招行详解大模型账本：日均烧 330 亿 Token 强调 “投 20 赚 100”Is a Mobile AI Explosion Imminent? CHINA TELECOM Steps Up Investment in 5G-A x AI High-Uplink Network ConstructionGoldman Sachs: Xiaomi Corporation-W enters a period of rich catalysts and potential turning point opportunities in the third quarter, reiterating a "Buy" rating为什么 AI 值得更大的泡沫“1/6 的价格，打爆美国 AI 护城河”——智谱开源模型 GLM 5.2 震动硅谷Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.芯片、电费、工资全面涨价——AI 基建热潮正在制造第三波通胀QCOM (Trans): From chipmaker to platform solutions co高盛：美光炸裂财报表明，存储上行周期仍在加速Understanding the Market | Alibaba-W fell over 5% in the afternoon, hitting a new low for the year, with a total market value dropping below HKD 2 trillion“电子大米” 变 “电子黄金”？MLCC 价格狂飙：高端产品年内涨价 3 至 5 倍，现货报价 30 分钟一变沃什重创"美元贬值交易"！黄金崩了，比特币重挫，芯片狂欢还能撑多久？TCOM (Trans): Aims to serve 10x inbound travelers within 5 yrsTCOM: One More Leg Down Before the Reg. Hammer Falls?I Correctly Predicted Alphabet Would Join the Dow Jones Industrial Average in June. Here's What the Index Shake-Up Means for Investors.华尔街最担心的问题，美光给出了答案Better Buy After the Chip Sell-Off: Nvidia or AMD?Reminder: Key Events to Watch During the Day (All Times in Beijing Time)瑞银发现：60% 已开始控制 AI 支出，企业转向低成本模型与开源中国模型美银警告：半导体驱动下，纳斯达克已达” 泡沫临界点”Q3 存储涨幅超预期，HBM 盈利能力明年追上通用 DRAM，野村接连上调海力士和三星目标价Google partners with MediaTek as short-term noise; Broadcom, "standing in the light," is transitioning from the shadow of TPU to becoming a full-stack seller in the "AI factory" level英特尔背书，AI 芯片新秀 SambaNova 估值或达百亿，四个月内暴涨五倍“亚洲版 SpaceX”–高盛解读 “亚洲太空经济全景”MU: On a Tear. From Downcycle to Super Growth?Apple collaborates with AAC TECH to showcase at the Chain Expo, debuting a 15-micron precision + AI fully closed-loop production linePrudential: Expects the Federal Reserve's hawkish stance to further strengthen, with the first interest rate hike expected this fallMU (Trans): Supply tightness to last through 2027AI Siri integration, pricing resilience of iPhone 18, and the resonance of the foldable screen cycle set the stage for Apple's new growth curveIntelligent AI ignites demand for independent CPU racks! UBS significantly raises target prices for AMD and Arm, Intel's roadmap faces challenges卖飞美光的 “印度巴菲特”：拿了六年，2023 年清仓后，股价涨了 15 倍科济药业拿下全球首款实体瘤 CAR-T ，一针 99 万迎商业化大考美股狂飙，美元为何没跟上？康宁推出玻璃光学互连技术，剑指 CPO 市场AI "power shortage" ignites virtual power plants! Sunrun partners with Tesla to establish a 16GW power plant, with stock prices soaring by 31% at one point铠侠财报里的 “存储超级周期”：苹果订单暴增、原料库存激增，整条产业链都在抢先布局Anthropic siphons off Google's top talent! After another breach in the AI talent defense line, Google's ambitions in AI face market skepticismMicron Technology's Q3 performance exploded, with revenue increasing more than threefold and a gross margin of 84.9%, crushing Nvidia and Meta to top the tech circleStocks to watch: OUE Reit, OUE Ltd, Frasers Property, Vicom, UOBSG 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