After the Shanghai Composite Index falls below 4,000 points, where will it go? Xingzheng Strategy: Keep a close eye on TSMC's July financial report and North American cloud manufacturers' CapexCould SpaceX's Starmind Make Amazon's, Microsoft's, and Google's Cloud Businesses Obsolete? Here's What Investors Need to Know.$1,000 in Nvidia vs. $1,000 in Broadcom: Which AI Chip Bet Paid Off More?Apple Sues OpenAI; Musk Calls Altman a "Big Liar," Altman Retorts, "You're the One Pitching Space Data Centers"长鑫 IPO 在即，长存 “拍马追赶”Apple Inc. officially sued OpenAI, accusing it of stealing trade secretsNew Progress in YMTC's IPO! CSRC Discloses First Phase of Listing Coaching, Coaching Team Announced机构实地调研：台积电赢了现在的 CPO，三星在押注下一场翰森制药的出海，不靠声量Samsung Electronics Advances Start of Production for First Yongin Chip Plant to 2029, 1-2 Years Ahead of Schedule美银 Hartnett：日本银行股是 “全球避险情绪领先指标”，下半年有 “四大逆向交易机会”财报季、沃什和美国通胀–美联储和市场将走向何方？下周 “初见端倪”！3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year全球市场步入 “动荡之夏”：警惕美联储变局、日元危机和财报季大考CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business PlanKNOWLEDGE ATLAS Founder Tang Jie Issues Internal Letter: Launching "Touch High" Plan, "Failure to Reach the Summit Is Failure"Amazon Has Underperformed in 2026. Is the Stock a Bargain Now?If You'd Invested $10,000 in Nvidia 10 Years Ago, Here's How Much You'd Have Today. Spoiler Alert: The Answer Is Mind-Boggling.阿里合计持股长鑫科技近 5%，超过董事长朱一鸣过去两年规模几乎翻倍，美国 ETF“火的发烫”If You Have $1,000 to Invest in EV Stocks, Should It Go to Tesla or Rivian?1 个月上涨 25% 后，美国生物医药板块周五重挫MUYUAN Forecasts H1 Loss of RMB 5.7–6.7 Billion; Cost Reduction and Slaughter Business Provide Buffer中美一样的困惑：硅碳能从分化到共赢吗？US Stocks Are in a State of "Extreme Fragility" as Earnings Season Kicks Off重回 AI 一线？Meta 单周大涨 15%科技股续撑纳指三连阳，SK 海力士 ADR 首日大涨 13%，布油冲高转跌，黄金走 V 仍收跌AI 狂欢持续！SK 海力士创海外赴美最大 IPO，美股首秀收涨 13%Apple sues OpenAI and two former employees for stealing trade secretsTop 20 trading volumes in U.S. stocks on July 11: Meta achieves its best weekly performance since the beginning of 2024大摩泼冷水：芯片制造商定价权承压、AI 资本开支开始放缓、美股半导体 “明显超买”财相” 点名” 1.8 万亿 GPIF 引发日元脉冲跳涨，高盛泼冷水：不过是” 过度反应”Meta 内部 “K 型分裂” 加剧：精英拿千万年薪，普通员工沦为 “AI 饲料”美联储半年度报告：通胀今春进一步升温，AI 基建成推高通胀新因素，重申稳定价格承诺SK Hynix Considers 'Memory-as-a-Service' Model, Potentially Allowing Customers to Lease Chips Instead of Buying ThemAlphabet Is the Dow's Newest Member. This One Has Been Raising Its Dividend Since Before Google Existed.Are AI Fund Managers Superior? JPMorgan Chase Backtesting: Outperforms Classic Portfolio with Higher Annualized Returns and Lower VolatilitySK Hynix Opens at $170 on First Day of U.S. IPO, Above the $149 Issue Price per ADS; Raises Approximately $26.5 Billion by Issuing 177.9 Million ADSsIndependent research firm Hedgeye warns that Apple's stock price has a potential downside of 23%标普 500 被 “抛弃”！美股散户净流入跌至疫情后新低：不买大盘，只赌热点Morgan Stanley warns: Amazon's logistics expansion threatens UPS and FedExMeta outperforms the seven tech giants of the US stock market, boosted by favorable reports on AI computing powerGreg Abel Built a $31 Billion Berkshire Stake in Alphabet券商的 “芯” 宝藏Breaking Two Years of Silence! Analysts Raise European Stock Earnings Forecasts for 10 Consecutive Weeks, Fastest Pace Since 2024Wedbush: NVIDIA Vera CPU may become the next growth engineMeta plans to lease AI computing power, and Zuckerberg claims strong demand东方汇理资管姚远：股市最核心逻辑在 “中观”，AI 上半场助推涨价，下半场助推跌价