早餐 | 2025年6月12日

Group 1 - The S&P 500 index halted a three-day rally, while quantum computing stocks surged, with Oracle seeing an after-hours increase of 8% [1] - U.S. Treasury yields rose, and crude oil prices increased by over 5% during the session [1] - The U.S. Consumer Price Index (CPI) for May rose 2.4% year-over-year, with core CPI increasing 0.1% month-over-month, marking the fourth consecutive month below expectations [1] Group 2 - The U.S. Federal Appeals Court has extended the deadline for Trump's tariffs, with a key hearing scheduled for the end of July [1] - The U.S. Treasury Secretary described the inflation data as "very good," and warned that failure to pass spending bills in Congress would be a "disaster" [1] - Huang Renxun announced at the GTC conference that quantum computing is reaching a turning point, with plans to establish 20 new "AI factories" in Europe [1] Group 3 - The volcanic engine showcased ByteDance's AI capabilities, with the new model Doubao 1.6 supporting multimodal thinking and a daily token usage surge of 137 times [1]