消息称谷歌独立定制的 Pixel 手机芯片推迟一年，改由台积电代工The US FDA has approved the Alzheimer's drug Leqembi, which is expected to become the first of its kind to be covered by medical insurance.“小非农” 就业引爆激进加息预期，美股再跌，中概指数跌 3%，美债跳水WISE LIVING TEC's Hong Kong public offering and international offering were both moderately oversubscribed, with a per-share price of HKD 3.6.Affecting a $5.5 trillion market, the US SEC will introduce new regulations for money market funds.Twitter's formidable rival is gaining momentum! Meta's Threads platform has attracted over 30 million registrations within 16 hours.The New Wave has arrived! AI unexpectedly became the savior of the American technology industry.Sales Champion News: General Motors' second-quarter sales in the United States surged nearly 19%6 月中国金融数据前瞻：信贷、社融或延续同比少增、环比回暖The US non-manufacturing sector reached a four-month high in June, with the gap between non-manufacturing and manufacturing industries reaching its largest level since 2015.拼多多跨境电商 Temu 版图再扩大：上线日本站点，正式进军亚洲市场高盛 “不可能的三位一体” 如何打破？联储 7 月加息概率提升，BoJ 经济调查支持调整 YCC——宏观脱水 0706June's non-farm payroll data exploded! The ADP report shows an increase of 497,000 jobs in the United States, more than double the expected figure.ADP 就业数据传递明确信号，周五非农报告引关注Why doesn't the Federal Reserve loosen its stance? Wage inflation has quietly arrived.李强：要围绕稳增长、稳就业、防风险等 抓紧实施一批针对性、组合性、协同性强的政策措施大行速睇 | Netflix 获列入三季度十大首选美股！微软目标价获大幅上调Hong Kong's three major stock indexes all fell, with the Hang Seng Index dropping 3%. Consumer stocks led the decline, while rare earths experienced a pullback. XPENG-W rose more than 4.5%.AI 股行情可能很快消失？瑞银：警惕美股下半年回调风险！国泰君安：当前宏观政策进入轻踩油门阶段Microsoft Greater China Chairman: In the future, every application will be powered by AI. These are the six key application scenarios.ChatGPT app downloads slowed down, with negative growth in traffic. Bing's market share declined. Did AI fail to challenge search engines?全球巨头抢购这一 AI 产品，台积电也 “被迫” 加单，机构还挖出四大潜力存储器Bulls and bears are watching: Where is the limit of Tesla's "price war" with only two models?AI 智能体卷爆大模型！AutoGPT 等 4 大 Agent 打擂，「西部世界」谁将成为软件 2.0？就在明年！微软市值为何也有望飚上 3 万亿美元？Track Hyper | Tencent Cloud's AGI Infrastructure: Boosting LLM with Vector Databases一张图看懂 | 马斯克 vs 扎克伯格：真正战场在股市！谁输谁赢？还是打平？《汽车行业维护公平市场秩序承诺书》正式签署港股下半年：震荡上涨或从三季度开始，阿里、腾讯们盈利能力遭低估！恒生科技翻红，石化、汽车走高，稀土回调，小鹏汽车涨逾 5%外媒：莫德纳在华首签投资协议，“生产的药品将仅供中国人使用”Circle Considers Issuing Stablecoin In Japan Under New Rules- Coindesk扎克伯格：THREADS 上线头两个小时内有逾 200 万用户注册OpenAI：20% 算力投入，四年内控制超级智能苹果发布全新 AR 应用 Deep Field，提供沉浸式绘画体验斥巨资但收视率不理想，亚马逊 CEO 审查内容支出Meta 正式上线社交应用 Threads 直接针对推特外资看空中资银行股？ 内地券商分析师：仍具配置价值Within a week, OpenAI faces another lawsuit! Two authors sue OpenAI for copyright infringement.After the release of the FOMC minutes, US stocks fell across the board, with the NASDAQ Composite Index briefly turning higher. The decline in Chinese concept stocks narrowed significantly.ExxonMobil's thorny issue in entering the energy trading market: whether to give traders huge bonuses.纳指盘初转涨，科技股和新能源车反弹，道指仍跌超 130 点