sssgenius

　　知情人士称，特朗普政府即将允许Anthropic恢复对其Fable 5模型的访问权限。
　　在美国政府于6月12日发布出口管制令后，Anthropic曾突然对所有用户停用了其最先进的人工智能模型——Mythos 5和Fable 5 。
　　知情人士预计，美国政府对Fable 5的限制最早可能于本周解除。各方预计将在本周末继续磋商，Anthropic有望很快恢复Fable的访问权限。
　　Anthropic周五表示，美国政府已允许其向部分“可信”的美国组织发布其Claude Mythos 5人工智能模型，这部分撤销了两周前因国家安全风险而暂停访问的命令。
　　一位熟悉该指令的消息人士表示，特朗普政府还正朝着允许Anthropic很快发布Fable的方向迈进，尽管具体时间表尚不明确。
　　Fable 5和Mythos均采用相同的底层人工智能模型，但Fable 5旨在广泛面向公众开放，而Mythos则取消了部分安全限制。

After the United States and Iran agreed to extend a precarious ceasefire, the U.S. launched its first strikes across Iran, targeting missile and drone storage facilities, radar sites, and other military objectives. The market’s core focus has shifted from whether the conflict escalation would be paused to the sustainability of the current ceasefire status.
Market participants widely question how difficult it will be to finalize the ultimate deal within the current 60-day negotiation window between the U.S. and Iran. The rebound in market conditions brought by the ceasefire is mostly a trading opportunity; only when negotiations produce solid, highly credible substantive results will the underlying logic of the market change fundamentally.
The core of current oil market pricing has shifted from “whether an agreement can be reached” to assessing the actual scale of supply disruptions in the Strait of Hormuz and the associated panic-risk premium. There is currently no evidence that local physical crude supply has been permanently interrupted.

【Netflix Tightens Account Sharing, Sub-accounts Now Require Binding a Separate Email】Tech media Ars Technica reported in a blog post yesterday (June 26) that Netflix began tightening account sharing on June 15, requiring each user profile under a subscription account to be bound to a unique email address and to have an independent login method created for that profile.

Oracle announces the latest quarter’s core performance: it signed $67 billion in AI infrastructure contracts in the single quarter, while remaining performance obligations reached $638 billion—an all-time high. Revenue from the cloud infrastructure business grew 93% year over year to $5.8 billion, and total cloud business revenue increased 47% year over year to $9.9 billion.
Regarding the stock’s performance, the shares fell 19.4% over the week, the worst weekly performance since 2001. Over the past 12 months, they have declined by about 34%. The current share price is approximately $148.53, far below the 52-week high of $345.72. The market has re-priced its valuation thesis from an AI high-growth story to a balance-sheet-risk target.

Jefferies surveyed 40 technology executives about technology spending. The results show that in 2026, corporate spending intentions in the areas of software, cloud computing, and artificial intelligence are leading at Microsoft and Amazon.
The core research data is as follows:
In 2026, enterprise software budgets are expected to grow year over year by 6.2%, higher than 4.8% in 2025. Cloud computing spending is projected to increase by 10.1% in 2026, while network security budgets are expected to rise by 6.2%. 68% of CIOs have established dedicated artificial intelligence budgets. 85% of CIOs plan to increase their investment in Microsoft products in 2026, with no respondents planning to cut related spending. 56% of respondents expect to increase their investment in Amazon Web Services (AWS). Palo Alto Networks and ServiceNow rank among the top, while Adobe receives a negative spend score. Currently, token and application programming interface (API)-related spending at multiple companies exceeds the original plan.

Currently, the Super Micro share price is $36.33. The market’s view is that its narrative has been damaged rather than its business having completely collapsed. The stock price is 19.48% above its 52-week low of $19.48, but far below its 52-week high of $62.36. Management has provided Q4 revenue guidance of $11.0 billion to $12.5 billion.
Key related data is as follows:
Currently, this stock is trading at a discount due to a lack of trust. The core reason is that related lawsuits involve three individuals associated with the company. A class action lawsuit newly filed on April 8 continues to put pressure on management’s credibility. Although Super Micro was not named as a defendant, its valuation in the near term is still expected to be discounted relative to more compliant AI industry peers with clearer records.

According to a June 26 report by Kuaichong (快科技), TrendForce’s latest data shows that the landscape of China’s AI server chip market has undergone a fundamental reversal.
Led by Huawei and Cambricon, domestic chip suppliers, together with custom chips developed in-house by internet giants, will account for nearly 80% of the China AI server chip market in 2026.
A new forecast from TrendForce (TrendForce) predicts that overseas suppliers, including NVIDIA and AMD, will see their combined share in China’s AI server market plummet from 34% in 2025 to 21% in 2026.
Meanwhile, domestic chip suppliers led by Huawei and Cambricon will increase their share from 46% in 2025 to 56% in 2026. The share of ASIC chips developed in-house by Chinese internet companies will also grow from 20% to 23%.

Zhi Dongxi Compilation | Liu Yu
Edited by | Chen Junda
Zhi Dongxi, June 26 — According to a report by Bloomberg today, people familiar with the matter say Apple plans to release a base version of the M6 processor as early as this year for entry-level Mac devices. That same year, the M5 Ultra will also be released. However, the company will give up producing high-end derivative models of the M6 and instead hand the next-generation high-performance chips directly to the M7 series.
Bloomberg reporter Mark Gurman said that this is one of the biggest strategic adjustments in Apple’s history of developing its own chips. The company plans to directly launch an entirely new generation of chips focused on AI, to serve as the next-generation flagship processor.

On the 25th local time, Apple announced a global price increase for the MacBook and iPad, with the average increase of about 20%. This is the company’s largest global price adjustment in recent years. The reason is that the costs of memory and storage chips have risen significantly. A few hours later, Microsoft also followed suit with a similar decision. In its announcement, Microsoft said that due to the continued rise in the costs of key components, consumers will have to pay higher prices when purchasing Xbox game consoles in the future.
How do domestic manufacturers in China in the consumer electronics sector view large-scale price hikes by competitors? Will they also raise prices? On June 26, Lenovo responded to a question from a reporter from the Daily Economic News. The company said that the changes in the memory market are “unprecedented.” For the industry, this is first and foremost a challenge, but Lenovo is in a relatively good position and has already secured sufficient supply. The issue at hand is not whether there is supply, but that the company cannot be fully insulated from the cost increases—so price hikes still pose a challenge.

On June 26, Yidao Information fell 3.03%, with trading volume of 272 million yuan, a turnover rate of 3.71%, and a total market value of 8.298 billion yuan.
Anomaly analysis
E-sports + AIGC concept + multimodal AI + consumer electronics concept + virtual reality
1, September 8, 2023, on Yidongyi: The rapid development of modern information and entertainment industries such as e-sports, and the continuous improvement of digitalization levels in modern social life, are all highly beneficial for the company’s long-term development. The company is a provider of electronic products and solutions with R&D and design as its core. Its computer product form factors not only include education laptops, business laptops, and cloud terminals, but also include gaming laptops and e-sports laptops specifically designed for games and e-sports, such as. They can be equipped with mainstream high-performance CPU chips from Intel, AMD, and others, as well as discrete GPU graphics cards. The company’s gaming laptops equipped with AMD discrete graphics cards have received widespread praise from AMD’s original equipment manufacturer (OEM) and customers due to their trendy appearance design and compliance with AMD’s “AAA” standards. They were also showcased in AMD’s presentation at CES 2023. In addition, the company’s innovative BU, “Xuanpai Technology,” focuses on the high-end gaming laptop market. By blending with the cultural trend of traditional Chinese aesthetics, it has innovatively launched the “Xingji Star” series gaming laptops and the “Xuan Panda” series gaming keyboards, giving players a different kind of competitive experience. We believe that in the future, the company will bring more e-sports products to market, continuously fulfilling its mission of “making cutting-edge technology more accessible.”

(Source: Caiwen)
The shortage of supply for semiconductor memory is triggering market concerns about financial deterioration for technology companies.
On June 25, according to overseas news from Caiwen, after Micron Technology (MU.US), a major U.S. semiconductor memory company closely watched by global stock investors, released its earnings report overnight, U.S. stock markets on June 25 saw memory-related shares surge sharply. By contrast, major technology stocks outside of memory fell across the board. The shortage of supply for semiconductor memory is triggering market concerns about financial deterioration for technology companies.

Today, NIO ES9 completed the delivery of its 10,000th new vehicle. NIO’s founder, chairman, and CEO, Li Bin, personally handed over the new car to ES9’s 10,000th user—Li Ningchuan, founder, chairman, and general manager of Fute Technology Co., Ltd.
Since deliveries began on May 28, 2026, the ES9 achieved the 10,000-new-vehicle delivery milestone in 30 days, breaking the fastest record for top-tier pure-electric models in China’s 500,000-yuan-class segment to surpass 10,000 deliveries. It has ushered high-end full-size SUVs into the pure-electric era.
The ES9 is the culmination of NIO’s system-level innovation over its 11-year history. It pioneered an entirely new category of intelligent electric executive flagship SUV, representing the highest standard of technology and experience for executive flagship SUVs in the era of intelligent electric vehicles. It sets a brand-new benchmark for executive flagship SUVs, with a starting price of 498,000 yuan for the vehicle purchase.

Due to the sharp volatility in Wall Street markets, chipmakers’ stock prices fell. The Korea Composite Stock Price Index (KOSPI) fell as much as 3.3%. Major holdings Samsung and SK Hynix both dropped by more than 3%, after the two stocks had surged sharply on the previous trading day. Samsung Electronics, SK Hynix, and SK Square were the biggest factors behind the index’s decline. Foreign funds net-sold shares of the KOSPI, while retail investors bought. The Kosdaq index for smaller Korean stocks fell by as much as 2.5%. The MSCI Asia Pacific index fell 1%.

After-hours trading in US stocks: shares related to the ChatGPT concept generally fell. The relevant stocks moved as follows:
Oracle fell 0.77%; AMD (Advanced Micro Devices) slid 0.35%; Alphabet, Google’s parent company, fell 0.22%. The translated content was translated by third-party software.
Announcement: The market is risky; investment requires caution. This article is generated by an AI large model based on publicly available information and does not represent Sina Finance’s position. All information, data, and charts in this article are for reference only and do not constitute any form of investment advice or basis for decision-making. Relevant information shall be subject to the actual announcements. If you have any questions, please contact: biz@staff.sina.com.cn.

The core event is that Apple announced on June 11 that it would close its first store to form a union, the Thorrson store, affecting nearly 90 employees. The impact of this incident goes beyond the scope of a typical store closure. It has been viewed externally as a bellwether for how Apple handles stores that have already formed unions.
Key information is as follows:
Apple's stated reasons for closing the stores are that the mall where the store is located has been experiencing a sustained deterioration in operating conditions. Apple also denied allegations of retaliatory actions against the union. The union, however, said that employees at the other two closed stores that had not formed a union could be directly reassigned, while employees at the Thorrson store would need to reapply for positions and compete with external job applicants—constituting differential treatment. Apple has about 270 retail stores in the United States, and only 2 have completed union formation. Currently, there are two types of views in the market: bullish investors believe the scope of the incident is limited and the impact is controllable, and that it does not constitute a problem at the level of the business model. Bearish investors believe the difference in treatment between the two types of employees can quickly steer public opinion. Even if Apple ultimately prevails in related legal proceedings, it may still suffer prolonged reputational damage.

During this regular trading session, multiple US-listed education-related and video-related stocks classified under China concept saw declines: TAL Education’s share price fell 2.3%, Bilibili fell 2.1%, and NetEase dropped 1.8%.
Translated content is provided by third-party translation software.
Notice: The market has risks, and investment is to be undertaken with caution. This article is generated by an AI large model based on publicly available information, and does not represent Sina Finance’s viewpoints. All information, data, and charts in this article are for reference only and do not constitute any form of investment advice or decision-making basis. Relevant information is subject to the actual announcements. If you have any questions, please contact: biz@staff.sina.com.cn.

Originally from: Securities Daily
????On the scene in the heart of the artificial intelligence (AI) era, Qualcomm, a leading interconnection computing company, is speeding up its move beyond the traditional label of “mobile chip company,” launching a major strategic expansion covering the entire computing continuum. On June 25, at Qualcomm’s 2026 Investor Day, the company unveiled an overall strategy for data centers and a brand-new diversified roadmap. It announced that it will evolve its position from a communications chip giant into a “platform-based company” fully spanning both edge and cloud.
????Behind this strategic layout is a major industry trend: AI computing power is accelerating from the cloud to proliferate at the edge and on-device. Qualcomm believes that within the next 3 to 5 years, multiple large markets—including edge devices with agent capabilities, AI data center infrastructure, intelligent vehicles, industrial systems, and robots—will all see breakthrough inflection points. It is expected that by 2030, the total addressable market size across these areas will reach approximately $1.7 trillion.

Feature: Focus on Q1 2026 Earnings Reports for US Stocks
This car rental company reported a loss on vehicle disposals in May, while sales in April were still profitable.
Quick Overview
Due to the second-hand car market not meeting expectations, Hertz Global Holdings anticipates its adjusted earnings for Q2 will hit the lower end of the previous forecast range, causing the stock to tank 27% in morning trading.
Hertz Global Holdings announced that, due to weaker-than-expected demand in the second-hand car market, its Q2 adjusted earnings are likely to land at the lower end of the guidance range.

Compiled by (China Entrepreneur) Reporter Wu Ying
Today's Headlines
The pricing for Doubao's subscription service has been announced; Masayoshi Son throws cold water on Elon Musk; Are splash ads gone? 23 apps put to the test; SpaceX completes its first investment-grade bond issuance, raising $25 billion; Reports say Samsung will buy back 90 trillion won in stock to give bonuses to employees; Apologies from 1点点 bubble tea for using expired ingredients...
Here are today's hot business events, let's take a look.
Doubao subscription pricing announced
On June 24, Doubao launched the Doubao Professional version based on the latest Doubao 2.1 series giant model, offering access to the Doubao 2.1 Pro model for office tasks, capable of executing Agent tasks, including operating local computers, using browsers, calling Skills, and scheduling tasks. It includes an Office suite and supports professional image and video design and sharing application websites.

Daily AI News: On June 24th, pre-market for US stocks, most semiconductor stocks are up, with Intel rising about 2%, Qualcomm up around 3%, and ARM climbing 3.5%.