当 AI 成为通胀发动机：一条央行从未见过的传导链条On June 25th, Alibaba-W spent USD 12.4978 million to repurchase 1.0464 million shares中国最大的灵活用工平台要 IPO 了不只是苹果，华强北也 “涨声一片”：电脑、平板、手机价格全面上移On June 26th, Tencent spent HKD 500.6 million to repurchase 1.21 million sharesETF Daily (06.26) | Korean stocks have fallen to circuit breaker levels again, Korean ETFs have been severely impacted, and cryptocurrency-related ETFs are under pressureVitasoy Reports Higher Profit but Lower Revenue; Pain in Legacy Beverage Channels Persists苹果涨价——压垮 AI 存储泡沫的最后一根稻草？全球最集中的科技赌注：韩国 1400 万"蚂蚁军团"，押注三星、海力士Cooling US Inflation Is Not So Simple: Even as Oil Prices Fall, "Apple and Others" Are Still Raising PricesMajor Russell Index Rebalancing Today: NVIDIA Takes Top Spot, SpaceX Joins, Potentially Sparking Market VolatilityTesla reportedly plans to produce the Model Y long-wheelbase version in the U.S. this year6460 亿美元砸向 AI“内存墙”：韩国存储双雄的产能狂飙与供应链重塑计算机安全第一人宋晓冬，加入 MetaETF Volatility | Southern Double Short MSTR surged nearly 40% during the session as Bitcoin repeatedly tests the $60,000 level, facing financing difficulties in StrategyFashion women's clothing brand Reformation applies for a U.S. IPO, aiming to raise $200 million"King of Wall Street" Jamie Dimon Succession Battle: Dark Horse Trader Emerges as Top CandidateHere's How Much You'd Have Today If You Had Invested $10,000 in Tesla the Day Before It Completed Its Last 3-for-1 Stock Split.Lenovo: Rising Memory Prices Are the "New Normal"; High DRAM and NAND Prices to Persist Beyond 2030Could This Be Amazon's Next Big Opportunity?美光财报给美银的启示：存储超级周期或将持续至 2027 甚至 2030 年SpaceX 光环消退，美股航天概念股集体重挫，多只个股 6 月跌幅逾 50%Understanding the Market | Copper stocks lead the decline as global central banks shift to interest rate hikes, suppressing copper prices; the market is concerned about the cancellation of copper tariffs“决策大模型第一股上市：中科闻歌的决策智能进阶之路”Understanding the Market | Alibaba-W fell over 5% again, halving from last October's peak, with external negative factors and a quiet 618 dragging down the stock priceApple faces "double headwinds"! iPhone sales in China drop 19% in a single month, while a surge in storage prices forces Mac and iPad price increasesUnderstanding the Market | Gold stocks continue to decline, gold prices fall below $4,000, hitting a seven-month low, and Wall Street collectively lowers gold price expectations科技股回调拖累亚太股市，三星电子、SK 海力士跌超 4%，黄金持稳于 4000 美元外资出逃、散户爆买！摩根大通详解韩国股市巨震背后的资金博弈美光长协的含金量：客户先押 220 亿美元，合同不可取消，还锁定 “史上最赚钱” 的毛利率！Understanding the Market | The entire mobile phone supply chain is declining, Apple raises prices for iPad and Mac series products, Goldman Sachs lowers global mobile phone shipment forecastHang Seng TECH Index drops over 2% intraday, Hang Seng Index falls nearly 1%. SUNNY OPTICAL and KNOWLEDGE ATLAS decline more than 6%Unprecedented memory shortage triggers global price surge! Apple rarely skips high-end M6 chip, betting on the next-generation M7 edge AIA-share Pre-market Report | Major Document Released! New Energy Welcomes Good News, Chemical Leader's Net Profit Soars 23 TimesSG Morning Brief｜Memory Crunch Bites Apple, Feeds Micron东京 CPI 重拾升势，日本央行年内再度加息预期升温CICC: Has the gold bull market ended?苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产沃什开启 “美元转折点”？华尔街 “心领神会”苹果、微软被迫涨价，库克承认 “40 年来前所未见”，AI 正在推升新一轮通胀？OPEC Loses Control, Oil Prices Plunge?Apple supplier LINGYI ITECH completes HKD 8.3 billion stock issuance transaction and will be listed on the Hong Kong Stock Exchange todayU.S. Senators demand Tesla take responsibility for accidents involving autonomous drivingBreakfast | June 26, 2026Trillion-Dollar Valuation Meets the "Cold Water" of SpaceX's Sharp Decline: OpenAI IPO Postponed to 2027, AI Capitalization Hits the Brakes安联 CIO 警告：SpaceX 发债是泡沫信号From June 30, NetEase will become a dual primary listed company on the Hong Kong Stock Exchange