Zuckerberg denies that Meta has excess computing power, stating that developing cloud services has commercial potential美联储官宣五大改革工作组领导阵容，前央行行长、硅谷 AI 大佬、诺奖经济学家加盟Fed's Logan: Voluntary Central Clearing Would Aid Fed Open-Market OperationsNew York Fed's Perli: Ample Reserves Framework Sufficient to Handle Market ShiftsNvidia Stock Has Only Gained 5% So Far in 2026. History Is Crystal Clear on Where the Stock Is Headed Next.百事可乐 CEO 悲观警告：美国通胀正在卷土重来，消费者开始缩减开支美联储青睐的通胀指标将迎修订！分析师：或为沃什按兵不动提供空间TD Cowen Investment Bank: The Scenarios for NVIDIA's Technology Stack Exceed Market PerceptionIs Nvidia Stock Too Cheap to Ignore Right Now?阿里 AI 投资全纪录：重仓 AI 产业链核心环节 3 年浮盈超 5 倍迅销前三季揽收 3 万亿日元，优衣库中国修复趋势确认Wedbush: Continuous shortage of server CPUs, Intel still has room for price increasesMeta enters the AI code large model track, chasing Anthropic and OpenAIMeta is starting construction on a CAD 13 billion data center in Canada, focusing on AI computing power expansionMeta Platforms released the next-generation large language model Muse Spark 1.1 to strengthen its position in the AI agent and code generation marketIntel Stock Has Crashed 21% in a Week. Here's What Actually Broke the Rally.A Key Piece for Apple's On-Device AI? iPhone to Feature 27-Billion-Parameter Large Model for the First TimeMeta's brand new AI image generation tool has sparked strong vigilance in the Hollywood industryMeta's self-developed AI chip "Iris" will officially go into production in September, and its computing power will double to 14 gigawatts next year光模块的命门被卡住了U.S. stock tech investors welcome "low-cost investment solutions"! BlackRock launches 0.10% low-fee NASDAQ-100 ETFReport: SK Hynix ADR Indicative Price Set at $149, a 3.1% Premium Over Korean Shares美国 AI 股太贵了？顶级基金经理：转战中国科技股、英股高股息与全球能源Micron Tech: To Increase U.S. Investment to Over $250 Billion by 2035BlackRock Fund: Focus on companies most likely to achieve sustainable profit breakthroughs and layout scarce opportunities related to AI年内 “翻倍基” 披露二季报：AI 基建高景气度被进一步确认Samsung's Lee Jae-yong Appears at Sun Valley Summit, Targets Orders from Apple, Amazon, and OpenAI坦途宏观：镜像 1996——韩国会重演亚洲金融危机吗AI 时代终点是核能？微软谷歌疯狂抢购核电，小型模块化反应堆成华尔街新宠AI Reshapes Corporate IT! Starbucks Launches "In-House Software Development," Challenging Microsoft and IBMSK 海力士美股明日首秀，与韩股能有多少溢价？华尔街激辩U.S. Stock Market Preview | The three major index futures are mixed, with most tech stocks rising in pre-market trading. The breakdown of the U.S.-Iran ceasefire exacerbates concerns over the Federal Reserve's hawkish shiftHong Kong Stock Review: Trend ReversalReport: Meta Plans to Start Producing AI Chips in September and Double Computing Power金价越跌，央行越买！人行连续 20 个月增持黄金On July 8th, Alibaba-W spent USD 19.9907 million to repurchase 1.4696 million shares日本央行无法打赢的战争On July 9th, Tencent Holdings Limited spent HKD 501 million to repurchase 1.065 million sharesGIGADEVICE: First-Half Net Profit Expected to Surge 1099% Year-on-YearTaiwan Semiconductor's "old script" is hard to copy! SK hynix ADR arbitrage difficulty escalates, with historical data gaps and high volatility becoming the biggest "roadblock."On July 8th, Li Auto-W spent USD 5.303 million to repurchase 870,000 sharesUBS: Raises Alibaba-W target price to HKD 190, rating "Buy"6 月通胀：峰值下的轨迹