6月26日晚，小米创办人、董事长兼CEO雷军在小米人车家全生态发布会上正式发布小米首款AI眼镜， 售价1999元起，现已开售。小米官方表示，小米AI眼镜"是面向下一代的个人智能设备，随身的AI入 口"：轻至40g；搭载1200万高清镜头，可沉浸式拍照、录制视频；支持第三方APP视频通话、直播，实 时分享；还可以化身开放式耳机。搭载小米金沙江电池，续航8.6小时；售价1999元起。 另据智通财经消息，小米AI眼镜摄像头据悉由欧菲光独供。（智通财经） 小米YU7发布，官微称1小时大定突破28.9万辆 【观网财经丨智能早报 6月27日】 SpaceX首登全球独角兽榜首，独角兽企业前四马斯克霸榜三家 胡润研究院6月26日于广州发布《2025胡润全球独角兽榜》。SpaceX已经成为全球价值最高的独角兽， 达到了惊人的2.6万亿元，领先于字节跳动和OpenAI。这是太空探索领域的公司首次占据领先地位。 据悉，凭借xAI，马斯克现在是全球价值最高的四家独角兽公司中的三家的创始人或联合创始人，他还 有Neuralink（585亿元）和The Boring Company（510亿元），证明了一个有远见的企业家如何能够在完 全 ...

Group 1 - Xiaomi launched multiple new products including the YU7 car starting at 253,500 yuan, with over 200,000 pre-orders in just 3 minutes [1] - The SU7 Ultra North American limited edition is priced at 814,900 yuan, with only 100 units available permanently and 10 units for the 2025 version [1] - Xiaomi's new MIX Flip2 foldable phone starts at 5,999 yuan, and the AI glasses start at 1,999 yuan [1] - Lei Jun expressed excitement over the YU7 orders and emphasized the need for high standards and rapid production expansion [1] Group 2 - In the US stock market, the Nasdaq rose by 0.97%, the Dow Jones increased by 0.94%, and the S&P 500 gained 0.8%, with both the Nasdaq and S&P 500 reaching near-record closing highs [2][3] - Xiaomi Group's ADR surged nearly 10% following the successful launch of the YU7 [2] - Other Chinese concept stocks showed mixed results, with XPeng Motors dropping over 6% [2][3] Group 3 - Honor has received approval for its IPO guidance from the Shenzhen Securities Regulatory Bureau, marking a significant step towards listing on the A-share market [11] - The company aims to become the first AI terminal ecosystem enterprise listed in A-shares, potentially reshaping the capital market landscape [11] Group 4 - Nike reported fourth-quarter revenue of $11.1 billion, exceeding expectations of $10.72 billion, with a gross margin of 40.3% [19]

盘前要闻 1、小米YU7一小时大定近29万台!小米ADR大涨近10%，机构火速点评 类型：公司 情绪影响：正面 6月26日晚间小米在京举办发布会，正式发布首款SUV汽车小米YU7，1小时大定突破289000台。隔夜小 米美股ADR一度涨超12%，最终收涨9.85%。长江证券表示，具备高性价比的"好产品"或将激发需求， 开启以产品为驱动的新周期。 2、荣耀确认启动IPO辅导，开启上市之路!或为A股首家AI终端生态企业 类型：公司 情绪影响：正面 据证监会披露，6月26日荣耀终端股份有限公司获上市辅导备案，辅导券商为中信证券，标志着荣耀开 启上市之路。有分析认为，荣耀加快上市步伐，将提升A股市场科技板块的创新活力。若成功上市，荣 耀有望成为A股首家AI终端生态企业，重塑资本市场AI板块格局。 3、两部门：未来五年基本建成高质量综合普惠金融体系 类型：宏观 情绪影响：正面 金融监管总局、央行联合发布《银行业保险业普惠金融高质量发展实施方案》。方案明确，未来五年基 本建成高质量综合普惠金融体系，普惠金融促进共同富裕迈上新台阶。普惠金融服务体系持续优化，普 惠信贷体系巩固完善，普惠保险体系逐步健全。 4、发改委：把提振 ...

Core Viewpoint - Honor has taken a significant step towards its IPO in the A-share market, which could enhance the innovation vitality of the technology sector in the A-share market and potentially reshape the AI segment in the capital market [1][2]. Group 1: IPO Progress - On June 26, Honor Terminal Co., Ltd. received listing guidance registration from the China Securities Regulatory Commission, marking the beginning of its listing journey [1]. - The company aims to complete its shareholding reform by the end of 2024 and has engaged various professionals, including brokers, law firms, and accountants, to facilitate the IPO process [3]. Group 2: AI Strategy and Market Position - Honor is accelerating its transformation towards AI with its "Alpha Strategy," which includes the upcoming launch of the AI foldable flagship phone, Honor Magic V5, scheduled for July 2 [2]. - The company is expanding its AI foundational research and building an open ecosystem that extends into cutting-edge fields such as robotics [2]. - Honor's sales and service president expressed the goal of returning to the top three in the domestic market by the end of this year [3].

Core Views - The article highlights significant developments in various sectors, including finance, technology, and healthcare, emphasizing the growth and innovation within these industries. Financial Sector - On June 26, the National Financial Supervision Administration and the People's Bank of China jointly released the "Implementation Plan for High-Quality Development of Inclusive Finance in the Banking and Insurance Industries," which aims to strengthen credit support for private enterprises and increase credit resource investment [4]. - The central bank conducted a reverse repurchase operation of 509.3 billion yuan at a fixed rate of 1.40% on the same day, resulting in a net injection of 305.8 billion yuan into the market [5]. Technology Sector - On June 26, Longxin Zhongke officially launched the Longxin 3C6000 series server processors and the Longxin 2K3000/3B6000M chips for industrial control and mobile terminals, showcasing advancements in domestic chip development [1][15]. - The Hong Kong Special Administrative Region government released the "Hong Kong Digital Asset Development Policy Declaration 2.0," aiming to establish Hong Kong as a global innovation center in the digital asset field [6]. E-commerce and Retail - Alibaba Group reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan, driven by strong demand for AI-related products [2][19]. Energy and Environment - The State Council issued opinions on promoting comprehensive river protection and governance, focusing on the development of hydropower bases in the southwest and enhancing the functionality of major shipping channels [4]. - The Ministry of Industry and Information Technology plans to revise over 100 green and low-carbon standards by 2027, aiming to improve the standardization work efficiency in the industrial sector [6]. Market Trends - On June 26, the AI computing power sector saw a surge in stock prices, with companies like Shenghong Technology and Xinyisheng reaching historical highs, reflecting growing interest in AI technologies [10]. - The China Export Credit Insurance Corporation reported a 14.6% year-on-year increase in short-term export credit insurance coverage, amounting to nearly 400 billion USD from January to May [13].

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【特朗普：伊朗袭击美军基地经过我批准】 据央视新闻，当地时间6月25日，在荷兰海牙出席北约峰会期间，美国总统特朗普称，伊朗在向美国在卡塔尔 的军事基地发动导弹袭击前，提前向美方发出了警告，并经过他本人批准。特朗普称赞伊朗此举"非常友好"。 按特朗普的说法，伊朗方面在袭击美军基地之前，与美方先沟通了打击计划，甚至和美方商量具体袭击时间。 "他们说，'我们要发射导弹，1点钟可以吗？'我说没问题。基地里所有人都撤离了。"特朗普称，得知消息的 美军提前疏散了基地人员，避免了伤亡，伊朗发射的导弹被全数拦截。 在谈及伊以冲突和停火时，特朗普作出矛盾表态。他表示，自己"非常确信"以色列与伊朗之间的军事冲突已经 结束。但他还说，以色列和伊朗之间的冲突可能再次爆发，也许很快。特朗普说不认为伊朗会重新进行核计 划。 【"特马"决裂之后，贝索斯据悉趁机拉近与特朗普的关系】 据财联社，随着美国总统特朗普与世界首富马斯克决裂，一位潜在的赢家正在付出水面，那就是亚马逊创始人 贝索斯。 据网传截图，在外卖群中，有人发布信 ...

Group 1 - Xiaomi launched the YU7 SUV with a starting price of 253,500 yuan, achieving over 200,000 pre-orders within 3 minutes and 289,000 within an hour [3][9] - Xiaomi's CEO Lei Jun announced a commitment to invest 200 billion yuan in R&D over the next five years to enhance technological capabilities across various sectors including smartphones, automobiles, and chips [3][4] - The launch event featured 13 new products, including the Xiaomi AI glasses priced from 1,999 yuan, which support third-party app video calls and live streaming [3][23] Group 2 - Alibaba's partner organization has been streamlined from 26 to 17 members, focusing on frontline business leaders and promoting a younger core management team [8][9] - Alibaba reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan, driven by strong AI demand [9] - The company has seen significant growth in its cloud services and international digital commerce, with a 29% revenue increase in its international digital business [9] Group 3 - Anker Innovations confirmed that rumors about a battery supplier changing materials were true, leading to the termination of their partnership, while securing a new agreement with CATL for 45 million battery cells [11] - JD.com clarified that its trial program for delivery riders to assist with trash disposal is voluntary and currently in a testing phase, with riders receiving a subsidy of 0.5 yuan per order [12] - Xiaomi's public relations manager refuted claims that the YU7 received 350,000 pre-orders in 5 minutes, stating that while the results were impressive, the figure was exaggerated [16]

Group 1 - The Shanghai Composite Index is expected to test the 3500-point mark, but it may require 10-20 working days to consolidate before making this move, indicating a need for patience [1][12][13] Group 2 - The U.S. stock market saw slight gains, with the Dow Jones up by 0.94%, the S&P 500 up by 0.80%, and the Nasdaq up by 0.97%, approaching historical highs [4] - The S&P 11 sectors mostly rose, with the communication services sector leading, while the real estate sector lagged [4] - Major tech stocks generally increased, with Netflix, Amazon, and Meta rising over 2%, and Microsoft, Google, and Intel rising over 1% [4] Group 3 - The U.S. Commerce Department reported a revised first-quarter GDP growth rate of -0.5%, down from a previous estimate of -0.2%, which was below market expectations [5] - The core PCE price index recorded a final value of 3.5%, exceeding the expected 3.4% [5] Group 4 - Xiaomi held a comprehensive ecosystem launch event, introducing several products including the SU7 Ultra limited edition priced at 814,900 yuan and the MIX Flip 2 starting at 5,999 yuan [10] - Honor confirmed the initiation of its A-share IPO guidance, with the underwriting firm being CITIC Securities [10] Group 5 - Ningbo Huaxiang's subsidiary signed a contract to produce full-size biped robots for Shanghai Zhiyuan, which is expected to positively impact the company's future business expansion [11] - ST Yazhen announced a stock suspension for investigation due to abnormal trading fluctuations, with a cumulative price deviation of 29.43% [12] - Shengmei Shanghai plans to adjust its share repurchase price cap to 120 yuan per share, with a total repurchase fund of no less than 50 million yuan and no more than 100 million yuan [13]

Group 1 - The Ministry of Commerce of China has approved a certain number of compliant applications for rare earth exports from the EU, emphasizing the importance of maintaining global supply chain stability [2] - The National Development and Reform Commission announced that the third batch of funds for the old-for-new consumption policy will be distributed in July, along with new policies to stimulate economic growth [3] - The onshore and offshore RMB against the US dollar both broke the 7.16 mark, reaching new highs since November last year, driven by a weaker dollar and a stable domestic economy [4] Group 2 - The National Medical Insurance Administration has issued guidelines for the adjustment of the 2025 basic medical insurance directory, marking a significant step for commercial health insurance in the multi-tiered medical security system [5][6] - The Hong Kong government released the "Hong Kong Digital Asset Development Policy Declaration 2.0," aiming to establish Hong Kong as a global innovation center for digital assets [7] - Xiaomi launched its first SUV, the Xiaomi YU7, with a starting price of 253,500 yuan, achieving over 289,000 pre-orders within an hour [13] Group 3 - Alibaba reported a significant change in its partnership structure, with nine partners exiting, reducing the total to 17, reflecting a focus on core business operations [14] - Yushutech has surpassed 1 billion yuan in annual revenue, showcasing its growth in the robotics sector [15] - Honor has initiated the IPO counseling process, potentially becoming the first AI terminal ecosystem company listed in A-shares [16][17] Group 4 - The solid-state electrolyte membrane strategic layout is accelerating, leading to stock price fluctuations among A-share diaphragm companies [18] - The paper industry is under pressure, with leading companies working to reshape the competitive landscape [18] - The tourism and cultural market is collaborating to boost consumption as the summer travel peak approaches [18]

Core Viewpoint - Honor has taken a significant step towards its IPO in the A-share market, which could enhance the innovation vitality of the technology sector in A-shares and potentially reshape the AI segment in the capital market [1][2]. Group 1: IPO Progress - Honor Terminal Co., Ltd. has received listing counseling registration as of June 26, marking the beginning of its IPO journey with CITIC Securities as the counseling broker [1]. - The company aims to complete its shareholding reform by the end of 2024 and has engaged various professionals, including brokers, law firms, and accountants, to facilitate the IPO process [4]. Group 2: Strategic Initiatives - Honor is accelerating its transition towards AI with its "Alpha Strategy," which includes the upcoming launch of the AI foldable flagship phone, Honor Magic V5, scheduled for July 2 [2]. - The company is focusing on building an open ecological system for AI and has expanded its research into cutting-edge fields such as robotics [2]. Group 3: Management Goals - The new management team at Honor has set a goal to return to the top three in the domestic smartphone market by the end of this year [4]. - The CFO emphasized the commitment to compliance and governance, aiming to enhance the company's governance level and transparency in conjunction with the IPO [4].