CICC: The A-share market's fluctuations and adjustments are nearing their end, and the mid-term report performance will be the main theme of the current market从 “断航恐慌” 到 “过剩危机”：美伊协议引爆油价暴跌 30%，高盛预警明年原油净过剩近 200 万桶马斯克推进 550 亿美元 Terafab 芯片项目，特斯拉与 SpaceX 合并预期再升温早餐 | “卖铲人” 存储芯片股遭罕见抛售！CICC: Interim Report Earnings Will Gradually Become the Main Investment ThemeZhitong Hong Kong Stock Early Knowledge | Current U.S. inflation levels remain too high, and the threshold for Hong Kong Stock Connect may have risen to a market value of 10.267 billion早餐 | 2026 年 7 月 2 日Report: Apple Plans to Launch New iPad Pro Next Spring, Entry-Level MacBook Pro Faces RedesignPrediction Markets: Kalshi Traders Believe US Inflation Peaked in May as Energy Prices Fall in JuneInstitutions Sell, Retail Investors Buy! Bank of America: Institutional Clients Dump Tech Stocks, Becoming Net Sellers of US Equities for Four Consecutive WeeksRelaunch After Crossing the Security Red Line: Anthropic's Claude Fable 5 Fully Integrated into GitHub Copilot, Betting on Long-Horizon Autonomous CodingIt is reported that Apple is in negotiations with two domestic chip manufacturers, planning to procure chips for some products in the Chinese market通胀降温与油价暴跌瓦解加息共识，欧央行内部意见分裂，9 月或成政策分水岭降通胀靠统计局？美国修改 PCE 计算方法，5 月核心通胀料将下降 13 个基点美联储主席沃什重磅出手：任命前英国央行行长 King 共同执掌新设沟通工作组Meta 云转向引爆动量崩塌，美光重挫超 10%，软件逆势走强纳指 100 跌 1.5%Top 20 U.S. Stock Trading Volumes on July 2: Meta Plans to Enter Cloud Computing, Stock Price SoarsValar collaborates with NVIDIA to build a water-saving nuclear energy data centerIt is reported that Apple's "Hide My Email" feature has a vulnerability, and real email addresses may be leakedIs Musk Building a Phone? Report: SpaceX Unveils AI Device Prototype Thinner Than iPhone存储芯片股高位 “踩刹车”：盘中闪迪跌超 10%、美光跌近 9%大摩重磅报告：GPU 与 XPU，谁将胜出？Tesla's Q2 deliveries are expected to see moderate growth, while the automotive business remains the foundation amid the rising AI narrativeApple India Partner Leak: Over 200,000 Confidential Documents on Dark Web, iPhone 18 Pro Details Exposed沃什：通胀近四周降温，AI 正重塑经济，前瞻指引失去必要性US ISM Manufacturing Expands for Sixth Consecutive Month in June; Cost Index Records Largest Drop in Nearly Four Years吉利跻身单月出口 10 万辆俱乐部比亚迪愈发靠海外救场了Meta aims to transform AI capital expenditures into a "computing power balance sheet"! From the AI arms race to entering cloud computing, Meta wants to fully capitalize on the dividends of the AI inference eraOracle's annual report highlights the investment risks in data centers. Is the US stock market's AI narrative facing a stress test?In June, the U.S. "small non-farm" unexpectedly cooled with only an increase of 98,000, but a sharp drop in layoffs and accelerated wages bolster the Federal Reserve's confidence in raising interest rates! The market is closely watching tomorrow's non-farm dataMeta once considered acquiring Kalshi and will launch its own prediction market applicationAntitrust ruling: Google must pay Klarna nearly $2 billion in damagesGlobal Headlines You Need to Know Before the US Stock Market Opens on WednesdayBYD is set to surpass Tesla again and become the global champion in pure electric vehicle salesGoogle ordered to pay Klarna nearly $2 billion for abusing search dominance to favor its own comparison serviceMeta 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