号称芯片新粮食！两部门出手：对两大稀有金属出口管制！影响多大？NVIDIA "Crazy Investment" AI Unicorn, "Money + GPU" Builds the Strongest AI Industry Alliance?US stocks rise, Chinese concept stocks lead the way with strong performance, Tesla leads the new energy vehicle sector, and the US dollar and US bond yields first decline and then rise."The 'Japanese version of the S&P 500' is here! It encompasses the 'Japanese special estimate' in one fell swoop, with a market value accounting for a significant portion of the Japanese stock market."Entering the Chinese market! Reports suggest that Meta has made progress in cooperation with TENCENT in the field of VR headsets.Big Moves | NVIDIA's Rating Upgraded, But XPENG-W Goes the Other Way? Target Price Gets Significant Upgrades Across the Board!"Price-cutting king" Tesla reduces prices again, but the new players don't follow suit.字节要造机器人，团队计划扩充到百人新加坡房价三年来首跌，最新一轮楼市调控措施见效单日狂飙 16%！小鹏汽车一个月接近翻倍，估值已经到头了？Hang Seng Technologies rose more than 2%, Hang Seng Index rose more than 1%, new energy vehicles performed strongly, XPENG-W rose 10%.月销 3 万的理想和不足 2 千的智己、阿维塔，都需要做好内卷加剧的准备美股异动 | 特斯拉盘前大涨超 6% 创 9 个月新高 Q2 汽车产量和交付量均超预期Report: Apple significantly lowers production expectations for Vision Pro headsets, falling short of previous targets by half.港股异动 | 电视广播一度涨超 7% 传 TVB 最快于本周开展裁员计划洪灏：当下没法空美股，但现在也不是最好的入场时机！第 2 季大 PK！比亚迪和特斯拉的差距越来越大？Jinglin Asset "Speaking in the Market": Seizing the Greatest Investment Opportunities in the Next Decade of Technological Revolution微盟公布大模型应用 WAI 首月报告：部分场景内容可用性达七成美股今天提前休市，明天休市一日中金下调中国中免目标价至 170 港元Baidu Launches Ernie Bot App On iOS App Store For Tests中金：港股正在迎接关键政策窗口期！霸菱方伟昌：若催化剂出现 下半年中国股市有望跑赢大市金融大鳄索罗斯旗下基金会将裁员至少 40%受任天堂《塞尔达传说》推动 美国 5 月电子游戏销售额强劲反弹 12%Microsoft, Alphabet-C, and Amazon are waging a cloud war in the era of big models.BYD vs. Tesla: Both set record-breaking sales in the second quarter, who won the Chinese market and who is charging towards the global market腾讯视频，最终还是走上了爱奇艺的路“价格战” 奏效 特斯拉创单季交付记录 “木头姐” 却一个月减持七次！“降价是高招！但是……” 特斯拉二季度创纪录交付背后：关注利润率！Track Hyper | Honor Zhao Ming: It's Time to Bid Farewell to Apple's Dominance!Ray Dalio: Why is the world on the brink of great chaos?Spotify 考虑加入音乐视频战场，与 YouTube 和 TikTok 竞争360 周鸿祎再谈 AI 大模型：未来可能不是百模大战，而是万模群舞中金发布研究报告称，维持腾讯控股 “跑赢行业” 评级，盈利预测基本不变，目标价 475 港元《独家新闻》美国德州拟强推特斯拉充电技术，充电业者反对 -- 信件氢燃料电池汽车：拿什么和锂电池 PK招商证券 6 月 PMI 点评：预计未来 1-2 个月仍为政策决策层的观察期小鹏进入效率战场蔚来单日上线 51 座充换电站 换电站总数已达 1543 座早餐 | 顶级机构看多港股看空美股，特斯拉季度交付量史无前例超 25 万辆！比亚迪 “大爆发”特斯拉第二季交车量超预期创纪录新高，降价措施奏效Software giant embraces AI: How Adobe completes the "AI transformation" step by stepAI Weekly News: Microsoft launches AI transformation with Windows 11; NVIDIA reduces office software costs by 23%; Video training becomes a crucial learning path for robots | Insight Research