Report: MediaTek ASIC Secures "Second-Largest Customer" Outside of Google, Expected to Be Meta日本高利率时代的赢家和输家Musk Shares Photo with Optimus Mass Production Team, Admits Initial Production Will Be "Extremely Slow": It's Not Like Building Cars英伟达要开始分云厂商的钱了Understanding the Market | Xiaomi Corporation-W rose over 5%, with June automobile deliveries consistently exceeding 30,000 units. Citigroup pointed out that the company's valuation is attractiveMeta 卖 AI 算力，是认输还是破局？华尔街观点分裂State Street Global Advisors: Gold prices are under short-term pressure, but the bull market is not over. Gold prices may reach $5,500 in the next 6 to 9 monthsApple Enters the Foldable Screen Arena, Surpassing Huawei in Panel ProcurementReminder: Key Events to Watch During the Day (All Times in Beijing Time)沃什 “鸽派” 转向扑灭加息火苗，黄金企稳 4000 美元，折射利率路径重新定价高盛：世界杯将增加 4 万非农就业NVIDIA collaborates with AI cloud companies through revenue sharing日元最坏情景进入交易员视野，200 关口从 “不可想象” 变为中期尾部风险NVIDIA will provide financial guarantees for GPU procurement and take a cut from cloud service revenue花旗继续看多日股：大幅上调日经 225 目标至 90000 点，年底前仍有约 30% 上行空间！Understanding the Market | Most Gold Stocks Rebound, Wosh's Speech Eases and Boosts Gold Prices, Goldman Sachs Says the Gold Bull Market Is Not Over YetThe independence of the Federal Reserve is under scrutiny again: Bessen's aide transitions to become a consultant for Walsh, raising concerns about the "communication channel" between the White House and the central bankMeta 一句 “卖算力” 砸崩 AI 硬件！华尔街火速拆解：别慌，这不等于算力过剩，这不是行业拐点AI 推动韩国出口暴增背后：价格冲高，但量没跟上华创张瑜：当前宏观逻辑，暂不支持向消费板块进行系统性、战略性切换AI computing power catalyzes cloud infrastructure to accelerate against the trend! Jefferies CIO survey: Cloud spending is expected to grow by 10.1% this year, with Microsoft and Amazon "standing out."美芯片股抛售拖累亚太股市，韩股触发熔断，SK 海力士跌 7%，油价持续回落，黄金稳于 4000 上方“全球最大杠杆 ETF” 的威力：“两倍海力士 ETF” 不仅影响海力士，甚至是整个全球科技股走势SG Morning Brief | Memory Stocks Crash 10% as Hardware-to-Software Rotation Accelerates; Payrolls TonightBessent's Senior Aide to Serve as Advisor to Warsh: Is the Fed Set to Cooperate More Closely with the U.S. Treasury?芯片股 “最大利空” 终于来了？Meta 会是 “第一个缩减资本开支的大厂” 吗？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