韩国股市杠杆失控：450 亿美元资金狂飙，SK 海力士单只 ETF 规模碾压美股科技巨头摩根大通警告：若美联储提前加息，金价可能再次跌破 4000 甚至测试 3500-3600Upgrade Cycle Narrative Stumbles: UBS Survey Shows Apple AI Features Fail to Ignite Replacement WaveCurrent Situation in the Eyes of French Economists: Potential Policy Divergence Between the Fed and the ECB14 万级 SUV，扛起小鹏出海重任Meta Is Reportedly Building a Cloud Business to Rival Amazon and Microsoft -- and a Way to Make Its Massive AI Bet Pay Off二手豪车价格坍塌，“奔驰们” 保值神话碎了？Citi: As Hormuz Risks Fade, Oil Prices Could Fall Toward $60Eurozone Economy "Stops Declining" in June: Composite PMI Returns to 50, German Data Unexpectedly "Saves the Day"美股遭遇近四个月最大单周资金流出，美银 Hartnett：” 卖出信号” 仍在闪烁Guotai Haitong Kicks Off Financial Sector’s H1 Performance Forecasts: Non-GAAP Net Profit Surges Over 164%, Hitting an ATH!On July 2nd, Alibaba-W spent approximately USD 49.9931 million to repurchase 4.1616 million shares美股新财季开启，AI 牛市迎来最大考验：盈利能否兑现？从被动存储到主动执行 NAS 即将进入下一场战争On July 2nd, Li Auto-W spent USD 7.1693 million to repurchase 1.1838 million shares微软砸下 25 亿美元、调配 6000 名专家，押注 “前线部署 + 持续优化” 企业 AI 模式On July 3rd, Tencent Holdings Limited spent approximately HKD 501 million to repurchase 1.149 million sharesNomura: Recommend Betting on RBA and Fed to Hold Rates Steady This YearMeta is evaluating a custom AI chip worth 10 trillion won produced by SamsungETF Daily (07.03) | Weak non-farm data weakens interest rate hike expectations, gold ETFs rebound from oversold levels, and the robotics sector surges across the board招商宏观解读非农：恰到好处的就业数据From "money-burning black hole" to "monetization engine": Meta's computing power monetization opens up valuation ceiling, Deutsche Bank and Morgan Stanley sing bullish togetherHong Kong stocks close (07.03) | Hang Seng Index rises 1.28%, Yushu Technology IPO registration approved boosts robotics sector, precious metals strengthen across the boardA 股三大指数小幅收涨，恒指涨 1.28%，机器人产业链掀涨停潮，黄金股表现强势6 月美国非农：加息叙事的再 “纠正”It is reported that Meta plans to throw a $6.5 billion AI chip order to Samsung, which may change the exclusive foundry pattern of Taiwan SemiconductorAI 牛市下半场：下游商业化可能比 Capex 更重要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 approaching