备受瞩目的特斯拉"自动驾驶出租车"正式启动，但与马斯克此前宣传的无人驾驶不同，不仅配备"安全监督员"，而且服务范围和时间均受到严格限制。 当地时间，6月22日，特斯拉正式推出"自动驾驶出租车"，多辆车身标注Robotaxi的Model Y车辆在奥斯汀街头出现。 原定的开始营运时间是早晨六点，但最终 推迟到了中午12点。 当前特斯拉"自动驾驶出租车"的车队规模不大， 初期仅配备约10辆车辆，运营时间限制在上午6点至午夜12点之间，且仅在地理围栏区域内提供服务。 值得注意的的是， 最重要的限制在前排乘客座位配备了安全员 ，这与马斯克此前宣传的无人驾驶服务形成鲜明对比。 马斯克在社交媒体上表示， 该服务将收取4.20美元的统一费用 。马斯克还强调公司在安全方面"格外谨慎"。 据介绍，马斯克本月曾表示计划在"几个月内"部署1000辆机器人出租车，并将服务扩展到旧金山和洛杉矶等城市。 然而，目前的服务限制和监管环境使得这一扩张计划面临不确定性。 第二，目前APP提示了运行的地理范围。 仅在地理围栏区域内运营，避开复杂路口 ，不包括机场，且在恶劣天气条件下可能暂停或无法使用。 第三，最重要的限制是， 配备安全员 ，此外并 ...

特朗普宣布对伊朗核设施实施"成功攻击" ，市场正面临新风险挑战，将投资者置于前所未有的不确定性之中，参与者重新评估各类资产的风险敞口。 据央视新闻报道，当地时间6月21日，美国总统特朗普宣布，美国已完成对伊朗福尔多、纳坦兹和伊斯法罕三处核设施的袭击， 伊朗关键的核浓缩设施已被彻底 摧毁，如果伊朗"不能实现和平"， 美国可能会攻击更多目标 。 这一军事行动与此前两周的谈判预期形成鲜明对比， 标志着该地区安全和政治格局进入一个不可预测、且更加危险复杂的阶段。 投资者正密切关注伊朗可能的反击措施，特别是对霍尔木兹海峡这一关键能源通道的潜在威胁。著名的在线竞猜网站Polymarket上，对于 "伊朗是否会在7月前封 锁霍尔木兹海峡"的概率已经升至54%。 原油市场开始权衡最坏情形 。Oxford Economics分析师建模显示，最严重情况下全球油价可能跳升至每桶130美元左右，推动美国通胀率在今年年底接近6%，这 将"彻底破坏今年美国降息的任何可能性"。 美股短期可能承压但历史表明随后将反弹 ，美元则面临复杂的双重影响。 黄金方面，德意志银行指出，应为黄金在未来几周内重建风险溢价做好准备， 当前黄金地缘政治风险溢价 ...

当地时间周五，美国总统特朗普对美联储主席鲍威尔的抨击进一步升级，扬言可能、只是可能，要改变 主意炒掉鲍威尔。同时升级的，还有特朗普要求降息的幅度。特朗普从此前最开始提到的降息1个百分 点，到最新提到的降息到1%-2%，步步加码。 特朗普在Truth Social上发文称： "太迟了"的鲍威尔抱怨成本过高，而这些成本大多是由拜登那个假"政府"造成的。但鲍威尔本可以为我 们的国家做一件最大最好的事——就是帮助降低利率。 如果他把利率降到应有的水平，也就是1%到 2%，那个"笨蛋"每年就能为美国节省高达1万亿美元。 我完全明白我对他的强烈批评让他更难去做他本该做的事（降息），但我已经尝试了各种方式：我对他 好过、中立过、也对他凶过——但"好"和"中立"都没用！他是个蠢人，而且明显是个讨厌特朗普的人， 他根本不该在那个位置。我听了不该听的人的建议，拜登也不该重新任命他。 求。 鲍威尔的美联储主席任期将于2026年5月结束。他的美联储理事任期将持续至2028年。鲍威尔当地时间 周三在FOMC会议后的新闻发布会上表示："目前来看，我们处于一个可以继续观察经济走向，再决定 是否调整政策的良好位置。"他拒绝置评他的美联储主席 ...

Core Viewpoint - The article discusses the rapid growth and competitive landscape of stablecoins, particularly in Hong Kong, highlighting the involvement of major players and regulatory developments in the sector [2][3][4]. Group 1: Market Growth and Regulatory Environment - Over the past six years, the global stablecoin market has expanded 45 times, evolving from a cryptocurrency anchor to a tool for cross-border payments [3]. - Recent regulatory frameworks, such as the U.S. "Genius Act" and Hong Kong's "Stablecoin Ordinance," have clarified the qualifications for stablecoin issuers and established compliance requirements [4][8]. Group 2: Key Players in Hong Kong's Stablecoin Market - Four main forces are competing for stablecoin issuance in Hong Kong: internet capital from mainland China (e.g., JD.com, Ant Group), third-party entities like Yuan Coin Innovation, and local financial institutions such as Standard Chartered and Hong Kong Telecom [7][8][9]. - JD.com has been proactive, establishing JD Coin Chain and entering the first batch of sandbox testing for stablecoin issuance [15][16][20]. Group 3: JD.com's Strategy and Partnerships - JD.com aims to leverage stablecoins to reduce cross-border payment costs by up to 90% and enhance payment efficiency to under 10 seconds [23][24]. - The company has formed partnerships with Airstar Bank for reserve asset custody and is exploring collaborations with major compliant exchanges for retail payment integration [23][24]. Group 4: Ant Group's Position and Plans - Ant Group is preparing to apply for stablecoin licenses in Hong Kong, focusing on cross-border payment scenarios to enhance transaction efficiency and reduce costs [30][31][32]. - The company has established strategic partnerships with Deutsche Bank for reserve management, indicating a strong commitment to the stablecoin market [32][33]. Group 5: Yuan Coin Innovation's Unique Approach - Yuan Coin Innovation, founded by former HKMA president Chen Delin, is backed by significant capital from the cryptocurrency and internet finance sectors, positioning it as a strong contender in the stablecoin space [45][46][51]. - The company plans to utilize stablecoins for various applications, including cross-border payments and asset tokenization [52][53]. Group 6: Traditional Financial Institutions' Involvement - A consortium of traditional financial players, including Standard Chartered, Animoca Brands, and Hong Kong Telecom, is also entering the stablecoin market, leveraging their established networks and expertise [61][62][68]. - The collaboration aims to combine traditional finance's stability with innovative Web3 applications, although details on their operational plans remain limited [69][72]. Group 7: Future Outlook - Analysts predict that the number of stablecoin issuers in Hong Kong could reach around ten, indicating a competitive environment with more capital poised to enter the market [75].

周五，美联储理事沃勒（Waller）最新表态， 他预计关税不会显着推高通胀，因此美联储可能最早在7月会议上就降息，这一表态为美联储可能重启宽松周期 提供了重要信号。 沃勒的7月降息表态与美联储主流谨慎立场形成鲜明对比，却与特朗普的降息要求高度一致。分析认为，这是沃勒竞争下任美联储主席职位的策略表 态。 新美联储通讯社Timiraos称，沃勒在美联储内部立场历来较为灵活，能够在不同情况下调整观点。这种灵活性可能使其在竞争主席职位时具有优势。 沃勒力推7月降息论 Waller接受CNBC采访时表示： 我认为我们无需再等待太久就可以降息，可能最早在7月会议上就降息。 重要的是要忽略关税对通胀的影响，我们尚未看到关税对通胀产生重大冲击。 Waller明确表示支持在7月会议上降息，尽管他承认整个委员会是否会同意这一立场尚不确定。 如果你开始担心劳动力市场的下行风险，现在就行动，不要等待，为什么我们要等到真正看到崩盘才开始降息？ 所以我完全赞成在下次会议上开始考虑降低 政策利率，因为我们不想等到就业市场崩溃后才开始降息。 目前尚不清楚沃勒是否能够为他的立场争取到大量支持。包括Waller在内的FOMC一致投票决定在本周的 ...

伊以地缘政治冲突持续升级，美国频频公开释放军事介入信号，黄金地缘政治风险溢价消退异常迅速。德意志银行称，这种异常表现可能是虚假信号。 6月21日，据追风交易台消息， 德意志银行最新研报中，自上周以来黄金地缘政治风险溢价的迅速消退，与其历史上对类似地缘政治事件的反应相比显得异常 。 在伊以冲突持续升级之际， 现货黄金本周却持续下跌，收于3370美元下方，累计跌超1.8%，为三周以来首次下跌 。就在冲突爆发的上周，现货黄金大幅拉 升，最高逼近3450美元。 不过，德意志银行称， 历史数据表明，黄金的事件风险溢价往往在危机发生后的第8-20个交易日达到峰值，平均涨幅为5.5%（现货价格）和6.3%（模型残 差）。该行认为： 考虑到伊以冲突的严重性和美军的实际调动， 应为黄金在未来几周内重建风险溢价做好准备。 报告称，历史分析显示， 在28个危机事件中，黄金现货价格平均上涨3%，但个别事件的变化幅度差异极大。 从历史上看，类似哈马斯袭击以色列、俄乌冲 突、WHO宣布新冠大流行等重大事件，都曾推动黄金价格显著上涨。 黄金风险溢价消退迅速 德意志银行称，黄金风险溢价迅速消退的表现，也与美国总统自加拿大阿尔伯塔G7峰会提前 ...

(图片由豆包AI生成 提示词档案揭秘） 一个超过50页，逾万字的交互式报告，揭露了OpenAI从非营利研究实验室演变为营利巨头的全过程。 近期，由两大非营利科技监督组织——Midas Project与Tech Oversight Project——联合发布了一份名为《OpenAI档案》的深度调查报告。 该报告由Midas Project执行董事Tyler Johnston主导，历时近一年的公开信息收集与一个月的集中撰写。报告被称为"迄今为止，针对OpenAI在公司治理实 践、领导层诚信及组织文化方面，已记录在案的担忧的最全面汇编"。 通过梳理公司披露文件、法律诉讼、公开信及媒体报道等大量公开资料，这份超过一万字的交互式报告发现， OpenAI正在系统性地、有预谋完成了从"为人类 谋福祉"到"为投资者谋利润"的根本性转变，CEO奥特曼存在长期、有据可查的言行不一、操纵信息和规避监督的行为模式，且个人投资与公司业务的深度捆 绑。OpenAI在安全和透明度方面言行不一，其公开承诺与内部实践严重脱节。 报告分为四大主题，一是重组、二是首席执行官诚信、三是透明度和安全性、四是利益冲突。 其中，OpenAI高管和董事会成 ...

Core Viewpoint - The article discusses the dramatic shift in market sentiment towards Labubu, a product from Pop Mart, following an unexpected official restock that led to a significant drop in secondary market prices, raising concerns about the sustainability of the IP's popularity [1][4][12]. Summary by Sections - **Market Reaction**: Labubu experienced a rapid transition from being highly sought after with reselling prices inflated by 10 to 30 times to a sudden price collapse of approximately 50% in the secondary market after the official restock [2][3][6]. - **Price Dynamics**: The restock on June 18 resulted in prices for Labubu series dropping from 1500-2800 RMB for a box of six blind boxes to a range of 650-800 RMB. Even rare items saw significant price declines, with the hidden version dropping from 4600 RMB to around 2800 RMB, a decrease of over 38% [6][11]. - **Investor Sentiment**: Investors are questioning the long-term viability of the Labubu IP, drawing parallels to past phenomena like the "Bully Bear," leading to a drop in Pop Mart's stock price by over 5% on June 19 and an additional 3.6% on June 20 [4][12]. - **Consumer Behavior**: The atmosphere among resellers has shifted dramatically, with previously high-priced pre-orders now going unsold, and buyers expressing satisfaction with the official restock [9][11]. - **Comparative Analysis**: The article compares Pop Mart's business model to that of gaming giant Nintendo, highlighting Pop Mart's high member repurchase rate of 49.4% and projecting significant profit growth, suggesting that Labubu's success hinges on its ability to maintain a loyal customer base rather than widespread appeal [15][16].

Core Viewpoint - JD.com and its founder Liu Qiangdong have recently gained significant attention online due to high-profile activities and strategic moves in the market [1][2]. Group 1: Business Expansion and Performance - Liu Qiangdong's recent high-intensity output and JD.com's entry into the OTA travel sector with "up to 3 years of 0 commission" indicates a bold strategy to reshape the e-commerce landscape in China [2][3]. - JD.com’s food delivery service has achieved remarkable success, with daily order volume surpassing 25 million within four months of launch, and over 1.5 million quality dining establishments joining the platform [4]. - The growth of JD.com’s instant retail business, JD Seven Fresh, is notable, with online orders increasing by over 150% year-on-year and private label sales soaring by 340% [4]. Group 2: Consumer Trends and Insights - The 618 shopping festival saw over 2.2 billion total orders across JD's retail and delivery services, with a user count increase of over 100% [6]. - AI-related products and domestic brands gained significant traction during the 618 event, with searches for "AI elements" and "intangible cultural heritage" products increasing by over 120% and 270% respectively [7]. - Consumption in lower-tier markets showed strong vitality, with order volume in rural areas growing by over 130% and user numbers increasing by over 140% [8]. Group 3: Logistics and Operational Efficiency - JD.com leveraged big data to enhance logistics efficiency during the 618 event, achieving a 20% reduction in logistics costs by pre-positioning products in regional warehouses [13]. - The integration of logistics services for large appliances saw a year-on-year order increase of over 300% due to innovative delivery solutions [15]. Group 4: Strategic Vision and Future Plans - Liu Qiangdong's return marks a new cycle for JD.com, with plans for annual innovation launches, including six new business initiatives currently in development [19]. - The focus on supply chain optimization in sectors like hospitality and dining suggests JD.com is positioning itself to enter more markets, potentially leading to significant changes in the Chinese internet industry [19].

Core Viewpoint - The article discusses Elon Musk's insights on the imminent arrival of AI superintelligence and its potential impact on humanity and the economy, emphasizing the urgency of addressing AI-related challenges over traditional governmental issues. Group 1: AI Superintelligence Predictions - Musk predicts that digital superintelligence may arrive this year or next, stating, "If it doesn't happen this year, it will definitely happen next year" [7] - He defines digital superintelligence as intelligence that is "smarter than any human in anything" [7] - The economic scale driven by AI is expected to grow exponentially, potentially reaching thousands or even millions of times the current economy [4][9] Group 2: Human Intelligence and Robotics - Musk forecasts that the number of humanoid robots will far exceed that of humans, possibly reaching 5 to 10 times the human population [4][14] - He suggests that human intelligence may eventually account for less than 1% of all intelligence [10] Group 3: Government Efficiency and Focus on Technology - Musk describes his experience in the government efficiency department as a "fun side quest," ultimately deciding to return to his main focus on technology [6] - He compares the task of fixing government inefficiencies to "cleaning a beach" in the face of an impending "tsunami" of AI [3][6] Group 4: Hardware and Infrastructure for AI - Musk's team has made significant advancements in AI training hardware, reducing the timeline for building a supercluster of 100,000 GPUs from 18-24 months to just 6 months [12] - The current training center has 150,000 H100 GPUs, 50,000 H200 GPUs, and 30,000 GB200 GPUs, with plans for a second center [13] Group 5: Vision for the Future - Musk envisions a future where humanity becomes a multi-planetary species, with plans to make Mars self-sufficient within approximately 30 years [15] - He believes that expanding consciousness to interstellar levels is crucial for the longevity of civilization [14]