Group 1: Market Overview - US stock markets showed an upward trend with the Dow Jones rising by 0.16%, Nasdaq increasing by 0.53%, and S&P 500 up by 0.32% [1] - Notable stock performances included Google A up by 2.01%, Amazon rising by 1.08%, and Apple, Microsoft, and Meta Platforms increasing by up to 0.57% [1] - Nvidia saw a decline of 0.79%, while Tesla dropped by 1.04% [1] Group 2: Economic Indicators - The US second-quarter GDP was revised upward to an annualized quarter-on-quarter growth of 3.3% [2] - Initial jobless claims in the US decreased slightly to 229,000, with continuing claims falling to 1.954 million, both below expectations [2] Group 3: Technology Developments - Musk's xAI launched a new programming model called Grok Code Fast 1, designed as a high-speed daily tool, currently available only via API [3] - OpenAI introduced GPT-Realtime, marking a significant advancement in AI agent capabilities for realistic conversations [4] Group 4: Policy and Regulatory Updates - Federal Reserve Governor Waller expressed support for a 25 basis point rate cut in the upcoming September meeting [5] - The Swedish government announced the lifting of a ban on uranium mining, indicating a shift in energy policy [7] Group 5: Domestic Developments - The Chinese government is promoting the development of modern urban clusters and urban renewal projects [8] - The Ministry of Commerce announced continued anti-dumping duties on phenol imports from the US, EU, South Korea, Japan, and Thailand [8] - The National Bureau of Statistics plans to introduce several industrial policies, including data property rights [8] Group 6: Industry Insights - The offshore RMB exchange rate surged approximately 300 points, surpassing 7.12 yuan for the first time since November 6, 2024, driven by a weakening US dollar index and domestic policy support [12] - Huawei's cloud computing CEO reported a nearly 250% year-on-year growth in overall computing power, with customers using Ascend AI cloud services increasing from 321 to 1,714 [12][13] - The robotics industry is seeing advancements with data transactions for training robots, highlighting the importance of data in developing robotic technologies [14][15] Group 7: Company Performance - Semiconductor company SMIC reported a revenue of $4.456 billion for the first half of the year, a 22% increase year-on-year, with a net profit of $320 million, up 35.6% [17] - Other companies like Tongfu Microelectronics and Zhongke Shuguang also reported significant profit increases, with year-on-year growth rates of 27.72% and 29.39%, respectively [18][20]

如果现在还用"Facebook的小弟"来定义Instagram，多少显得有些过时了。 在和一些出海品牌负责人聊天时，我有个很明显的感受：他们已经不会再把Instagram当成"附属资源"去 看待。 到2025年第二季度，Meta公布的财报显示，广告业务营收465.6亿美元，高于华尔街预测的439.7亿美 元。而这背后最明显的增量来源，其实是Instagram，尤其是Reels。平台上的短视频观看时长同比增长 超过20%，再叠加新的广告排序和推荐模型上线，转化率也被推高了。 虽然Meta并没有单独披露Instagram的广告收入，但从Reels的展示占比和预算流向来看，它已经成了 Meta增长最确定的动力之一。 我翻了一下eMarketer的预测：2025年Instagram在美国的广告收入有望达到320.3亿美元，占Meta在美广 告收入的50.3%，首次超过Facebook。如果这个数字成真，那Instagram将第一次在集团内部实现"反 超"。 一 很多人会下意识地把Facebook与Instagram的关系，类比成Google与YouTube。 不过两者还是有些不同。2006年，Google收购YouT ...

Market Performance - The three major U.S. indices closed higher, with the S&P 500 index surpassing 6500 points, setting a new closing record [1] - The Dow Jones increased by 71.67 points (0.16%) to 45636.9 points, while the Nasdaq rose by 115.02 points (0.53%) to 21705.16 points [1] - In European markets, the DAX30 index fell by 14.66 points (0.06%), while the CAC40 index rose by 18.67 points (0.24%) [1] Commodity Prices - Light crude oil futures for October delivery rose by $0.45 to $64.60 per barrel (0.70% increase) [2] - Gold prices increased by 0.57%, reaching $3416.55 per ounce, while COMEX gold futures rose by 0.83% to $3477.20 per ounce [3] - LME copper prices rose by $62 to $9818 per ton, while LME nickel increased by $132 to $15263 per ton [3] Macro News - The IMF's Gita Gopinath warned about the fragile state of the global bond market, highlighting rising debt levels [4] - The U.S. government has begun publishing GDP data on public blockchains, indicating a recognition of blockchain technology [4] Corporate News - Boeing is seeking EU approval for a $4.7 billion buyback of Spirit AeroSystems, with a decision expected by September 30 [6] - Trump threatened to impose significant tariffs on countries that implement digital taxes, following discussions with Meta Platforms' CEO Mark Zuckerberg [6]

Bloomberg reporting has found that Mark Zuckerberg was lobbying President Trump on digital taxes before he launched another terror threat. What can you tell us about that. Who knew that lobbying works.Mark Zuckerberg is understood, according to people familiar. Did go to visit President Trump last week. And lo and behold, earlier this week, we get that threat saying, look, I will cut off your access to my wonderful semiconductors made by AMD.And NVIDIA is basically what is insinuating. If you keep putting t ...

Donald Trump threatened to inflict "substantial" tariffs on countries that impose digital taxes just days after Meta CEO Mark Zuckerberg raised concerns about the levies during a White House meeting https://t.co/IS2S9dEMEa ...

小扎可能真的想不到，自己九位数的年薪对AI大牛们的吸引力，真的比不上OpenAI的文化和愿景。 Meta超级智能实验室成立仅两个月，已有多位研究员离职。Avi Verma和Ethan Knight两位"OpenAI系"成员，选择短暂 效力Meta后原路返回，Rishabh Agarwal同样迅速离职。而且不光是从OpenAI老员的光速工离职回巢，Meta自己的功 勋元老也待不住，被反向挖角跑到OpenAI去了。 于此同时，普林斯顿大学计算机科学系副教授、NLP领域领军人物陈丹琦被发现疑似加入由前OpenAI CTO Mira Murati创办Thinking Machines Lab。看来不光是OpenAI对于AI高端人才有着无与伦比的吸引力，能够抵抗9位数的薪资 诱惑，就连从OpenAI分离出去的团队，同样也继承了OpenAI的魅魔体质，加速"收集"着学术圈和其他公司的精英。 也许多年之后人们回顾大模型时代的硅谷风云时，会把OpenAI和当年的仙童半导体和Paypal放到一起，让它成为一个 时代的注脚。 01 Meta：重金抢人难敌"OpenAI系"离心力 今年7月，Meta CEO马克·扎克伯格高调宣布组 ...

BIG TECH JUST WENT ONCHAIN 🚀@bitgetglobal now has RWA Index perps w/ 10x leverage!!$AAPL $GOOGL $AMZN $META $MCDInfo 👉https://t.co/5D2H4xnuyrBitget (@bitgetglobal):New RWA Index perpetual futures are now live on #Bitget, with up to 10x leverage.🔹 $AAPL🔹 $GOOGL🔹 $AMZN🔹 $META🔹 $MCDRead more: https://t.co/MRFSrTTE5K https://t.co/jlmbzAwi2V ...

隆利科技在互动平台表示，meta是公司重要的终端客户，目前公司与meta客户保持紧密的合作关系。 (本文来自第一财经) ...

隆利科技在互动平台表示，Meta是公司重要的终端客户，目前公司与Meta客户保持紧密的合作关系。 此外，公司与京东方在LIPO技术产品上有相关的合作。 ...

Group 1 - Meta's newly established Superintelligent Lab has experienced significant personnel turnover, with at least two core researchers leaving shortly after joining to return to OpenAI [1][3] - The departing researchers include Avi Verma and Ethan Knight, both of whom had been at Meta for less than a month, highlighting the frequent movement of key talent in the AI sector [1][3] - Chaya Nayak, who was responsible for generative AI development at Meta, is also confirmed to be joining OpenAI, while another senior researcher, Rishabh Agarwal, announced his departure after only four months at Meta [3] Group 2 - The Superintelligent Lab was established with the goal of developing Artificial General Intelligence (AGI) to surpass competitors like OpenAI, and it has attracted talent from major tech firms and research institutions [3][4] - The lab operates with a high degree of independence and reports directly to Meta's CEO, Mark Zuckerberg, allowing it to leverage Meta's technical infrastructure [4] - Meta has restructured its AI business, creating three new teams focused on large model development, product implementation, and technical support, while dissolving its previous AGI department [4]