Goldman Sachs June DRAM Survey: Significantly Raises HBM Price Forecast for 2027Understanding the Market | Gold stocks lead the decline as high interest rate expectations and a strong dollar suppress gold prices, with spot gold briefly falling below $3,950SG Morning Brief | Dow Tops 52K, Nasdaq Snaps 5-Day Skid as Tech Roars Back; Supreme Court Shields FedCITIC Securities China Theme 2026 Second Half Investment Outlook: Global Pricing of High-Quality Chinese AssetsMorgan Stanley raises TSMC target priceZhitong 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, 2026Australia 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 SectorsTop 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 anticipatedMajor U.S. Supreme Court Ruling! Expands Presidential Power to Remove Heads of Federal Independent Agencies, Excluding the Federal ReserveU.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 evaporatingPalantir teams up with NVIDIA to focus on sovereign AI, stock price continues to reboundAccelerating 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 MondayOn June 29th, MEITUAN-W spent approximately HKD 99.7718 million to repurchase 1.4627 million sharesSOFI Has Plenty of Red Flags — Is the Premium Justified?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 sharesXPEV MONA L03 set for Jul 2 debut; Kunlunxin reportedly seeking $50bn IPO, topping BIDU | Daily News RecapTencent responds to the internal testing of the "TenPayGo" application: providing payment services for overseas individualsHong Kong IT service provider Meilin Technology's parent company submits IPO application for US stock market, aiming to raise USD 28 millionGoogle Stock Is Down Double Digits. Warren Buffett and Greg Abel Aren't Worried -- and Here's Why You Shouldn't Be Either.The Antitrust Time Bomb Behind the AI Memory Frenzy: Three Giants Face U.S. Class Action, HBM Transition Accused of Manipulating DRAM PricesMorgan Stanley: Reiterates "Overweight" rating on NetEase, dual primary listing earlier than expectedSouth Korea's Largest Investment Plan in History? Samsung and SK Hynix May Jointly Invest 2,000 Trillion South Korean WonNvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUsNVIDIA partners with Firmus to build an "AI factory" in Southeast Asia: 170,000 GPUs and 360MV liquid cooling deployed in Indonesia, aiming to break the computing power monopoly of giantsNew Stock Interpretation | LUXSHARE-ICT's Hong Kong IPO, a 330 billion manufacturing giant seeking answers "beyond Apple"AI iteration accelerates again! Musk reveals Grok 4.5 has been internally tested at SpaceX and Tesla