Guotai Junan Securities: The European and Japanese central banks will welcome their first interest rate hike of the year, focusing on the marginal tightening of global liquiditySK Group and Taiwan Semiconductor's chairman agreed to deepen cooperation in the fields of HBM and advanced packagingBreakfast | June 4, 2026Reminder: Key intraday events to watch (all times in Beijing Time)NVIDIA helps another stock 'fly high': Navitas Semiconductor surges 24% in pre-market trading, betting on the 800V AI power revolutionBroadcom's Q2 Revenue Surges 48% to a New High, Beating Expectations; AI Revenue Guidance Disappoints, Sending Shares Down Over 10% in After-Hours Trading | Earnings WatchIntel has just given traders a new reason to reignite their enthusiasmConfirmed! SpaceX to List on June 12, Issue Size 555.6 Million Shares, Issue Price $135SpaceX Sets IPO in the United States Share Offering Size at 555.6 Million Shares, Issue Price at $135, to Raise $75 BillionBroadcom's Adjusted Net Revenue in the Second Fiscal Quarter Reached $22.19 Billion, Beating Analyst Expectations of $22.13 Billion. Third Fiscal Quarter Revenue Forecast at Approximately $29.4 Billion, Exceeding Analyst Expectations of $28.61 BillionApple's smart glasses have been postponed to 2029, while the display-less AI glasses will still be launched in 2027Google Launches AI-Powered Personalized Story App Dreambeans, Exclusive to Ultra SubscribersFed No. 3 Williams: Unclear Interest Rate Path, Policy Currently at Appropriate LevelMeta launches commercial AI intelligent body services globallyGlobal Surge in AI Data Center Power Consumption: IREN Signs 800MW Transmission Agreement in AustraliaTrump's "Inner Circle" Getting Rich Together? White House Officials Reportedly Hold Tens of Millions in SpaceX Shares Ahead of IPOIntel officially released the 18A Xeon 6+ chip and rack-level AI strategy, and the stock price surged over 6%No Longer Reliant on the US! EU Unveils Strongest "Tech Sovereignty" Plan, Targeting Chips, AI, and Cloud ComputingMeta is promoting artificial intelligence agent products to enterprises, which is its latest initiative to reduce reliance on advertising revenue and achieve diversification in incomeAlphabet, Google's Parent Company: Gemini 3.5 Pro Expected to Launch in JuneMeta launches AI "Business Agent" for enterprises aimed at automating daily operationsApple is making a move in Berlin ahead of the Worldwide Developers Conference: the first developer center in Europe is about to be unveiled, deepening the ecological moatGlobal Headlines to Know Before U.S. Market Open on WednesdayU.S. Stock Market Outlook | Three Major Index Futures Mixed, May "Small Non-Farm" Hits 16-Month HighWhy Is the Memory Chip Shortage So Hard to Fill? Morgan Stanley: Cleanroom Shortages + Lithography Machine Capacity Constraints Limit ExpansionUS ADP Employment Increases by 122,000 in May, Marking a 16-Month HighThe Shanghai factory is approaching the delivery of 86,000 vehicles! Tesla launched new incentives in May, with sales surging 40%, leading the recovery of the electric vehicle market in ChinaJensen Huang Urges Global Wealthy Families to Invest in AI: Returns Are "Insanely Substantial," and Skeptics Are the "Crazy" Ones!Don't Just Focus on AI Trades! Friday's Non-Farm Payrolls Could Be a "Bomb"On June 3rd, XIAOMI-W spent approximately HKD 100 million to repurchase 3.5 million sharesZhihu Posts Q1 2026 Netback of RMB 17.16 Million, Driven by Paid Content and IP OperationsApple's orders materialize, Intel's transformation receives key supportThe Cost of SpaceX's AI Transformation: From the Most Profitable Aerospace Company to a Capital Black HoleMarvell Tech pre-market rises another 10%, NVIDIA CEO calls it "the next trillion-dollar company"On June 3rd, Li Auto-W spent HKD 39.2666 million to repurchase 664,000 sharesApple agrees to submit financial data for its operations in India in the long-delayed antitrust casePOP MART's "Second Boss" Duan Yongping Increases Stake Again, Holding Ratio Surpasses 6%AI Hyperconnected Era: Racing to 'Light'?Bank of America: NVIDIA's Vera CPU sales are expected to reach $20 billion in the second half of fiscal year 2027On June 3rd, Tencent spent approximately HKD 127 million to repurchase 275,500 sharesThe $80 billion share issuance by Google's parent company marks an unprecedented market phase for Wall StreetDuan 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'