Duan Yongping Increases Stake in POP MART H-Shares Again, Raising Holding to 6.04%AI Is Like a Religion, and Apple Is a 'Staunch Atheist'OECD: Downgrades 2026 Global Growth Forecast to 2.8%; Prolonged Iran War Could Reverse Rate Cut ExpectationsCitigroup: Focus on the launch time of Tencent's WeChat AI intelligent body, increase buybacks to highlight confidence, reiterate "Buy" ratingCiti: Expects TONGCHENGTRAVEL to benefit from potential close collaboration with Tencent WeChat AI, reiterates "Buy" ratingAmazon Prime membership lands in South Africa, with a monthly fee of less than 4 dollarsUS Stocks Surge 16% in Two Months: A Rare Historical Occurrence Last Seen Before the 1987 Market CrashWhy did Berkshire buy in at this time? Financing $80 billion to bet on AI, is it worth buying Google after the pullback?AI Names Rush to IPO; MRVL Surges as Compute Demand Runs Hot | Daily News RecapBank of America Securities: Expects Tencent Holdings' WeChat AI Agent to undergo full public testing as early as the fourth quarter, optimistic about the timeline of three major catalystsMeta challenges the EU DMA legislation and partially wins: The gatekeeper designation for Marketplace is overturned, but Messenger remains constrainedHong Kong Stock Market Closing Review: The Hang Seng Index closed down for the day, with tech stocks generally under pressureThe UK plans to introduce new Google search regulations allowing publishers to refuse content for AI trainingAlexander Wang aims to revive Meta's artificial intelligence advantageUSD/JPY Dives in Short Term, Down 0.14% Intraday; Japanese Prime Minister Sanae Takaichi States Readiness to Take Appropriate Measures on Exchange Rates as NeededMorgan Stanley: Reiterates "Overweight" rating on XPENG-W with a target price of HKD 96Visualizing Musk's Wealth: $3.6 Million Per Hour, Net Worth Exceeding the GDP of 125 Countries, and 11 Million Years of Work for an Average PersonIs Alphabet's $80 Billion Stock Sale a Turning Point? Tech Giants Shift AI Financing from Debt to Equity韩股上看 12000 点、日经 225 年底冲 70000 点！华尔街大行批量看多日韩股市AI Data Centers Can't Wait for the Grid or Gas Turbines: SOFCs Shift from "Backup" to StandardIs $780 Billion the Fair Valuation? SpaceX Faces Fresh Heavy Scrutiny After Being Blacklisted by a Danish FundUnderstanding the Market | Gold stocks collectively declined, spot gold fell below $4,470, and market concerns about the Federal Reserve's interest rate hike remain unresolvedUK regulators strengthen scrutiny of Google and introduce new regulations for digital market competitionComputex Reveals Three Key Signals: NVIDIA Confirms Sufficient Taiwan Semiconductor Capacity, AI PC Chips Debut Jointly, Supply-Demand Imbalance to Persist Through 2027Curry Joins LI NING: Who Is Anticipating the Next Jordan?Facing Strong Employee Backlash, Meta Platforms Forced to Scale Back Its Plan to "Smelt" Employees$1.5 Trillion in “Dark Output”: SemiAnalysis Says AI Is Creating Wealth Invisible to GDPGoogle issues 80 billion to invest in AI, which companies will benefit?Goldman Sachs CEO: In Our Era, Greed Far Outweighs Fear, and Capital Is Readily AvailableUnderstanding the Market | Tencent Holdings fell over 4% as Tencent Cloud reduced the prices of the DeepSeek-V4 series models, with the maximum decrease reaching 97.5%Understanding the Market | INNOSCIENCE rises over 10% as the company has entered the HVDC supply system of several international leading clients including NVIDIAPrysm: The market may underestimate inflation risks, increasing allocation to large U.S. stocks to capture AI investment opportunitiesWeChat will launch an AI intelligent entity? Tencent representatives respond: It is currently uncertain when it will be launchedCITIC International: Upgraded Meituan-W rating to "Buy" with target price raised to HKD 110Following Goldman Sachs, Citigroup Also Bullish on Japanese Stocks: Short-Term Peak Possible, Strong Medium-to-Long-Term Potential, Nikkei Could Hit 70,000 by Year-End!The leading nuclear fuel producer in the United States announces expansion, and U.S. uranium mining stocks surge in responseUnderstanding the Market | US Enriched Uranium Plant Announces Major Expansion, CNNC International and CGN MINING Rise Over 7%From 12 milliseconds to 20 seconds! Microsoft releases the next-generation quantum chip "Majorana 2," aiming for commercial use in 2029International oil prices once rose more than 2% as the US military stated Iran launched attacks across the entire Middle EastA Single Sentence Worth $60 Billion! US Retail Investors Debate: Follow Jensen Huang or Trump?Redemption Wave Persists in Q2! Top Private Credit Firm Imposes Redemption Limits AgainSG Morning Brief | S&P Tops 7,600 as Marvell Surges 33%, SOX Jumps 6%; Broadcom Reports TonightCICC: Tesla's global expansion of FSD may accelerate the increase in global smart driving penetration rateAI Leads Market Rally, Marvell Tech Jumps Over 14% in After-Hours Trading, Gold Rises 1%, Aluminum Hits Four-Year High, Bitcoin Falls Below $70,000Microsoft Build in Full Swing: Web IQ Aims to Be the Bing for Agent Search, Quantum Chip Upgrade Targets Practicality by 2029, and 'Lobster' Comes to Windows PCsReport: EU's €20 Billion AI Data Center Plan Stalled by Delays and Funding IssuesForeign-Owned Public Funds Increase Capital Again as Cost-Effectiveness of Chinese Assets Attracts Global CapitalReminder: Key Events to Watch During the Day (All Times in Beijing Time)