慕尼黑展一线观察，MCU 行业正在发生什么？Apple Raises Production Target for Foldable iPhone to 10 Million Units, a 30% Increase from Previous ExpectationsYUMC: How a 'Western chicken' ruled China for 30 years?大跌只是表象，英伟达和 Meta 从两个方向走进了同一个战场Ordered to Pay LV RMB 10 Million in First Instance: Molly Tea's Four-Leaf Flower Logo Embroiled in Infringement ControversyOn July 2nd, Tencent spent approximately HKD 501 million to repurchase 1.146 million sharesAfter India warned of cybersecurity risks, Meta responded: The WhatsApp username feature has multiple anti-fraud protection mechanisms in placeApple plans to launch five new iPhone models by 2027, focusing on foldable screens while considering the use of domestic chipsGoogle's appeal fails, and the €4.7 billion EU antitrust fine is officially imposedMajor Breakthrough in South Korean p-type Perovskite Transistors Holds Promise for AI Computing DRAMAI 芯片出口火爆，韩国通胀创 30 个月新高AI 资本开支见顶之时，就是黄金东山再起之日？Schroders PLC: Maintains a positive outlook on Asian technology stocks and global energy and resource stocks美银：Meta 卖算力，意在讲好 AI 投资回报故事VCSEL 还是硅光？英伟达光互连核心人才的出走 ams OSRAM，CPO 赛道格局已然生变Amazon's hardware chief reveals self-developed AI chip layout; Echo, Fire TV, and future devices will all "swap chips"Fable 第一，谁第二？Anthropic 钦点 8 款模型名单曝光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！