The new cooperation agreement has been established, and Amazon may pay higher fees for using Anthropic technologyOn June 29th, Alibaba-W spent approximately USD 49.994 million to repurchase 4.2035 million sharesOn June 30th, Tencent spent approximately HKD 501 million to repurchase 1.174 million sharesOn June 30th, XIAOMI-W spent approximately HKD 97.3749 million to repurchase 4.5 million sharesSemiAnalysis: The Ice and Fire of NVIDIA's Rubin PlatformUBTECH ROBOTICS Announces Pricing for Full-Size Ultra-Bionic Humanoid RobotsAmazon sued by Australian regulators over streaming contract issues大摩 Wilson：类比白银，半导体或正在经历最后狂欢日元 40 年新低背后：地缘、加息与特朗普施压令日本陷入政策死角A Tesla vehicle crashed into an outdoor dining area of a café in California, USA, resulting in 1 death and 5 injuriesThe UK plans to dismantle the payment barriers of Apple and Google, as the "app store tax" faces another blowHorizon Robotics HSD V2.0 Gets Major Upgrade; Meituan Debuts Open-Source Trillion-Param LLM LongCat-2.0 | Daily News RecapSecures KRW 450 Billion AI Server MLCC Mega Deal! Samsung Electro-Mechanics Signs Contract with Global Tech Giant高盛警告：三星 +SK 海力士权重再升 1%，外资将撤出 20 亿美元Behind the US stock market frenzy: Exhausted underlying savings, retail investors entering the market crazily, where does the trillion-dollar funding come from?NVIDIA Jetson will land on the lunar orbit for the first time to achieve real-time AI data processing in lunar orbit特斯拉加速量产，中国厂商集体抢跑，人形机器人的 “电车时刻” 要来了？Understanding the Market | Tencent rose over 3% in the closing session, WeChat Agent gray testing has begun, institutions are optimistic about WeChat's entry value in the AI eraAsian Refiners Rarely Sell Middle Eastern Crude to the U.S., Signaling a Quiet Shift in Crude Oil Trade FlowsGoldman Sachs: Expects oil prices to reach $80 per barrel in the fourth quarter of this year, continues to be optimistic about the markets in Japan, South Korea, Taiwan, and A-sharesAmazon's "burning money" faces scrutiny: $200 billion AI gamble backfires on free cash flow, July financial report may become a battleground for bulls and bears失守 4000 关口！黄金月内累计跌超 12%，高盛：牛市还没完ETF Abnormal Movement | Southern Double Long Tesla has risen over 14%, with Tesla's Q2 delivery expectation at 406,000 units, a quarter-on-quarter increase of 12%杠杆下的科技牛市：杠杆链条逼近极限，韩国或成为场系统性风险新震源DA Davidson: The market is seriously "mispricing" the AI cycle, with Microsoft more deserving of the "AI crown" than Google本末动力通过港交所聆讯，专注机器人动力模块韩国 800 万亿韩元砸存储，影响有多大？LUXSHARE-ICT Officially Launches H Share Global Offering, Raising Up to $3.1 Billion, with Listing Expected on July 9Rubin 缩水背后，英伟达的 CUDA 神话正在松动美银中国机构调研：对中概互联网低迷 “感到无力”，对 AI 模型 “尚难判断赢家”，字节是巨大威胁Goldman Sachs June DRAM Survey: Significantly Raises HBM Price Forecast for 2027Understanding the Market | Gold stocks lead the decline as high interest rate expectations and a strong dollar suppress gold prices, with spot gold briefly falling below $3,950加还是不加？“K 型经济” 下央行的艰难抉择–美联储的 “困境”美元强势回归？对冲基金持续买入，机构高呼：2022 年 “爆炸性上涨” 或将重演！曝英伟达 4 芯片 Rubin Ultra“发布仅三个月后就遭取消” 引热议，SemiAnalysis 称 “英伟达份额正被侵蚀”SG Morning Brief | Dow Tops 52K, Nasdaq Snaps 5-Day Skid as Tech Roars Back; Supreme Court Shields Fed5:4！美国高院 “独保” 美联储，最大赢家是沃什CITIC Securities China Theme 2026 Second Half Investment Outlook: Global Pricing of High-Quality Chinese AssetsMorgan Stanley raises TSMC target price中国企业开始签存储长约！腾讯被曝与长鑫存储签下超 200 亿长协大单市场热议 “隔夜逆回购首秀”：3000 亿却未披露价格，央行什么想法？Zhitong Hong Kong Stock Early Knowledge | The "14th Five-Year" Carbon Peak Action Plan has been approved, and the world's hottest storage ETF includes GIGADEVICEBreakfast | June 30, 2026科技股力撑美股反弹，标普纳指终结五连跌，谷歌涨 5%，油价反弹，日元跌至 40 年低位早餐 | 科技股力撑美股反弹，标普纳指终结五连跌！Australia sues Amazon's subsidiary over alleged violations regarding Prime Video advertisementsApple's "India Dream" suffers a heavy blow: core supplier hacked, iPhone 18 Pro confidential documents posted on the dark webReminder: Key Focus for the Day (All Times in Beijing Time)