跻身纳指 100+ 六大投行唱多也没用：SpaceX 跌近 7% 创上市来新低，450 亿算力合同面临 “断供” 风险Top 20 U.S. stock trading volumes on July 8: SanDisk's data center business revenue increased by 645% year-on-yearAmazon's new bond demand cools as AI bonds flood the marketEIA 猛砍今明年油价预期，料霍尔木兹到年底基本恢复正常、AI 热潮推动美国用电量连年新高Meta releases AI image model, targeting advertisers and subscription usersPerplexity plans to adopt NVIDIA's new CPUMeta AI 大战再落一子：新图像模型 Muse 全面接入 Instagram、WhatsApp，广告商也能用被曝 Copilot“瘦身” 后微软又传 “自力更生” 降本：用自研 AI 替换 OpenAI 和 Anthropic 模型Nvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.JP Morgan raises Apple’s target price to $345: The impact of product price increases is not as severe as fearedBernstein Comments on Tencent's Hy3 Model: Steady Improvement in AI Capabilities, Clearer Path to Agent CommercializationDid Mark Zuckerberg Just Suggest That Meta Platforms May Have Invested Too Much Into Artificial Intelligence?Federal Reserve: US One-Year Inflation Expectations Reach 3.67%, Highest Since September 2023史上最受质疑的市场新高：标普创新高，机构持仓却接近一年最低水平高盛下半年宏观路线图：资本的竞争将决定市场走向Amazon's financing landscape expands! Plans to issue an additional $25 billion in bonds to increase investment in AI infrastructureAI 狂热推高科技股波动率，纳指风险溢价创互联网泡沫以来新高How Apple Can Actually Benefit From the Memory Supply ShortageAVGO: Lagging Nvidia, now under siege from smaller rivals?Epic IPO "collides" with chip giant tremors! SK Hynix's $28 billion ADR issuance encounters unexpected changesU.S. Stock Outlook | Three Major Index Futures Mixed, Samsung's Earnings Report Weighs on Tech Stocks Again高盛首次覆盖 Space X：垂直整合打通三大万亿美元级市场的巨无霸AI 大玩家一夜洗牌：美光、闪迪大涨，“七巨头” 遭遇估值拷问Meta Platforms Just Gave a Massive Warning to CoreWeave and Nebius. Is It Time to Sell These AI Infrastructure Stocks?韩国炒股团买爆 “中国 AI 股”Google and RWE support Proxima Fusion in a €411 million financing roundOn July 6th, Li Auto-W spent USD 6.8218 million to repurchase 1.1506 million sharesOn July 6th, Alibaba-W spent USD 49.9932 million to repurchase 4.1087 million sharesIs Meta Platforms About to Follow in the Footsteps of Elon Musk's SpaceX?这可能是 AI 行情见顶的最重要信号——借鉴互联网泡沫时期日本的教训韩股去杠杆的靴子，这次真要落了？德银 2026“WOW 图表” 来了：AI 狂飙背后，这些变化更值得警惕Northbound Capital Trends | Northbound capital net purchases of 497 million, with Northbound capital aggressively buying Tencent and other tech stocks throughout the day while continuing to sell AI hardware stocks特斯拉也开始 Token“限流”Google invests in fusion startup to help build Europe's first commercial fusion power plantTencent cuts Kuaishou stake via block trade; Meituan open-sources 1T-param LLM LongCat-2.0 | Daily News RecapAI "Orchestration" Gains Traction: Is Microsoft's Opportunity Arriving?PBOC Expands Gold Reserves for 20 Consecutive Months; China's Gold Reserves Reach 75.44 Million Ounces by End of June当市场” 提前定价了完美”，三星业绩再好也不够好了As the Quiet Period Ends, Wall Street Eagerly Turns Bullish on SpaceX: Upside Potential of Nearly 90%!Citigroup: Tencent Holdings' WorkBuddy shows strong momentum, maintains "Buy" ratingGoldman Sachs: Upgrades East Asia Bank's earnings forecast, maintains "Sell" rating苹果折叠屏已在量产“我们没有看空英伟达”！SemiAnalysis 又发小作文：英伟达化身 “AI 央行”，撬动 7 万亿 AI 债务雪球CICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666JD Technology has connected to the Shanghai Bill Exchange's supply platform! The first transaction has been successfully completed