Market "Distress"ETF Volatility | Bitcoin ETF's decline widened at the close, Bitcoin fell below $70,000 as tightening macro liquidity weakened Bitcoin's appealUS Stock Options Data Flashes Red: Last Time This Signal Appeared Was on the Eve of the 2022 Bear MarketNeedham is bullish on the American rare earth duopoly! MP Materials and USA Rare Earth respond with a riseUnderstanding the Market | Robot concept stocks lead the gains, Yushu Technology's Sci-Tech Innovation Board IPO, in collaboration with NVIDIA, launches H2 Plus on the same dayUndercurrents Surge After Nine Straight Weeks of US Stock Gains! Goldman Sachs Warns: AI Bets Are Becoming Increasingly Crowded, Concentrated, and Leveraged, with Downside Protection Nearly VanishingFood Delivery War Cools Down, Meituan Back on Track: Losses Narrow Sharply Beyond Expectations, AOV and Market Share ReboundUnderstanding the Market | Tencent rose over 10% in the afternoon, marking the largest single-day increase in nearly four years. Reports indicate that Tencent is testing a prototype of an AI entity for WeChatJapanese Finance Minister Warns: Ready to Intervene in Yen Exchange Rate at Any TimeThe Driving Forces Behind the Nine-Week Rally in US Stocks: Retail Investors Stay Put, Buybacks Continue, and CTAs Keep BuyingFrom Lucky Cup to Fulu Jia: The MIXUE Model Reaches the Limits of ReplicationSamsung Electronics Unveils HBM5 for the First Time, Betting on Next-Generation AI Memory CompetitionPowerful Chips, Steep Prices: NVIDIA Spark Laptops Arrive This Fall, Starting Price May Exceed $2,500Pinduoduo Shifts Toward Supply Chain Focus Amid Q1 Profit DeclineNokia Surges as AI Networking Demand Revives GrowthMarvell Technology Shares Surge Following AI Switch Launch