Three merchant ships passing through the Strait of Hormuz were attacked by Iranian Revolutionary Guard (IRGC) drones and missiles. Attacked ships include Qatar's giant LNG (LNG) transport ship Al Rekayyat (which was precisely struck by a drone above its engine room and caused a fire, forcing the crew to abandon the ship collectively) and Saudi Arabia's super large crude oil tanker Wedyan. The conflict was triggered by Oman's attempt to open a new shipping route close to the Oman coast, free from safe tolls, and Iran's attempt to cover its high cost of security maintenance by imposing strait tolls and use it as a bargaining chip with the United States. In response, US Central Command (CENTCOM) quickly carried out large-scale retaliatory airstrike, accurately destroying more than 80 military

Funds withdrawn from chip stocks did not enter defensive cash or outflow markets but instead went into sectors that were previously heavily undervalued but also benefited from macroeconomic resilience, such as consumption, transportation, regional banks and biotech. This structural market wide expansion essentially calmed down the downside risks brought by the correction of technology stocks, indicating that the market bull market structure remains solid and is only a healthy valuation rebalancing.

Samsung Electronics has just delivered a stunning “Surface Strongest Financial Report”—single-quarter operating profit surged 18 times year-on-year, directly surpassing tech giants such as Nvidia and Apple to top the world’s most profitable company in a single quarter. However, extremely ironically, at the moment when this "epic" positive announcement, the South Korean Composite Index (KOSPI) suffered a full bloodbath after opening today (7th) $南方兩倍做多海力士(07709)$ 。。。。

$淮北綠金股份(02450)$  

$淮北綠金股份(02450)$  

I'd rather be optimistic and wrong than pessimistic and right

The flow of global capital is ruthlessly revealing the cold truth of this wealth grab. Funds completely disregard the hawkish signal that the Fed might raise interest rates early in October are abandoning Europe and China at historic extreme speeds and pouring into US assets frantically.

$淮北綠金股份(02450)$  

$香港交易所(00388)$  

$FI2 CSOP HSI(07500)$ Based on the provided information, the Hang Seng Index (HSI) declined today, June 16, 2026, while Wall Street showed signs of recovery. This divergence is driven by specific regional pressures on Hong Kong-listed stocks, particularly in the tech and AI sectors

$香港交易所(00388)$  

$淮北綠金股份(02450)$  

SpaceX's stunning listing officially pushed Wall Street to change the term for technology stock leaders from 'Mag 7' to 'MANGOS' (Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX). This is not just a rhetorical game for media, but the whole technology industry chain has moved from “mobile Internet platform” to “AI full stack compound interest and space/electric infrastructure”.

The artificial intelligence industry is in the ascendant, but its expansion speed may not be faster than the reversal of American public opinion. Former Google CEO Schmidt talked about AI bringing about "bigger, faster, more profound" technological changes, not applause but boos. This spectacle, though trivial, is symbolic: Silicon Valley's apocalyptic future has become increasingly recognizable to ordinary voters as a mammoth machine pushing the cost of living, taking jobs, invading schools and families.

Famous short seller James Chanos, unceremoniously labelled SPCX as an IPO of dreams and hopes, and frankly stated that investors' blind enthusiasm was entirely based on a virtual bundle of Musk's personal mythology with the concept of AI. Morningstar's previous evaluation model gave an extremely conservative $780 billion valuation (at just $63 per share), with its total revenue of 18.7 billion dollars in 2025 and a net loss of $4.28 billion in the first quarter (of which AI-related losses reached $2.5 billion per quarter), and a striking gap with its $177 trillion listing pricing

$新傳企劃(01284)$  

The real question is not "Is this a bubble" , which is not as useful as it seems in real life. The better question is: What is the market discounting? Which companies can retain their profit pool even after the boom cools down? Which companies' profits are only capital expenditure on others? Which stocks need a perfect future to not fall? Which companies are already too expensive even if the future is good? Where are the most likely places to be punctured by bad news for a quarter?

Intel: the most cornered worrying about its future

$新傳企劃(01284)$