Intel rises as HSBC doubles its target price to $200Report: Anthropic in Talks with Samsung for Custom AI ChipsWells Fargo Strategist: Rising Intervention Risk, Recommends Tactical Short on USD/JPYTesla expects a 3% increase in deliveries in the second quarter, with analysts estimating quarterly deliveries at 396,466 vehicles美国 6 月非农新增就业 5.7 万人，仅为市场预期的一半，失业率意外降至一年来最低水平The "New Cloud" model faces new challenges! Meta "transforms from benefactor to competitor" as CoreWeave bonds fall for two consecutive days, raising concernsAI 产能过剩疑虑引爆芯片股抛售潮，韩国 “国民财富” 面临重估Tesla Q2 Deliveries of 480,126 Vehicles Beat Expectations, Surging 25% Year Over YearGlobal Headlines to Know Before Thursday's US Stock Market OpenUS Stock Index Futures Surge Following Release of US Non-Farm Employment DataU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Wall Street Downplays Concerns of "Excess Computing Power," U.S. June Non-Farm Payrolls to be Released TonightZhitong Hong Kong Stock Analysis | Meta sells excess computing power, AI is not pessimistic, pharmaceutical stocks strengthen collectively with multiple catalystsOn July 1st, Li Auto-W spent USD 7.7132 million to repurchase 1.2688 million sharesHow Musk Assembled the Terafab Team Inside TeslaNVIDIA announces it will take a share of revenue from the cloud business of some customersAlibaba-W has spent approximately USD 99.9878 million to repurchase about 8.2206 million shares in the past two days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