HBM 竞赛升级！美光日本 90 亿美元扩建项目开工，预计 2028 年出货Undeterred by Pullback! UBS Raises SK Hynix Price Target, Predicts "Three Major Catalysts" AheadRivian Just Raised Its 2026 Outlook While Tesla Stock Stumbled. Is the Electric Vehicle Underdog Finally a Buy?ChatGPT-Maker OpenAI Is Headed for a $1 Trillion IPO. The Biggest Winner Could Be Microsoft Stock.JPMorgan Chase Just Authorized a $50 Billion Buyback and Raised Its Dividend. Is the Stock a Buy Near Record Highs?If You'd Put $10,000 Into Intel Stock at the Start of 2026, Here's How Much You'd Have TodayApple Is Reportedly Planning 5 New iPhones -- Including a $2,500 Foldable. Here's What It Means for the Stock.AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)NVIDIA will take a share of revenue from some customers' cloud businesses韩国存储扩产、Meta 出租算力–野村谈 “存储两大利空”苹果 AI 功能未能引爆换机潮，瑞银调查显示用户升级意愿持续下滑高盛：美股 AI 上涨力竭，下半年布局防御板块，看好医疗、欧洲防务当 AI 账单失控，模型路由器成为企业降本新宠AI 算力成本节节攀升，GPU 价格"像石油一样"随供需起伏MiniMax 高盛电话会：对今年 10 亿美元 ARR 充满信心，模型优势在 “组织敏捷性”，与国产芯片高度集成豆包、千问：将下线智能体功能黄金如今又看美联储的脸色了From Tesla and Meta Platforms to Anthropic, Samsung Electronics' Foundry Order Backlog Reaches 50 Trillion South Korean WonTesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.Chip Stocks Stumble as Gold and Bitcoin Rally早餐 FM-Radio | 2026 年 7 月 4 日Musk restricts Tesla employees' AI spendingEmerging Market Assets Rally Across the Board, Boosted by AI Frenzy and Optimistic Fed ExpectationsChilean Lithium Giant Plans 70% Production Expansion! Novandino Sets Annual Lithium Output Target at Up to 470,000 TonnesApple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?Gold Poised to End Four-Week Losing Streak! But Analysts Say Three Conditions Are Needed for a Sustained RecoveryCooling Fed Rate Hike Expectations Weaken Dollar, Latin American Assets Stage a RallyOPEC 6 月产量暴增 234 万桶/日，原油市场重回 “供应过剩” 交易Market Misjudgment? Report: Taiwan Semiconductor's First-Gen CoPoS May Not Use Glass Substrates, and Glass Interposers Were Never ConsideredMeet the Major Artificial Intelligence (AI) CPU Player That Just Joined Nvidia, Tesla, and Palantir as One of the Most Popular Stocks on Robinhood韩国股市杠杆失控：450 亿美元资金狂飙，SK 海力士单只 ETF 规模碾压美股科技巨头摩根大通警告：若美联储提前加息，金价可能再次跌破 4000 甚至测试 3500-3600Upgrade Cycle Narrative Stumbles: UBS Survey Shows Apple AI Features Fail to Ignite Replacement WaveCurrent Situation in the Eyes of French Economists: Potential Policy Divergence Between the Fed and the ECB14 万级 SUV，扛起小鹏出海重任Meta Is Reportedly Building a Cloud Business to Rival Amazon and Microsoft -- and a Way to Make Its Massive AI Bet Pay Off二手豪车价格坍塌，“奔驰们” 保值神话碎了？Citi: As Hormuz Risks Fade, Oil Prices Could Fall Toward $60Eurozone Economy "Stops Declining" in June: Composite PMI Returns to 50, German Data Unexpectedly "Saves the Day"美股遭遇近四个月最大单周资金流出，美银 Hartnett：” 卖出信号” 仍在闪烁Guotai Haitong Kicks Off Financial Sector’s H1 Performance Forecasts: Non-GAAP Net Profit Surges Over 164%, Hitting an ATH!On July 2nd, Alibaba-W spent approximately USD 49.9931 million to repurchase 4.1616 million shares美股新财季开启，AI 牛市迎来最大考验：盈利能否兑现？从被动存储到主动执行 NAS 即将进入下一场战争On July 2nd, Li Auto-W spent USD 7.1693 million to repurchase 1.1838 million shares微软砸下 25 亿美元、调配 6000 名专家，押注 “前线部署 + 持续优化” 企业 AI 模式On July 3rd, Tencent Holdings Limited spent approximately HKD 501 million to repurchase 1.149 million shares