WWDC26: The last Apple Worldwide Developers Conference attended by Cook as CEOSemiAnalysis Responds to Vera SOCAMM Controversy: Critics Did Not Visit SK Hynix Booth at ComputexUnderstanding the Market | Innovative drug concept stocks are under pressure across the board, with tightening liquidity directly suppressing sector valuations. Institutions indicate that the impact of the BINSA draft is more emotionalJensen Huang's visit to South Korea resulted in multiple significant collaborations, with NVIDIA fully laying out its plans for embodied intelligence and AI infrastructureDon't Blame the Non-Farm Employment Data for the Tech Stock DeclineWWDC Preview: Apple's AI Features May Reshape Application Ecosystem and Revenue LandscapeCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666South Korean stocks plunge 8% triggering circuit breaker; Samsung Electronics drops 10% at open; Taiwan Semiconductor falls 5.7%"You Should Be Happy!" Jensen Huang Backs AI: Finally a Chance to Buy at a Discount After the PlungeNVIDIA and LG Group Announce Joint Construction of AI Factories Covering Robotics, Data Centers, and Autonomous Driving内部选拔落地，邮储银行金融市场总监杨西琳任职资格获核准Filling the Zero-Risk Asset Anchor: Savings Bonds Enter Personal Pension PoolInternal Beta of AI Payment: WeChat Aims to Close a Key Link in the Agent EcosystemDaiwa: XPeng is expected to benefit from its robotics business, maintaining a buy rating on the stockNVIDIA and LG Group co-build an artificial intelligence factory to advance new businesses such as physical AIHong Kong Stock Midday Review | Hang Seng Index fell 1.18% in the morning session, KINGBOARD HLDG rose against the trendSecret Meetings, Executive Departures, and Betting on Google Gemini: Can the New Siri Redeem Tim Cook's Last Stand?What Does SpaceX's Sky-High Valuation Mean? It Requires 600-Fold Growth in Ten Years and a 50% Average Annual Revenue Growth RateReport: Moonshot AI Launches New Funding Round, Targeting $30 Billion Valuation, Sevenfold Increase in Six MonthsNVIDIA reaches a storage chip agreement, but SK Hynix and Samsung's stock prices are significantly under pressureUnderstanding the Market | 51WORLD rises nearly 12% as NVIDIA releases Cosmos 3, and the company's subsidiary 51Sim is expected to continue benefiting from industry developmentGlobal Banks Reach "Consensus": Layoffs Inevitable as AI Spreads, Especially in Middle Office and Entry-Level RolesAs Broadcom Plunges, an Investment Bank Drops a "Bombshell": Channel Checks Show Google TPU Shipments to Reach 35 Million Units by 2028, Far Exceeding Expectations!ETF Volatility | FL2CSOPGOLD drops over 6% as strong U.S. May non-farm data doubles Goldman Sachs' probability of Fed rate hike to 20%Understanding the Market | Gold stocks fell across the board as strong non-farm payrolls ignited interest rate hike expectations, with spot gold briefly dropping below USD 4,300How Long Will the US Stock Market Correction Last? How Much Retracement Can the US Government Tolerate?Understanding the Market | Copper stocks opened lower across the board as the probability of the Federal Reserve raising interest rates this year surged, constraining copper prices due to liquidity contractionHang Seng Index Opens 1.53% Lower, Hang Seng TECH Index Falls 2.43%. HUA HONG GRACE Drops Over 6%, LENOVO GROUP Falls Over 5%Sharp Declines in South Korean, Japanese, and Taiwanese Stocks; South Korean Market Plummets 8% Triggering Circuit Breaker; Samsung Electronics Drops 10% at Open; TSMC Falls 5.7%Bond Traders Bet: U.S. CPI to Surge This Week, Intensifying Pressure on the Fed to Raise RatesSG Morning Brief｜A $1 Trillion Chip Rout to Start the WeekThe AI frenzy triggers panic over a bubble in the US stock market! Goldman Sachs speaks out: Market enthusiasm is high, but there is still a distance from historical bubble extremesKey Events Next Week: SpaceX IPO, Apple WWDC, US and China Inflation DataBofA's Hartnett: Brace for the "June Storm" as US CPI Set to "Burst the Bubble"NVIDIA announced a collaboration with South Korea's SK Hynix, Naver, and Doosan to jointly build an artificial intelligence data centerNVIDIA and SK Hynix Announce Multi-Year Partnership to Secure Advanced Memory Supply; Jensen Huang States "Memory Shortage Will Persist for a Considerable Period"Zhitong Hong Kong Stock Early Knowledge | The People's Bank of China has increased its gold holdings for the 19th consecutive month, and sodium-ion battery energy storage is accelerating towards large-scale applicationNAVER adopts NVIDIA AI model to consolidate its leading position in the South Korean marketSouth Korea's Doosan Group deepens cooperation with NVIDIA in the fields of artificial intelligence factories and roboticsNVIDIA signs a multi-year cooperation agreement with SK Hynix to jointly develop the next generation of chipsGuolian Minsheng Securities: What is the risk of a pullback in the US stock market?Reminder: Key intraday events to watch (all times in Beijing time)Guotai Junan Securities: Optimistic about AI copper-clad laminates and core computing hardware, semiconductor equipment, and the Apple supply chainSouth Korean Bulls Seek "Protection": It’s Not About Exiting, But How to Continue Investing with a Safety NetSpaceX Plans to Raise Funds for "Space Data Centers" in IPO, Yet Leases Compute Power at Premium Prices to Alphabet and Anthropic! Netizens Debate: Why?Industrial Securities: How to view Black Friday in the US stock market? How does it affect the A-shares?Zhongtai Securities: How might expectations of tightening overseas liquidity affect A-shares?Whatever You Do, Don't "Ignore" Friday's Sharp DropGoldman Sachs Metals Head on Gold, Silver, Copper, and Aluminum: Gold and Silver Under Pressure, Copper at Risk, Aluminum Most Certain