全球开始疯抢 CPUCiti: Downgrades Tencent Holdings target price to HKD 758, maintains a cautious stance on AI spending and profit drag in the next quarter7 月 AI 大乱斗：国外 GPT-5.6、Grok4.5、Gemini 3 Pro 轮流登场，国内 DeepSeek V4 正式版也来了！韩国 AI 牛市大赢家！国民年金二季度暴赚 189 万亿韩元，三星、SK 海力士贡献近八成The interest rate storm sweeps through the U.S. stock market's photovoltaic sector: Deutsche Bank maintains a bullish outlook on First Solar, can 2.1 billion net cash build a "safe haven"?Meta tests artificial intelligence glasses with "super perception" capabilities that can record every moment小米汽车杀进 “9 系” 红海SpaceX and Cursor to Launch Joint AI Model as Early as This Wednesday, Targeting Opus 4.8 and GPT-5.5券商业绩持续爆表！招商证券预告半年利润创纪录 “破百亿”高盛交易台：美股动量股抛售之凶猛，2020 年以来未见！但尚未看到 “恐慌”，散户是最大支撑TSMC to Expand PIC Capacity 30-Fold in Three Years, CPO Supply Chain Enters Window of Opportunity for Volume Ramp-UpSpaceX 和 Tesla 早期投资人：我正在押注能源、生命科学、替代蛋白质、新材料Understanding 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%全线暴跌！韩国三星、海力士杠杆 ETF 几乎全线跌破发行价，政客呼吁 “摘牌退市”SG Morning Brief | Chips Crash Again as Hormuz Attack, Iran Waiver Revoked, Samsung Selloff Converge美股 “鬼故事”：规模庞大、主导市场多年的 “做空波动率” 交易会逆转吗？South Korea's Seoul Composite Index Turns Positive After Falling More Than 3%美光、闪迪领跌、整个板块全线重挫，市场焦点：存储见顶了吗？高盛：AI 叙事日益复杂、投机杠杆加剧，但建议 “继续持有，精简持仓”黄金牛市结束？“多头” 跑了不少，“空头” 也没增加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 country早餐 | 芯片存储股领跌美股！迈威尔、闪迪跌超 7%Samsung 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 Signals霍尔木兹冲击波！美国撤销伊朗石油销售豁免，美军称开始对伊发动强力打击跻身纳指 100+ 六大投行唱多也没用：SpaceX 跌近 7% 创上市来新低，450 亿算力合同面临 “断供” 风险Top 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 marketEIA 猛砍今明年油价预期，料霍尔木兹到年底基本恢复正常、AI 热潮推动美国用电量连年新高Meta releases AI image model, targeting advertisers and subscription usersPerplexity plans to adopt NVIDIA's new CPUMeta AI 大战再落一子：新图像模型 Muse 全面接入 Instagram、WhatsApp，广告商也能用被曝 Copilot“瘦身” 后微软又传 “自力更生” 降本：用自研 AI 替换 OpenAI 和 Anthropic 模型Nvidia 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 2023