Market Overview - Investors are shedding concerns over tariffs, leading to a slight fluctuation in the New York stock market indices, which eventually rose, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 192.34 points to close at 44,650.64, a rise of 0.43% [1] - The S&P 500 index rose by 17.20 points to close at 6,280.46, an increase of 0.27% [1] - The Nasdaq Composite Index gained 19.33 points, closing at 20,630.67, a rise of 0.09% [1] - Among the S&P 500's eleven sectors, nine rose while two fell, with consumer discretionary and energy sectors leading gains at 0.98% and 0.79%, respectively [1] Federal Reserve Insights - Federal Reserve Governor Christopher Waller indicated that the Fed's balance sheet, currently at approximately $6.662 trillion, is still above pre-pandemic levels and is expected to shrink further, potentially down to around $5.8 trillion [2] - Waller noted that the reduction process will not be as drastic as some expect, with the Fed planning to decrease reserves gradually through maturing and early repayment of securities [2] Labor Market Data - The U.S. Department of Labor reported that initial jobless claims for the week ending July 5 were 227,000, a decrease of about 5,000 from the previous week and below market expectations of 235,000, indicating a resilient labor market [2] - However, the number of continuing claims was 1.965 million, the highest level since late 2021, highlighting ongoing long-term unemployment issues [2] Energy Sector Update - The U.S. Energy Information Administration reported a 5.3 billion cubic feet increase in natural gas inventories for the week ending July 4, although this was lower than the previous week's increase of 5.5 billion cubic feet, suggesting a slowdown in growth due to seasonal demand changes and market supply factors [2] Company-Specific Developments - Tesla's stock rose by 2.5% following CEO Elon Musk's announcement of expanding the robotaxi service to Austin and plans for further expansion to the Bay Area within one to two months [3] - Musk also revealed that Tesla will integrate the updated Grok chatbot from xAI into vehicles by next week, further boosting market sentiment [3] - Bitcoin reached a new all-time high of $113,863.31, driven by increased investor interest in risk assets and the liquidation of short positions, with significant inflows into exchange-traded funds (ETFs) related to Bitcoin [3]

图片来源@unsplash 上月，OpenAI与美国国防部签署了一份价值2亿美元为期一年的合同订单。根据该合同，OpenAI将为其 提供AI工具，以应对作战和企业领域的关键国家安全挑战。美国国防部表示："根据该合同，履约方将 开发原型前沿AI能力，以应对作战和企业领域的关键国家安全挑战。" 近年来，美国白宫及五角大楼与硅谷多家巨头科技公司签订合同协议，从颇有争议的百亿美元云计算大 单，到聚焦生成式AI在军事领域的应用拓展，市场潜力虽巨大，但诸多政策、原则、合作策略上的转 变，致使政府订单采购市场的争夺，变得愈发激烈。 拉近政府关系的，不止有老牌巨头 最先吃上政府铁饭碗的是大数据厂商Palantir。20年前成立之初，Palantir就服务于CIA等情报机关，为其 提供辅助分析服务，随后多年将其服务机构扩展到多个美国政府机关、军方，以及商业领域。 得益于这一点，Palantir近些年持续实现业务收入强劲增长，2024年至今，该公司股价实现飙升，最高 涨幅超过7倍。其收入60%来自于政府业务，作为Project Maven项目的主要承接单位，Palantir在2024年 与美国国防部签署了更大的合同，以扩展该项目 ...

马斯克旗下初创公司xAI Corp.债券价格下跌，马斯克与美国总统特朗普围绕税收立法草案的口水战让 投资者感到忧心忡忡。 据Trace数据，2030年到期的12.5%公司债下跌1.50美分，美东时间12:19报99.50美分。 彭博资讯科技分析师Mandeep Singh表示："特朗普与马斯克划清界限，加上xAI未被考虑与苹果进行第 三方LLM集成，例如Anthropic或OpenAI，这可能会对xAI在私人市场的债券造成压力。" ...

Core Viewpoint - The integration of Explainable AI (XAI) technology by Micro Algorithm Technology (NASDAQ: MLGO) significantly enhances threat detection capabilities in blockchain networks, providing transparency and understanding in decision-making processes [1][5]. Group 1: Technology and Methodology - Micro Algorithm Technology has developed an intelligent threat detection system that combines deep learning models with an explainability module, allowing for automatic learning of attack patterns from large volumes of network traffic data [1][3]. - The system employs data collection and preprocessing techniques to ensure data quality and consistency, followed by feature extraction and selection using machine learning algorithms [3]. - The threat detection model is trained and evaluated using explainable machine learning algorithms, ensuring high accuracy and interpretability through iterative optimization [3]. Group 2: Applications and Impact - The application of Micro Algorithm Technology's XAI in blockchain networks has led to significant improvements in threat detection accuracy and efficiency, particularly in identifying anomalous transactions and malicious nodes [4]. - The technology effectively detects unusual transaction patterns, such as large or frequent transactions, which may indicate fraudulent activities, enabling rapid response to mitigate losses [4]. - In smart contract auditing, the technology analyzes code logic to identify potential security vulnerabilities, thereby preventing attacks due to contract flaws [4]. Group 3: Future Prospects - As technology continues to evolve, Micro Algorithm Technology's solutions are expected to find broader applications, contributing to the creation of a more secure and intelligent network environment [5].

据报道，知情人士透露，如果双方无法就关键问题达成一致，微软已考虑直接终止复杂的谈判进程。这些关键分歧包括微 软在OpenAI未来结构中应占多大股份等核心利益分配问题。一旦谈判破裂，微软将依靠现有商业合同保持对OpenAI技术 的访问权直至2030年。 6月18日，据报道，知情人士透露，如果双方无法就关键问题达成一致，微软已考虑直接终止复杂的谈判 进程。这些关键分歧包括微软在OpenAI未来结构中应占多大股份等核心利益分配问题。 一旦谈判破裂，微软将依靠现有商业合同保持对OpenAI技术的访问权直至2030年，除非OpenAI能提供等 同或更优的条件安排。一位接近微软的人士表示： "现状对微软来说是可以接受的，公司对当前合同很满意"，准备执行到2030年。" 目前的合同条款对微软极为有利：独家销售OpenAI模型的权利，以及在920亿美元收入上限内获得20%的 收入分成。 01 硬·AI 作者 | 董 静 编辑 | 硬 AI 在与OpenAI就未来数百亿美元合作关系的谈判中，软件巨头微软公开表态：如果谈不拢，那就直接走 人。这似乎正印证了那句话：有时候最好的谈判策略就是随时准备离开谈判桌。 过去一年中，双方围绕 ...

获取欢迎大家 点击【预约】 按钮 预约 我 下一场直播 本文重点 观点来自： 6 月 9 日本周一直播 【 强 烈建议直接看】 本段视频精华，逻辑更完整 我最近也在重读那本《马斯克传》，作者是艾萨克森，这人写乔布斯、达芬奇都很出名。这次他写马斯克，有个描述我特别认同——马斯克不是 普通人，他是那种可以把自己推向极端的人，甚至有点自虐式地解决问题。你想，当年Model S做不出来、钱也快烧完了，他就睡在工厂，天天 跟团队一起改线、压进度，活生生把车做出来。 如果对马斯克自传感兴趣的朋友可以扫下方二维码购买。 文字版速览 这两天看到马斯克点赞了好多关于扎克伯格的负面内容，这种"吃瓜行为"其实挺典型的马斯克风格——谁他都不怕，想说啥说啥，情绪来得快， 也表达得直。这点从他做特斯拉、SpaceX包括现在的xAI，其实都是一样的。就是那种，你可以不认同我，但你不能忽视我。 Model Y 也是，前期毛病一堆，现在卖得挺多了，但也不是没问题。就比如遮阳棚这个事，最近天气热了，好几个朋友吐槽这个，坐在车里直接 晒懵。他这车很多地方设 计得很极致，但细节上真的不太顾用户体验——他不是不懂，只是他不在意。他那种思维方式就是，系 ...

金十数据6月10日讯，尽管特斯拉股价下跌，摩根士丹利分析师Adam Jonas重申了对特斯拉的"增持"评 级和410美元的目标价，并指出其在电动汽车以外的领域也拥有优势。Jonas称，尽管近期特斯拉面临估 值压力， 但其在物理AI能力方面拥有巨大的增长潜力，例如自动驾驶汽车、机器人技术、储能和制造 基础设施。他认为，没有其他公司在数据、人工智能、机器人技术和支持网络方面能与特斯拉匹敌。尽 管传统电动汽车面临阻力，但特斯拉更广泛的技术生态系统仍然引人注目。乔纳斯展望了马斯克旗下公 司未来的协同效应， 例如SpaceX与特斯拉汽车的整合，以及xAI和Optimus等人工智能系统的协同工 作。特斯拉仍然是他眼中美国汽车行业的首选。 订阅特斯拉动态 +订阅 摩根士丹利：维持特斯拉"增持"评级 看好AI生态破局 ...

要闻提示 NEWS REMIND 1.蔚来组织调整见效！李斌：乐道人少了40%，交付量却暴涨40% 2.TikTok Shop 接手Tokopedia后裁员数百人，下一波7月来袭 3.商汤集团人事调整：徐冰卸任，杨帆、王征拟任执行董事 4.蔚来总裁"清仓"大乌龙！法务部连夜辟谣：秦力洪持股零变动 5.传大疆首款360度全景相机曝光，预计7月发布 6.特斯拉在欧洲"熄火"？5月销量惨遭腰斩，印度建厂计划似乎也黄了 7.苹果硬刚欧盟！拒交用户数据提起上诉，称DMA威胁隐私安全 8.Neuralink吸金6.5亿美元！马斯克脑机接口迈入新阶段 据悉，印尼是字节跳动电商业务最早开拓、也是目前体量最大的海外市场之一，但同时面临来自Sea集团 Shopee及阿里巴巴集团Lazada等平台的激烈竞争。（Z Finance） 今日头条 HEADLINE NEWS 蔚来组织调整见效！李斌：乐道人少了40%，交付量却暴涨40% 6月2日，在2025未来汽车先行者大会上，蔚来汽车董事长李斌回应近来组织架构调整效果。他表示:"我 们已经看到了很多方面的变化， 从销量的角度来讲，乐道的一线的同事确实是减少了40%，但是乐道5月 份的交 ...

Core Viewpoint - The 21st China (Shenzhen) International Cultural Industries Fair showcased Nanjing's cultural and technological innovations, emphasizing the integration of traditional culture with modern technology through various exhibits and interactive experiences [1][9]. Group 1: Digital Culture and Technology Integration - Nanjing's exhibition featured nearly 30 leading cultural technology enterprises, highlighting advancements in AI interaction, holographic displays, and virtual reality [1]. - The "Golden Age of Nanjing Digital Matrix" created by Nanjing Dasqi Digital Technology Co., Ltd. showcased historical landmarks through a massive holographic screen, merging history with modern technology [2]. - The "Cao Xiansheng" AI dialogue system provided deep analysis and innovative presentations of literary classics, utilizing a structured database to enhance user interaction with "Dream of the Red Chamber" [3]. Group 2: Revitalization of Traditional Crafts - Nanjing's cultural heritage was brought to life through modern interpretations of traditional crafts, such as the cloud brocade technique, which produced contemporary cultural products like bags and scarves [4]. - The Nanjing Cloud Brocade Museum introduced a unique cloud brocade painting, "Jiu Hua Qing Xiao," combining traditional techniques with modern design, enhancing its collectible value [5]. - The gold foil forging technique was showcased with interactive experiences, allowing visitors to engage with the craft and purchase related cultural products [6]. Group 3: Industry Development and Collaboration - Nanjing Xuankai Network Technology Co., Ltd. launched the KinoxAI audiovisual production platform, attracting over 45 companies for potential collaborations [7]. - The Nanjing Cloud Brocade Museum's live streaming event garnered over 380,000 viewers, indicating strong interest in digital cultural products [7]. - The city is focusing on the integration of culture and technology, with projected revenues exceeding 160 billion yuan from its three main cultural industries by 2024 [8].

作者 / 莫 莉 编辑 / 张 南 设计 / 柴文静 愤怒的埃隆回来了？ "又回到每周7天、每天24小时投入工作，在会议室、服务器机房或工厂车间睡觉的状态了。"2025年5月24日，埃隆·马斯克在社交媒体X平台发文表示。 他声称，"目前，我必须将全部精力倾注于X/xAI项目、特斯拉的运营，以及即将在下周进行的星舰发射任务，因为这些都是推动我们技术前沿的关键节 点。" 有媒体尖锐指出："当CEO成为行走的政治标语，产品就成了意识形态的牺牲品。" 这条动态迅速冲上全球热搜，宣告着那个以疯狂工作著称的马斯克正式回归。 这看似突然的"全天候工作宣言"，实则是马斯克商业帝国遭遇双重危机的必然抉择——一边是政治冒险引发的销量雪崩与股价腰斩，另一边是自动驾驶技 术竞赛中对手的致命追击。 当这位54岁的企业家再次披上"战时CEO"的战袍，他能否用技术狂人的偏执，扭转特斯拉的至暗时刻？ 01 政治豪赌的代价 "每卖出一辆特斯拉，都是在给马斯克的极端政治献金。"2025年1月，德国车主设计的反马斯克车贴席卷欧洲，日均销量突破2000张。这句讽刺标语背 后，是特斯拉在欧洲市场的惨烈战况。 灾难早有伏笔。自2024年11月出任特朗普 ...