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 yearU.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 SharesMicron 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 AISamsung's Lee Jae-yong Appears at Sun Valley Summit, Targets Orders from Apple, Amazon, and OpenAIAI Reshapes Corporate IT! Starbucks Launches "In-House Software Development," Challenging Microsoft and IBMU.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 PowerOn July 8th, Alibaba-W spent USD 19.9907 million to repurchase 1.4696 million sharesOn 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"CXMT IPO lifts chip sector; SK hynix US IPO 7x oversubscribed | Daily News RecapSome Good and Bad News for Tesla InvestorsState Street: In June, institutions slightly reduced their holdings in U.S. stocks to take profits, while funds continued to flow into the Taiwan stock marketGoldman Sachs: Renewed Tensions in the Strait of Hormuz May Delay Recovery of Middle East Oil SupplyBillionaire Steve Cohen Sold Amazon and Nvidia but Loaded Up on This Beaten-Down StockMark Zuckerberg Admitted AI Agents "Hasn't Really Accelerated" as Meta Stock Dropped 5%ETF Movement | Southern Double Long NVIDIA rises over 7% Nemotron 3 Ultra debuts Institutions point out unreasonable discount in NVIDIA's market valuationAWS growth is expected to soar to 35.5%, and AI revenue is skyrocketing by nearly 500%! TD Cowen is optimistic about Amazon's impressive Q2 performanceJunLi Henderson: The U.S. is unlikely to benefit from interest rate cuts, and expectations for a rising stock market are damagedLevi Strauss Reports Q2 Net Income of $87.3 Million; DTC Business Share Exceeds 50% for the First TimeUnderstanding the Market | Alibaba-W rises nearly 5% again, Alibaba Cloud's latest fiscal quarter revenue is expected to increase by 45% year-on-year, flash sales reduce losses faster than market expectationsKNOWLEDGE ATLAS Surges Over 20% at One Point, MiniMax Rises More Than 5%Understanding the Market | Storage Concepts Lead the Gains, GIGADEVICE Once Rose Over 13%, Storage Module Leader Claims Q3 Memory Prices Will Increase by 20%-30%NVIDIA's self-developed large model Nemotron 3 Ultra debuts: cost-performance ratio maximized, inference costs drop 90% compared to closed-source modelsCICC: Maintains Alibaba-W outperform industry rating with a target price of HKD 172ZHONGTAI SECURITIES: Initiates "Buy" rating on Alibaba-W, Cloud + AI opens new growth spaceChina's June CPI rose 1% year-on-year, down from 1.2% previously. China's June PPI rose 4.1% year-on-year, up from 3.9% previouslySG Morning Brief | Trump Declares Iran Ceasefire "Over" then Walks It Back; Nasdaq Bucks SelloffBuy-the-Dip Capital Floods into US Chip ETFsZhitong Hong Kong Stock Early Knowledge | U.S. media reports that tanker passage through the Strait of Hormuz has basically stopped, and some Federal Reserve officials support a rate hike in JuneUS Real Interest Rates Rise to Over One-Year High! AI Investment Supports Economic Resilience, Rising Oil Prices Rekindle Rate Hike ExpectationsFed Chair Warsh to Testify Before Senate Banking Committee on July 15Reminder: Key Events to Watch Today (All times in Beijing Time)Needham: Meta downplays the open-source Llama strategy, self-developed AI models may enhance monetization capabilitiesMeta's market value surpasses Tesla, concerns over AI spending drag both stocks down