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The three major A-share indices all fell, while the STAR 50 index bucked the trend and rose over 1%. Semiconductors surged again, the Hang Seng Tech Index rose over 2%, and tech stocks rebounded.

The three major A-share indices all fell, while the STAR 50 index bucked the trend and rose over 1%. Semiconductors surged again, the Hang Seng Tech Index rose over 2%, and tech stocks rebounded.

On July 7, A-shares fluctuated and moved lower. The three main indices fell in the morning session, with the Shanghai Composite Index approaching 4000 points. The ChiNext index turned positive after a brief surge but then fell again. The semiconductor industry chain rebounded, with semiconductor silicon wafers, ASIC chips, and

Bank of America: Chip stocks "summer correction, autumn rebound"; memory "undervalued, should expand"

Bank of America: Chip stocks "summer correction, autumn rebound"; memory "undervalued, should expand"

``` The latest report from Bank of America Securities believes that the current adjustment in the semiconductor industry is a healthy reset rather than a structural shift, and gives a clear endorsement of the long-term investment value of memory chips. According to Wind Trading Desk, Bank of America analyst Vivek Arya

Has storage "hit the ceiling"?

Has storage "hit the ceiling"?

Morgan Stanley believes that the global memory chip industry is approaching the "peak rate of change," but this does not signify the end of the cycle. According to Chasing Wind Trading Desk, Morgan Stanley stated in its July 6 research report that the current three main controversies in

"First 'discount price' since 2020! Saudi Arabia 'slashes oil prices,' one-time reduction of $11."

"First 'discount price' since 2020! Saudi Arabia 'slashes oil prices,' one-time reduction of $11."

``` Saudi Arabia has announced the largest official crude oil export price cut in more than twenty-six years, marking a profound shift in the global oil market supply landscape. According to Reuters, Saudi Aramco issued a pricing statement on Monday, setting the official selling price (OSP) for its flagship Arab Light

Morgan Stanley tells clients: It's time to "sell chips, buy cloud"; "storage" is like "silver" topping out.

Morgan Stanley tells clients: It's time to "sell chips, buy cloud"; "storage" is like "silver" topping out.

Morgan Stanley says that AI hasn't ended, but it's now time for hyperscale cloud providers (Hyperscalers) to lead the rally. Morgan Stanley's Chief US Equity Strategist Michael Wilson issued a clear signal to clients in his latest weekly report: **Reduce semiconductor holdings, shift to

Holding 4% of the world's Bitcoin! The market is closely watching MSTR's "coin-selling logic," and its stock price has dropped 75% in a year.

Holding 4% of the world's Bitcoin! The market is closely watching MSTR's "coin-selling logic," and its stock price has dropped 75% in a year.

Strategy is using Bitcoin to pay for its own capital structure. The world's largest corporate Bitcoin holder is facing a mathematical dilemma brought on by its business model—as its stock price premium disappears and financing windows narrow, the promise of "never selling Bitcoin" has quietly

"Retaliation spiral"! The intensity of the Russia-Ukraine confrontation continues to rise, Trump says resolving the Russia-Ukraine conflict will be "much faster than people think."

"Retaliation spiral"! The intensity of the Russia-Ukraine confrontation continues to rise, Trump says resolving the Russia-Ukraine conflict will be "much faster than people think."

``` Frontline Tug-of-war, Deep Mutual Strikes—Military Experts Interpret Russia-Ukraine High-Intensity Confrontation Xinhua News Agency reported on July 6 that in recent days, Russia and Ukraine have fallen into a "spiral of retaliation," with the intensity of confrontation continuing to escalate. Russia’s Ministry of Defense said on social