Group 1: Economic Indicators - The US Consumer Price Index (CPI) rebounded in June, indicating cost pressures from tariffs are being passed to consumers, but overall inflation remains moderate [1] - The Eurozone's June inflation rate was reported at 2.0%, up from 1.9% in May, returning to the European Central Bank's (ECB) medium-term target [5] Group 2: Stock Market Performance - The S&P 500 index rose by 0.59% this week, while the Dow Jones Industrial Average fell by 0.07% [1] - The Nasdaq increased by 1.51%, and the Russell 2000 index saw a 0.23% rise [1] - In Europe, the STOXX 600 index decreased by 0.06%, while the DAX 30 index rose by 0.14% [1] Group 3: Cryptocurrency and Commodities - Bitcoin reached a new historical high of $123,000 this week [3] - Brent crude oil futures fell by 1.61%, and WTI crude oil futures dropped by 3.54% due to trade tensions affecting demand [3] - Gold futures closed at $3,355.50 per ounce, down 0.25%, while silver peaked at $39 per ounce before retreating [3] Group 4: Company Earnings and Expectations - Tesla is expected to report Q2 earnings with anticipated revenue between $22 billion and $23 billion, a 12% year-over-year decline [6] - Google is projected to report Q2 revenue between $93.6 billion and $94.2 billion, reflecting an 11% year-over-year increase [7] - Analysts have mixed ratings for Tesla and Google, with Tesla facing challenges in its Robotaxi and FSD initiatives, while Google is under scrutiny for its advertising revenue and AI impacts [6][7]

Core Viewpoint - The article discusses the current market trends and investment opportunities, highlighting sector rotations and the importance of monitoring market volume for potential breakthroughs in index levels [3][4]. Market Overview - On June 6, the three major stock indices opened mixed, with the Shanghai Composite Index at 3,384.29 points, up 0.01%, the Shenzhen Component Index at 10,205.52 points, up 0.02%, and the ChiNext Index at 2,047.87 points, down 0.04% [2]. Expert Opinions - **Orient Securities**: Anticipates a rotation in market sectors in the second half of the year, suggesting that current levels present good investment opportunities. Close monitoring of market volume is essential for potential breakthroughs above 3,400 points [3]. - **HaiShun Securities**: Maintains a positive outlook for the market, indicating a possibility of further upward movement towards the 3,400-point key level. Emphasizes the need for precise market timing and sector focus for low-cost investments [3]. - **JinYuan Securities**: Recommends focusing on specific investment opportunities that align with the current market logic, noting that certain sectors are driving market sentiment and could attract more capital [4]. Sector Insights - **CITIC Securities**: Highlights that the L4 autonomous driving trend and the new vehicle cycle are key investment themes in the automotive sector. The market is catching up with industry trends, indicating potential upward momentum [7]. - **Galaxy Securities**: Points out the implementation of green electricity direct connection policies, which could benefit renewable energy consumption and help companies reduce electricity costs. This presents a pivotal opportunity in the renewable energy generation sector [9].

以下文章来源于快鲤鱼 ，作者巴里 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（2.22-2.28）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周AI热点资讯 国内大事 纵目科技创始人唐锐回应"跑路"传闻 唐锐表示，确实在和联席CEO商议之后在春节之前离开国内，并且暂未回国。目前其工作主要在于两 个方面：一是和国内股东以及股东组成的应急小组共同解决国内业务重整过程中的问题。二是尽可能 维持海外的蚕丛业务，并寻求海外蚕丛业务的潜在投资人，并且在合适的时间将海外蚕丛业务的投资 人和国内的重整过程进行并轨处理。（中国企业家） 上海一明星AI公司倒下，员工遭停薪，澜码创始人周健回应：正寻求被并购 2月24日消息，国内企业级AI Agent（智能体）公司上海澜码科技有限公司（以下简称"澜码科技"） 近期对数十名员工直接解除劳动合同，停薪资、停社保已经超过三个月（去年10月起）。同时，"澜 码科技"公众号自去年10月28日至今处于停更状态。对此，澜码科技创始人、CEO周健23日回应 ...