<p>Good morning! A great day starts with making money.</p>
<h3>Overnight Morning Market</h3>
<p>The three major indexes of the US stock market all rose, with the Nasdaq and S&amp;P 500 hitting new all-time highs.</p>
<p>Apple and Microsoft are fiercely competing for the title of the world's largest company. At the close, Apple's market cap was $3.3224 trillion, while Microsoft's market cap was $3.3324 trillion. NVIDIA's stock price hit a new high, with a total market cap of $3.2221 trillion.</p>
<p>Large-cap tech stocks rose across the board, with Microsoft up 1.31%, Apple up 1.97%, Google-A up 0.25%, Amazon up 0.22%, and META up 0.49%. In addition, Tesla rose 5.30%.</p>
<p>Chinese concept stocks rebounded, with Ganfeng Lithium up nearly 20%, Bilibili up over 6%, Alibaba up over 1%, and Nio up over 2%.</p>
<p>Retail investor favorite stocks declined. Game Station fell by 12.13%. BlackBerry fell by 1.71%, AMC Theatres fell by 2%, and Gaussin Electronic fell by 0.5%.</p>
<h3>Blue Chips and Hot Stocks</h3>
<p>The concentration of the US stock market is currently at one of the highest levels in history. Microsoft, Apple, and NVIDIA account for over 20% of the S&amp;P 500 index weight.</p>
<p>Huang Renxun cashed out $31.2 million of NVIDIA stock. Over the past month, NVIDIA's stock price has risen by a cumulative 42%.</p>
<p>Buffett sold about $300 million Hong Kong dollars of BYD H shares last week, marking his second reduction in nearly eight months.</p>
<p>Musk: Working on Tesla's grand plan Part 4. Musk said a mini version of Starlink terminal equipment will be launched in the coming months.</p>
<p>Ferrari CEO Vigna: Ferrari is committed to electric cars and internal combustion engine supercars.</p>
<p>Apple to shut down Apple Pay Later installment payment service.</p>
<p>Game Station CEO says focusing on profitability and avoiding speculation.</p>
<p>Due to hidden fees issues, the Federal Trade Commission (FTC) is taking action against Adobe and its executives.</p>
<p>Nio recently launched the intelligent electric flagship SUV model EL8 in five European countries.</p>
<p>Huang Renxun: Significant breakthroughs in humanoid robot technology expected in the next 2-3 years.</p>
<p>Crackdown on virtual anchors? Tencent Video plans to restrict digital human-led sales: Encouraging live broadcasts by real people.</p>
<h3>Chips and Artificial Intelligence</h3>
<p>NVIDIA releases Omniverse microservices to accelerate physical AI development.</p>
<p>Intel invests in Luxshare Precision's subsidiary.</p>
<p>Reports suggest TSMC plans to raise prices: 3nm may increase by over 5%, advanced packaging by 10%-20%.</p>
<p>Apple plans to gradually introduce its smart features in the coming months to avoid issues faced by other AI systems.</p>
<h3>Cryptocurrency</h3>
<p>Market news: The US Supreme Court has agreed to hear a case regarding NVIDIA's cryptocurrency mining revenue, considering raising the difficulty for shareholders to bring securities fraud lawsuits.</p>
<h3>Startups and IPO Opportunities</h3>
<p>Wuhan Organic officially listed today, with a dark pool surge of 68% yesterday.</p>
<h3>Macro: Taking You Around the World</h3>
<p>Fed's Harker: It is appropriate to cut interest rates once before the end of the year, but not cutting rates or cutting rates twice is also possible
Citigroup will raise its year-end target for the S&amp;P 500 index to 5600 points, bullish on the strength of tech giants, with continued profit upgrades and profit growth expanding beyond non-tech stocks prompting the target adjustment.</p>
<p>Investment bank Evercore ISI: Raised its year-end 2024 target for the S&amp;P 500 index from 4750 points to 6000 points.</p>
<p>Federal Reserve Chairman Powell is scheduled to deliver semi-annual monetary policy testimony before the Senate Banking Committee on July 9th. Prior to July 9th, the June non-farm payroll data will be released (July 5th), followed by the June CPI data in the next two days (July 11th).</p>
<p>China and Australia have confirmed plans to restart the China-Australia Strategic Economic Dialogue in 2024. China announced that Australia will be included in the list of countries eligible for unilateral visa-free treatment</p>

<p>The US stock market is up across the board, with the Nasdaq and S&P 500 hitting new all-time highs. NVIDIA's stock price hits a new record high. Huang Renxun cashed out $31.2 million worth of NVIDIA shares. Buffett sells BYD H shares for about HKD 300 million. Musk says he is working on the fourth chapter of Tesla's grand plan. The CEO of Game Station emphasizes a focus on profitability and avoiding speculation. NVIDIA releases Omniverse microservices to accelerate physics AI development. Reports suggest that TSMC plans to raise prices</p>

Good morning! Let's start the day by making money. Overnight, Huang Renxun cashed out $31.2 million worth of Nvidia stocks, which have surged 42% in the past month. Warren Buffett recently sold around 300 million Hong Kong dollars' worth of BYD H-shares after nearly eight months. Elon Musk is focusing on Tesla's Master Plan Part 4. Opportunities in chips, AI, virtual currency startups, and IPOs are emerging. Fed's Harker suggests a possible interest rate cut by the end of the year. China and Australia plan to restart strategic economic dialogue in 2024, with China granting Australia visa-free status.

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Microsoft

Apple

Breakfast | Microsoft, Apple, NVIDIA are going crazy, Wall Street sees S&P 500 hitting 6000 points