AI 泡沫、利率，谁会成为终结美股这轮牛市的 “凶手”？今日起，半导体开启第二轮涨价潮Guangfa Securities: The market underestimates the potential of the collaboration between MediaTek and Google; orders from Broadcom and Qualcomm may be affectedKOSPI Index Drops Nearly 4% Intraday as South Korean Government Urgently Debunks Rumors of "Confiscating Chip Giants' Profits"Samsung HBM4E Yield Surpasses 70%, Seventh-Generation AI Memory Development Enters Stable Phase美股狂欢到极致，连最坚定的多头都开始防范 “夏季风暴”Breaking Industry Conventions! Report: SK Hynix Long-Term Agreement Prices Have "No Cap," Pricing Game Heats Up CompletelyLi Auto-W delivered 30,895 new vehicles in June, with a cumulative delivery exceeding 1.73 million vehiclesCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666Report: SK Hynix Signs Long-Term Supply Agreements with Customers Without Price Caps中国旺旺增收不增利，渠道换挡先压利润走出中国市场的低谷，耐克还需要几个赛季Anthropic 攻入微软腹地：Claude Tag 接入 Teams 揭开企业软件生态重构序幕超盒算 NB 进京赶考：盒马硬折扣能否顺利进入复制期South Korean Exports Post Largest Gain in Nearly 50 Years as AI Chip Demand Pushes Monthly Total Above $100 Billion for the First TimeGoogle releases two new AI models for low-cost image generation and seamless video editingToken 狂欢退潮后的企业现实：预算管控成新常态，但 AI 列车未减速韩国 1.3 万亿美元战略落地，半导体设备股应声暴涨，ASML 创历史新高油价遭遇 “疫情以来最惨一季”，“战争溢价” 几乎为 0，分析师相信 “全球补库” 会带来下一轮上涨上半年增速最快的是：全球的 “杠杆”SG Morning Brief | S&P and Nasdaq Post Best Quarter Since 2020; SOX Soars 88% in Record Q2对比鲜明！美国芯片股创 “史上最佳季度”，而英伟达 “相差甚远”曾经的 “小甜甜”，如今的 “牛夫人”–美国散户 “抛弃” Mag 7早餐 | 苹果领涨科技七巨头，闪迪大涨近 11%对比鲜明！美股创 “六年来最佳一季”，黄金经历 “十多年来最差一季”字节跳动亮出算力底牌，自研 CPU 定档 2027 年量产，AI 基础设施迎 “自主可控” 拐点Breakfast | July 1, 2026交易员加码押注美联储 7 月加息！联邦基金利率期货空头头寸激增Stock prices doubled, with Micron, Intel, and AMD's market value increasing by approximately $2 trillion in the second quarter冲刺万亿 IPO 的利润博弈：Anthropic 强攻 AI 制药、向亚马逊 “要利润”AI 热情驱动美股收涨，道指续收新高，标普纳指创史上最佳季度之一，美债跌“炒币” 高手特朗普！官方披露 2025 年加密货币业务斩获超 10 亿美元，重仓美股科技巨头提醒：日内请重点关注（以下均为北京时间）Latin American Stocks End Quarterly Winning Streak Amid Fed Risks and Stronger Dollar"The Big Short" Burry's Latest Holdings: First Short Position on Caterpillar, Alongside Shorts on Tesla, NVIDIA, and Applied MaterialsTrump Holds at Least $5 Million in NVIDIA StockTop 20 U.S. stock trading volumes on July 1: Sandisk rose over 850% in the first half of the yearGoogle launches a new AI creation tool to accelerate multimodal content generationSemiconductor research institutions are optimistic about NVIDIA's revenue exceeding expectations in the second half of the year driven by the Rubin platformOn Tuesday, Intel surged 7% with AI server demand as the main driverVisa signs agreement with giants like Google to support stablecoin Open USDJPMorgan Chase and Amazon join forces to support the Aspen Institute's anti-fraud initiativeAmazon Alexa launches 365-day price history query, smart shopping assistant upgraded againAMD receives a target price upgrade from Wells Fargo, with stock price rising nearly 8% in the closing hoursDeutsche Bank expects Tesla's second-quarter delivery volume to exceed expectations欧股 Q2 劲涨 10% 创 2020 年来最佳季表现，AI 热情与油价回落成推手Explosive Growth of Leveraged ETFs: Their Impact on US Stocks Can No Longer Be Ignored