谷歌要放大招？ Gemini 3.5 Pro 传 7 月 17 日发布，前端碾压 Fable 5AI compute too costly: Is META upending the game?Has Greg Abel Found Berkshire Hathaway's Next Apple? He's Put $23 Billion Into This Company So Far and Could Buy Even More.“宁可不赚也不碰马斯克”，美国散户开始” 排雷” SpaceXSaving Tokens with AI Routers Becomes a New Trend? Tech Giants Race to Deploy, Cutting Enterprise AI Costs by Nearly 97%Tesla's autonomous taxi service expands to Miami中金：AI 链对增长的含义Northbound Capital Trends | Northbound capital net purchases amounted to HKD 20.528 billion, AI hardware stocks were sold off, and Tencent received nearly HKD 2.5 billion in buying interestOn July 6th, Tencent Holdings Limited spent HKD 205 million to repurchase 465,000 sharesApple supplier LUXSHARE ICT is reportedly planning to set the Hong Kong issuance price at the upper limitNVIDIA's next-generation AI cabinet system has been postponed to launch in 2028SK Hynix ADR Issue Size Reduced from $29 Billion to $28 Billion Due to Stock Price DeclineWall Street's highest target for AMD is $700, and institutions are optimistic about its computing businessSouth Korean President Lee Jae-myung: "Speed is Paramount," Accelerating Major Chip and AI ProjectsTencent ramps up WorkBuddy+ and Hunyuan Hy3 on two fronts; TSLA Model Y L launches in the U.S. and UAE | Daily News Recap腾讯混元 3.0 正式上线，聚焦提升任务执行力保时捷拟追加裁员 4000 人，管理及行政部门首当其冲The first in 7 years! Argentine renewable energy company Genneia rushes for a US stock IPO“历史性低估” 仍难言底，高盛下调日元目标价至 165GPT-5.6 Sol 首批内测结果来了！同任务成本只有 Fable 5 一半Blackstone's sandwich chain brand Jersey Mike's Subs applies for a U.S. IPO, aiming to raise approximately $1 billionTencent Mixuan released and open-sourced the Hy3 model, achieving significant progress in tasks such as inference, agents, and long contextSK Hynix: To Raise KRW 43 Trillion Through ADR Listing加速押注自研 AI 芯片！AWS 三季度 ASIC 服务器出货目标上调至多 30%Hyundai Atlas Robot Makes Debut at World Cup; Plans Annual Production of 30,000 Units in the US by 2028The unstoppable Taiwan Semiconductor: Sprinting towards the "Trillion Dollar Club," is it time to buy?韩国四大炼油厂全被起诉了，被指串通涨价Understanding the Market | Tencent Holdings rose over 4% today, officially releasing the Hunyuan Hy3. Morgan Stanley pointed out that the WeChat AI Agent has become a clearly visible projectAI Capex of the Five Tech Giants to Surpass US Military SpendingETF Volatility | Cryptocurrency ETFs Rise, MBC ETH and BOS HSK ETH Both Up Over 3%日本 “经济复苏” 是真是假？投资者狂欢，日本人勒紧裤腰带Changes in HBM Packaging Technology: Samsung and SK Hynix Both Delay Introduction of HBM Hybrid Bonding$119 Billion U.S. Treasury Long-End Auction Faces "Holiday Test": How Will Warsh's "No Forward Guidance" Strategy Reprice the Yield Curve?ETF Movement | Southern Double Long NVIDIA fell nearly 3%, reported that the Kyber NVL144 rack may cause delays, and the NVL72x2 plan has also not been implemented科技股遭对冲基金连抛四周，高盛交易员：“买入一切 AI” 时代终结！Macquarie: Raises the target price of Baidu Group-SW to HKD 181, expects Kunlun Chip IPO to release significant valueOn July 27th, the CME will launch single stock futures covering over 50 leading U.S. stock underlying assetsInstagram has appeared with advertisements related to child abuse, triggering strong dissatisfaction from the Indian government, further exacerbating Meta's predicament in IndiaUnderstanding the Market | MEITUAN-W rose over 3% in the afternoon, officially open-sourcing its LongCat-2.0 large model and simultaneously releasing the domestic card inference code三星明日初步财报：Q2 利润预计暴增 18 倍，高管内部放话 “一年利润顶 40 年”Understanding the Market | PCB Concept Stocks Lead the Decline, NVIDIA Kyber Rack May Face Delay Until 2028, PCB Manufacturing Process Still Faces Challenges上半年暴涨 92%！高盛预计韩股下半年 “动荡”，但能再涨 20%，杠杆水平没有表面看起来 “那么高”CITIC Securities: Interest rate hike expectations cool down, metals welcome rebound windowUnderstanding the Market | Most gold stocks rose, spot gold once broke through 4200 USD, institutions are optimistic about the sector welcoming a double hit of valuation and profitWorkBuddy 爆了，微信 AI 也来了——腾讯 AI 找到 “新船票” 了吗？After Close Observation of Warsh, Morgan Stanley Chief Economist Insists: The Fed Will Not Raise Rates This YearSemiAnalysis 再度盘前爆料：英伟达 Kyber NVL144 机架延迟超 12 个月，因 “PCB 中板制造困难”SG Morning Brief | SpaceX Joins Nasdaq-100 Tomorrow, All Three Indexes Up Last Week Despite Chip Carnage