Zhitong Hong Kong Stock Analysis | Half-Year Settlement Combined with Apple's Price Increase Leads to Major Tech Adjustment, Newly Listed Varieties Are Speculated先进产能争夺战升温！美银：服务器 CPU 需求爆发将进一步压缩台积电先进制程供给空间瑞银力挺老铺黄金：市场对竞争威胁的担忧或许严重过头，追随者销售额仅为其 4%40 年来从未见过的景象！数据中心与内存成本激增正在推动第三波通胀浪潮Contraction of Side Businesses Boosts Core Business Share, BOSIDENG Becomes More Reliant on Down JacketsMAG7“信仰” 松动：科技巨头技术面剧烈分化，美股资金加速涌向估值洼地AI 成本反噬终端与 IPO 延期共振：拥挤的算力交易迎来重估时刻U.S. Stock Market Outlook | Three Major Index Futures Decline Together, AI Inflation Sparks Concerns Over Demand Backlash, Storage Chips and Optical Communication Stocks Drop Ahead of Market Open美银：紧盯两大关键点位，这将是触发夏季抛售的催化剂On June 26th, Li Auto-W spent approximately HKD 200 million to repurchase 4.3152 million sharesSibori: Optimistic about emerging stock markets, "overweight" on Asian tech stocks, the Federal Reserve may keep interest rates unchanged科技股拖累全球股市，美股盘前半导体股普跌，美光跌近 6%，金银走高，油价跌近 4%Eurozone inflation expectations have significantly declined, and market interest rate hike bets are coolingOn June 26th, Xiaomi Corporation-W spent HKD 203 million to repurchase 9.465 million shares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