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BlockBeats News, July 15th, a summary of key pre-market news in the US stock market:
1. US June PPI MoM -0.3%, expected 0%; US June PPI YoY 5.5%, expected 6.2%.
2. Micron's ADR premium over KOSPI narrowed to 30.7%, compared to 51.5% at the US market close this morning.
3. Buffett said: Not investing in Google back then was a mistake, and based on its current performance, the company is now "more likely to emerge as a winner."
4. The semiconductor sector now accounts for 20% of the S&P 500 index weight, reaching a historical high.
5. China's version of Apple's smart product will simultaneously integrate Baidu and Alibaba's AI models. Alibaba has confirmed that Qianwen will be integrated into iOS, iPadOS, macOS, and visionOS, providing AI capabilities to Chinese users. Baidu has not yet announced the specific cooperation method.
6. Samsung is secretly researching the feasibility of listing in the US, a plan the company had previously denied.
7. ASML's Q2 performance significantly exceeded expectations, with demand for AI chips being a major driver. Net profit was €2.92 billion, higher than the market's expected €2.62 billion.
8. Morgan Stanley's stock traders' performance substantially surpassed Wall Street's expectations, once again setting a quarterly record. Morgan Stanley's Q2 2026 stock trading revenue reached $6.3 billion, a 69% year-on-year increase, setting a new quarterly high.
9. Trump held a meeting in the White House Situation Room to discuss a large-scale strike against Iran; the scope of this action will be broader than the current strikes around the Strait of Hormuz. Trump appears to be intent on escalating the conflict, aiming to cause significant destruction to compel the Iranian regime to open the Strait of Hormuz and accept its demands on the nuclear issue.
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