SG Morning Brief | Micron Blowout Sends Nasdaq Futures Up, Oil Hits $70; Core PCE Today英伟达、SpaceX 带头发巨债，美国投资级债券发行量 6 月创纪录财报炸裂！美光让空头闭嘴霍尔木兹海峡重开，原油供给飙升，特朗普明确表态 “不接受任何航运费用”早餐 | 微软领跌科技巨头，美光绩后盘后大涨 16%黄仁勋英伟达股东大会释放重磅信号：AI 工厂时代来临，智能体重塑计算格局Hong Kong Stock Concept Tracking | Apple’s foldable iPhone is set to begin mass production at the end of July, and the industry chain is expected to welcome a rapid development turning point (with related concept stocks)早餐 FM-Radio | 2026 年 6 月 25 日High Oil Prices Erode US Consumer Purchasing Power; Amazon Prime Day Starts Softly with 16% Drop in Household SpendingThe National Transportation Safety Board is investigating a fatal Tesla crash高通全面进军 AI 数据中心：Meta 签多代 CPU 大单、微软部署 HBC 芯片，料到 2029 年业务收入 150 亿手握千亿美元保底长单！美光电话会：内存已成 AI 时代战略资产，看不清供应何时才能赶上需求（附问答全文）Fed Stress Test: 32 Banks Can Withstand $708 Billion in Losses, but Results No Longer Affect Capital RequirementsStandard Chartered: US economic "exceptionalism" may support a stronger dollarJune 25th External Market Headlines: Micron Technology's stock price surged, revenue quadrupled, two AI experts from Google joined Anthropic, and major U.S. banks passed stress testsMicron: Expects Memory Chip Supply Shortages to Persist Beyond Fiscal 2027, With Gradual Improvement in 2028. Still "Cannot See" When Supply Will Catch Up with DemandTop 20 U.S. stock trading volumes on June 25: Micron Technology surged after hours with revenue quadrupling and gross margin jumping to nearly 85%美光季报炸裂！营收增超三倍、净利增近 14 倍，料 AI 存储供应紧张持续至 2027 年后 | 财报见闻On June 25th, most popular Chinese concept stocks fell, with Alibaba, Baidu, and JD.com dropping over 2%, and NetEase and Youdao falling over 8%Micron Tech forecasts Q4 adjusted revenue of $49 billion to $51 billion, beating analyst estimates of $43.24 billion; Q3 adjusted gross margin hits 84.9%, above the expected 81.9%谷歌 AI 人才外流压力加剧：再失两名核心研究员转投 AnthropicQualcomm secures Meta data center processor order, achieving breakthrough in AI hardware businessWTI 原油失守 70 美元：地缘溢价彻底清零，通胀与加息预期形成 “双杀”比特币跌破 6 万！AI 吸走资金、散户缺席，华尔街接管市场后，谁来接住暴跌？Qualcomm: To Launch Data Center CPU in Mid-2028Two More Key Google AI Employees May Depart for Anthropic黄金盘中跌 3.6% 破 4000 美元，期银大跌 10%，三年金银牛市戛然而止？JP Morgan lowers Tesla's second-quarter vehicle delivery forecastBitcoin Falls About 5% to $59,023.10, Hitting Lowest Level Since October 2024; Retail Investor Exodus Exposes New Market VulnerabilitiesAmerican Express Keeps Saying the Affluent Consumer Is Fine. Should Investors Trust It?After Google entered the Dow Jones, the style of the Dow Jones is increasingly approaching that of the NASDAQAdobe: Amazon Prime Day helps create the largest online shopping day of the year so far“锂的时代” 开始松动？宁德时代：钠电池今年将进入至少一万辆电动车Apple's collaboration with Intel on chips is strategically logical, but mass production is still years awayShould You Forget Tesla and Buy SpaceX Instead?Google 开卖 TPU，大厂想要靠 AI 芯片生产 “低价 token”2008 年狂赚 900% 的 “大空头” 回来了，这次他瞄准了美国保险公司，甚至包括伯克希尔……算力争夺战升级：OpenAI 绕开英伟达、携手博通打造专属推理芯片，成本降低约 50%OpenAI and Broadcom Release AI Chips Aimed at Running Models Faster and More Cost-Effectively贝森特：伊朗谈判纳入美元结算要求，经济增长有望年内重返 3%On June 24th, Li Auto-W spent HKD 220 million to repurchase 4.4685 million sharesMeta and Microsoft lead the way, driving data center leasing commitments to exceed $850 billion曾毓群给固态电池泼了盆冷水SK 海力士赴美挂牌拟融资 294 亿美元，创 ADR 发行规模历史纪录Amazon Fell Behind on AI. Can It Stage a Comeback?美光财报今夜揭晓：AI 交易临界点逼近，存储龙头能否延续超级周期？Tech Stock Direction May Be Decided Here! Nomura: Micron Earnings Are Replacing the Fed as the Biggest Short-Term Market VariableBessent Criticizes Fed Dot Plot, Says He Used to Trade Against It