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AH shares rise together: STAR 50 surges another 3%, storage chips and semiconductors soar across the board, Hang Seng Tech Index gains over 2%, tech stocks rebound collectively

AH shares rise together: STAR 50 surges another 3%, storage chips and semiconductors soar across the board, Hang Seng Tech Index gains over 2%, tech stocks rebound collectively

``` A-shares and Hong Kong stocks' storage chip and semiconductor industry chains have exploded again, driving the Growth Enterprise Market (GEM) and STAR 50 Index to continue to surge. Previously, a WallstreetCN article stated that Apple was reportedly lobbying the US government, seeking approval to purchase memory chips from Changxin

Last week, hedge funds sold U.S. tech stocks at a record pace: chip stocks were sold for eight consecutive days, and the Magnificent 7 were dumped for five straight weeks.

Last week, hedge funds sold U.S. tech stocks at a record pace: chip stocks were sold for eight consecutive days, and the Magnificent 7 were dumped for five straight weeks.

Last week, hedge funds’ sell-off of U.S. tech stocks reached the largest scale in over a decade, with the semiconductor sector experiencing net selling for eight consecutive trading days. The "Magnificent 7" tech giants have seen net reductions for five consecutive weeks, with positions approaching a three-year

Apple wants to buy memory from ChangXin? Ming-Chi Kuo: The real reason is "the storage gap will continue to widen next year"

Apple wants to buy memory from ChangXin? Ming-Chi Kuo: The real reason is "the storage gap will continue to widen next year"

According to a June 27th report cited by China News Finance from the Financial Times, six sources revealed that to alleviate cost pressures caused by rising memory chip prices, Apple is lobbying the US government, hoping to gain approval to purchase memory chips from Chinese semiconductor company CXMT (Changxin Memory

Wallstreetcn Morning Brief FM-Radio | June 29, 2026

Wallstreetcn Morning Brief FM-Radio | June 29, 2026

``` Huajian Morning Voice Listeners, please upgrade to the latest version of Jianwen APP in order to successfully listen to the audio below. Market Overview Last Friday: * OpenAI's IPO delay hurt tech stocks, S&P and Nasdaq fell for the fifth straight session, S&P set the

"The 'central bank of central banks' sounds the alarm on an AI bubble: Trillion-dollar capital spending frenzy may turn into a prolonged crash."

"The 'central bank of central banks' sounds the alarm on an AI bubble: Trillion-dollar capital spending frenzy may turn into a prolonged crash."

``` The Bank for International Settlements (BIS) has warned that the AI investment boom dominated by tech giants could turn into a "prolonged investment collapse," shaking global financial markets and damaging the world economy. Known as the "central bank of central banks," BIS has directly pointed out

AI infrastructure as a "money pit": Intensive financing by tech giants sparks debt market concerns, widening high-grade credit spreads

AI infrastructure as a "money pit": Intensive financing by tech giants sparks debt market concerns, widening high-grade credit spreads

``` Tech giants are raising funds and expanding at the most rapid pace since the dot-com bubble, but bond investors are not equally optimistic. This month, the risk premium for high-grade US tech bonds rose to 0.79 percentage points, notably higher than 0.74 percentage points at the end of

SemiAnalysis: The migration of wealth along the AI value chain, from infrastructure to the model layer, is accelerating.

SemiAnalysis: The migration of wealth along the AI value chain, from infrastructure to the model layer, is accelerating.

``` The value center of the AI industry is undergoing a structural shift. Over the past two years, Nvidia, memory manufacturers, and energy suppliers have dominated the distribution of AI investment returns. However, as Agentic AI commercialization accelerates, profit margins in the model layer are expanding at an unprecedented rate, while