Heavy Buying Emerges in SOFR-Fed Funds Rate Basis Following Record TradePorsche's Core German Factory Plans to Cut Another 4,000 Jobs; CEO: "Must Make More Money with Fewer Cars!"How Long Can the Rally Last? Three Memory Chip Companies Quietly Drive a Quarter of the S&P 500's Gains This YearEmployment data sparks market divergence, Tesla, NVIDIA, and Palantir show mixed pre-market performanceGoldman Sachs is bullish on NVIDIA: the stock price looks cheap and recommends buyingAnother Powerhouse Alliance! Broadcom Announces Expanded Partnership with Apple, Extending Custom ASIC Chip Contract to 2031Goldman Sachs appoints Google's Kotsovinos as Head of Asset and Wealth Management EngineeringNVIDIA CEO Jensen Huang: The shortage of AI storage chips will last for several yearsMicron receives upgraded earnings expectations from Wall Street as NVIDIA supports AI storage demandMeta faces regulatory pressure in India: The Modi government orders the removal of illegal content on InstagramU.S. Stock Market Preview | Three major index futures mixed, chip and optical communication stocks rise before the market opens, Wall Street maintains consensus on a bull market in the second half of the yearSudden Shift in Oil Price Dynamics: Global Concerns Over Oversupply Emerge Before OPEC+ Production Hikes Take EffectAI compute too costly: Is META upending the game?Has Greg Abel Found Berkshire Hathaway's Next Apple? He's Put $23 Billion Into This Company So Far and Could Buy Even More.Saving Tokens with AI Routers Becomes a New Trend? Tech Giants Race to Deploy, Cutting Enterprise AI Costs by Nearly 97%Tesla's autonomous taxi service expands to MiamiNorthbound Capital Trends | Northbound capital net purchases amounted to HKD 20.528 billion, AI hardware stocks were sold off, and Tencent received nearly HKD 2.5 billion in buying interestOn July 6th, Tencent Holdings Limited spent HKD 205 million to repurchase 465,000 sharesApple supplier LUXSHARE ICT is reportedly planning to set the Hong Kong issuance price at the upper limitNVIDIA's next-generation AI cabinet system has been postponed to launch in 2028SK Hynix ADR Issue Size Reduced from $29 Billion to $28 Billion Due to Stock Price DeclineWall Street's highest target for AMD is $700, and institutions are optimistic about its computing businessSouth Korean President Lee Jae-myung: "Speed is Paramount," Accelerating Major Chip and AI ProjectsTencent ramps up WorkBuddy+ and Hunyuan Hy3 on two fronts; TSLA Model Y L launches in the U.S. and UAE | Daily News RecapThe first in 7 years! Argentine renewable energy company Genneia rushes for a US stock IPOBlackstone's sandwich chain brand Jersey Mike's Subs applies for a U.S. IPO, aiming to raise approximately $1 billionTencent Mixuan released and open-sourced the Hy3 model, achieving significant progress in tasks such as inference, agents, and long contextSK Hynix: To Raise KRW 43 Trillion Through ADR Listing加速押注自研 AI 芯片！AWS 三季度 ASIC 服务器出货目标上调至多 30%Hyundai Atlas Robot Makes Debut at World Cup; Plans Annual Production of 30,000 Units in the US by 2028The unstoppable Taiwan Semiconductor: Sprinting towards the "Trillion Dollar Club," is it time to buy?Understanding the Market | Tencent Holdings rose over 4% today, officially releasing the Hunyuan Hy3. Morgan Stanley pointed out that the WeChat AI Agent has become a clearly visible projectAI Capex of the Five Tech Giants to Surpass US Military SpendingETF Volatility | Cryptocurrency ETFs Rise, MBC ETH and BOS HSK ETH Both Up Over 3%Changes in HBM Packaging Technology: Samsung and SK Hynix Both Delay Introduction of HBM Hybrid Bonding$119 Billion U.S. Treasury Long-End Auction Faces "Holiday Test": How Will Warsh's "No Forward Guidance" Strategy Reprice the Yield Curve?ETF Movement | Southern Double Long NVIDIA fell nearly 3%, reported that the Kyber NVL144 rack may cause delays, and the NVL72x2 plan has also not been implementedMacquarie: Raises the target price of Baidu Group-SW to HKD 181, expects Kunlun Chip IPO to release significant valueOn July 27th, the CME will launch single stock futures covering over 50 leading U.S. stock underlying assetsInstagram has appeared with advertisements related to child abuse, triggering strong dissatisfaction from the Indian government, further exacerbating Meta's predicament in IndiaUnderstanding the Market | MEITUAN-W rose over 3% in the afternoon, officially open-sourcing its LongCat-2.0 large model and simultaneously releasing the domestic card inference codeUnderstanding the Market | PCB Concept Stocks Lead the Decline, NVIDIA Kyber Rack May Face Delay Until 2028, PCB Manufacturing Process Still Faces ChallengesCITIC Securities: Interest rate hike expectations cool down, metals welcome rebound windowUnderstanding the Market | Most gold stocks rose, spot gold once broke through 4200 USD, institutions are optimistic about the sector welcoming a double hit of valuation and profitAfter Close Observation of Warsh, Morgan Stanley Chief Economist Insists: The Fed Will Not Raise Rates This YearSG Morning Brief | SpaceX Joins Nasdaq-100 Tomorrow, All Three Indexes Up Last Week Despite Chip CarnageThe largest foreign company IPO in the US stock market is coming: SK Hynix will open a rally by tapping into NASDAQ to attract global incremental funds?AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half.