Understanding the Market | CHINAHONGQIAO rose over 5% in early trading, aluminum prices are expected to rebound to a maximum of $3,500, highlighting the company's dividend valueRebound in Japanese and South Korean Stocks, U.S. Stock Futures RiseUnderstanding the Market | Gold Stocks Open Higher Across the Board as Fed's Short-Term Rate Hike Probability Cools, Gold Market Welcomes Rebound OpportunityTesla launches the three-row, six-seat Model Y in the U.S. six months ahead of schedule, further expanding its best-selling SUV product lineU.S. Job Seekers Back Off: Labor Force Participation Rate Hits 50-Year Low After Excluding Pandemic PeriodCICC: The US Dollar Index may return to a weak volatility range, and the market is expected to start "lagging curve" tradingSG Morning Brief | NFP Misses at 57K, Dow Hits Record but Chips Crash for 2nd Day; US Closed TodayIt is reported that Microsoft will integrate the enterprise and consumer versions of Copilot to respond to external AI competitive pressuresCICC: Non-farm payroll cooling supports the Federal Reserve not to raise interest rates or lower interest ratesPalantir CEO Slams Large Model Giants: Their Business Model Has Major Flaws, Imposing a "Tax" on Enterprises While Ignoring Enterprise Risk ManagementMeta's superintelligent executive claims to have caught up with OpenAI in the AI model competitionLiquidity and Leverage in the US Stock MarketHassett Criticizes Powell: Staying on at the Fed Is Highly Unusual, Hindering Trump’s Appointment of New NomineesWave of Private Credit Redemptions Persists! Blue Owl Faces Massive Redemptions Again, Restricts Withdrawals for Two Consecutive QuartersBreakfast | July 3, 2026Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Non-USD Currencies Generally Rise on Non-Farm Payrolls DaySpot Gold Rises Over 2% on Non-Farm Employment Day"The Big Short" Michael Burry: Initiated a short position on Micron Tech at $1,051.87 on WednesdayEmerging Market FX Markets Boosted by Weak US Jobs Data and Softer DollarTesla announces that the three-row six-seat version of the Model Y is now available for sale to customers in the United StatesTesla sets the weekly AI spending limit for employees at $200Tesla crashes into a Texas home, resulting in the death of a woman; driver charged with manslaughterThe U.S. Economy Added an Underwhelming 57,000 Jobs in June. Here's the Takeaway for Investors.Meta Platforms states that AI agent development has not "accelerated as we expected" over the past four monthsMeta quietly launched the AI social application Pocket, focusing on interactive mini-gamesAmazon's latest batch of satellites launched, paving the way for internet services this year and challenging StarlinkStrong quarterly sales fail to boost Tesla's stock price as analysts await more progress in AIGerman 2-Year Bond Yield Falls by Over 1 Basis Point on Non-Farm Payrolls Day, While 30-Year German Bond Yield Rises by Approximately 4 Basis PointsDomestic Models + Tens of Millions of Robots! Japan Unveils "Sovereign AI" Strategy, Betting $2.3 Trillion on the FutureTesla's second-quarter delivery volume far exceeded expectations, yet the stock price still fell by 7%Meta is making a big push into cloud computing, and Wall Street needs to prepare for a decline in company profit marginsMicrosoft invests $2.5 billion to establish a new department to enhance enterprise AI implementation servicesIntel rises as HSBC doubles its target price to $200Report: Anthropic in Talks with Samsung for Custom AI ChipsWells Fargo Strategist: Rising Intervention Risk, Recommends Tactical Short on USD/JPYTesla expects a 3% increase in deliveries in the second quarter, with analysts estimating quarterly deliveries at 396,466 vehiclesThe "New Cloud" model faces new challenges! Meta "transforms from benefactor to competitor" as CoreWeave bonds fall for two consecutive days, raising concernsTesla Q2 Deliveries of 480,126 Vehicles Beat Expectations, Surging 25% Year Over YearGlobal Headlines to Know Before Thursday's US Stock Market Open