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US stock market closing: the three major stock indices collectively fell

The Dow fell 0.26%, the S&P 500 fell 0.79%, and the Nasdaq fell 1.55%. As for specific stocks, AppLovin fell 12.65%, SanDisk fell 12.63%, Marvell Technology fell 7.89%, Arm Holdings Plc fell 7.55%, and Oracle fell 6.36%. Among the "Seven Sisters", Microsoft rose 1.54%, Amazon rose 0.80%, Apple rose 0.63%, Google fell 1.23%, Meta Platforms fell 1.86%, Tesla fell 3.19%, and Nvidia fell 3.54%.

US Stock Market Move | Vodafone Group Plc Sponsored ADR (VOD.US) continued to rise by 5% at the opening of trading, accumulating an 18% increase over the past two trading days.

On Monday, Vodafone (VOD.US) continued to rise by 5% in early trading, accumulating an 18% increase over the past two trading days, and is currently trading at $15.45.

Trump announced a 20% "compensation fee" on goods passing through the Strait of Hormuz, restoring the blockade on Iran.

President Trump announced on Monday that the United States will further escalate its military and security intervention in the Strait of Hormuz, stating that the US will impose a 20% "compensation fee" on all goods transported through the Strait of Hormuz to offset the military costs incurred by the US to ensure the security of the waterway.

Financial report before raise target price! Citigroup: Apple Inc.(AAPL.US) is expected to continue expanding its market share.

Citigroup released a research report, raising Apple's target price from $315 to $365, and maintaining a "buy" rating.

Apple Inc. (AAPL.US) acquires some assets of SigScalr, further expanding its layout in AI infrastructure and developer tools.

Apple's stock price rose over 1% against the market on Monday, reaching a historical high of $323.45 at one point.

US Stock Market Move | Will raise up to $340 million to fund colon cancer drug trials Agenus Inc. surged over 130%

On Monday, Agenus (AGEN.US) surged over 130% in early trading, reaching a two-year high at $7.63.

US Stock Market Move | Experienced investors are once again bearish on SpaceX (SPCX.US), causing the stock to drop more than 5% in early trading.

On Monday, SpaceX (SPCX.US) fell over 5% in early trading, closing at $137.68, once again hitting a new low since its listing, a cumulative decline of over 37% from its all-time high of $225.64.

US Stock Market Move | Oil stocks rise broadly, Phillips 66 (PSX.US) up nearly 4%

On Monday, oil stocks rose across the board.

US semiconductor sector opened "black" in July, analysts say that some upward potential has been overdrawn, and future volatility may further intensify.

Analysts believe that after experiencing a sharp increase this year, chip stocks are facing multiple challenges such as high valuation, uncertainties about the sustainability of AI capital expenditure growth and slowing profit growth. The sector's volatility may further intensify in the future.

AI computing power bottleneck migrating upstream! Behind Micron's investment in GlobalWafers: going from a "chip shortage" to a "silicon wafer grab" in the storage super cycle.

The supply of silicon wafers, the core raw material needed for the expansion of chip production capacity, may ultimately become another "key AI computing hardware" bottleneck facing the AI computing industry chain and even the global technology industry.

US Stock Market Move | Apple Inc. (AAPL.US) rises more than 2% against the trend, setting a new record high.

On Monday, amidst the decline of AI technology stocks, Apple (AAPL.US) opened against the trend with a rise of over 2%, closing at $322.37 per share, hitting a new record high, with a total market value of $4.74 trillion.

The Nasdaq fell by 1.01% to 26015.927 points; the Dow Jones rose by 0.16% to 52723.691 points; the S&P 500 index fell by 0.32% to 7551.140 points.

US Stock Market Move | Storage sector opens with general decline, SK Hynix (SKHY.US) falls more than 7% on the second day of trading.

On Monday, the storage sector opened with a general decline.

Apple's stock price broke through the high point in early June, setting a new record high. The total market value is reported at 4.71 trillion dollars.

During the drop in AI technology stocks, Apple's stock price rose by 1.65% to $320.53 per share, hitting a new record high with a total market value of $4.71 trillion.

Nasdaq China Golden Dragon Index rose more than 1%, Beike rose 3.47%, NetEase rose 3.17%, NIO rose 2.93%, JD.com rose 3.12%, and New Oriental Education rose 2.47%.

Apple Inc. (AAPL.US) sues OpenAI for theft of trade secrets, Ultraman boldly declares "not afraid"! But a lawsuit could make its hardware dreams come to a halt.

Apple recently filed a lawsuit against OpenAI, accusing them of systematically stealing Apple's intellectual property. This legal action may deal a significant blow to OpenAI's hardware ambitions before the case is settled.

The Philadelphia Semiconductor Index fell by 3.2%.

US stock market opening: three major indexes are mixed in gains and losses

The Dow rose by 0.06%, the S&P 500 index fell by 0.30%, and the Nasdaq fell by 0.74%. SanDisk dropped by 6.93%, Western Digital dropped by 6.66%, Epam Systems rose by 4.36%, and GoZTEK rose by 3.92%. As for the "Big Seven": Microsoft rose by 0.96%, Apple rose by 0.71%, Amazon rose by 0.06%, Meta Platforms fell by 0.05%, Google fell by 0.41%, Nvidia fell by 0.86%, and Tesla fell by 1.47%.

OPEC has lowered its global oil demand forecast for 2026 for the third time and raised the outlook for 2027.

The monthly report released by OPEC on Monday showed that the organization has revised down its global oil demand growth forecast for 2026 to 780,000 barrels per day, marking its third consecutive downward revision.

Intel Corporation (INTC.US) invests an additional 5 billion euros in Ireland's Hub Group, Inc. Class A, doubling down on both data center CPU expansion and chip manufacturing outsourcing in the thriving AI arms race.

Intel Senior VP Naga Chandrasekaran said in a statement that this is also part of the plan to improve Intel's ability to deliver to foundry customers.

Ceasefire agreement becomes worthless paper! Trump's words reverse the situation in the Middle East, top strategists feel shocked and exclaim "All research is in vain".

Just one day after making investment decisions to ease tensions in the Middle East, BCA Research's Chief Investment Strategist, Jean-Paul Jaunpert, had to cut his losses and withdraw his recommendation.

Preview of US Stock Market | Three major stock index futures fell together, SK Hynix (SKHY.US) was downgraded in profit expectations by South Korean securities firms, and chip stocks fell in pre-market trading.

On July 13 (Monday) before the US stock market opened, futures for the three major US stock indexes all fell.

The latest report of the U.S. Consumer Confidence Index is 77.7 points, and the deployment of new housing projects has boosted the market atmosphere.

In terms of property prices, the latest "Meilian Property Price Index" reported 148.71 points, a slight increase of 0.17% compared to last week; compared to four weeks ago, the property price index has increased by 0.97%; so far this year, property prices have accumulated a rise of 10.39%.

The flourishing of AI chips brings tax revenue windfall, South Korea plans to increase investment in semiconductor and data center construction.

South Korea is expected to receive record tax revenues from the booming semiconductor driven by artificial intelligence. The government has revised its tax revenue estimate for 2027 to 500 trillion Korean won, allowing for a budget proposal of over 800 trillion Korean won.

Selected Announcement of A-share Market | BDStar Navigation (002151.SZ) expects a 3426% increase in net profit in its mid-year report.

Shenghong Technology announced that recently, the company noticed negative rumors circulating on the internet regarding the company's products, market share, project progress, etc., the content of which is seriously inaccurate.

Escape from the AI arms race storm! Wall Street funds surge towards the "king of cash", Apple Inc. (AAPL.US), with a 20-day skyrocketing market value of $600 billion.

Due to concerns over spending on artificial intelligence, investors are flocking to Apple stocks, putting pressure on chip manufacturers and cloud computing giants.

Hong Kong Housing Authority: Public housing comprehensive waiting time has dropped to 4.7 years, marking the lowest record in over eight years.

On July 13, at the public meeting of the Hong Kong Housing Authority, the Director of Hong Kong Housing Department, Ms. Wai-ping Lee, delivered a speech.

The Washington Congress debut is imminent, Wall Street shouts: you may not give a path to interest rates, but please clarify your views on the economy.

Since becoming chairman of the Federal Reserve, Kevin Wash has been extremely cautious in order to avoid sending signals about the direction of interest rates, but in doing so he has also blurred another crucial piece of information for investors, analysts, and other decision-makers - how he will respond to economic challenges.

The Federal Reserve reforms with a "triple attack": Bowman loosens Wall Street regulations, Waller reformes regional Fed systems, and Walsh rewrites monetary policy framework.

The top banking regulator of the Federal Reserve warned the Financial Stability Board not to enforce "strict rules" that are not applicable to different countries, stating that these measures could weaken the effectiveness of international regulatory bodies.

The AI data center arms race is still escalating! Can Meta (META.US) add an additional $40 billion bet to quench the surplus of computing power?

Meta platform (META.US) has committed to an additional investment of 40 billion dollars in its vast data center campus in Louisiana, bringing the total expected investment at the location to over 250 billion dollars.

US stock Q2 earnings season is approaching: Profit expectations are skyrocketing to the strongest since the post-pandemic era, and the market is poised to face the "toughest test in history."

With Wall Street's major banks releasing their report cards this week, the US stock market is about to enter the second quarter earnings season.

National Development and Reform Commission, Ministry of Commerce officials answer questions from reporters on the "15th Five-Year Plan for Expanding Consumption".

Recently, the "13th Five-Year Plan for Expanding Consumption" was approved by the State Council, and officials from the National Development and Reform Commission and the Ministry of Commerce answered questions from reporters.

Guangqi Securities: The trading commission for the polysilicon futures PS2707 contract is one thousandth of the transaction amount, and the intraday closing transaction commission is two and a half thousandths of the transaction amount. The minimum order quantity for each trading instruction is 5 contracts for opening positions and 1 contract for closing positions. Non-futures company members or clients are not allowed to open positions exceeding 200 contracts per day.

Northbound funds | North Water's net purchase of 9.038 billion yuan, significant differentiation in AI hardware stocks, North Water continues to increase its holdings in KNOWLEDGE ATLAS (02513) by over 4.7 billion Hong Kong dollars.

On July 13, the Hong Kong stock market saw a net buying of 9.038 billion Hong Kong dollars by Northbound investors. Among them, the net buying through the Shanghai-Hong Kong Stock Connect was 7.874 billion Hong Kong dollars, and the net buying through the Shenzhen-Hong Kong Stock Connect was 1.164 billion Hong Kong dollars.

Southbound funds today net bought 9.038 billion Hong Kong dollars.

In terms of Hong Kong Stock Connect (Shanghai), Wise Fund and Yingfu Fund received net inflows of HK$2.38 billion and HK$2.27 billion respectively; Jiantao Accumulated Layer Board had the highest net outflow, amounting to HK$817 million. As for Hong Kong Stock Connect (Shenzhen), Wise Fund and NetEase received net inflows of HK$2.357 billion and HK$1.528 billion respectively; Jiantao Accumulated Layer Board had the highest net outflow, amounting to HK$2.397 billion.

The top of Japan's market capitalization ranking has changed again! From "storage as king" to "banking as king," funds return to the theme of cash flow amid the AI correction.

The stock market capitalization of Mitsubishi UFJ Financial Group Inc has jumped to the top position in the Japanese stock market. This is the first time that a bank stock has reached the top of the market value list since the formation of the so-called three major banking groups.

Meta announces it will add $40 billion in investment to the Louisiana data center project, which is Meta's largest project in Louisiana.

The new chairman of the Federal Reserve, Powell, faces a tough test from Congress: Will the strategy of "less talk, more action" work? Inflation and independence are the focus of questioning.

This week, Powell will testify before Congress for the first time as Fed chairman, facing a group of lawmakers who want answers.

New Stock News | SHEIN is expected to go public in Hong Kong in the third quarter at a valuation of approximately 312 billion Hong Kong dollars.

Chinese fast-fashion clothing sales platform SHEIN is advancing preparations for its Hong Kong IPO. Reports quote sources familiar with the matter saying that the listing is expected to take place as early as the third quarter of this year, with a target valuation of over 40 billion US dollars (approximately 312 billion Hong Kong dollars).

Hong Kong aviation human resources service provider Timwood Holdings (TIWD.US) IPO pricing at $4-6 per share, aiming to raise $28 million.

Hong Kong airline and airport service manpower solutions provider Timwood Holdings submitted an application to the U.S. Securities and Exchange Commission (SEC) last Friday, planning to raise up to $28 million in funding through an initial public offering (IPO).

Tailored Brands, a century-old men's clothing retailer, filed for bankruptcy reorganization and plans to relist on the US stock market after five years. It is expected to raise $500 million.

Tailored Brands, Inc. is a men's clothing retailer and provider of custom rental services, with over 1000 physical stores in the United States and Canadian markets.

Obstructive sleep apnea drug company Apnimed (APMD.US) applies for IPO in the US, aiming to raise $100 million.

Focus on the research and development of oral therapies for sleep-related breathing disorders, Apnimed, a late-stage pharmaceutical company, filed an application with the Securities and Exchange Commission (SEC) last Friday, planning to raise up to $100 million through an initial public offering (IPO).

Long March 5 Y14 carrier rocket arrived at the Wenchang Space Launch Center and will carry out the Chang'e 7 mission.

"The Big Short" is killing it! Michael Burry is sniping AI faith from the bottom of the technical ladder: When the parameter trap hits the capacity peak, the AI bull market welcomes the "liquidation moment"

Michael Burry shorting the underlying logic of the AI theme is not simply saying "artificial intelligence has no value", but rather betting on a dangerous mismatch between technology roadmap, capital return, and market pricing.

MasterCard (MA.US) is considering selling the majority stake in Vocalink, and DeliveryCo is likely to take over.

MasterCard (MA.US) is considering selling the majority stake in its UK payment subsidiary Vocalink back to British banks.

Reversal! Rumors of a major shuffle in Japan's pension funds were refuted by insiders, causing a sharp depreciation of the Japanese yen in trading.

According to sources familiar with discussions within the Japanese government, there are currently no plans to immediately adjust the target asset allocation of the national pension fund, but there is a possibility of directing more funds towards domestic assets within the current allowable range.

Running out three "accelerations" in eight years? 02697

Among the 21 percutaneous surgical robots approved in China, Realhealth Medical has obtained 5 approvals from the National Medical Products Administration, making it the earliest approved and most approved enterprise in this sub-field.

Will the debt market explosion trigger the next financial tsunami? Wall Street big short Peter Schiff warned: US debt pressure escalates, the stock market and the cryptocurrency market will suffer a "bloodbath".

Well-known pessimistic economist Peter Schiff recently warned that the next global financial tsunami will not originate from the turbulence in the cryptocurrency market, but rather from the seemingly calm US government bond market.

A shares closing review | Four factors impact the market! A shares all fell, with over 4600 stocks in the red. Bank stocks support the market.

As of the close of trading, the Shanghai Composite Index fell by 2.06%, the Shenzhen Component Index fell by 3.48%, and the ChiNext Index fell by 3.1%.

AI orders continue to be strong! Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) June revenue increased by 67.9% year-on-year, with advanced packaging and further expansion of production.

Taiwan Semiconductor (TSM.US) released data on Monday showing a 67.9% year-on-year increase in sales for June. The company is set to release its second quarter financial report later this week.

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