Latest information
The "soft rib" of Nvidia Dynasty: three risks of GPU
Capital Securities believes that Nvidia is facing three major risks: slowing AI competition, Samsung's investment in GPU, and sudden changes in algorithm technology. These risks may shake its leading position in market value and affect the whole GPU industry.
Capital Securities
The A-share risk kept at 3000 points, the Hang Seng Technology Index fell 1.6%, and the offshore RMB fell to 7.2875 at one time
The three major A-share indexes weakened, the science and technology innovation board rose against the trend, the semiconductor sector strengthened, and many stocks rose by 20cm. Hong Kong stocks of SMIC International rose more than 1%. The Hang Seng Technology Index fell more than 1%. The offshore RMB exchange rate fell slightly against the US dollar, falling to 7.2874 on the 20th intraday, the lowest since the middle of November 2023, and then recovered some lost ground. The main contract of 30-year treasury bond futures continued to hit a new high since its listing.
Huang Yu
The Swiss franc exchange rate fell, and the Swiss Central Bank cut interest rates for the second time this year to stimulate the economy
The Swiss franc fell in response, falling about 0.4% against the euro and 0.5% against the dollar.
Chang Jiayi
Big Mo interprets "Apple Intelligence": good fruit chain, good memory, and observe whether Chinese Android follows
Analysts believe that under the guidance of Apple, the large model of the device end will be gradually popularized, and the demand for hardware replacement can lead to a new cycle of the consumer electronics industry.
Chang Jiayi
Qualcomm Snapdragon X's first evaluation: the speed and energy efficiency of a single core are inferior to Apple M3, and the total score of multi-core is superior to the latter
From the original test data of Geekbench, the multi-core performance of Qualcomm's 12 core Snapdragon X Elite chip is higher than that of Apple's MacBook Air's 8-core M3 chip, but M3 is still in an invincible position in terms of single core performance. This means that in many tasks, the processing speed of Apple M3 is still faster, and M3 also saves more power than X Elite.
Huang Yu
The battle for the capacity of weight-loss drugs started. Who can take the next ten billion orders?
Generic drugs and domestic varieties break out or bring new markets again.
36 krypton
Say goodbye to the "paper digital man", "the leader of the universe" Roblox will do 4D AI
Roblox decided to invest in the development of 4D AI tools to help creators create more interactive 3D content and achieve faster and more accessible immersive experiences.
Zhang Yaqi
Industrial Trust welcomes the new chairman! Zheng Zhiming is approved to know the qualification
Served as the director and chairman of Industrial Trust
Muxin
Dialogue with Dai Kang: What is the essence of the inner scroll? How to understand the "pig" on the tuyere
Dai Kang, General Manager of GF, the secret of comprehensively structuring "wealth" from the perspective of debt cycle
Wall Street
Future interest rate adjustment mode: take 7-day reverse repo rate as the "corridor" hub+narrow the "interest rate corridor" width+buy and sell government bonds to adjust liquidity
Pan Gongsheng, governor of the People's Bank of China, proposed the future monetary policy framework at the Lujiazui Forum and will pay more attention to price based indicators. The core includes the interest rate corridor mechanism with the 7-day reverse repo interest rate as the core, narrowing the width of the interest rate corridor, and adjusting liquidity through buying and selling government bonds. It aims to strengthen interest rate regulation, reduce dependence on quantitative tools, and improve the effectiveness and marketization of monetary policy.
Founder Securities
Trillion level insurance asset management, replacing the general manager!
Dismiss Zhang Chi from his position as General Manager
Muxin
Meet Wild Bank and invite you to talk with the chief economist about the asset trend in the second half of the year, and listen to the 10 billion quantitative private equity chief product officer's market outlook
Wall Street has seen that "Meet the Wilderness" invites you to travel to Zhejiang Immortal Residence with the chief economist of front-line financial institutions and other financial giants: mountain residence for summer vacation+closed door sharing+social networking.
Wall Street
Open the era of AI PC! Microsoft Copilot+PC launched with Qualcomm Snapdragon X, starting at $999
How strong is Microsoft Copilot+PC? The first evaluation has come!
Hard AI
Nvidia+these two companies="AI Three Knights"
Mizuho Securities believes that Nvidia is the undisputed leader in the field of AI hardware, but the recent outstanding performance of Broadcom and Micron Technology is enough to compete with Nvidia to form the "three knights of AI". The stock price of Broadcom has risen by more than 28% in the past seven trading days, and its market value has exceeded $800 billion. The stock price of Micron Technology has risen 18% in the past eight trading days, and its market value has reached 170 billion dollars.
Huang Yu
"AI replacement" anxiety swept! Which industry is the most dangerous? Citi: financial industry
Citi said that about 54% of banking jobs have great potential to be automated by AI. However, the popularity of AI may not lead to layoffs. Citi said that financial companies may need to hire relevant employees to ensure the legality and compliance of AI use.
Long Yue
TSMC's market value is approaching 1 trillion dollars! Wall Street Sings in unison
As we are about to enter the "trillion club", Goldman Sachs, JPMorgan Chase and others have raised the target price of TSMC. They believe that the surge in AI demand and the expected price rise will boost the company's profits.
Long Yue
Russian nuclear submarine tests missile
The Russian nuclear submarine launched the "Granite" anti-ship missile and the "Caliber" cruise missile, successfully hitting the simulated target 170 kilometers away. It is reported that the spokesman of the Russian Foreign Ministry said that if the West seizes income from Russian assets, then Russia has "a large number" of Western assets and properties on its territory that can be the target of Moscow's retaliation.
Shanghai Securities Journal
HSBC has a clear attitude: BYD has "huge upward potential" and Tesla has "maintained its reduction"!
HSBC believes that Tesla's sales are weak, and the future of robotaxi and humanoid robots is full of uncertainty. However, BYD's technology is difficult to catch up with its peers in the short term, and it can continue to lead the new energy vehicle market.
Chang Jiayi
news flash See more >
Economic Calendar
See more>
 Country pictures
Central bank policy interest rate
Previous value: five point two five
expect: five point two five
Current value: --
 Country pictures
Current account in the first quarter (100 million US dollars)
Previous value: -1948
expect: -2068
Current value: --
 Country pictures
Number of people applying for unemployment benefits for the first time in the week of June 15 (10000 people)
Previous value: twenty-four point two
expect: twenty-three point five
Current value: --