Mark Zuckerberg Admitted AI Agents "Hasn't Really Accelerated" as Meta Stock Dropped 5%PE 倍数创本轮 AI 牛市以来最低！美银称英伟达 “估值不合理”动量崩塌、韩股巨震，量化基金面临 2025 年 8 月以来最惨回撤！ETF Movement | Southern Double Long NVIDIA rises over 7% Nemotron 3 Ultra debuts Institutions point out unreasonable discount in NVIDIA's market valuationAWS growth is expected to soar to 35.5%, and AI revenue is skyrocketing by nearly 500%! TD Cowen is optimistic about Amazon's impressive Q2 performanceJunLi Henderson: The U.S. is unlikely to benefit from interest rate cuts, and expectations for a rising stock market are damaged花旗实体 AI 峰会：数据稀缺、成本高企，机器人规模化 “是十年长跑”“迷你效应” 席卷美国零售：高通胀重压下，小商品成消费市场新引擎韩国股市畸形集中：两只芯片股加杠杆 ETF 垄断七成交投Levi Strauss Reports Q2 Net Income of $87.3 Million; DTC Business Share Exceeds 50% for the First TimeUnderstanding the Market | Alibaba-W rises nearly 5% again, Alibaba Cloud's latest fiscal quarter revenue is expected to increase by 45% year-on-year, flash sales reduce losses faster than market expectationsAI 需求增长驱动科技设备与半导体价格！中国 6 月 PPI 同比 4.1%，CPI 同比增 1%KNOWLEDGE ATLAS Surges Over 20% at One Point, MiniMax Rises More Than 5%Understanding the Market | Storage Concepts Lead the Gains, GIGADEVICE Once Rose Over 13%, Storage Module Leader Claims Q3 Memory Prices Will Increase by 20%-30%一日飙涨超 10% 背后：阿里云 AI 商业化加速兑现，阿里迎来预期差修复时刻NVIDIA's self-developed large model Nemotron 3 Ultra debuts: cost-performance ratio maximized, inference costs drop 90% compared to closed-source modelsCICC: Maintains Alibaba-W outperform industry rating with a target price of HKD 172ZHONGTAI SECURITIES: Initiates "Buy" rating on Alibaba-W, Cloud + AI opens new growth spaceChina's June CPI rose 1% year-on-year, down from 1.2% previously. China's June PPI rose 4.1% year-on-year, up from 3.9% previously从 “稀缺” 到 “放缓”？“空头” 德银：泡泡玛特 IP 周期见顶，下半年面临更严峻下滑风险华尔街点评美联储 6 月会议纪要：核心看通胀，短期无加息紧迫性韩股跌入熊市，高盛建议客户 “转投中国 AI 产业链”SG Morning Brief | Trump Declares Iran Ceasefire "Over" then Walks It Back; Nasdaq Bucks Selloff算力过剩？Meta 要投百亿美元建首个加拿大数据中心Buy-the-Dip Capital Floods into US Chip ETFs早餐 | 芯片、存储股反弹！中概股逆势走强，阿里涨超 11%Zhitong Hong Kong Stock Early Knowledge | U.S. media reports that tanker passage through the Strait of Hormuz has basically stopped, and some Federal Reserve officials support a rate hike in June早餐 | 2026 年 7 月 9 日US Real Interest Rates Rise to Over One-Year High! AI Investment Supports Economic Resilience, Rising Oil Prices Rekindle Rate Hike ExpectationsFed Chair Warsh to Testify Before Senate Banking Committee on July 15SK 海力士美国 IPO 获七倍超额认购，募资规模剑指史上次高Reminder: Key Events to Watch Today (All times in Beijing Time)指数纳入效应失灵，SpaceX 股价两日跌超 7% 接连破发，华尔街估值分歧加剧Needham: Meta downplays the open-source Llama strategy, self-developed AI models may enhance monetization capabilitiesMeta's market value surpasses Tesla, concerns over AI spending drag both stocks downMeta will invest CAD 13 billion to build a data center in Alberta, marking its first project in Canada布油一度涨超 7%！特朗普：因对伊袭击导致油价上涨 “没关系”、目前石油过剩SpaceXAI and Cursor Jointly Release Grok AI Model, Focusing on Legal and Financial TasksAmazon vs. Walmart vs. Costco: Which Is the Smartest Buy for the Second Half of 2026?Founder Zhang Xiaolong Steps Down, Leaving FENBI with Its AI Story Half-ToldMark Zuckerberg's Meta Stock Surged 9% on New Cloud Business PlanKey Focus Areas of the Fed's June MinutesTSMC earnings report preview: AI demand continues to be strong, GF Securities expects to raise guidance and increase capital expenditure for 2027Morgan Stanley raises Tesla's target to $415: The Robotaxi landscape continues to expand, and the Model YL's launch in the U.S. opens new growth opportunities100 倍的奖金差，三星正面临 “薪酬撕裂”"Disrupting" HBM? Intel XBM Patent Revealed: Focusing on Low Packaging CostsStructural Divergence Intensifies Behind the AI Boom: 59% of S&P Tech Stocks Have Fallen into Bear Market TerritoryIt is reported that Tencent has poached an OpenAI researcher: Tian Yonglong has recently joined and will participate in VLM research and developmentGoldman Sachs warns: AI earnings surprises "retreat" are imminent, and the US stock earnings season may enter a new phase of "expectation verification."