Apple Just Made a Controversial Move. Is the Stock One to Avoid or Is Now the Time to Buy?三星谈合作、SK 海力士扩产、铠侠 NAND 送样，日韩股市用 V 型反弹回应算力过剩恐慌资深基金经理：标普 500 将在明年站上 10000 点，本轮 AI 牛市泡沫远不及 1999 年正面硬刚 Anthropic？阿里内部将全面禁用 Claude Code特斯拉 VP：五年内，自动驾驶和人形机器人将 “彻底融入日常生活”Memory prices have skyrocketed unprecedentedly. Is NVIDIA also feeling the pressure? GF Securities: AI servers "downgrade" become a tool to control costsIn the midst of the storage chip shortage, Apple is increasing orders! It is reported that the stock target for the foldable iPhone has been raised to 10 million units, with plans to launch 5 new modelsUnderstanding the Market | WANGUO GOLD GP Rises Over 17% as Gold's Financial and Safe-Haven Attributes Are Revitalized, Zijin's Empowerment Supports Continuous Growth of the Company's Gold Mining Capacity微软 CEO 纳德拉：AI 时代护城河不在模型，而在公司独有的学习回路Understanding the Market | ZHAOJIN MINING rose over 13% during trading as tightening expectations cooled and international gold prices rebounded. Offshore gold mines will become the company's new growth engineMeta“算力过剩” 疑云背后：扎克伯格说 AI 进展慢了，AI 负责人新模型说已追上 GPT-5.5BANK OF E ASIA: Lowers gold target price for the year to USD 4,600 per ounce, expects the Federal Reserve to raise interest rates only once in the second half of the yearEverbright Securities: Meta's computing power services disrupt the electronic sector, but the AI computing power chain's prosperity remains unchangedJapanese and South Korean Stocks Rebound, US Stock Futures RiseReport: Samsung Electronics to Raise Q3 DRAM Prices by Up to 20%Russia's antitrust agency warns Apple over local app issuesTesla's sales in South Korea in the first half of the year surged by 192% year-on-year, capturing 30% of the imported passenger car market杠杆 ETF 规模一年暴涨 431%，韩国国会启动制度整改讨论Hong Kong Stock Midday Review | Hang Seng Index up 1.57% in the morning session, copper stocks lead the gainsUnderstanding the Market | Copper stocks lead the gains as market interest rate hike expectations significantly cool down; institutions indicate that the window for the correction of copper stocks being wrongly punished is approachingETF Volatility | EFUND GOLD MI ETF rose over 9% as June non-farm payrolls unexpectedly cooled, delaying interest rate hike expectations, with the Federal Reserve's inflation risk cooling and dovish statements非农 “哑火”，花旗：加息理由已 “不复存在”，预计美联储 10 月重启降息Understanding the Market | GT GOLD rises over 8% as non-farm data disappoints, gold welcomes a strong rebound, acquisition of the Ning Shan gold mine enhances mineral resource portfolioUnderstanding the Market | CHINAHONGQIAO rose over 5% in early trading, aluminum prices are expected to rebound to a maximum of $3,500, highlighting the company's dividend valueSemiAnalysis 驳斥 “算力过剩论”：Meta 算力扩张远超想象，明年资本开支将 “高得惊人”Rebound in Japanese and South Korean Stocks, U.S. Stock Futures RiseUnderstanding the Market | Gold Stocks Open Higher Across the Board as Fed's Short-Term Rate Hike Probability Cools, Gold Market Welcomes Rebound OpportunityTesla launches the three-row, six-seat Model Y in the U.S. six months ahead of schedule, further expanding its best-selling SUV product line“AI 鬼故事” 不断！“老牌 PE” 黑石意外退出 “全球最大数据中心园区”高盛对冲基金主管的 “半年度总结”：这种情况以前只发生过一次U.S. Job Seekers Back Off: Labor Force Participation Rate Hits 50-Year Low After Excluding Pandemic PeriodCICC: The US Dollar Index may return to a weak volatility range, and the market is expected to start "lagging curve" trading“掌控” 美联储，特朗普一直没放弃SG Morning Brief | NFP Misses at 57K, Dow Hits Record but Chips Crash for 2nd Day; US Closed TodayIt is reported that Microsoft will integrate the enterprise and consumer versions of Copilot to respond to external AI competitive pressuresCICC: Non-farm payroll cooling supports the Federal Reserve not to raise interest rates or lower interest rates华尔街对下半年 “乐观得很一致”：相信市场会 “克服一切”Palantir CEO Slams Large Model Giants: Their Business Model Has Major Flaws, Imposing a "Tax" on Enterprises While Ignoring Enterprise Risk ManagementMeta's superintelligent executive claims to have caught up with OpenAI in the AI model competition芯片股两连跌！AI“鬼故事” 不断：Meta、Anthropic 相继传出新动作，市场开始重估 AI 交易？Liquidity and Leverage in the US Stock MarketHassett Criticizes Powell: Staying on at the Fed Is Highly Unusual, Hindering Trump’s Appointment of New NomineesWave of Private Credit Redemptions Persists! Blue Owl Faces Massive Redemptions Again, Restricts Withdrawals for Two Consecutive Quarters韩元开启 24 小时交易：汇率承压下的金融突围与流动性大考早餐 | 芯片股两日累计跌 11%，闪迪暴跌超 14%早餐 FM-Radio | 2026 年 7 月 3 日Reminder: Key Focus for Intraday Trading (All times in Beijing Time)