Nvidia AI GPU H200 upstream chip end in late Q2 into the production period, is expected to be a large number of deliveries after Q3。However, the launch of the Nvidia Blackwell platform is at least one to two quarters ahead of schedule, affecting the willingness of end customers to purchase H200.。The supply chain pointed out that the current client orders to be shipped are still mostly concentrated in the HGX structure of the H100, H200 proportion is limited, Q3 will be mass production delivery of the H200 is mainly Nvidia DGX H200;。(Taiwan Business Times)

2024-07-06

The closing ceremony of 2024 World Artificial Intelligence Conference will be held on the afternoon of July 6.。Reporters learned from the closing ceremony, the conference docking 132 procurement groups, the formation of 126 project procurement needs, is expected to purchase the amount of 15 billion yuan, to promote 24 major industrial projects signed, the total investment is expected to exceed 40 billion yuan。(Securities Times)

18:04

On July 6, Zhang Di, vice president of Fast Hand and head of the big model team, introduced that in the production market of Fast Hand, the penetration rate of AIGC creators was nearly 10%。(Hard AI)

12:03

Offshore RMB (CNH) against the US dollar at 7: 59 Beijing time.2,889 yuan, up 50 points from late Thursday in New York, with overall trading at 7.2956-7.2789 yuan interval。

06:07

In late New York trading on Friday (July 5), the CME Bitcoin Futures BTC main contract was at 56655..00 U.S. dollars, down 5 from late Thursday in New York.30%, down 6 this week..08%。CME Ether Futures DCR Main Contract at 2983.00 dollars, down 4 from Thursday.76%, down 12 this week.14%。

06:07

On July 5, Wall Street learned that in the first half of the year, Shimao Group delivered 41 projects and 58 batches in 34 cities across the country, with a cumulative delivery of 25,466 units.。(See Property)

00:06

Spot silver up 2 in the day.5% at 31.$16 / oz。

00:06

COMEX SILVER FUTURES GAIN 2 IN DAY.0% at 31.$46 / oz。

00:06

Fed's semi-annual monetary policy report: inflation has made modest progress this year, but more confidence is still needed before a rate cut。U.S. inflation is easing and the job market has returned to the "tense but not hot" situation before the U.S. economy was thrown into chaos by the epidemic.。As long as market rents continue to rise moderately, housing services inflation should gradually decline and eventually fall back to pre-neo-crown levels。The financial system is still healthy and resilient, but there are signs of fragility。

00:06

U.S. Treasury price gains continue to widen, with 2-5-year U.S. bond yields down at least 10 basis points on the day。Five-year U.S. bond yields refresh as low as 4.22%, the U.S. non-farm payrolls report was highly volatile at the time of its release, with a trading range of more than 4.32% -4.24% Interval。

00:05

2024-07-05

On July 5, Weilai announced that Mr. Feng Wei had resigned as Chief Financial Officer for personal and family reasons.。The Board of Directors of the Company also approved the promotion of Mr. Qu Yu, Senior Vice President of Finance, as the new Chief Financial Officer.。Quyu joined Weilai in October 2016 and has demonstrated strong expertise and leadership in taking charge of the company's overall financial and reporting functions.。The Board considers Qu Yu to be a well-qualified and suitable candidate.。

18:06

HSBC Downgrades Perfect World to Hold; Price Target 7.70 yuan RMB。

18:06

Hang Seng index falls more than 1%, Hang Seng Technology index expands to nearly 1.8%。

12:04

Volume on the London Metal Exchange (LME) surged 27% in the second quarter to its highest level in a decade, with a sharp rise in nickel contracts leading activity in its major metals.。Nickel contracts on the London Metal Exchange have risen sharply this year, with daily trading volumes finally approaching pre-crisis levels for the first time。Average daily trading volume in the first half of the year rose 76 per cent from a year earlier, with open positions in the nickel market more than doubling, according to the London Metal Exchange.。

06:04

Germany's DAX 30 index initially closed up 0.46%, at 18,458.90 points。French stock index initially closes up 0.89%, Italian stock index initially closed up 0.82%, the British stock index initially closed up 0.83%。

00:05

Shanghai Declaration on Global Governance of Artificial Intelligence issued by 2024 World Conference on Artificial Intelligence and High-level Conference on Global Governance of Artificial Intelligence。We attach great importance to the security of artificial intelligence, especially data security and privacy protection, and are willing to promote the development of data protection rules, strengthen the interoperability of data and information protection policies in various countries, and ensure the protection and legal use of personal information.。

00:05

Russia's central bank: economic growth expected to slow in the third quarter。

00:05

2024-07-04

JPMorgan Chase to BYD Shares (01211.HK) the proportion of long positions in H shares from 5.06% to 4.63 per cent; the proportion of short positions increased from 3.95% to 3.46%, the proportion of shares available for lending remains 1.75% unchanged。

18:07

The Ministry of Commerce held a regular press conference, spokesman He Yadong said, the Ministry of Commerce, together with relevant departments and the Hong Kong SAR government recently held the third senior officials meeting of the CEPA Joint Steering Committee, substantially completed the CEPA trade in services agreement a new round of revision consultations, on the mainland's opening up measures in the field of trade in services to Hong Kong reached a preliminary consensus。

18:07

Shang Tang Technology Chairman and CEO Xu Li introduced at the 2024 World Artificial Intelligence Conference that Shang Tang will release the "Daily New SenseNova 5.".5 "large model, its hybrid modal capabilities will be fully upgraded。(First Finance)

18:07

Tesla up more than 6.2%, refresh day up to 235.$99, in the seventh consecutive session of gains, up nearly 34 from the June 24 closing price..73%。The company previously announced through its official Weibo that the second-generation humanoid robot Optimus will make its debut at the 2024 World Artificial Intelligence Conference in Shanghai on July 4-7.。

00:06

According to the U.S. Energy Information Administration (EIA), U.S. EIA crude oil inventories fell by 12.16 million barrels last week, while Bloomberg users expect a decrease of 5.8 million barrels and analysts surveyed expect a decrease of 41.1.29 million barrels, an increase of 359.10,000 barrels。WTI crude oil futures rose 0 in the short term..31 dollars, touching as high as 83.$47 / bbl, up 0 for the day.35% to 83.$10。

00:05

2024-07-03

On July 3, in Xiaopeng MONA's first model M03 real car live debut, Xiaopeng Chairman He Xiaopeng revealed that the MONA series has invested 4 billion yuan, before and after spending nearly 4 years。He Xiaopeng said that he is committed to making the M03 a smarter and more suitable car for young people。(Auto)

18:06

Nvidia AI GPU H200 upstream chip end in late Q2 into the production period, is expected to be a large number of deliveries after Q3。However, the launch of the Nvidia Blackwell platform is at least one to two quarters ahead of schedule, affecting the willingness of end customers to purchase H200.。The supply chain pointed out that the current client orders to be shipped are still mostly concentrated in the HGX structure of the H100, H200 proportion is limited, Q3 will be mass production delivery of the H200 is mainly Nvidia DGX H200;。(Taiwan Business Times)

12:13

On Tuesday (July 2), Wolfspeed closed up more than 5.7%, ON Semiconductor up 5.4%, AMD up 4.2%, supercomputer up more than 3%, Arm Holdings up more than 2.9%, TSMC ADR up over 1.9%, Semiconductor Sector ETF SOXX Up Over 1.4%, grid core rose more than 1.1%, Broadcom and Semiconductor ETF SMH up at least 1%, while Nvidia closed down 1.31%, Nvidia Twice Long ETF Down 2.53%。

06:08