Understanding the Market | MEITUAN rises over 6% again, with a cumulative increase of over 20% this month. Citigroup points out that LongCat-2.0 open source is beneficial for competitive moatsYOFC Hong Kong Shares Surge 22% at Open; Morgan Stanley Upgrades Rating to OverweightApproaching parity within 5 years, surpassing terrestrial data centers within 10! This investment bank built a cost model for space data centersIntel and AMD "sacrifice PCs for servers": old chips return to new computers, AI PCs are neglected中国二季度 GDP 同比 4.3%，上半年同比增长 4.7%National Bureau of Statistics: Economic operation in the first half of the year is within a reasonable range, with new momentum growing rapidlyUnderstanding the Market | Tencent rose over 4% in early trading. Tencent officially launched the Hunyuan Hy3 large model earlier this month, expected to rank among the top tierUS Stock Premium Soars! SK Hynix's "US-Korea" Arbitrage Trade Unavailable Until July 29, Retail Investors ExcludedU.S. June CPI unexpectedly cools! The probability of the Federal Reserve raising interest rates in July is halved, and U.S. stocks may welcome a "timely rain."ETF Abnormal Movement | Korean stocks rise to circuit breaker, Southbound 2x Long SK Hynix rises over 15%, 2x Long Samsung Electronics rises over 8%Goldman Sachs Korea Top-Line Commentary: IBM's Plunge Validates Memory Shortage; Retail Investors Capitulate While Key Support Levels Hold; Institutions Believe Memory Capacity Expansion Will Be Moderate中金：通胀降温难掩 “预防式” 加息风险SG Morning Brief | CPI Plunges to 3.5%, SK Hynix Soars 27%, IBM Crashes 25%; Rate Hike Odds CollapseTwo Weeks After Predicting a "Meaningful Correction," Citadel's Chief Strategist Believes the Landscape Has Changed Completely and the Technical Adjustment Is "Basically Complete"Google's data center power puzzle accelerates completion! Collaborating with Cypress Creek Energy to build the largest solar project in the United States1.667 Billion Shares Allocated: Changxin Technology's Strategic Placement Lineup Is Star-StuddedUndeterred by Pullbacks, Barclays Believes: SK Hynix Can Double!Three-Day Losing Streak! SpaceX Teeters on the Brink of Break Issue Price as Stock Lifting Looms美国通胀降温，美股指全线反弹，SK 海力士 ADR 飙升 27%，IBM 暴跌 25%，美油闪跌早餐 | SK 海力士美股大涨 27%！IBM 大跌 25%In just three days! SK Hynix ADR's premium over Korean domestic stocks has expanded to 51%, with top institutions collectively bullish早餐 FM-Radio | 2026 年 7 月 15 日Zhitong Hong Kong Stock Early Knowledge | The CXO sector is expected to receive performance support, JOINN is expected to see a year-on-year increase of 884.9% in net profit attributable to the parent company in the first half of the year, reaching 1,377.4 millionApple Evaluates AI Model Compression Technology: 27-Billion-Parameter Large Models Can Run Directly on iPhone, Paving the Way for Siri UpgradeAnthropic Launches Teacher Edition of Claude, Stride Stock Under PressureSK Hynix ADR Premium Exceeds 50%, Surging 27% in a Single Day! Option Listing Stimulates Trading as Capital Bets on Short-Term GainsReminder: Key Events to Watch During the Day (All Times in Beijing Time)Bankruptcy Rumors Trigger 55% Plunge! Lucid Urgently Refutes: Rumors Completely False, Only Hired Consultants to Optimize OperationsIBM Plunges to Record Low; Goldman Sachs Warns: Shift in AI Capex May Confirm "Software Bear Market"Waller's Congressional Debut Signals New Policy Direction; "Fed Whisperer": Emphasizes Zero Tolerance for High Inflation but Offers No Hints on Rate PathCooling US Inflation Eases Fed Rate Hike Expectations, Latin American Assets Rise BroadlyOpenAI's First Hardware Product Revealed: Smart Speaker Planned for Next Year, but Apple Lawsuit May Disrupt Launch TimelineWeak US Inflation Data Boosts Emerging Market AssetsGold prices rise over 1.2% on US CPI inflation data release day, palladium up 4.1%Top 20 U.S. stock trading volumes on July 15: IBM issues earnings warning, stock price plummets over 25%Amazon and Microsoft lead the data center demand surge, operators seek billions in financingIt is reported that Taiwan Semiconductor plans to raise prices for mature processes, and Wedbush has sent a signal to investorsNon-US currencies broadly rise on US CPI release day, with NZD, NOK, and BRL leading gains of over 1%Swiss regulators investigate Android search settings, putting pressure on Google's stock priceKeyBanc downgrades Apple rating, concerned about its growth prospectsApple stock receives a rare bearish rating as KeyBanc expresses concerns over demand and valuation沃什国会听证首秀：即使特朗普批评也会按数据行动，6 月 CPI 降温不代表通胀 “任务完成”Accelerating Vehicle Iteration Makes It Increasingly Difficult for Automakers to Recoup CostsFormerly Promising "Tesla Challenger" Lucid Plummets Over 50%, Report Says Company Considering Bankruptcy or Privatization