Meta Platforms is building a cloud business to sell its surplus AI computing powerU.S. Stock Market Outlook | Futures for the three major indices all decline, Wosh will appear at the ECB forum tonightMicron CEO Again "Subtly Criticizes" Apple: Previously Slashed Prices to One-Third, Crippling Industry's Ability to Expand Capacity甲骨文的 AI 焦虑：建了数千亿数据中心，但就怕 OpenAI 付不起账单Panasonic: To Invest 500 Billion Yen in AI Infrastructure Over the Next Two Years别只盯着加息——辛特拉真正分裂比利率更深High-speed copper cable supplier Anlan Wanjin has been inquired for its IPO on the Shanghai Stock Exchange main board, with product terminals mainly applied to Nvidia, Alphabet, and othersNVIDIA invests in security company Verkada韩国股市又被 “小作文” 打崩：国民年金被曝再平衡，或抛售高达 74 万亿国内股票Inflation exceeds expectations and cools across the board, manufacturing output reaches the best level in nearly four and a half years, European Central Bank pauses interest rate hikes amid strong data supportContinuing to Integrate with the Tencent Ecosystem, Yuanbao Enables Access to WeChat Government and Public Service Mini ProgramsTesla's registration volume in France, Sweden, and Denmark increased in JuneEU Technology Chief: Had Constructive Talks with Apple CEOMEITUAN Open-Sources Trillion-Parameter Large Model LongCat-2.0, Trained End-to-End on 50,000 Domestic Compute CardsStock Market Investors Just Got Bad News From the Federal Reserve. History Says a Big Drop Could Follow.具身智能的 Skill 时刻！英伟达开源机器人技能库，Jim Fan：范式变了AI 越便宜，芯片越贵How Long Can Target Stock Continue To Crush Amazon, Walmart, and Costco?韩国半导体基板厂商：三星、SK 海力士拟要求下半年降价，年初 3%~4% 涨幅或将撤回韩国股市半年暴涨 100% 的背后：外资出逃 148 万亿韩元、散户加杠杆接盘近 100 万亿Exploration stage rare earth miner IMC Rare Earths rushes to the US stock market, plans to raise $20 million through IPO6 月电车成绩单：零跑蝉联新势力销冠，鸿蒙智行交付重返 5 万 +，蔚来、小鹏超 4 万，小米 3 万辆CC 直播终成为网易 “弃子”，游戏直播黄金时代早已落幕买券商=买科技？长鑫、宇树们排队上市，券商正在迎来 “投行大年”South Korean regulators accuse Google of abusing its dominant position in the Android app marketMicrosoft is brewing another round of layoffs! "AI disrupts everything" sweeps through business operations, and the budget for computing infrastructure accelerates the replacement of human laborAI 泡沫、利率，谁会成为终结美股这轮牛市的 “凶手”？今日起，半导体开启第二轮涨价潮Guangfa Securities: The market underestimates the potential of the collaboration between MediaTek and Google; orders from Broadcom and Qualcomm may be affectedKOSPI Index Drops Nearly 4% Intraday as South Korean Government Urgently Debunks Rumors of "Confiscating Chip Giants' Profits"Samsung HBM4E Yield Surpasses 70%, Seventh-Generation AI Memory Development Enters Stable Phase美股狂欢到极致，连最坚定的多头都开始防范 “夏季风暴”Breaking Industry Conventions! Report: SK Hynix Long-Term Agreement Prices Have "No Cap," Pricing Game Heats Up CompletelyLi Auto-W delivered 30,895 new vehicles in June, with a cumulative delivery exceeding 1.73 million vehiclesCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666Report: SK Hynix Signs Long-Term Supply Agreements with Customers Without Price Caps中国旺旺增收不增利，渠道换挡先压利润走出中国市场的低谷，耐克还需要几个赛季Reminder: Key Focus for Intraday Trading (All times are in Beijing Time)Anthropic 攻入微软腹地：Claude Tag 接入 Teams 揭开企业软件生态重构序幕超盒算 NB 进京赶考：盒马硬折扣能否顺利进入复制期South Korean Exports Post Largest Gain in Nearly 50 Years as AI Chip Demand Pushes Monthly Total Above $100 Billion for the First TimeGoogle releases two new AI models for low-cost image generation and seamless video editingToken 狂欢退潮后的企业现实：预算管控成新常态，但 AI 列车未减速韩国 1.3 万亿美元战略落地，半导体设备股应声暴涨，ASML 创历史新高油价遭遇 “疫情以来最惨一季”，“战争溢价” 几乎为 0，分析师相信 “全球补库” 会带来下一轮上涨上半年增速最快的是：全球的 “杠杆”SG Morning Brief | S&P and Nasdaq Post Best Quarter Since 2020; SOX Soars 88% in Record Q2对比鲜明！美国芯片股创 “史上最佳季度”，而英伟达 “相差甚远”曾经的 “小甜甜”，如今的 “牛夫人”–美国散户 “抛弃” Mag 7