豆包、千问：将下线智能体功能黄金如今又看美联储的脸色了From Tesla and Meta Platforms to Anthropic, Samsung Electronics' Foundry Order Backlog Reaches 50 Trillion South Korean WonTesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.Chip Stocks Stumble as Gold and Bitcoin Rally早餐 FM-Radio | 2026 年 7 月 4 日Musk restricts Tesla employees' AI spendingEmerging Market Assets Rally Across the Board, Boosted by AI Frenzy and Optimistic Fed ExpectationsChilean Lithium Giant Plans 70% Production Expansion! Novandino Sets Annual Lithium Output Target at Up to 470,000 TonnesApple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?Gold Poised to End Four-Week Losing Streak! But Analysts Say Three Conditions Are Needed for a Sustained RecoveryCooling Fed Rate Hike Expectations Weaken Dollar, Latin American Assets Stage a RallyOPEC 6 月产量暴增 234 万桶/日，原油市场重回 “供应过剩” 交易Market Misjudgment? Report: Taiwan Semiconductor's First-Gen CoPoS May Not Use Glass Substrates, and Glass Interposers Were Never ConsideredMeet the Major Artificial Intelligence (AI) CPU Player That Just Joined Nvidia, Tesla, and Palantir as One of the Most Popular Stocks on Robinhood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