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收盘：道指收跌400点 特朗普再发关税威胁 北京时间7月8日凌晨，美股周一收跌。美政府宣布将所谓“对等关税”的生效时间从原定的7月9日推迟至8月1日。特朗普发布多份贸易信函，宣布8月1日起对多国征收关税。道指跌422.17点，跌幅为0.94%，报44406.36点；纳指跌188.59点，跌幅为0.92%，报20412.52点；标普500指数跌49.37点，跌幅为0.79%，报6229.98点。高盛资产配置研究主管CHRISTIANMUELLER-GLISSMAN表示：“我认为市场已经放松过头了。大家都预期有很多对冲因素。但如果关税不确定 ... 2025-07-08 |
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【半年报行情趋于火热 机构看好新消费与
AI赛道投资机会】 7月8日电，7月，随着上市公司陆续披露业绩预告，A股半年报行情正式启幕。自上周以来，华银电力、兄弟科技、渝开发、惠而浦等多家公司在半年报业绩预告披露前后股价收获涨停，其中，华银电力近期录得“5天4板”，并带动电力板块整体走强。多家券商近期发布A股半年报前瞻报告，认为今年半年报行情仍以结构性机会为主。金融领域方面，券商板块有望受益于较高的市场活跃度，业绩具备确定性；非金融领域方面，黄金、新消费、AI基础设施领域或存在超预期机会 ... 2025-07-08 |
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【机构普遍看好下半年A股走势】 展望后市。招商证券指出，6月24日以来，受益于“反内卷”和AI大产业趋势，创业板指、科技龙头、质量类指数涨幅居前，行业中钢铁、新能源、建材、传媒、通信、电子等领涨。从中期的趋势来看，“反内卷”是推动指数走牛的关键力量，“反内卷”驱动上市公司削减资产开支，出清过剩产能，经济供求关系边际改善，企业盈利能力和内在回报有望稳步提升，吸引更多中长期资金流入市场，“高质量”股票有望成为推动指数突破的关键力量。另一方面，AI是驱动本轮技术革命的关键力量，围绕AI的基础设施建设，和应用所扩散出的投资机会，辐射 ... 2025-07-08 |
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THE META
AI APP LETS YOU ‘DISCOVER’ PEOP LAUNCHED IN APRIL, THE META AI PLATFORM OFFERS A “DISCOVER” FEED THAT INCLUDES USER QUERIES CONTAINING MEDICAL, LEGAL, AND OTHER SEEMINGLY SENSITIVE INFORMATION ... 2025-07-08 |
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SUBSTACK IS HAVING A MOMENT—AG
AIN. BUT T WHILE STAR REPORTERS CONTINUE TO FLOCK TO SUBSTACK, SUBSCRIPTION FATIGUE IS ONLY GETTING WORSE ... 2025-07-08 |
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WHAT BIG TECH’S BAND OF EXECS WILL DO IN META CTO ANDREW BOZ BOSWORTH AND LEADERS FROM OPENAI AND PALANTIR HAVE JOINED A DETACHMENT INTENDED TO MAKE THE US ARMED FORCES LEANER, SMARTER, AND MORE LETHAL ... 2025-07-08 |
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UNPACKING
AI AGENTS NEED TO MAKE A DINNER RESERVATION OR CHANGE YOUR FLIGHT? NOW AI AGENTS CAN DO THAT FOR YOU. THIS EPISODE OF UNCANNY VALLEY LOOKS INTO WHAT SAM ALTMAN CALLS “THE NEXT GIANT BREAKTHROUGH. ... 2025-07-08 |
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TRUMPWORLD IS FIGHTING OVER 'OFFICIAL' C THE PRESIDENTS SONS ARE FEUDING WITH THE ORGANIZATION BEHIND THE TRUMP MEMECOIN, AS BOTH PARTIES CLAIM TO BE INVOLVED IN LAUNCHING TRUMP-AFFILIATED CRYPTO WALLETS ... 2025-07-08 |
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ICE IS PAYING PALANTIR $30 MILLION TO BU IN A DOCUMENT PUBLISHED THURSDAY, ICE EXPLAINED THE FUNCTIONS THAT IT EXPECTS PALANTIR TO INCLUDE IN A PROTOTYPE OF A NEW PROGRAM TO GIVE THE AGENCY “NEAR REAL-TIME” DATA ABOUT PEOPLE SELF-DEPORTING ... 2025-07-08 |
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MICROSOFT SAYS ITS NEW
AI SYSTEM DIAGNOS THE TECH GIANT POACHED SEVERAL TOP GOOGLE RESEARCHERS TO HELP BUILD A POWERFUL AI TOOL THAT CAN DIAGNOSE PATIENTS AND POTENTIALLY CUT HEALTH CARE COSTS ... 2025-07-08 |
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OPEN
AI LEADERSHIP RESPONDS TO META OFFER AS MARK ZUCKERBERG LURES AWAY TOP RESEARCH TALENT TO META, OPENAI EXECUTIVES SAY THEYRE ‘RECALIBRATING COMP,’ ACCORDING TO AN INTERNAL MEMO ... 2025-07-08 |
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OPEN
AI’S UNRELEASED AGI PAPER COULD COMP THE PARTNERSHIP BETWEEN OPENAI AND MICROSOFT IN MANY WAYS HINGES ON THE DEFINITION OF ARTIFICIAL GENERAL INTELLIGENCE, CREATING A TENSION THAT HAS SPILLED OVER INTO OPENAI RESEARCH THAT HAS NOT BEEN MADE PUBLIC ... 2025-07-08 |
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WHY JOLLY RANCHERS ARE BANNED IN THE UK CRUDE-OIL-DERIVED SUBSTANCES IN THE CANDY HAVE BEEN LINKED TO HEALTH PROBLEMS—AND THE REGULATIONS THAT HAVE ALLOWED THEIR USE IN THE US ARE NOW IN ROBERT F. KENNEDY JR.’S CROSSHAIRS ... 2025-07-08 |
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HOW DO YOU LIVE A HAPPIER LIFE? NOTICE W REACQUAINT YOURSELF WITH THE GOOD THINGS IN LIFE BY TAKING THE TIME TO APPRECIATE THEM—AND YES, IT’S OK TO RUSH THROUGH THE BAD STUFF ... 2025-07-08 |
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THE RACE TO TRANSLATE ANIMAL SOUNDS INTO WITH BIG CASH PRIZES AT STAKE—AND AI SUPERCHARGING RESEARCH—INTERSPECIES TRANSLATION IS CLOSER THAN EVER. BUT WHAT, IF ANYTHING, WOULD ANIMALS WANT TO TELL US ... 2025-07-08 |
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AN UNCERT
AIN FUTURE REQUIRES UNCERTAIN P FORECASTING IS BOTH ART AND SCIENCE, RELIANT ON BOTH RIGOR AND LUCK—BUT YOU CAN DEVELOP A MINDSET THAT ANTICIPATES AND PLANS AHEAD ... 2025-07-08 |
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THESE RATS LEARNED TO DRIVE—AND THEY LOV DRIVING REPRESENTED AN INTERESTING WAY FOR NEUROSCIENTISTS TO STUDY HOW RODENTS ACQUIRE NEW SKILLS, AND UNEXPECTEDLY, RATS HAD AN INTENSE MOTIVATION FOR THEIR DRIVING TRAINING ... 2025-07-08 |
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ELI LILLY’S OBESITY PILL APPEARS TO WORK NEW DATA FROM A PHASE 3 TRIAL SHOW THAT THE DAILY ANTI-OBESITY PILL MAY BE AS SAFE AND EFFECTIVE AS DRUGS LIKE MOUNJARO AND OZEMPIC FOR WEIGHT LOSS AND LOWERING BLOOD SUGAR ... 2025-07-08 |
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‘MAJOR ANOMALY’ BEHIND LATEST SPACEX STA SPACEX CEO ELON MUSK SUGGESTED ON X THAT A HIGH-PRESSURE NITROGEN TANK FAILURE WAS BEHIND THE EXPLOSION OF THE COMPANYS MASSIVE STARSHIP ROCKET ... 2025-07-08 |
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THE FDA JUST APPROVED A LONG-LASTING INJ CLINICAL TRIALS HAVE SHOWN THAT SIX-MONTHLY INJECTIONS OF LENACAPAVIR ARE ALMOST 100 PERCENT PROTECTIVE AGAINST BECOMING INFECTED WITH HIV. BUT BIG QUESTIONS REMAIN OVER THE DRUG’S AFFORDABILITY ... 2025-07-08 |
