Elon Musk and Trump Clash in Public Spat; Apple’s Siri to Get a “Brain Transplant”? | Today's Important News Recap

0701 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

1. The delivery volume of new energy vehicles for June has been released, showing an overall growth trend. BYD maintains its market-leading position, with XPeng delivering 34,611 units in June, and Leapmotor delivering 48,006 units, setting a new record high. Xiaomi Auto, which has attracted much attention, officially announced a delivery volume exceeding 25,000 units in June. With the promotion of new energy vehicles in rural areas and the support of consumption-promoting policies in various regions, the new energy vehicle market is expected to continue its growth trend.

🐬 Individual Stocks

1.$Apple(AAPL.US)

According to foreign media reports, Apple Inc. is evaluating the use of OpenAI or Anthropic's AI models for its voice assistant Siri. This shift could signify a strategic adjustment in Apple's approach to generative AI, attempting to reverse its relatively lagging position in this field. From a market perspective, this news could have a positive impact on Apple while also providing new development opportunities for related AI technology providers.

2.$Tesla(TSLA.US)

The conflict between Tesla CEO Elon Musk and U.S. President Trump has become public. Musk previously criticized the Trump administration's "big and beautiful" tax reform bill on social media, leading to a public spat with Trump. Today, Trump once again attacked Musk on social media, claiming that Musk has received more subsidies than anyone in history and that without them, he might have to "go back to South Africa." Musk quickly responded on the X platform, saying "cut them all, right now." The market's concern over the breakdown of their relationship has heightened investor panic, causing Tesla's stock price to continue to fall.

3.$Robinhood(HOOD.US)

During the first Ethereum Community Conference held in Europe, Robinhood officially announced the launch of its most ambitious suite of crypto products to date, aiming to deeply integrate traditional finance with blockchain infrastructure and usher global investors into a new era of "seamless trading of tokenized assets." Last night, the stock price soared by 12.77%, reaching a historic high.

🐬 Leading Sectors

Shanghai and Shenzhen: Diversified financial services, apparel retailers, professional financial services;

Hong Kong Stocks: IT consulting, forest products, food retailers;

U.S. Stocks: Professional financial services, household appliances, precious metals and minerals.

🐬 Focus for Tomorrow

1. U.S. ADP employment numbers.

Risk Disclosure and Statement of this Article: Dolphin Research Disclaimer and General Disclosure