Meta tests artificial intelligence glasses with "super perception" capabilities that can record every momentSpaceX and Cursor to Launch Joint AI Model as Early as This Wednesday, Targeting Opus 4.8 and GPT-5.5TSMC to Expand PIC Capacity 30-Fold in Three Years, CPO Supply Chain Enters Window of Opportunity for Volume Ramp-UpUnderstanding the Market | Alibaba-W rose over 9% in the morning as reports indicate that Alibaba is merging three of its enterprise-level Agent productsUnderstanding the Market | GIGADEVICE rose over 5% during intraday trading, reported that Apple is testing Changxin Memory chips. Analysts say that the recent sell-off is not due to a deterioration in fundamentalsAdvanced packaging welcomes a critical change: Goldman Sachs is optimistic about the leading glass fabric company, and Ming-Chi Kuo strongly supports Taiwan SemiconductorAI search field leader Perplexity adopts Vera CPU! Amid the surge of intelligent entities, NVIDIA aims for a $200 billion general computing battlefieldGuotai Junan Securities: Maintain Tencent Holdings "Outperform" rating, Workbuddy provides high-value direction for model iterationHedge Funds Achieve Best Half-Year Performance Since 2021, Driven by Chip and AI TradesUnderstanding the Market | Xiaomi Corporation-W rises over 3%, new product series named SKYNOMAD, first model expected to be released in the second half of the yearHang Seng TECH Index intraday gains widen to 2%, Hang Seng Index rises over 1%, LENOVO GROUP up nearly 7%, HUA HONG GRACE surges more than 5%SG Morning Brief | Chips Crash Again as Hormuz Attack, Iran Waiver Revoked, Samsung Selloff ConvergeSouth Korea's Seoul Composite Index Turns Positive After Falling More Than 3%Zhitong Hong Kong Stock Early Knowledge | The People's Bank of China has increased its gold holdings for the 20th consecutive month. The State Council has in principle agreed to the "14th Five-Year Plan" for building a strong tourism countrySamsung has begun mass production of advanced solid-state drives for NVIDIA's Vera Rubin platformBullish sentiment surges! As the semiconductor sector plummets, NVIDIA receives significant options bettingReminder: Key Events to Watch During the Day (All Times in Beijing Time)AI 融资 “轰炸” 债市！亚马逊 (AMZN.US) 250 亿美元发债引发科技债抛售Chip Sector Plunges 5%, but NVIDIA Bucks the Trend to Close Higher as Options Market Shows Bullish SignalsTop 20 U.S. stock trading volumes on July 8: SanDisk's data center business revenue increased by 645% year-on-yearAmazon's new bond demand cools as AI bonds flood the marketMeta releases AI image model, targeting advertisers and subscription usersPerplexity plans to adopt NVIDIA's new CPUNvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.JP Morgan raises Apple’s target price to $345: The impact of product price increases is not as severe as fearedBernstein Comments on Tencent's Hy3 Model: Steady Improvement in AI Capabilities, Clearer Path to Agent CommercializationDid Mark Zuckerberg Just Suggest That Meta Platforms May Have Invested Too Much Into Artificial Intelligence?Federal Reserve: US One-Year Inflation Expectations Reach 3.67%, Highest Since September 2023Amazon's financing landscape expands! Plans to issue an additional $25 billion in bonds to increase investment in AI infrastructureHow Apple Can Actually Benefit From the Memory Supply ShortageAVGO: Lagging Nvidia, now under siege from smaller rivals?Epic IPO "collides" with chip giant tremors! SK Hynix's $28 billion ADR issuance encounters unexpected changesU.S. Stock Outlook | Three Major Index Futures Mixed, Samsung's Earnings Report Weighs on Tech Stocks AgainMeta Platforms Just Gave a Massive Warning to CoreWeave and Nebius. Is It Time to Sell These AI Infrastructure Stocks?Google and RWE support Proxima Fusion in a €411 million financing roundOn July 6th, Li Auto-W spent USD 6.8218 million to repurchase 1.1506 million sharesOn July 6th, Alibaba-W spent USD 49.9932 million to repurchase 4.1087 million sharesIs Meta Platforms About to Follow in the Footsteps of Elon Musk's SpaceX?Google invests in fusion startup to help build Europe's first commercial fusion power plantTencent cuts Kuaishou stake via block trade; Meituan open-sources 1T-param LLM LongCat-2.0 | Daily News RecapAI "Orchestration" Gains Traction: Is Microsoft's Opportunity Arriving?PBOC Expands Gold Reserves for 20 Consecutive Months; China's Gold Reserves Reach 75.44 Million Ounces by End of JuneAs the Quiet Period Ends, Wall Street Eagerly Turns Bullish on SpaceX: Upside Potential of Nearly 90%!Citigroup: Tencent Holdings' WorkBuddy shows strong momentum, maintains "Buy" ratingGoldman Sachs: Upgrades East Asia Bank's earnings forecast, maintains "Sell" rating