加息风暴激化经济担忧，美股低开，纳指跌超 1%，势将终结八周连涨美股盘前 | 热门中概股全线走低，大佬预计特斯拉 2025 年达 500 美元，花旗预计国内千款网游可获批大行速睇 | 腾讯大模型很关键，股价还能涨 30%？特斯拉评级遭下调，目标价却获大幅上调！张勇卸任，蔡崇信归来：阿里的深层危机是没人可接班英特尔，比台积电还疯狂OpenAI CEO: Artificial intelligence is the most important technological step in human historyAmazon Cloud invests $100 million to launch a generative AI innovation center, competing against Microsoft and Alphabet-C.美股开盘一小时集体转涨，特斯拉和英伟达再跌，美元近六周最低Who is the top streamer? Nvidia is more popular than Tesla! ESG funds are also bullish.美股盘前 | 特斯拉创建 Tesla AI 的推特账户，英特尔拟独立运作芯片代工业务不到三个月，Adobe 摇身一变：从 “AI 大输家” 成了 “AI 大赢家”，AI 时代 “谁是赢家” 有答案了？逍遥子追云，“罗汉们” 出山阿里 “崇信”，不再 “逍遥”大模型之争，腾讯假装不急Hedge funds bailed out early! Sold US stocks for 9 out of the past 10 trading days.Two giants' battle spreads! Alphabet-C accuses Microsoft Azure cloud department of anti-competitive behavior.Head of Stock Strategy at Rich Nation Bank: Only the Federal Reserve can suppress US stocks now.趁他病要他命：扎克伯格 “捅刀” 推特，正开发类微博应用Tesla's Supercharging Network is worth what? Morgan Stanley: $100 billion!Electrification "laggard" TM ADR US makes a comeback! Analysts are bullish on all-solid-state batteries and have raised their target prices one after another."I chat with ChatGPT every day," Masayoshi Son: A huge revolution is coming, SoftBank will eventually rule the world!阿里张勇对话诺奖得主：AI 能否创造更多工作岗位？又一个挑战马斯克的人出现了大行速睇 | 阿里换帅是利好！股价还能涨 60%？亚马逊目标价获大幅上调大涨过后是大跌？！华尔街高呼：美股可能已阶段性见顶！高盛：投资者应考虑利用标普 500 指数的涨势对冲衰退风险港股下半年，可能有跌出来的机会！Raymond James：牛市需谨慎 可 “强烈买入” 这两只美股摩根士丹利：内地延长新能源车购置税政策符预期 或令短期行业情绪有支持投行 B. Riley：准备迎来标普 500 大幅下跌吧，是时候投资防御股了扎克伯格、比尔盖茨等四位富豪因 AI 暴赚 1 万亿元鲍威尔将于今明两晚在参众两院作证词Behind the nearly 70% increase in EVEREST MED-B's price last week: Who will pay for the over 200,000 treatment costs?通胀缓解 +AI 热潮 高盛上调未来 12 个月标普 500 目标位至 4700 点小摩锐评港美股互联网：首推腾讯！拼多多最受市场认可，关注阿里、京东战略2023 年亚马逊 Prime 会员日将于 7 月 11 日至 12 日举行，覆盖国家达 25 个阿里迎来压轴变阵腾讯汤道生：在大模型的训练和使用过程中，需要大量异构算力的支持爆点来了：用 LLM 成功设计芯片Wall Street Goes Crazy Bullish! Analyst: Nvidia Could Become the Most Valuable Company in the World in a Few Years郭明錤：预期 2024 年用于 AI 伺服器的光模块自 2H23 开始显著成长，并预计在 2024 年出货量同比增长超过 100%摩根士丹利：港交所推双柜台支持人民币国际化 短期日均成交受惠有限大摩发布研究报告称，快手-W618 电商商品成交额 (GMV) 超预期，预计快手下半年进一步加速增长华尔街简评阿里换帅：蔡崇信上任=马云回归？！股价却无法受提振！