京东 70 万蓝领的涅槃账本：快递员去修机器人，可行性有多高？商品传奇 Rick Rule：铜油都便宜得超乎想象，铀将是 AI 狂飙的 “意外赢家”，无法确认黄金底部已出现Morgan Asset Management: The Hong Kong stock AI sector may replicate the performance of the US stock market, and the index's upward trend needs to be driven by the earnings of leading technology stocksAlibaba released the video generation model HappyHorse 1.1, which systematically upgrades five major dimensions曹操出行接入豆包打车灰测 AI 助手正探索更多场景雷军自曝：后悔跟董明珠打赌；小米汽车 “1300 公里只充一次电” 被断章取义智谱冲上万亿，市场在为什么买单？厄尔尼诺 + 乙醇双压夹击，印度糖出口或停滞至少三年South Korea Considers Separate Measures for Samsung and SK Hynix Leveraged ETFsMing-Chi Kuo: Google develops TPU v9 revised chip, MediaTek obtains new ordersDeepSeek 2.0 时刻？智谱市值突破万亿港元，GLM-5.2 刷屏华尔街渣打：市场对美联储预期过于鹰派 预计年内将保持按兵不动Guinea Announces Ban on Raw Gold Ore Exports花旗看高美光目标价至 1200 美元，Q3 盈利同比增速预期上调至 1092%杠杆创四年新高、空头头寸破纪录——六月市场的三大警示信号Give up on the competition among chatbots! Apple iOS 27 takes full control of user daily experience with Apple IntelligenceElon Musk Just Lifted His Tesla Voting Stake to Nearly 20%. Could a SpaceX Merger Be Next?Hong Kong Stock Midday Review | Hang Seng Index fell 0.98% in the morning session, KNOWLEDGE ATLAS surged against the trend with a market value exceeding one trillion成本仅为美国同类产品的两成！中国 AI 模型的低成本路径正在改写行业逻辑对冲基金四周连买后急转直下，做空力量主导美股净卖出SpaceX 上市仅用 74 天，为 OpenAI 和 Anthropic IPO 提速树立参照，八月窗口初现油价、美联储、ETF 资金——这三股力量将决定黄金的命运South Korea's exports rose 60% in the first 20 days of June, with chip exports surging 188.4%The Revelation of Emerging Market Profits Surpassing Expectations for the First Time in Four Years: The AI Super Bull Market Spreading from the GPU Myth to Full-Stack AI Computing Dominated by "AI Factories"ALEBUND IPO: A sample for the revaluation of pharmaceutical stocks?Zhitong Decision Reference | The market feels the chill中金：如何应对高拥挤资产？SG Morning Brief | Iran Re-Closes Hormuz 3 Days After Deal, Geneva Talks Cancelled; Marvell Joins S&P 500LG executives will visit NVIDIA headquarters to discuss physical artificial intelligence本周重磅日程：“美联储最爱通胀指标”、英伟达股东大会、美光财报“空头” 美银 Hartnett：美股牛市的命运取决于 “中选和伊朗”距离美国 “250 周年国庆” 还有两周，特朗普如何给市场放烟花？High Concentration = Should Rotate?Zhitong Hong Kong Stock Early Knowledge | Eight departments issued the "Implementation Opinions on Accelerating the Development of 'Artificial Intelligence + Consumption'" The Iranian military announced the closure of the Strait of HormuzReminder: Key Intraday Events to Watch (All Times in Beijing Time)Is Alphabet the Best "Magnificent Seven" AI Stock?The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply ChainCITIC Securities: Interest rate hikes are unlikely to shake AI valuations; non-AI weaknesses need to break through with their own narratives伯恩斯坦资深分析师：这是职业生涯第一次真正的 “芯片超级周期”，“瓶颈” 才是造富机器分化在延续，变化在酝酿“大空头” 查诺斯：当前 AI 产业链存在巨大 “财务不匹配”，“AI 云” 实际是租赁中介，看空 SpaceX“加息” 涨科技？Will Nvidia Stock Soar After June 24? The Evidence is Piling Up and Here's What It Shows港股，是人民币和美元的实时记分板Can SpaceX Deliver Tesla-Level Returns? The Bull and the Bear Case数字经济时代，三驾马车已经失真市场 “不可调和的矛盾”：如何给科技股估值企业端开始 “算力降本” 之际，高盛警告 5.3 万亿 AI 资本支出正逼近信贷饱和！