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The pricing logic of the AI industry chain is splitting. Upstream components like storage, CPUs, and optical modules are rising in price, while downstream token prices are competitively dropping—both happening simultaneously, and both showing signs of acceleration. Zhang Xia from China Merchants Securities wrote in the strategy weekly report

Trump administration’s export control actions against Anthropic are triggering a chain reaction throughout the AI industry, pushing a long-suppressed sensitive issue in Silicon Valley to the forefront: Is the government “weaponizing” regulatory tools to limit AI companies’ reliance on foreign talent? A WallstreetCN article wrote that last Friday, U.

June 16 – Bloomberg reporter and strategist Jan-Patrick Barnert published a deep analysis article. The headline is direct and sharp—“Three Things Could Ruin the Market Party After the Iran Deal.” The core argument: **The fading of geopolitical risks is just the market solving an ‘easy question’; the real challenges are

``` The United States and Iran are about to officially sign a memorandum of understanding containing 14 key points, aiming to permanently end the conflict between the two sides. This interim peace agreement will immediately lift the blockade on Iranian oil exports and pave the way for the final nuclear agreement

A piece of news about a failed negotiation caused already pressured chip stocks to fall further. After the market closed on Tuesday, June 16, local time, Business Insider reported that Microsoft had recently negotiated with Oracle about renting its cloud infrastructure, but the talks ultimately broke down due to security

``` As soon as the SpaceX options market opened, it saw explosive trading activity, reflecting investors' highly speculative enthusiasm for this space company owned by Elon Musk. On Tuesday, SpaceX options officially began trading, and the trading volume for call options that day reached nearly one million contracts, ranking fifth