5:4！美国高院 “独保” 美联储，最大赢家是沃什CITIC Securities China Theme 2026 Second Half Investment Outlook: Global Pricing of High-Quality Chinese AssetsMorgan Stanley raises TSMC target price中国企业开始签存储长约！腾讯被曝与长鑫存储签下超 200 亿长协大单市场热议 “隔夜逆回购首秀”：3000 亿却未披露价格，央行什么想法？Zhitong Hong Kong Stock Early Knowledge | The "14th Five-Year" Carbon Peak Action Plan has been approved, and the world's hottest storage ETF includes GIGADEVICEBreakfast | June 30, 2026科技股力撑美股反弹，标普纳指终结五连跌，谷歌涨 5%，油价反弹，日元跌至 40 年低位早餐 | 科技股力撑美股反弹，标普纳指终结五连跌！Australia sues Amazon's subsidiary over alleged violations regarding Prime Video advertisementsApple's "India Dream" suffers a heavy blow: core supplier hacked, iPhone 18 Pro confidential documents posted on the dark webReminder: Key Focus for the Day (All Times in Beijing Time)Citadel Securities warns that the market underestimates the determination of the Federal Reserve to combat inflation, as the AI bull market faces dual pressures from policy and regulationOvernight U.S. Stocks | The U.S. and Iran reached an agreement on Sunday, NASDAQ rose over 2%, Western Digital surged 11%Wall Street Is Paying for Rate Hikes That Won't Come: Expectation Gaps Create Reversal Opportunities in Interest Rate-Sensitive Sectors特朗普买入 Axon 股票两周后，ICE 启动 2.2 亿美元电击枪采购计划Top 20 U.S. Stock Trading Volumes on June 30: UBS Raises TSMC Target PriceTesla is about to release its second-quarter delivery data, a key figure that is highly anticipated美伊和谈前景不定，伊朗百亿石油收入难填经济巨坑Major U.S. Supreme Court Ruling! Expands Presidential Power to Remove Heads of Federal Independent Agencies, Excluding the Federal Reserve日元击穿四十年底线，今年数万亿日元干预成果尽数回吐，东京深陷政策死结U.S. Supreme Court Rules Cook to Remain in Office Temporarily; Trump Vows to Ensure No Impact on Major Monetary Policy DecisionsHarbor Capital Appreciation Fund slightly reduced its holdings in NVIDIA, with a minor decrease in the holding ratioTesla's early trading rose over 3%, deepening cooperation with SpaceX attracts attentionU.S. Supreme Court Allows Federal Reserve Governor Lisa Cook to Remain in Office for NowNvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?Tesla Q2 deliveries may exceed expectations? Barclays and Morgan Stanley are optimistic, with China and Europe becoming the main growth driversInternal documents revealed: Meta is concerned about model distillation and restricts employees from using Claude and CodexAI burns money leading to a "trust collapse"! Microsoft faces its worst month in 26 years with a market value of $570 billion evaporating“进入巨型投资时代”！华尔街点评韩国 8800 亿美元存储扩产计划Palantir teams up with NVIDIA to focus on sovereign AI, stock price continues to rebound人形机器人真正的 “护城河” 在哪？Accelerating the commercialization of new software! Palantir partners with NVIDIA and Surf Air to comprehensively advance AI software expansionEarly Spoiler for Non-Farm Employment? Hassett: Jobs Report to Be Strong Again, Insufficient Grounds for Rate HikesGlobal Headlines You Need to Know Before U.S. Market Open on Monday“玻璃桥” 冲击到底有多大？华尔街：FAU 厂商面临颠覆压力，AI 光模块企业暂时相对安全On June 29th, MEITUAN-W spent approximately HKD 99.7718 million to repurchase 1.4627 million shares9GB 奇葩内存？！史上最贵的 iPhoneSOFI Has Plenty of Red Flags — Is the Premium Justified?AI 将引爆美股财报季！华尔街：标普 500 二季度盈利有望飙升 22%On June 29th, Li Auto-W spent HKD 99.9965 million to repurchase 2.1635 million sharesOn June 26th, Alibaba-W spent USD 12.4978 million to repurchase 1.0554 million sharesReport: Lenovo Secures Long-term Agreements with Micron, Samsung, and SK Hynix; Insiders Say "Whoever Has Supply Has the Advantage"On June 29th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.189 million shares沃什的辛特拉首秀：四位 2008 老兵，一场” 通胀之战” 的合围AI 牛市的悬头之剑：不只是韩国，美股杠杆同样触目惊心XPEV MONA L03 set for Jul 2 debut; Kunlunxin reportedly seeking $50bn IPO, topping BIDU | Daily News Recap