On July 1st, Li Auto-W spent USD 7.7132 million to repurchase 1.2688 million sharesHow Musk Assembled the Terafab Team Inside TeslaNVIDIA announces it will take a share of revenue from the cloud business of some customersAlibaba-W has spent approximately USD 99.9878 million to repurchase about 8.2206 million shares in the past two daysApple Raises Production Target for Foldable iPhone to 10 Million Units, a 30% Increase from Previous ExpectationsYUMC: How a 'Western chicken' ruled China for 30 years?Ordered to Pay LV RMB 10 Million in First Instance: Molly Tea's Four-Leaf Flower Logo Embroiled in Infringement ControversyOn July 2nd, Tencent spent approximately HKD 501 million to repurchase 1.146 million sharesAfter India warned of cybersecurity risks, Meta responded: The WhatsApp username feature has multiple anti-fraud protection mechanisms in placeApple plans to launch five new iPhone models by 2027, focusing on foldable screens while considering the use of domestic chipsGoogle's appeal fails, and the €4.7 billion EU antitrust fine is officially imposedMajor Breakthrough in South Korean p-type Perovskite Transistors Holds Promise for AI Computing DRAMSchroders PLC: Maintains a positive outlook on Asian technology stocks and global energy and resource stocksAmazon's hardware chief reveals self-developed AI chip layout; Echo, Fire TV, and future devices will all "swap chips"Report: MediaTek ASIC Secures "Second-Largest Customer" Outside of Google, Expected to Be MetaMusk Shares Photo with Optimus Mass Production Team, Admits Initial Production Will Be "Extremely Slow": It's Not Like Building CarsUnderstanding the Market | Xiaomi Corporation-W rose over 5%, with June automobile deliveries consistently exceeding 30,000 units. Citigroup pointed out that the company's valuation is attractiveState Street Global Advisors: Gold prices are under short-term pressure, but the bull market is not over. Gold prices may reach $5,500 in the next 6 to 9 monthsApple Enters the Foldable Screen Arena, Surpassing Huawei in Panel ProcurementReminder: Key Events to Watch During the Day (All Times in Beijing Time)Goldman Sachs: World Cup to Add 40,000 Non-Farm JobsNVIDIA collaborates with AI cloud companies through revenue sharingNVIDIA will provide financial guarantees for GPU procurement and take a cut from cloud service revenueUnderstanding the Market | Most Gold Stocks Rebound, Wosh's Speech Eases and Boosts Gold Prices, Goldman Sachs Says the Gold Bull Market Is Not Over YetThe independence of the Federal Reserve is under scrutiny again: Bessen's aide transitions to become a consultant for Walsh, raising concerns about the "communication channel" between the White House and the central bankAI computing power catalyzes cloud infrastructure to accelerate against the trend! Jefferies CIO survey: Cloud spending is expected to grow by 10.1% this year, with Microsoft and Amazon "standing out."SG Morning Brief | Memory Stocks Crash 10% as Hardware-to-Software Rotation Accelerates; Payrolls TonightBessent's Senior Aide to Serve as Advisor to Warsh: Is the Fed Set to Cooperate More Closely with the U.S. Treasury?CICC: The A-share market's fluctuations and adjustments are nearing their end, and the mid-term report performance will be the main theme of the current marketCICC: Interim Report Earnings Will Gradually Become the Main Investment ThemeZhitong Hong Kong Stock Early Knowledge | Current U.S. inflation levels remain too high, and the threshold for Hong Kong Stock Connect may have risen to a market value of 10.267 billionReport: Apple Plans to Launch New iPad Pro Next Spring, Entry-Level MacBook Pro Faces RedesignPrediction Markets: Kalshi Traders Believe US Inflation Peaked in May as Energy Prices Fall in JuneInstitutions Sell, Retail Investors Buy! Bank of America: Institutional Clients Dump Tech Stocks, Becoming Net Sellers of US Equities for Four Consecutive WeeksRelaunch After Crossing the Security Red Line: Anthropic's Claude Fable 5 Fully Integrated into GitHub Copilot, Betting on Long-Horizon Autonomous CodingIt is reported that Apple is in negotiations with two domestic chip manufacturers, planning to procure chips for some products in the Chinese marketTop 20 U.S. Stock Trading Volumes on July 2: Meta Plans to Enter Cloud Computing, Stock Price SoarsValar collaborates with NVIDIA to build a water-saving nuclear energy data centerIt is reported that Apple's "Hide My Email" feature has a vulnerability, and real email addresses may be leakedIs Musk Building a Phone? Report: SpaceX Unveils AI Device Prototype Thinner Than iPhoneTesla's Q2 deliveries are expected to see moderate growth, while the automotive business remains the foundation amid the rising AI narrativeApple India Partner Leak: Over 200,000 Confidential Documents on Dark Web, iPhone 18 Pro Details ExposedUS ISM Manufacturing Expands for Sixth Consecutive Month in June; Cost Index Records Largest Drop in Nearly Four YearsMeta aims to transform AI capital expenditures into a "computing power balance sheet"! From the AI arms race to entering cloud computing, Meta wants to fully capitalize on the dividends of the AI inference era