International Perspective · July 13, 2026
① NVIDIA Morgan Stanley roadshow: quarterly revenue nears $100B and still accelerating — Jensen Huang + CFO personally attended, explicitly denied Rubin Ultra delay rumors; Vera Rubin cycle to drive next 12 months growth (Morgan Stanley / Sina Finance / CNBC)
② SK Hynix ADR transitions to regular ticker SKHY today; CXMT IPO inquiry begins — largest foreign IPO in US history fully lands; CXMT aims to raise $4.3B in A-share's largest 2026 IPO (CNBC / 10jqka / Bloomberg)
③ China storage supply chain H1 earnings blowout: Jiangbo Long +74,394%, GigaDevice +1,099% — 10 companies all surge, full-chain volume-price surge confirms storage super-cycle profit realization (Sina Finance / Zhihu / East Money)