Reminder: Please pay close attention to the following (all in Beijing time)After a surge of 180%, is POP MART's valuation too high?Hong Kong Stock Midday Review: Hang Seng Index rose 0.2%, stablecoin concept surged stronglyCitigroup: China's exports show resilience again, expected to continue in the second half of the year, with import growth reflecting a stabilization in domestic demandGrok enters the government market! The U.S. Department of Defense signs high-value contracts with Google, xAI, and three other giants"Anti-involution" constitutes a "directional" benefit for China's banking industry, JP Morgan: In 2016, supply-side reform nearly doubled bank stocks, but this time it will be more moderateTesla announces the price of Model Y in the Indian marketAI "Battle of the Gods": In the face of "Stargate," Zuckerberg aims to build "Prometheus"With the Japanese Senate elections approaching, Nomura states that "this possibility is increasing": the Prime Minister's resignation and stalled Japan-U.S. negotiations, Japan faces tax increasesThe S&P 500 index constituents are adjusted again, but Robinhood still hasn't made it inJensen Huang: The U.S. government has approved export licenses and will begin selling H20 chips to the Chinese market. (CCTV News)China's GDP grew by 5.3% year-on-year in the first half of the yearNational Bureau of Statistics: In the first half of the year, the national economy faced challenges but showed stability and improvementFederal Reserve Governor Waller's reserve forecast questioned, Wall Street warns of liquidity crisisPalantir, The Trade Desk, Tilray, Sonnet Biotherapeutics, And Tesla: Why These 5 Stocks Are On Investors' Radars TodayAs Bitcoin hits a new high, cryptocurrency asset management giant Grayscale applies for a U.S. IPOThe New Browser Wars: Alphabet's Distribution Dominance Is an AI MoatClues of "anti-involution" in financial data1 Thing That Matters Most for Tesla Stock InvestorsJensen Huang will meet with the media on July 16Will Nvidia Soar After Reaching $4 Trillion? History Offers a Strikingly Clear Answer.1 Unstoppable Stock That Could Join Nvidia, Microsoft, Apple, Amazon, and Alphabet in the $2 Trillion Club Before 2028UBS states that Tesla's stock is still overvalued, and the fundamentals of its automotive business are deterioratingTesla, X, McDonald's Share Their Lore Stories: Social Media User With 26K Followers Gets 1 Billion ViewsMorgan Stanley: Builders offer mortgage discounts as U.S. home prices remain highTariff "Inflation Bomb" Countdown: US June CPI May Accelerate Rise as Trump and Federal Reserve Intensify Game of ChessBreakfast | US stocks slightly rose on Monday as investors await today's US CPI and bank earningsThe economist survey in the first half of the year shows: Economic expectations improved in the second quarter, and the asset allocation value of China continues to riseTrump restarts the tariff stick, but the market is "unmoved"; US stocks and bond markets perform strongly in the first half of the yearContinue to attack Powell! Trump criticizes him as "stupid" and calls for interest rates to be lowered to 1%Will Nvidia Announce Something Big on July 16?Microsoft: Next Stop $600 or Has the Growth Stock Run Up Too Far, Too Fast?Mark Zuckerberg stated that Meta is building a 5GW artificial intelligence data centerThe Mexican ETF listed in the U.S. fell after hours, as the Trump administration imposed a 17% anti-dumping duty on Mexican tomatoesU.S. banking regulators release a blue paper, allowing lending institutions to engage in crypto assets more flexiblyThe must-read list for U.S. stock traders on social media adds a new member, as Trump's "Housing Authority" director's post stirs the marketMeta will invest hundreds of billions of dollars to build the world's largest data center, with a "supercluster" capacity potentially exceeding 1 gigawattTrump will announce a $70 billion investment in AI and energy, with executives from companies like BlackRock attending the eventCompeting for the next Federal Reserve Chair! Report: White House National Economic Council Director Hassett's odds increaseNebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: AnalystWhat Does the Market Think About NVIDIA?Trump discussed the impact of his speech on the market, stating that Bessent calmed market sentimentTrump: I went on television, shocking the market; Treasury Secretary Basant has calmed the market down, which is a good thing