Shares of memory and AI-related stocks fell premarket on Wednesday after stock index futures were lower as U.S. President Donald Trump said the truce between the U.S. and Iran is over after renewed strikes. Dow futures ( INDU ) fell about 1.10%, S&P 500 futures ( SPX ) declined around 0.92%, and Nasdaq 100 futures ( US100:IND ) fell nearly 1.61%. Trump said he believes the memorandum of understanding with Tehran "is over," but that negotiators can "keep talking if they want," after the U.S. and Iran exchanged strikes across the Middle East. Oil prices climbed after his comments, which were made at the NATO summit in Turkey, CNN reported . South Korea's Kospi Index slumped about 5.3%. Samsung Electronics ( SSNLF ) and South Korean rival memory chip giant SK Hynix ( HXSCL ) each declined about 6% on the Korea Exchange. On Wednesday, Samsung said it has started mass production of its next-generation enterprise data center storage drive, which will be integrated into Nvidia's ( NVDA ) upcoming Vera Rubin AI platform. Shares of AI chipmakers Nvidia ( NVDA ) and Advanced Micro Devices ( AMD ) each fell nearly 2% premarket on Wednesday. Reportedly, Nvidia's shares are trading at their cheapest valuation since before the AI boom despite the chipmaker's strong growth outlook. Qualcomm ( QCOM ) and Cerebras ( CBRS ) each fell around 2%, while Broadcom ( AVGO ) dipped about 1%. Apple ( AAPL ) said on Wednesday that its new multiyear agreement with Broadcom is expected to exceed $30B and will lead to the production of over 15B U.S.-made chips. American memory giant Micron Technology ( MU ) — which competes with Samsung and SK Hynix to provide High-Bandwidth Memory, or HBM, chips to Nvidia — tumbled nearly 5%. Western Digital ( WDC ) slumped about 5%, Seagate Technology ( STX ) fell nearly 4%, and Sandisk ( SNDK ) declined about 6%. Other AI and networking-related stocks were also in the red premarket on Wednesday. Applied Optoelectronics ( AAOI ) slumped about 5%, while Coheren...

格隆汇7月8日｜据气象部门预报，今年第9号台风“巴威”(超强台风级)的中心7月8日14时位于台湾基隆市东偏南方向约1490公里的西北太平洋洋面上，中心附近最大风力有17级(60米每秒)。预计，台风“巴威”将以每小时15~20公里的速度向偏西转西北方向移动，强度变化不大，可能将于11日白天登陆或擦过台湾岛北部沿海(超强台风或强台风级)，然后11日晚上在福建福清至浙江温岭一带沿海登陆(强台风或台风级)，之后强度逐渐减弱。

Father of boy refused entry to pool says case is reminder that some Dutch do not acknowledge reality of racism When Henri Duiker went to check whether his 12-year-old son and his friend were enjoying their first “disco” swim evening alone, he was baffled. Instead of being in the water, Henri’s son was standing alone by the desk at the Watergeus pool, in Zoetermeer in the Netherlands. He did not have any ID to prove he was under 13 and pool attendants had told him he could not swim – although his friend of the same age and size had not been not asked for his documents. Continue reading...

在打通基础研究、应用开发、成果转化创新链条上展现更大作为。 上海市委书记陈吉宁今天上午在调研上海材料研究所有限公司时指出， 要深入学习贯彻习近平总书记考察上海重要讲话精神，坚持“四个面向”战略导向，更好发挥自身优势，聚焦主责主业、锚定主攻方向、锐意改革进取，努力在关键核心技术攻关上实现新突破，在推动企业主导的产学研用深度融合上取得新成效，在打通基础研究、应用开发、成果转化创新链条上展现更大作为，为上海“五个中心”建设和高质量发展作出更大贡献。 上海材料研究所有限公司长期深耕工程材料研发、应用与评价，在消能减振材料与器件领域处于领先水平。陈吉宁实地察看重点研究成果，了解公司历史沿革、经营发展、科研攻关、科技服务等情况，听取公司“十五五”发展战略汇报，询问下一步发展面临的行业变革、所需的服务支持，同企业负责同志深入讨论。陈吉宁说，材料科技是支撑现代化产业体系的重要基石， 要坚守“研材报国”的初心使命，面向国家战略需求和产业发展需要，进一步明晰发展定位，发挥专长优势，提升核心竞争力， 走好科技创新引领、科技成果转化、科技服务赋能的融合发展之路，更加深度融入上海（长三角）国际科技创新中心建设，更好在同频共振中实现更大发展。 在增材制造实验室、先进金属材料实验室，陈吉宁分别察看了相关研究成果在航天、航空、医疗和建筑抗震、数控设备等专业领域的应用情况，就实验室建设运行及自主研发创新、成果应用转化、人才团队引育等听取实验室负责同志的想法建议。陈吉宁指出，要顺应新一轮科技革命和产业变革趋势，把握科学智能的战略机遇，面向产业需求凝练科研问题，强化技术路线的比选寻优，加大关键核心技术攻关力度，加快产出原创性、颠覆性科技成果，以新技术新材料催生新产品、开辟新赛道，助力培育发展新质生产力。 要保持战略敏捷，强化产业引领，发挥概念验证、中试试验、工程放大等方面优势，进一步把平台做强、把能力提升、把资源汇聚，更好牵引带动产业链供应链企业，推动科技创新和产业创新深度融合。 要持续深化改革，理顺体制机制，进一步优化科研组织形式和人才激励评价机制，加强与高校等紧密合作，着力培养锻造高素质工程科技人才队伍。 市领导华源参加调研。

坚持民生为大，让乡村振兴成果更多更公平惠及乡村居民。 今天（7月8日）上午，上海市政府新闻办举行“开局起步‘十五五’”系列主题市政府新闻发布会，市政府副秘书长、市发展改革委主任刘健介绍《上海市推进乡村全面振兴“十五五”规划》有关情况，市农业农村委主任冯志勇，市发展改革委副主任陈石燕，市农业农村委副主任张秩通，市规划资源局总工程师顾守柏，金山区常务副区长邱运理，崇明区副区长金彪共同出席新闻发布会，并回答记者提问。 实施乡村振兴战略是以习近平同志为核心的党中央着眼党和国家事业全局作出的重大决策，上海乡村是提升城市能级和核心竞争力的战略空间。面向“十五五”，需要进一步凸显上海乡村地区的经济价值、生态价值、社会价值、文化价值。按照市委、市政府的统一部署，市发展改革委、市农业农村委共同牵头编制了《上海市推进乡村全面振兴“十五五”规划》。 关于《规划》的总体考虑 “十五五”时期推进上海乡村全面振兴，总的考虑是按照“产业兴旺、生态宜居、乡风文明、治理有效、生活富裕”总要求，学习运用“千万工程”经验，立足上海“五个中心”建设要求，顺应超大城市城乡深度融合内在需求，一体推进农业现代化和农村现代化，走出一条超大城市城乡融合发展的乡村振兴新路子，推动上海农业农村成为展示社会主义现代化国际大都市综合实力的窗口，推动上海成为全国乡村全面振兴的排头兵。 重点要把握好“五个坚持”： 一是 坚持融合共进，推动城乡一体规划、统筹建设、融合发展； 二是 坚持新质引领，努力把农业建成现代化大产业； 三是 坚持软硬并重，推动乡村治理软实力与发展硬基础协同提升； 四是 坚持因地制宜，鼓励引导不同类型乡村分类施策、特色发展； 五是 坚持民生为大，让乡村振兴成果更多更公平惠及乡村居民。 关于《规划》的目标指标 《规划》明确了“1+5+12”的目标体系。 就是1个总目标， 即到2030年，上海推进乡村全面振兴取得实质性新成效，加快实现农业现代化，加快推动农村具备现代生活条件，城乡深度融合发展迈上新台阶，为实现乡村全面振兴奠定坚实基础。 5个分目标， 包括乡村产业体系质效更优、乡村优质空间覆盖更广、乡村文明新风浸润更深、乡村治理体系基础更牢、乡村居民生活水平更高。 12项主要指标， 其中约束性指标3项，预期性指标9项。 关于《规划》的重点任务 总的可概括为五个方面： 一是在发展格局上强统筹，推动城乡更融合。 《规划...

Trevor Williams/DigitalVision via Getty Images Thesis My view of ASE Technology is that it's an extremely compelling company currently in a really exciting inflection point where the operational drivers are pointing in the right direction but investors have already overpaid for a future that hasn't really fully arrived. My call is a Hold with a slight positive tilt. ASE has just emerged from a cyclical trough. It is making bold investments into the most attractive part of the semiconductor value chain (state-of-the-art package design for AI) and has enough balance sheet firepower to make the investments. What stops me from calling a Buy is valuation as the richly priced earnings multiple leaves little room for any operational misses, while the very margin expansion which makes the price justified is anything but assured. Company Overview ASE sits at a unique and ever more important part of the supply chain. The company is one of the world’s largest OSAT (outsourced semiconductor assembly and test) providers. It is also situated at the back of the manufacturing chain - the stage when completed silicon is interconnected and tested, ahead of delivery to customers. Once seen as a commoditized low-margin business, innovation in AI and high-performance computing has changed the nature of the industry. The latest, most sophisticated AI accelerators require sophisticated packaging for them to function, giving the segment increased strategic focus. Operationally today, what is happening is a broad-based recovery overlaid on the super cycle of structural investment. After a sector-wide correction from 2022 to 2024, revenues are rising again and the company is recovering a significant part of its business from legacy/commoditized assembly work to the leading front end. Financial Analysis The first line quite plainly states the rebound story. Revenues shot back up again to somewhere in the neighborhood of $21.0bn trailing against $18.1bn in 2024. Still down on the high-water ma...

7月8日，记者通过查看拓竹模型社区MakerWorld，发现影石Insta360已开设了账号，并上传了最新产品Luna Ultra云台相机的官方3D模型。据了解，Luna Ultra模型为官方上传，而且可以拆开。用户可以自行下载后，用拓竹打印出完整的Luna机模，也可以分拆打印，比如单独打印遥控屏、云台部分。记者还从知情人士处获悉，拓竹与影石近期确有接洽，双方或在产品配件生态、联名开发、渠道互通及创作者社区共建等维度探讨进一步合作空间。截至发稿，两家企业均未就合作传闻作出官方回应。（界面）

President calls Iranian leadership ‘scum’, rails against alliance, repeats demand for Greenland and threatens Spain Middle East crisis live – latest updates Europe live – latest updates Donald Trump has declared that the ceasefire with Iran is over as he arrived at the Nato summit in Ankara, launching an angry broadside in which he complained about the military alliance and repeated his demand for Greenland. The US president, sitting alongside the Nato secretary general, Mark Rutte, called Iran’s leadership scum and “sick people”, and added that he was “very upset” with the alliance and even threatened to cut off all trade with Spain in a row over defence spending. Continue reading...

格隆汇7月8日｜太阳纸业(002078.SZ)公告称，公司拟由全资子公司南宁太阳纸业实施广西南宁林浆纸一体化提质增效技改项目，建设年产50万吨本色化学木浆生产线和年产60万吨特种纸生产线，预计总投资不超过50亿元。项目已获广西壮族自治区生态环境厅环评批复，建设周期约18个月，资金来源于自有或自筹资金及银行贷款。

此前特朗普政府出于网络安全顾虑，曾要求 OpenAI 限制性推出这款新模型 OpenAI 于周二官宣，将于本周四面向大众正式推出最新一代 GPT-5.6 系列模型。此前，特朗普政府出于网络安全风险考量，一度要求 OpenAI 限制新模型的开放范围。 媒体 Axios 周二同步披露，美国政府现已放行，允许 OpenAI 大范围上线 GPT-5.6 三大子模型：Sol、Terra、Luna。 美国政府出手暂缓 AI 模型全面发布一事，在人工智能行业引发大量困惑与担忧。当前各大 AI 企业与美国监管机构正共同制定一套更标准化的大模型发布管控机制，核心管控点在于模型识别软件网络安全漏洞的能力，避免相关功能对美国本土企业造成安全威胁。 Anthropic 与 OpenAI 两家企业均已在面向普通用户开放模型时，削弱、或计划削弱模型挖掘网络安全漏洞的相关能力。 责任编辑：郭明煜

Key PointsLighter and Hyperliquid are both decentralized exchanges for perpetual futures contract trading.

ilbusca/E+ via Getty Images There is one overarching development that is driving the capital markets today - war. Hostilities between the US and Iran have intensified. At the NATO summit in Türkiye, President Trump has said the ceasefire is over. Oil prices have jumped. Benchmark bond yields have risen, and stocks sold. The dollar itself is mixed in the G10 but is mostly stronger against emerging market currencies. As widely anticipated, the Reserve Bank of New Zealand hiked its overnight cash rate target 25 bp to 2.50%. The New Zealand dollar is the strongest among the major currencies (~0.35%), followed closely by the oil-sensitive Norwegian krone. The Japanese yen is the weakest, off about 0.2% to approach last week’s 40-year high. President Trump expressed frustration with NATO members over not supporting his desire for Greenland and renewed his call to end trade with Spain for its lack of sufficient military spending and its lack of support for the war on Iran. The US runs a trade surplus with Spain. Prices G10 • The euro ground lower in yesterday’s North American session and slipped below Monday’s low near $1.1410. It slipped slightly below $1.14 in the European turnover after recovering to a little more than $1.1430. The single currency remains within the range recorded on July 3 when the US June employment data were released (~$1.1375-$1.1475) but still looks vulnerable. There are ~2.2 bln euros in options struck at $1.14 that expire today. • After jumping almost 0.5% against the yen on Monday, the most since the end of April, the dollar recorded an inside day yesterday, confined to about a JPY161.65-JPY162.20 range. The greenback only briefly traded above JPY162 in North America. The upside has been extended to about JPY162.55 today. The 40-year high set earlier this month was near JPY162.85. • Sterling poked above $1.34 yesterday in the Asia-Pacific session for the first time since June 17, when the FOMC meeting concluded. However, it trended lower and rea...

格隆汇7月8日｜美、布两油短线下挫约1美元，现货黄金短线走高约20美元。消息面上，特朗普在北约峰会期间未重申要终止与伊朗达成的临时协议。

受美伊停火协议破裂、中东地缘政治风险骤然升级影响，全球资本市场周三遭遇剧烈震荡。由于美国总统唐纳德·特朗普宣布美伊停火“结束”，市场恐慌情绪蔓延，美国股指期货应声大跌，国债收益率大幅飙升，国际油价则受地缘局势推动逆势走高。 外汇与期货市场数据显示，纽约时间周三早盘，美股三大股指期货全线走低。其中，标普500指数期货下跌0.8%， 纳斯达克 100指数期货下跌1.2%， 道琼斯 工业平均指数期货下跌1.1%。在大盘普跌的背景下，油气板块盘前表现优于大盘，而科技板块则遭遇重挫。美股“七巨头”集体走低，其中Meta公司领跌；半导体板块跌势尤为显著， 美光 科技（Micron）和 闪迪 （ SanDisk ）等芯片制造龙头企业盘前跌幅均超过4%。 晨星（Morningstar）首席股票策略师迈克尔·菲尔德（Michael Field）指出，负面消息的叠加正将资本市场进一步推向低谷，且未来几天缺乏重大利好财报来扭转这一趋势，短期内市场恐难获得喘息之机。 除地缘政治危机外，市场还将目光聚焦于即将在当日发布的联邦公开市场委员会（FOMC）6月货币政策会议纪要。由于美联储主席凯文·沃什（Kevin Warsh）此前缩短了政策声明并拒绝参与利率路径预测，这份纪要对于评估美联储未来的政策走向变得至关重要。目前，货币市场已完全计入美联储将在今年10月加息的预期。 彭博经济研究分析师安德鲁·萨赫（Andrew Sacher）表示，本次会议纪要预计将重新唤醒市场此前有所减弱的鹰派情绪，因为该文件将如实反映官员们当时做出的鹰派“点阵图”预测。萨赫强调，美联储官员在纪要中预计将重申对通胀持续高于目标水平的深切担忧，并明确表达希望保留未来进一步收紧货币政策空间的强烈意愿。 责任编辑：龙运翔

格隆汇7月8日｜湖北黄石市气象台2026年7月8日17时27分升级暴雨预警信号为红色：过去3小时大王镇降雨量已达90毫米，预计未来3小时大王镇及周边乡镇降雨持续，累计将达120毫米以上，伴有雷电，阵风7—9级，请特别加强防范。

上海市委书记陈吉宁今天（7月8日）上午在调研上海材料研究所有限公司时指出，要努力在关键核心技术攻关上实现新突破，在推动企业主导的产学研用深度融合上取得新成效，在打通基础研究、应用开发、成果转化创新链条上展现更大作为，为上海“五个中心”建设和高质量发展作出更大贡献。（上海发布）

Chinese artificial-intelligence model maker Zhipu is seeking to raise about $4 billion from a share sale after its stock soared almost 1,500% since a January listing in Hong Kong. Zhipu, which trades as Knowledge Atlas Technology , is offering 19.8 million shares at HK$1,588 to HK$1,698 each, according to terms of the deal that confirmed a previous Bloomberg News report . That represents a discount of as much as 13% to the close on Wednesday. The company plans to use the proceeds for research and development, business expansion, investments, and mergers and acquisitions, according to the terms. It also seeks to optimize its capital structure, working capital and other general corporate purposes. China International Capital Corp. is the sole overall coordinator on the deal. Issuing shares in Hong Kong soon after listing has echoes of Contemporary Amperex Technology Co.’s $5 billion placement in April, which followed a share sale of a similar size by the battery maker in May 2025 — one of the biggest in the world that year. Shanghai Iluvatar CoreX Semiconductor Co. is also seeking to raise about $850 million from a share sale in Hong Kong, according to terms seen by Bloomberg News Wednesday, while Shanghai Biren Technology Co. raised about $900 million from a recent share placement . Zhipu recently launched its GLM-5.2 AI model and is making the technology free and open for anyone to build upon, expecting to attract developers to its platform and embed its tools into the global market.

(Bloomberg) -- Chinese artificial-intelligence model maker Zhipu is seeking to raise about $4 billion from a share sale after its stock soared almost 1,500% since a January listing in Hong Kong.Most Read from BloombergTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Greece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Strikes Iran and Blocks Oil Sales in New Test of TruceChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made Abo

Source: Bloomberg, 0:00

Key PointsState Street SPDR S&P Pharmaceuticals ETF provides exposure to 65 companies compared to the 25 holdings in VanEck Biotech ETF.

SpaceX stock is down 20% since its post-IPO highs.

Key PointsSpaceX shares just experienced a sharp correction.

格隆汇7月8日｜欧洲央行管委内格尔：在今天的伊朗消息传出后，我们又回到了起点。欧洲央行采取逐次会议的方式。我们不知道七月会议上会做什么。欧洲央行将在两周后召开会议，随后在九月份再开一次。欧洲央行逐次会议的方式在当前是合适的。

Joa_Souza/iStock Unreleased via Getty Images Petrobras ( PBR ) said late Tuesday it signed an agreement with Brazilian regulator ANP committing to bring 335 temporarily ​abandoned offshore wells into compliance with ​safety and environmental rules. Under the deal terms, Petrobras ( PBR ) will pay 300M reais (~$58M) to ​ANP and has ​until the end of 2030 to ‌comply ⁠with the rules. The company said it has already brought ​233 of the ​335 ⁠wells into compliance. Separately, Oceaneering International ( OII ) said it has expanded its collaboration with Petrobras ( PBR ) via a four-year contract for remotely operated vehicle services. The scope covers the supply of two work-class ROVs and specialized tooling packages in addition to carrying out monitoring and positioning support operations. More on Petrobras Petrobras: Buy This Bargain As Dividends Will Soar Petrobras: We're Adding Hundreds Of Shares On The Dips Petrobras: Why I Disagree With Wall Street

格隆汇7月8日｜竞业达(003005.SZ)公告称，公司于2026年7月7日收到有关监察机关通知，实际控制人、董事长钱瑞被有关监察机关留置。公司其他董事和高级管理人员均正常履职，生产经营情况正常，已对相关事项做妥善安排，日常经营管理由高管团队负责，上述事项不会对公司生产经营产生重大影响。

百利天恒公告，公司于2026年6月1日审议通过回购方案，计划回购资金总额不低于1亿元且不超过2亿元，回购价格上限398元/股，用于员工持股计划或股权激励。截至公告日，公司已累计回购股份86.3万股，占总股本0.21%，实际回购金额2亿元，回购价格区间201.02元/股至314.95元/股，回购方案已实施完毕。回购股份将存放于专用账户，在未来适宜时机用于员工持股计划或股权激励，三年内未转让部分将予以注销。

(RTTNews) - BiomX Inc. (PHGE), a holding company for defense, security, and critical infrastructure technologies, Wednesday announced that its subsidiary BiomX Israel Defense and Security Ltd, has signed a non-binding letter of Intent or LoI to acquire a 60 percent controlling in

吴通控股公告，为深化智能制造产业布局，公司拟使用自有资金3000万元参与认购淮安永鑫融耀二号新兴产业创业投资基金合伙企业（有限合伙）份额，并于2026年7月8日签署合伙协议。基金规模为9.26亿元，公司作为有限合伙人出资3000万元，持有份额比例为3.24%（以最终募集完成情况为准）。该基金主要投资集成电路、新能源汽车、AI基础建设、航空航天等泛智能制造产业，本次投资无需提交董事会、股东会审议，不构成关联交易及重大资产重组。

一度下跌的内存价格，最近又反弹了。 自2025年底开始一路疯涨的内存价格，2026年3月有点涨不动了，开始回落，进入极端动荡行情。结果，苹果公司6月底一则对iPhone、MacBook、iPad产品实施全球涨价的公告，又让下行的内存价格调头向上。 之前，深圳华强北一批商户疯狂囤积内存，现在，终于有了解套机会。而真正赚钱的“炒家”，是内存生产厂商和分销商。 近日，独立存储厂商深圳宏芯宇二次赴港上市。披露的招股书中，有一串亮眼的数据：2026年前4月实现净利润38.4亿元，同比增长3020.8%。仅用4个月，就赚到了近三年约2.22倍的钱。 截图来自宏芯宇招股书 宏芯宇在招股书中称，按2025年收入计算，公司为全球第五大、中国第二大独立存储器厂商。其中，消费级企业客户包括小米、传音、OPPO、 vivo、TCL、小度等。 不只是宏芯宇，佰维存储、德明利、晶存科技、江波龙等，均在这波存储芯片、内存上涨行情中迎来业绩暴涨。 深圳华强北，正批量生产富豪。 01.内存条涨成“电子黑金” 2025年全年，黄金涨幅44%，白银涨超120%，LME铜期货涨约29.2%；进入2026年，贵金属市场从避险狂欢切回市场刚需，价格大幅回落。 Wind数据显示，2026年以来，金价回落28.9%，银价下跌51.7%，铜价上涨2.6%。 但内存条却是个“异类”——2025年下半年开始上涨，2026年继续疯涨，硬生生变成了“电子黑金”。 2025年初，DDR4 16GB的价格是2美元，DDR5 16GB是4美元，仅在年内涨幅便分别高达1800%、500%；到了2026年一、二季度，DDR4 16GB价格分别涨超90%、45%，DDR5 16GB涨超55%、50%。 三星、SK海力士、美光三大存储巨头的规划里，DDR4产品已经进入退市阶段，确定在2025年6月逐步停产，转产DDR5和HBM产品。说白了，巨头都奔着高利润的方向去了。 DDR5在性能、容量和能效上全面吊打DDR4，更能满足当前AI训练和4K视频剪辑等高负载需求。但实际上，下游市场对于DDR5的性能需求并没有那么强，很多服务器厂商反而追求更具性价比的DDR4。 市场就逐渐形成严重错配。 一边是AI大模型和推理算力需求爆发、全球数据中心服务器大规模扩容，存储巨头转产DDR5和HBM。其中，SK海力士、美光2026年HBM产能早已被抢光了。 ...

建发致新公告，公司拟以自有资金3506.68万元收购控股股东建发医疗及其子公司弘园医疗持有的建发致瑞100%股权。交易完成后，建发致瑞将成为公司的全资子公司并纳入合并报表范围。本次交易构成关联交易，但不构成重大资产重组。交易资金来源为公司自有资金，不会对公司现有业务开展造成资金和财务压力。标的公司2025年营业收入为1.25亿元，净利润为161.82万元。