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 YU7 Launch - Xiaomi officially launched the YU7 with a starting price of 253,500 yuan, which is 10,000 yuan cheaper than Tesla's Model Y [3] - The YU7 received over 200,000 pre-orders within 3 minutes and nearly 290,000 within an hour, indicating strong market demand [3] - The YU7 Pro and YU7 Max are priced at 279,900 yuan and 329,900 yuan respectively [3] Group 2: IPO News - Reconova, a technology company based in Xiamen, plans to go public in Hong Kong [2] - VISMA, a tech company, has chosen London for its IPO instead of Amsterdam [2] - Shanghai Hehe Information Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with China International Capital Corporation as the exclusive sponsor [2] Group 3: Alibaba Partner Changes - Alibaba's latest partner list for the 2025 fiscal year shows that nine individuals, including Zhang Yong and Dai Shan, have exited the partnership [4] - The current partner list now includes 17 members, with notable figures such as Ma Yun and Cai Chongxin [4] Group 4: SpaceX Valuation - SpaceX has become the highest-valued unicorn globally, reaching a valuation of 2.6 trillion yuan, surpassing ByteDance and OpenAI [12] - Elon Musk is associated with three of the top four unicorns, showcasing his ability to create significant value across different industries [12] Group 5: Dollar Index Decline - The dollar index fell below 97, marking a 0.72% drop and reaching its lowest level since February 2022 [13] - The cumulative decline of the dollar index this year has reached 10.1%, indicating ongoing pressure on the dollar [13] Group 6: U.S. Stock Market Performance - On June 26, U.S. stock indices collectively rose, with the Dow Jones up 0.94%, Nasdaq up 0.97%, and S&P 500 up 0.8% [14] - Major tech stocks showed mixed results, with Amazon and Meta rising over 2%, while Tesla and Apple experienced slight declines [14]

据报道，科技公司VISMA选择在伦敦而非阿姆斯特丹进行IPO。（新浪财经） 合合信息 36氪获悉，据港交所文件，上海合合信息科技股份有限公司向港交所提交上市申请书，独家保荐人为中 金公司。 上市进行时 瑞为技术 厦门瑞为信息技术有限公司（Reconova）据悉计划赴港IPO。（新浪财经） VISMA 6月26日消息，近两日，北约秘书长马克·吕特在荷兰海牙举行北约峰会期间对美国总统特朗普的态度被 西方舆论评价为"谄媚"。吕特本人澄清他没有叫特朗普"爸爸"，只是打了个比喻。不过白宫在特朗普返 程时还是使用"爸爸"梗进行调侃。 据悉，特朗普25日与吕特共同出席记者会时，当特朗普被问及"爆粗口"斥责以色列和伊朗违反停火协议 一事，他回答说："他们大打出手，就像学校操场上的两个孩子。他们打得不可开交，你没法阻止他 们。那就让他们打上两三分钟，再要阻止就容易了。"吕特接话道："'爸爸'有时候不得不说点狠话来阻 止（他们）。"特朗普接着说："你必须要说点狠话，大家都看到了，你就是要用上'某些词语'。"随后， 一名英国记者在另一场记者会上向特朗普提问："北约秘书长吕特刚才称你为'爸爸'，你是否将北约盟 友们视为孩子？""不， ...

Core Viewpoint - Tesla's CEO Elon Musk has dismissed the heads of North American and European operations due to dissatisfaction with the company's performance and declining market visibility, indicating a significant restructuring effort to boost global sales, particularly in Europe [1] Group 1: Executive Changes - Elon Musk has fired Omead Afshar, the head of North American and European operations, as part of a broader effort to address declining sales in the European market [1] - This marks the second high-level executive change at Tesla within the month, highlighting Musk's aggressive approach to reforming the company's leadership structure [1] Group 2: Sales Performance - Tesla's electric vehicle sales in Europe have dropped significantly, with a 28% decrease in May 2024 compared to May 2023, despite an overall increase in demand for electric vehicles in Europe [1] - The number of new Tesla vehicle registrations in Europe fell to 8,729 in May, a 40.5% year-over-year decline, reducing its market share from 1.6% to 0.9% [2] - Year-to-date, Tesla's market share in Europe has hovered around 1%, down from approximately 2% a year ago [2] Group 3: Analyst Expectations - Analysts expect Tesla to deliver approximately 393,000 electric vehicles globally in the second quarter, reflecting an 11% year-over-year decline but a 17% increase from the previous quarter [2] - Baird has revised its delivery forecast for Tesla's second quarter down to 377,000 vehicles, citing weak third-party data and production issues with the new Model Y [3] - UBS has maintained a "sell" rating on Tesla, projecting a second-quarter delivery of about 366,000 vehicles, which is 10% lower than market expectations [3][4] Group 4: Market Sentiment - Investors are increasingly focused on Tesla's upcoming fully autonomous taxi service, Robotaxi, which may overshadow concerns about electric vehicle delivery numbers [4] - UBS warns that disappointing delivery reports could serve as a reality check for investors, as historical data shows that missed delivery expectations typically lead to a decline in Tesla's stock price [4]

Market Overview - US stock indices experienced a rise, with the Dow Jones up 0.94%, Nasdaq up 0.97%, and S&P 500 up 0.8% [1] - The VIX index decreased by 1.01% to 16.59, indicating reduced market volatility [1] - The US dollar index fell by 0.41% to 97.3, while the yield on the 10-year Treasury bond dropped by 1.142% to 4.243% [1] - Spot gold decreased by 0.13% to $3327.6 per ounce, and Brent crude oil rose by 0.42% to $66.68 [1] Industry & Stocks - Most major sectors in the S&P 500 saw gains, with energy up 1.43%, communications up 1.16%, and technology up 0.78% [1] - Chinese concept stocks showed mixed results, with TSMC up 0.57% and Pinduoduo down 1.3% [1] Technology Sector - Major tech stocks mostly rose, with Nvidia up 0.46%, Microsoft up 1.05%, and Amazon up 2.42% [2] - Coinbase (COIN) surged by 5.54%, while Robinhood (HOOD) increased by 2.14% [2] Company News - Nike's Q4 revenue reached $11.1 billion, exceeding analyst expectations of $10.72 billion, leading to a post-market surge of over 10% [5] - AeroVironment reported a 40% year-over-year revenue increase to $27.51 million, surpassing market expectations, and is expected to benefit from NATO's increased defense spending [6] - Core Scientific is in talks for acquisition by CoreWeave, with CoreWeave's stock rising by 33.01% [3] Regulatory Developments - The FHFA announced plans to allow cryptocurrencies as collateral for mortgage applications, marking a significant shift in asset evaluation standards [4]

Group 1 - Tesla's expected Q2 delivery volume has decreased to 393,000 vehicles, down from 443,956 vehicles year-over-year, but up from 336,681 vehicles in Q1 [1] - Baird has lowered its Q2 delivery forecast to 377,000 vehicles, citing weak third-party data since May and ongoing production ramp-up of the new Model Y [1] - Barclays analysts predict Tesla will deliver approximately 375,000 electric vehicles in Q2 2025, while UBS forecasts 366,000 vehicles for the same period [1] Group 2 - UBS reports that investors are focusing on Tesla's Robotaxi, potentially overlooking electric vehicle delivery data, as they believe Tesla's value lies in AI [2] - UBS emphasizes that Tesla's current financial performance heavily relies on its automotive business, which funds its advanced projects [2] - Historical data shows that underperforming delivery reports can lead to a decline in Tesla's stock price, although the previous quarter saw a 5% increase despite a delivery miss [2] Group 3 - Analysts from Seeking Alpha indicate that if Q2 delivery data does not improve significantly, it may suggest a serious ongoing demand issue for Tesla [3] - Oakoff Investments notes that while Q2 delivery volumes are expected to be similar to Q1, recent data from China suggests actual numbers may fall short of expectations [3] - The competitive landscape in the industry is intensifying, particularly in China, with signs of weakness in Tesla's sales in Europe as well [3]

Group 1: Easy Control Technology's IPO and Financial Performance - Easy Control Technology has submitted an IPO application to the Hong Kong Stock Exchange, projecting a revenue of 986 million yuan for 2024, representing a 264% increase from 2023 [2] - The company has turned a profit in gross margin for 2024 and operates a fleet of over 1,400 autonomous mining trucks [2] - Easy Control Technology recently completed a Series D funding round exceeding 400 million yuan, with investors including CATL's investment platform and other notable companies [2] Group 2: China's Foreign Investment and Trade - In the first five months of this year, China's non-financial direct investment abroad reached 61.6 billion USD, a year-on-year increase of 2.3% [2] - Investment in Belt and Road Initiative countries amounted to 15.52 billion USD, growing by 20.8% [2] - China's foreign contracting projects generated a turnover of 61.94 billion USD, up 5.4%, with new contracts signed totaling 98.68 billion USD, an increase of 13% [2] Group 3: Automotive Export Trends - China's automobile exports are expected to reach 7 million units this year, following a record of 6.4 million units exported last year, reflecting a 10% growth forecast [3] - Neta Auto Thailand may need to repay over 2 billion Thai Baht (approximately 439 million yuan) in government subsidies if production targets are not met [4] - XPeng Motors is launching the right-hand drive version of the X9 in Indonesia, marking its first local production project overseas [4] Group 4: BYD's Collaboration and Shanghai's Trade Performance - BYD has signed a cooperation agreement with European steel manufacturer voestalpine to supply steel for its Hungary passenger car factory [5] - Shanghai's foreign trade in the first five months reached 1.8 trillion yuan, with exports amounting to 787.38 billion yuan, a growth of 11.5% [5] Group 5: Robotics and AI Market Insights - NVIDIA's CEO highlighted robotics technology as a significant growth opportunity for the company, alongside AI, with autonomous vehicles being a primary application area [6] - Yu Tree Technology reported annual revenue exceeding 1 billion yuan [6] - The commercialization of autonomous taxi services is accelerating, with expectations for large-scale implementation by 2026 [6] Group 6: Toy Industry Export Growth - Shantou Chenghai, a major toy production and trade base in China, accounts for over 30% of global plastic toy production capacity, with exports reaching 10.24 billion yuan last year [7] - Despite rising shipping costs, foreign demand for toys from China is increasing, particularly in preparation for the holiday season [7]

中国日报网6月26日电 在世界经济论坛第十六届新领军者年会（夏季达沃斯论坛）上，多国商界领袖和专家表示，对中国经济的韧性和长期增长潜力充满信 心，并指出中国在人工智能、绿色能源等领域走在世界前列，中国正逐渐成为全球创新中心。 麦肯锡全球资深董事合伙人艾家瑞（Karel Eloot）在论坛上表示，中国在数字化和人工智能方面拥有良好的技术基础设施，多年来已经形成了世界一流的 B2C（企业对消费者）生态系统，为进一步创新奠定了非常坚实的基础。 艾家瑞说："中国企业一直非常乐于尝试新事物，因此他们学得很快。"他还补充道，中国企业走在数字分析和技术转型的前沿。 世界经济论坛执行董事梁锦慧（Gim Huay Neo）指出，中国是新能源投资领域的全球引领者。中国在电池和电动汽车领域开创了变革性技术，在这些面向 未来的领域创造了数百万个高质量工作岗位。 她认为，在这些领域同中国建立建设性的伙伴关系有助于推动全球能源转型。 德科中国首席执行官倪瀛表达了对中国经济的坚定信心。他说："中国是我们全球第二大市场。中国充满活力的创新生态系统和丰富的人才储备给了我们极 大的信心。" 6月25日在国家会展中心（天津）外拍摄的2025年夏季 ...

据Baird Equity Research称，特斯拉即将公布的第二季度交付数据可能低于市场预期，不过上周末备受 期待的无人出租车（Robotaxi）发布会带来的持续热度可能会掩盖这一负面消息。 上周日，特斯拉在德州奥斯汀发布无人出租车，引发市场强烈反应。周一，特斯拉（TSLA）股价飙涨 8.2%，市值一日增加854亿美元。 但随后回调。周二股价回落，周三早盘继续下跌5.2%。 Baird分析师本·卡洛（Ben Kallo）表示，他对特斯拉第二季度交付量保持"谨慎"态度，预计特斯拉将在7 月2日左右公布相关数据。卡洛预计交付量为37.7万辆，低于FactSet汇总的分析师平均预期的39万辆， 也低于2024年第二季度的44.4万辆交付量。 他写道："来自第三方的数据显示，例如中国的上险量和5月的批发数据，更加坚定了我们交付量将低于 市场预期的判断。"他还指出："请注意，第一季度末，特斯拉四大工厂的新款Model Y正处于生产爬坡 阶段，我们认为这一进程延续到了第二季度初，可能对交付造成了影响。" 尽管交付存在不确定性，卡洛仍强调市场对无人出租车发布的持续关注。 "虽然交付仍是基本面中的关键一环，但我们认为，无 ...

► 文 观察者网 齐倩 报道称，近几个月来，中国稀土磁铁出口大幅下滑，全球汽车及其他高科技产品供应链因此受阻，欧洲 受到的影响尤为严重。尽管中国承诺加快审批速度，但在欧洲，稀土短缺问题依然持续存在。 托莱多称，总体而言，中欧间贸易和经济关系"不太明朗"。他还透露，欧盟委员会主席冯德莱恩和欧洲 理事会主席安东尼奥·科斯塔计划于下个月访华。 随后，托莱多开始"诉苦"，援引数据称，中国经济自2017年以来增长了40%，但欧盟对华出口却下降了 30%。他还声称，欧洲只是想要一个"公平的竞争环境"。 据彭博社6月25日消息，欧盟驻华大使豪尔赫·托莱多当天表示，欧洲请求中方理解欧洲企业的"恐惧和 顾虑"，磁铁短缺对欧企造成了"非常、非常严重"的影响。 托莱多称，欧盟希望中方可以在下个月解决对欧稀土磁铁出口问题。 今年4月，美国总统特朗普对华加征畸高关税后，中方迅速出手反制，包括对一系列关键矿产和稀土磁 铁实施出口管制。有业内人士透露，中方正在建立出口许可制度。随着管制影响显现，美西方企业哀 号"稀土荒"，开始联合媒体炒作所谓"稀土武器化"，企图展开对华舆论战。 对此，外交部发言人此前已明确表示，中方出台的出口管制措施符合 ...