On June 30th, Tencent spent approximately HKD 501 million to repurchase 1.174 million sharesOn June 30th, XIAOMI-W spent approximately HKD 97.3749 million to repurchase 4.5 million sharesSemiAnalysis: The Ice and Fire of NVIDIA's Rubin PlatformUBTECH ROBOTICS Announces Pricing for Full-Size Ultra-Bionic Humanoid RobotsAmazon sued by Australian regulators over streaming contract issues大摩 Wilson：类比白银，半导体或正在经历最后狂欢日元 40 年新低背后：地缘、加息与特朗普施压令日本陷入政策死角A Tesla vehicle crashed into an outdoor dining area of a café in California, USA, resulting in 1 death and 5 injuriesThe UK plans to dismantle the payment barriers of Apple and Google, as the "app store tax" faces another blowHorizon Robotics HSD V2.0 Gets Major Upgrade; Meituan Debuts Open-Source Trillion-Param LLM LongCat-2.0 | Daily News RecapSecures KRW 450 Billion AI Server MLCC Mega Deal! Samsung Electro-Mechanics Signs Contract with Global Tech Giant高盛警告：三星 +SK 海力士权重再升 1%，外资将撤出 20 亿美元Behind the US stock market frenzy: Exhausted underlying savings, retail investors entering the market crazily, where does the trillion-dollar funding come from?NVIDIA Jetson will land on the lunar orbit for the first time to achieve real-time AI data processing in lunar orbit特斯拉加速量产，中国厂商集体抢跑，人形机器人的 “电车时刻” 要来了？Understanding the Market | Tencent rose over 3% in the closing session, WeChat Agent gray testing has begun, institutions are optimistic about WeChat's entry value in the AI eraAsian Refiners Rarely Sell Middle Eastern Crude to the U.S., Signaling a Quiet Shift in Crude Oil Trade FlowsGoldman Sachs: Expects oil prices to reach $80 per barrel in the fourth quarter of this year, continues to be optimistic about the markets in Japan, South Korea, Taiwan, and A-sharesAmazon's "burning money" faces scrutiny: $200 billion AI gamble backfires on free cash flow, July financial report may become a battleground for bulls and bears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%