Report: Samsung Electronics to Raise Q3 DRAM Prices by Up to 20%Russia's antitrust agency warns Apple over local app issuesTesla's sales in South Korea in the first half of the year surged by 192% year-on-year, capturing 30% of the imported passenger car market杠杆 ETF 规模一年暴涨 431%，韩国国会启动制度整改讨论Hong Kong Stock Midday Review | Hang Seng Index up 1.57% in the morning session, copper stocks lead the gainsUnderstanding the Market | Copper stocks lead the gains as market interest rate hike expectations significantly cool down; institutions indicate that the window for the correction of copper stocks being wrongly punished is approachingETF Volatility | EFUND GOLD MI ETF rose over 9% as June non-farm payrolls unexpectedly cooled, delaying interest rate hike expectations, with the Federal Reserve's inflation risk cooling and dovish statements非农 “哑火”，花旗：加息理由已 “不复存在”，预计美联储 10 月重启降息Understanding the Market | GT GOLD rises over 8% as non-farm data disappoints, gold welcomes a strong rebound, acquisition of the Ning Shan gold mine enhances mineral resource portfolioUnderstanding 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 valueSemiAnalysis 驳斥 “算力过剩论”：Meta 算力扩张远超想象，明年资本开支将 “高得惊人”Rebound 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 line“AI 鬼故事” 不断！“老牌 PE” 黑石意外退出 “全球最大数据中心园区”高盛对冲基金主管的 “半年度总结”：这种情况以前只发生过一次U.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" trading“掌控” 美联储，特朗普一直没放弃SG 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 rates华尔街对下半年 “乐观得很一致”：相信市场会 “克服一切”Palantir 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 competition芯片股两连跌！AI“鬼故事” 不断：Meta、Anthropic 相继传出新动作，市场开始重估 AI 交易？Liquidity 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 Quarters韩元开启 24 小时交易：汇率承压下的金融突围与流动性大考早餐 | 芯片股两日累计跌 11%，闪迪暴跌超 14%早餐 FM-Radio | 2026 年 7 月 3 日Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Two-Year U.S. Treasury Yield Drops Over 3.7 Basis Points on U.S. Non-Farm Employment DayNon-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 $200特斯拉 Q2 交付大超预期创历史最强，股价为何重挫 8% 创一年最大跌幅？Tesla 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.