受台风“美莎克”影响，广西多地连续强降雨引发严重洪涝灾害。记者从广西壮族自治区商务厅获悉，当前，广西364家重点保供企业已根据市场情况增加商品库存，可保障米、食用油、肉、蔬菜、方便食品供应41天、23天、8天、3天、7天以上，可满足市场应急需求。针对南宁市、贵港市等部分受灾地区配送受阻问题，广西商务厅对接各市防汛抗旱指挥部需求，引导商贸企业履行社会责任，组织开展物资捐赠。目前，广西生活必需品供应充足、价格总体平稳。7月1日至7日，12类主要生活必需品零售价格，环比上周涨跌幅在-2.3%～3.8%区间小幅波动。（央视新闻）

惠康科技公告，使用合计3800万元人民币（其中自有资金1,000万元人民币，募集资金2,800万元人民币）对全资子公司泰霖科技（泰国）有限公司进行分期增资以实施投资建设“泰国制冷设备智能制造生产基地项目”。

格隆汇7月9日｜湖北证监局对财达证券湖北分公司采取出具警示函行政监管措施，经查，该分公司存在以下问题：一是证券投资顾问业务推广环节留痕记录不完整。二是个别员工在没有签订证券投资顾问服务协议的情况下向客户提供证券投资建议。三是个别员工客户招揽行为不规范,在证券投资顾问业务营销过程中存在误导性宣传的行为。湖北证监局决定对该分公司采取出具警示函的行政监管措施,并记入证券期货市场诚信档案。湖北证监局要求该公司应高度重视，采取有效措施切实整改，强化从业人员执业行为监督，提升合规管理水平。

Greenwood Capital Associates LLC Raises Stake in Advanced Micro Devices, Inc. $AMD MarketBeat

*Other Operating Data Consensus Source: Bloomberg More on Pepsico Why You Want PepsiCo To Miss Earnings This Week Wall Street Brunch: Options Spy SpaceX Pop PepsiCo Moves To Hold As Growth Questions Persist Pepsico Non-GAAP EPS of $2.20 misses by $0.01, revenue of $24.18B beats by $230M PepsiCo preview: Evercore sees risk to Q2 on weaker consumer demand

Carl Court/Getty Images News Airbnb ( ABNB ) has acquired its first office building in New York City, paying $81.5M for the landmarked property at 281 Park Avenue South in Manhattan's Gramercy neighborhood, according to a Wall Street Journal report. Previous news reports noted the sale and the price, but this is the first time that Airbnb has been identified as the buyer, WSJ said. The six-story, 42,500-square-foot building will serve as one of Airbnb's largest employee hubs outside San Francisco, as per the report, which cited a statement from CEO Brian Chesky. "This building reflects our long-term commitment to the city and will be home to one of our largest employee hubs outside of San Francisco," CEO Brian Chesky said. The purchase comes as Airbnb continues to push for changes to New York City's strict short-term rental regulations under Local Law 18, which took effect in 2023 and significantly curtailed short-term rental listings. The company has argued the rules limit income opportunities for hosts, while supporters say they help preserve the city's housing supply. Airbnb currently leases office space in lower Manhattan. According to the WSJ report, the company paid about 63% more for the building than seller RFR Realty did when it acquired the property in 2014. More on Airbnb Airbnb's Fintech Opportunity Airbnb's Incentives Airbnb: Undeniable Appeal As Profits Expand Alongside Bookings Airbnb shutting down the party this July 4th Travel stocks rally as lower oil prices lift outlook for cruise, booking firms

近期，OpenAI与Anthropic都启动IPO计划，市场对这两家AI大模型厂商的最新估值都接近万亿美元，反映了投资者对其未来盈利前景高度乐观。鉴于AI大模型的应用前景广阔，大模型厂商的收入成长潜力巨大，投资者的乐观态度完全可以理解。 然而， 收入成长并不必然带来利润成长，甚至不能保证企业盈利。 迄今为止，尚无一家厂商在大模型业务上实现独立的盈利。理论上讲， 厂商能否获得可持续盈利，取决于其是否具备较高的竞争壁垒和稳定的定价权，而这取决于行业的市场结构和竞争格局。 研究发现， 当前大模型API调用市场呈现垄断竞争格局，厂商数量众多，市场集中度很低。 虽然市场需求呈指数级增长，但由于进入壁垒较低，大模型的供给端也在快速扩张，导致厂商未能随市场需求扩张而实现盈利，反而面对日趋激烈的竞争。在此格局下，一些厂商可凭借技术优势或场景适配实现产品差异化，从而获得短期超额利润；但由于技术壁垒有限、需求价格弹性较高、用户粘性不强，即便实现超额利润，也难以维持。 长此以往，那些长期亏损的厂商将被迫退出，推动大模型API市场从垄断竞争向寡头垄断演化。 然而，在寡头垄断格局下，厂商的盈利能力仍不确定，而是取决于厂商之间是采用价格竞争还是数量竞争。如果不能协调竞争策略或建立有效的差异化壁垒，寡头厂商不一定能实现可持续盈利，前期的巨额研发投入也未必能收回。 总之， 尽管大模型的技术价值与需求成长都毋庸置疑，单纯“卖token”的大模型厂商却并不一定能盈利 。因此，投资者需冷静审视OpenAI等大模型厂商的估值，厂商则需细心选择自身的商业模式和细分市场。无论采用哪种商业模式，若厂商能在模型能力、行业适配、企业工作流或应用生态等方面形成差异化壁垒，就可降低用户价格敏感度，在细分市场中获得定价权，实现可持续盈利。 鉴于“AI+”模式是在既有产品或服务中嵌入AI功能，以提升既有产品或服务对用户的价值，增强既有的差异化壁垒和客户粘性，因此有可能是具有可持续盈利能力的商业模式。 正文 近期，OpenAI与Anthropic都启动IPO计划，市场对这两家AI大模型厂商的最新估值都接近万亿美元，其市销比（P/ S ra ti o）分别达到34和21倍，反映了投资者对其未来盈利前景高度乐观。鉴于AI大模型的应用前景广阔，大模型厂商的收入成长潜力巨大，投资者的乐观态度完全可以理解。 然而，众所周知，收入高成长...

格隆汇7月9日｜CreditSights的Regis Chatellier在一份报告中表示，2026年新兴市场经济体的债券供应量可能达到3000亿美元，高于2025年的2550亿美元。他表示，对新兴市场资产的需求依然强劲，这可能会促使各国供应更多债务。沙特阿拉伯面临新兴经济体中最大的外部融资需求，达到52亿美元。

Key PointsThe Senior Citizens League is projecting that 2027's Social Security COLA will be around 3.8%.

Something changed at Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) this year, and the clearest sign of it is not a line in a filing. It is the arrival of a new company in a position near the top of its stock portfolio. For decades, Coca-Cola (NYSE: KO) held a place of honor as Warren Buffett's signature forever holding. It supplied the drinks he sipped on stage at annual meetings and was the business he used to teach investors about brands and moats. In 2026, a technology company built on search and artificial intelligence passed it in the Berkshire portfolio. Greg Abel took over as Berkshire's chief executive on Jan. 1, and he moved with purpose. Across the first quarter, Berkshire more than tripled the size of its Class A holding in Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and opened a new Class C position. On June 1, Alphabet announced an $80 billion equity raise to fund its AI infrastructure, and Berkshire stepped in as an anchor investor with a $10 billion private placement, split between Class A and Class C shares. That deal, disclosed in Alphabet's own SEC filing, pushed the combined stake past $40 billion -- a mark that clears the Coca-Cola position Buffett spent a career defending. Continue reading

红太阳公告，预计2026年1月1日至2026年6月30日归属于上市公司股东的净利润为盈利9500万元～1.05亿元，上年同期为亏损2.08亿元。预计扣除非经常性损益后的净利润为亏损3500万元～4500万元，上年同期为亏损2.37亿元。报告期内，公司归母净利润实现扭亏为盈，主要系主业经营持续改善及子公司债务重组收益确认所致。

餐饮业态依然是推动零售地产市场活跃度的主要引擎，科技品牌则正重塑零售空间格局 2026年5月1日，北京，王府井银泰in88商场，市民在宇树机器直营门店内参观。图：视觉中国 【财新网】 北京零售地产依旧面临租金下行的压力。7月9日，商业地产服务和投资机构仲量联行（NASDAQ：JLL）发布报告显示，2026年二季度，北京的零售地产的空置率达6.7%，相比一季度的7%略有改善，但租金依旧处在下行区间，二季度比一季度下降2.1%。 仲量联行指出，核心商圈面临前所未有的租金调整压力。部分商场正在根据市场形势进行价格体系的调整与重新定位。仲量联行华北区研究部资深董事纪明表示：“尽管宏观需求仍在修复，新兴业态的积极扩张为市场注入了新活力。关注科技、文化，且具备高‘情价比’的细分领域正成为市场需求的新动能，精准迎合消费偏好的迭代升级。”

被物理实体唤醒的硅基幽灵 或许，在2006年，埃隆·马斯克（ElonMusk）在，特斯拉的第一份“秘密宏图”（MasterPlan）中勾勒未来出行的蓝图时，距离他首次在舞台上展现由人类舞蹈演员假扮的Optimus人形机器人，还有整整15年。 彼时，无论是在硅谷的沙丘路，还是在中关村的咖啡馆，整个科技界都笼罩在一种莫名其妙的自信中，人工智能的终局是一段精妙的软件代码、一个算力惊人的虚拟大脑，觉得只要算力足够大、参数足够多，这个赛博大脑就能在虚拟世界里解决人类的一切问题。 事实上，刚到2023年生成式大模型的狂飙突进，推开了AGI（通用人工智能）大门的同时，也很快让行业撞上了难以逾越的物理之墙，这就是屏幕背后的虚拟AI，无法为人类“打螺丝”，更无法真正走进现实生活，抚平一个人的孤独。 直至2026年的今天，全球科技界终于重新达成共识，没有物理实体的AI，只是赛博金鱼，AI必须长出四肢，走入物理世界的泥泞里，这就是“具身智能”（Embodied AI），网友们常讨论的人工智能终极肉身。 7月初，中国的具身智能赛道迎来了历史性的交叉路口。宇树科技（Unitree）以创纪录的速度闪电通过了科创板IPO注册，募集资金总额超过42亿元，今年全年的出货量目标直指两万台。 几乎是在同一时间，老牌机器人巨头优必选（UBTECH）在深圳丢下了一颗足以载入科技史册的深水炸弹——其最新发布的消费级品牌“优世界U1”系列超仿生机器人，不仅跨越了困扰行业数十年的“恐怖谷效应”，连皮肤毛孔和皮下血管都做到了1:1的极高还原度。尽管顶配售价逼近百万，却在短短数天内斩获了超过1.3万台的富豪订单。 一个走“极致性价比、硬核工业、闪电上市”的钢铁工业路线；一个走“超仿生陪伴、情感大模型、高奢消费级”的西部世界路线。 这不仅是两家中国头部企业的肉搏，更是具身智能在商业化落地的前夜，由中国本土产业链主导的两场方向相反、逻辑互为镜像的商业化实验。 01、宇树科技的“福特主义”：用价格战窒息对手 在科技制造界，有一个颠扑不破的“中国定律”：任何看起来高大上、高不可攀的高科技产品，只要被中国供应链彻底摸透并完成本土化替代，最终都会变成论吨称、论斤卖的普及型工业品。 从早期的智能手机、光伏面板，到后来的新能源汽车，这个定律屡试不爽。今天的宇树科技，又将这个定律带到机器人领域。 宇树科技的创始人王兴兴是一个典型的硬核...

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MF3d Eric Trump’s co-founded venture, American Bitcoin Corp ( ABTC ), has been hit by a brutal market slump as Bitcoin ( BTC-USD ) prices sank into a bear market, forcing investors to favour miners that could repurpose their infrastructure for AI-focused data centers. American Bitcoin, though, stuck with its crypto strategy and has seen its shares slump more than 95% from their peak. That’s erased more than $600M from the market value of Eric Trump’s stake over the past 10 months, according to Bloomberg calculations, and forced the company this week into a 1-for-15 reverse stock split to maintain its Nasdaq listing. On Wednesday, its stock price hit an all-time low. ABTC was up 2.8% premarket at $6.02. Bitcoin ( BTC-USD ) is down 30% YTD. Seeking Alpha Even as President Donald Trump reported at least $1.4B in crypto earnings last year in his latest financial disclosure , many retail investors have taken a hit as Trump-affiliated tokens and shares of American Bitcoin ( ABTC ) fell. Eric Trump owns roughly 6% of American Bitcoin, according to Bloomberg calculations, and serves as its chief strategy officer. Adviser Donald Trump Jr.’s stake is undisclosed. As cryptocurrency prices slumped over the past nine months, investors rewarded other U.S. miners for leasing their computing infrastructure to AI. While peers like Riot Platforms ( RIOT ), Cipher Mining ( CIFR ), MARA Holdings ( MARA ), and TeraWulf ( WULF ) surged an average of over 60% this year after announcing data center expansions, American Bitcoin ( ABTC ) shares plunged 77%. Yet, American Bitcoin doesn’t plan to sell its holdings, Eric Trump said in a recent podcast, adding that any reasons for doing so would have to be “beyond catastrophic,” according to the report. Indeed, it’s continued to buy the token in the market, adding another 500 on Monday, the report said. More on American Bitcoin American Bitcoin Corp. 2026 Q1 - Results - Earnings Call Presentation American Bitcoin Corp.: A Broken Bitcoin-Per-Shar...

(RTTNews) - PepsiCo (PEP) reported that its second quarter net income attributable to PepsiCo increased significantly to $2.98 billion from $1.26 billion, prior year. Earnings per share rose to $2.18 from $0.92. Core operating profit grew 4% to $4.07 billion from $3.91 billion. C

格隆汇7月9日｜苏州科达公告，预计2026年半年度实现归属于上市公司股东的净利润为-3.3亿元至-2.7亿元，上年同期为-2.17亿元。

The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.

Key PointsTSMC's strong pricing power could help the company crush Wall Street's expectations when it releases its Q2 report.

格隆汇7月9日｜长江通信(600345.SH)公告称，公司于2026年2月13日及3月6日审议通过授权择机出售长飞光纤不超过100万股股票。截至2026年7月9日，公司通过集中竞价方式出售长飞光纤A股999,985股，交易金额4.12亿元，出售价格区间为380.03元/股至448.02元/股。本次交易完成后，公司仍持有长飞光纤1.18亿股，占总股本14.23%。出售股票资产对公司2026年度利润总额的影响金额约为3.76亿元(未考虑所得税)。

Tesla Inc. builds out its EV ecosystem as investors watch the next phase of growth Ad-hoc-news.de

More on Pepsico Why You Want PepsiCo To Miss Earnings This Week Wall Street Brunch: Options Spy SpaceX Pop PepsiCo Moves To Hold As Growth Questions Persist Pepsico Non-GAAP EPS of $2.20 misses by $0.01, revenue of $24.18B beats by $230M PepsiCo preview: Evercore sees risk to Q2 on weaker consumer demand

格隆汇7月9日｜南下资金今日净买入港股98.3亿港元。其中： 净买入智谱55.75亿、阿里巴巴22.05亿、华虹宏力12.12亿、中芯国际10.56亿、小米集团5.08亿、长飞光纤光缆3.06亿、建滔集团3.06亿、兆易创新2.04亿、建滔积层板1.16亿； 净卖出盈富基金23.13亿、腾讯14.34亿。 据统计，南下资金已连续4日净买入阿里，共计78.5926亿港元；连续4日净买入智谱，共计108.5927亿港元。

格隆汇7月9日｜据市场消息，星巴克利用人工智能降低对微软、IBM软件系统的依赖。

华建集团公告，上海市第三中级人民法院于2026年7月7日裁定批准了华建集团下属子公司华建数创重整计划，并终止了华建数创重整程序。华建数创因行业下行和市场原因，陷入经营困难，但具备重组价值，因此向上海三中院提交重整申请。

騰訊控股(00700)7月9日斥資5.01億港元回購106.5萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

苏州科达公告，预计2026年半年度归属于上市公司股东的净利润为-3.3亿元至-2.7亿元，上年同期为-2.17亿元。预计归属于上市公司股东的扣除非经常性损益的净利润为-3.31亿元至-2.71亿元。本期业绩预亏主要原因：受宏观经济环境、地方财政预算等因素影响，传统视频会议及监控业务需求尚未恢复，部分海外业务推进不及预期；公司正处于业务结构调整和战略转型阶段，新业务尚处商业化推进阶段，收入贡献尚未释放；研发投入（如“开端大模型”、AI一体机、低空飞行管理平台等）仍具刚性，对当期利润产生较大影响。

Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.