<p>Good morning! A great day starts with making money.</p>
<h3>Overnight Morning Market</h3>
<p>Key events this week: NVIDIA shareholder meeting, US inflation data, and presidential candidate debate</p>
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<p>Monday: Speech by Federal Reserve official Guersby.</p>
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<p>Tuesday: US FHFA House Price Index and 20-City House Price for April, US Conference Board Consumer Confidence Index for June; 2024 Summer Davos Forum held; Speeches by Federal Reserve officials Bowman and Daly.</p>
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<p>Wednesday: US May New Home Sales Annualized Total, US API Crude Oil Inventory and EIA Crude Oil Inventory; Micron Technology earnings report; Launch of Hong Kong's &#34;ePF&#34; platform.</p>
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<p>Thursday: US Initial Jobless Claims up to June 22nd, US Q1 Real GDP Annualized, Real Personal Consumption Expenditures QoQ Final Value and Q1 Core PCE Price Index; Federal Reserve releases annual bank stress test results; Biden and Trump hold first televised debate; NVIDIA shareholder meeting.</p>
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<p>Friday: US Core PCE Price Index and Personal Spending MoM for May, US University of Michigan Consumer Confidence Index final value for June and one-year inflation rate expectation; Speech by Federal Reserve official Barkin; Apple Vision Pro domestic version goes on sale.</p>
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<p>Last week, the Dow rose by 1.45%, the S&amp;P 500 rose by 0.61%, and the Nasdaq remained flat. The Hang Seng Index in Hong Kong rose by 0.48%, while the Hang Seng Tech Index fell by 0.17%.</p>
<p>Last Friday, the US stock market experienced &#34;Triple Witching Day,&#34; with options worth nearly $5.5 trillion expiring, coupled with ETF large-scale repositioning due to end-of-quarter index adjustments, leading to intense market volatility with a turnover of up to 18 billion shares, a 55% increase from the average level of the past three months, and the S&amp;P 500's closing trading volume surged by 30% compared to the daily average level.</p>
<h3>Blue Chips and Hot Stocks</h3>
<p>Apple plans to expand its headsets into multiple product categories, with the first step being the international release of Vision Pro.</p>
<p>Sources: US prosecutors recommend senior Justice Department officials to bring criminal charges against Boeing.</p>
<p>NVIDIA to provide artificial intelligence technology to Qatar Telecom Company Ooredoo.</p>
<p>United Parcel Service (UPS) announced that US logistics company RXO has agreed to acquire UPS's light asset freight brokerage business Coyote Logistics for $1.025 billion.</p>
<h3>Chips and Artificial Intelligence</h3>
<p>GPT-5 significantly delayed? OpenAI CTO stated that it will be launched between late 2025 and early 2026, with a huge leap in performance, reaching &#34;PhD-level&#34; intelligence in certain specific tasks. Previously, the market predicted that GPT-5 might be released by the end of 2023 or in the summer of 2024.</p>
<p>Apple is in discussions with Meta about collaboration, planning to introduce Meta's generative AI models into Apple Intelligence. Apple is also in talks with Google and startups about artificial intelligence.</p>
<p>Due to concerns about EU regulations, Apple will not launch three major AI features in Europe this year.</p>
<h3>Startups and IPO Opportunities</h3>
<p><strong>Dark Side of the Moon responds to entering the US market: Currently no plans to develop and release any overseas products</strong></p>
<p>Recently, sources claimed that employees of Dark Side of the Moon have been developing products for launch in the United States, including an AI role-playing chat application called Ohai and a music video generator called Noisee, both available for download on Apple and Google app stores. In response, Dark Side of the Moon stated, &#34;We currently have no plans to develop and release any overseas products.&#34;</p>
<h3>Macro: Taking You Around the World</h3>
<p>China and the European Union agree to initiate consultations on the EU's anti-subsidy investigation into Chinese electric vehicles</p>
<p>Approximately 100 million people in the United States are facing extreme heat waves. The National Environmental Information Center under the National Oceanic and Atmospheric Administration predicts that there is a 50% chance this year will become the hottest on record, with a 100% chance of entering the top 5 hottest years in history</p>

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<p>Apple is discussing AI cooperation with Meta and negotiating AI with Google and others. Apple will not launch three major AI features in Europe this year. The release of GPT-5 is significantly delayed. US prosecutors recommend that senior officials at the Department of Justice bring criminal charges against Boeing. Mainland AI startup Star Enterprise Moon's Dark Side denies entering the US market. China and the EU have agreed to initiate consultations on the EU's anti-subsidy investigation into electric vehicles from China. The Federal Reserve's most favored core PCE inflation index will be announced this week. Biden and Trump will face off positively</p>

Good morning! Let's start the day by making money. Key events this week include: NVIDIA shareholder meeting, US inflation data, and presidential candidate debate. 1. Monday: Speech by Fed official Gülsün. 2. Tuesday: US FHFA house price index, Conference Board Consumer Confidence Index, and speeches by Fed officials Bowman and Daly. 3. Wednesday: US new home sales, Micron Technology earnings report, launch of Hong Kong's "eTrade Connect" platform. 4. Thursday: US initial jobless claims, GDP, personal consumption expenditures, Core PCE Price Index, Fed annual bank stress test results, Biden-Trump debate, NVIDIA shareholder meeting. 5. Friday: US Core PCE Price Index, personal spending, University of Michigan Consumer Sentiment Index, inflation rate, speech by Fed official Barkin, launch of Apple Vision Pro. Last week, Dow rose 1.45%, S&P 500 rose 0.61%, Nasdaq was flat. Hong Kong Hang Seng Index rose 0.48%, Hang Seng Tech Index fell 0.17%. Market volatility increased due to "Triple Witching Day" and ETF rebalancing. Apple expands product range with Vision Pro launch. US prosecutors recommend criminal charges against Boeing. NVIDIA to provide AI tech to Ooredoo. UPS to sell Coyote Logistics for $1.025 billion. GPT-5 AI delayed to 2025-2026, with potential "PhD-level" intelligence. Apple in talks with Meta, Google on AI collaboration. Apple delays major AI features in Europe due to EU regulations.

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Breakfast | NVIDIA Shareholders' Meeting + US Core PCE Inflation Index, Apple and Meta Discuss AI Collaboration