失守 4000 关口！黄金月内累计跌超 12%，高盛：牛市还没完ETF Abnormal Movement | Southern Double Long Tesla has risen over 14%, with Tesla's Q2 delivery expectation at 406,000 units, a quarter-on-quarter increase of 12%杠杆下的科技牛市：杠杆链条逼近极限，韩国或成为场系统性风险新震源DA Davidson: The market is seriously "mispricing" the AI cycle, with Microsoft more deserving of the "AI crown" than Google本末动力通过港交所聆讯，专注机器人动力模块韩国 800 万亿韩元砸存储，影响有多大？LUXSHARE-ICT Officially Launches H Share Global Offering, Raising Up to $3.1 Billion, with Listing Expected on July 9Rubin 缩水背后，英伟达的 CUDA 神话正在松动美银中国机构调研：对中概互联网低迷 “感到无力”，对 AI 模型 “尚难判断赢家”，字节是巨大威胁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 $3,950加还是不加？“K 型经济” 下央行的艰难抉择–美联储的 “困境”美元强势回归？对冲基金持续买入，机构高呼：2022 年 “爆炸性上涨” 或将重演！曝英伟达 4 芯片 Rubin Ultra“发布仅三个月后就遭取消” 引热议，SemiAnalysis 称 “英伟达份额正被侵蚀”SG Morning Brief | Dow Tops 52K, Nasdaq Snaps 5-Day Skid as Tech Roars Back; Supreme Court Shields Fed5:4！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