对比鲜明！美国芯片股创 “史上最佳季度”，而英伟达 “相差甚远”曾经的 “小甜甜”，如今的 “牛夫人”–美国散户 “抛弃” Mag 7早餐 | 苹果领涨科技七巨头，闪迪大涨近 11%对比鲜明！美股创 “六年来最佳一季”，黄金经历 “十多年来最差一季”字节跳动亮出算力底牌，自研 CPU 定档 2027 年量产，AI 基础设施迎 “自主可控” 拐点Breakfast | July 1, 2026交易员加码押注美联储 7 月加息！联邦基金利率期货空头头寸激增Stock prices doubled, with Micron, Intel, and AMD's market value increasing by approximately $2 trillion in the second quarter冲刺万亿 IPO 的利润博弈：Anthropic 强攻 AI 制药、向亚马逊 “要利润”AI 热情驱动美股收涨，道指续收新高，标普纳指创史上最佳季度之一，美债跌“炒币” 高手特朗普！官方披露 2025 年加密货币业务斩获超 10 亿美元，重仓美股科技巨头提醒：日内请重点关注（以下均为北京时间）Latin American Stocks End Quarterly Winning Streak Amid Fed Risks and Stronger Dollar"The Big Short" Burry's Latest Holdings: First Short Position on Caterpillar, Alongside Shorts on Tesla, NVIDIA, and Applied MaterialsTrump Holds at Least $5 Million in NVIDIA StockTop 20 U.S. stock trading volumes on July 1: Sandisk rose over 850% in the first half of the yearGoogle launches a new AI creation tool to accelerate multimodal content generationSemiconductor research institutions are optimistic about NVIDIA's revenue exceeding expectations in the second half of the year driven by the Rubin platformOn Tuesday, Intel surged 7% with AI server demand as the main driverVisa signs agreement with giants like Google to support stablecoin Open USDJPMorgan Chase and Amazon join forces to support the Aspen Institute's anti-fraud initiativeAmazon Alexa launches 365-day price history query, smart shopping assistant upgraded againAMD receives a target price upgrade from Wells Fargo, with stock price rising nearly 8% in the closing hoursDeutsche Bank expects Tesla's second-quarter delivery volume to exceed expectations欧股 Q2 劲涨 10% 创 2020 年来最佳季表现，AI 热情与油价回落成推手Explosive Growth of Leveraged ETFs: Their Impact on US Stocks Can No Longer Be IgnoredTech Boom Boosts Emerging Market Stocks to Best Quarterly Performance Since 2009美国 5 月 JOLTS 职位空缺小幅回升至 759 万人，高于预期，劳动力需求保持稳定BlackRock and Google join hands with banks and cryptocurrency companies to jointly support the launch of a new type of stablecoinAmazon Web Services invests $1 billion to establish a new AI department, deploying engineers to client companies日元 40 年新低，日本或 “突袭干预”，关键日期指向 7 月 4 日Amazon establishes a new AI department to strengthen its efforts in cutting-edge deployment areasAI 巨头 IPO 延期，竟成美股利好？富国银行押注 “夏季狂欢”France and Italy June CPI Slows More Than Expected, Cooling Expectations for ECB's Consecutive Rate HikesHBM Super Dominator SK Hynix is about to land on the US stock market! A $29.4 billion financing wave stirs up a "Silicon-based Inflation" fantasy半导体史上最强季度背后：狂欢与剧烈震荡同步上演等等再抄底？道明证券：黄金今年或跌破 3900 美元，明年再冲击 5300 美元CME to Launch Single-Stock Futures on July 27, Covering Over 50 U.S. Stocks Including NVIDIA and SpaceXTesla fell in pre-market trading on Tuesday after a serious traffic accident that resulted in one death and five injuriesAI hackers compress the attack and defense window, Apple aims to push security updates in advance, shifting iOS defense from major versions to instant patchesAI demand squeezes storage supply, Apple and Microsoft raise product prices伯恩斯坦上调闪迪目标价至 3000 美元，押注长协打破存储周期魔咒U.S. Stock Market Outlook | Three Major Index Futures Rise Together, SK Hynix Launches U.S. IPOHong Kong Stock Review: Pressure on Hong Kong Stocks ContinuesMiniMax M3 实测：第一流的模型，已经对执行层动手了Report: Samsung's 1.4nm Process May Resume Mass Production in 2029, Potentially Diversifying Apple's Advanced Node Supply