Market Performance - On July 9, US stock indices collectively rose, with the Nasdaq index increasing by 0.94% to set a new historical record, the Dow Jones up by 0.49%, and the S&P 500 rising by 0.61% [1] - The market exhibited a strong performance in technology stocks while Chinese concept stocks faced pressure [1] Technology Sector - Technology stocks led the market rally, with the US Technology Seven Giants Index rising by 1.25%. Nvidia's stock price increased by 1.8%, briefly surpassing a market capitalization of $4 trillion, making it the first company to reach this milestone [2] - Nvidia's strong performance indicates renewed investor interest in the artificial intelligence (AI) theme, with other tech giants like Microsoft, Amazon, Alphabet, and Meta also recording gains [2] Chinese Concept Stocks - Most Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index falling by 1.11% and the Wind Chinese Technology Leaders Index down by 1.75%. Notable declines included Alibaba down by 3.84%, JD Group down by 3.36%, and Meituan down by 2.84% [3][4] - However, some Chinese concept stocks rose against the trend, such as Futu Holdings up over 9%, Legend Biotech up over 5%, and BeiGene up over 4% [3] Federal Reserve Insights - The Federal Reserve's minutes from the June 17-18 meeting indicated that most officials support the possibility of interest rate cuts this year, citing stable long-term inflation expectations and a robust labor market [5] - The committee members believe the current monetary policy is moderately restrictive, allowing them to wait for clearer information regarding inflation and economic activity [5] Tariff Developments - President Trump announced new tariffs on products from several countries, with rates reaching as high as 50% for Brazil, effective from August 1, 2025 [6][7] - Despite concerns over these tariffs, market analysts suggest that the market has largely ignored these threats, indicating a preference for risk [7] AI Developments - Google announced the launch of its AI assistant, Gemini, on Wear OS smartwatches, enhancing its competitive position in the AI sector [8]

图片来源：Unsplash 每天在零售、金融、市场、交易所等各个领域都有数万亿美元规模的决策产生，"他表示，"如果我们能 影响其中大部分决策，那么自然意味着我们有朝一日能实现万亿美元市值。 谷歌母公司Alphabet 目前市值超过 2 万亿美元。 参考资料 https://www.bloomberg.com/news/articles/2025-06-05/perplexity-ai-ceo-pans-google-s-ai-rollout-and-assistant- product?srnd=phx-technology 成立于 2022 年的 Perplexity 已成为利用生成式 AI 重塑核心互联网服务的最知名初创公司之一。据彭博 新闻社报道，该公司正以 140 亿美元估值进行新一轮融资的深入谈判。 Perplexity 目前正就一项广泛合作协议进行洽谈，拟将其技术整合到三星电子设备中——这项合作可能 降低这家韩国企业对谷歌 AI 软件的依赖。 Srinivas 表示谷歌加大了 Perplexity 与智能手机制造商达成合作的难度。"谷歌给我们制造了很大障 碍，"他说，但未具体说明这家科技巨头的具体 ...

图片来源： Unsplash Perplexity AI 公司首席执行官阿拉温德·斯里尼瓦斯（Aravind Srinivas）对谷歌的人工智能产品和战 略发起全面抨击。 在 6 月旧金山举行的彭博科技峰会上，斯里尼瓦斯将谷歌的 AI 助手称为 " 糟糕的产品 " ，并声称这 家科技巨头年复一年基本都在推出相同的人工智能功能，却从未真正交付给用户使用。 成立于 2022 年的 Perplexity 已成为利用生成式 AI 重塑核心互联网服务的最知名初创公司之一。据彭 博新闻社报道，该公司正以 140 亿美元估值进行新一轮融资的深入谈判。 Perplexity 目前正就一项广泛合作协议进行洽谈，拟将其技术整合到三星电子设备中——这项合作可 能降低这家韩国企业对谷歌 AI 软件的依赖。 Srinivas 表示谷歌加大了 Perplexity 与智能手机制造商达成合作的难度。 " 谷歌给我们制造了很大障 碍， " 他说，但未具体说明这家科技巨头的具体行为。 " 他们显然不希望我们成功。 " 我们正在寻找有创造力的00后创业者 尽管 Perplexity 规模仍远不及谷歌，但 Srinivas 声称这家初创公司可能通 ...