氪星晚报 ｜Meta宣布将追加400亿美元投资路易斯安那州数据中心；字节探索自动驾驶，Seed世界模型团队负责；《扩大消费“十五五”规划》：优化入境消费环境，稳步扩大免签国家范围
大公司： 洽洽食品：上半年净利润同比预增170.75%—198.96% 36氪获悉，洽洽食品披露业绩预告，预计2026年上半年归属于上市公司股东的净利润为2.4亿元—2.65亿元，同比增长170.75%—198.96%。 好上好：上半年净利润同比预增301.65%—376.03%…
Paradigm shifts vs bubbles: AI chips and bitcoin show powerful trends can still produce severe corrections
Structural change can create lasting opportunities, but explosive rallies in semiconductors, metals and bitcoin show how quickly strong narratives can become…
8点1氪丨SK海力士CEO称史上最大存储短缺将在明年到来；苹果起诉OpenAI窃取商业机密；赛力斯预计上半年净亏损15亿元-18亿元
今日热点导览 世界杯决赛一块草皮卖3050元，上架后很快售空 中国石化完成对中国航油重组 巨力索具因误导性陈述被罚450万元 SK海力士考虑“内存即服务”模式，或允许客户租赁而非购买芯片 马斯克据悉要求特斯拉员工转向使用Grok TOP 3 大新闻 SK海力士CEO：2027年将成为存储行业历史上供应最紧张的一年…
9点1氪丨“国产存储第一股”长鑫科技公布承销团阵容；SK海力士登陆美股，上市首日大涨近13%；OpenAI推出ChatGPT智能体
今日热点导览 “全球首款智能体手机”已备货8万至10万台？知情人士：假的 百亿私募数量达142家，再次刷新历史纪录 三星李在镕拟于7月底赴美会晤英伟达黄仁勋 德国大众拟大裁员，最高或裁减12万个岗位 OpenAI高管层再现变动，首席运营官因病离职 TOP3大新闻 长鑫科技，承销团阵容公布…
Meta's Chief Data Officer Says Agentic Commerce is the "Next Tier of Business"
Alex Schultz says stablecoins are assumed inside Meta. The harder problem is getting the rest of the world there. Source：CoinDesk
Meta’s stock roars back to life as it heads for its best week in years
Investors are bullish on Meta’s new lowcost AI pricing and infrastructure plans. Source：MarketWatch
OKX, MetaMask, Matter Labs back dispute resolution court for AI agents
The Genlayer Foundation is leading the 27firm consortium that makes AIbased payments, escrow and dispute resolution interoperable. Source：CoinDesk
Metaplanet explores Bitcoin-backed digital credit with JPYC in Japan
Metaplanet said it is studying Bitcoinbacked digital credit products in Japan with JPYC and Progmat, but no product has been launched. Source：Cointelegraph
Metaplanet explores bringing bitcoin-backed digital credit to Japan
The bitcoin treasury company is working with JPYC and Progmat to explore tokenized credit products backed by bitcoin, aiming to create efficient, 24/7 credit…
8点1氪丨老乡鸡五年五次冲击上市失败；两款燃油车重回销量榜前十；长鑫科技披露招股意向书，预计7月16日发行
今日热点导览 花呗就还款页面无法正常打开致歉 中芯国际市值超越贵州茅台 iPhone 18 Pro Max成本大涨，起步价或维持在9999元 英伟达将与Hugging Face合作开发机器人开源模型 美国多州可能于下周起诉阻止派拉蒙与华纳兄弟交易 TOP 3大新闻 老乡鸡五年五次冲击上市失败 LXJ…
Meta’s stock rebounds as agentic AI coding and custom chips ease spending fears
Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big customchip milestone. Source：MarketWatch
揭秘Momenta：马斯克式CEO、AI执念和量产机器丨深氪
特斯拉FSD（Full SelfDriving）每迭代出一个新版本，自动驾驶公司Momenta的创始人曹旭东都会飞去美国亲自体验。 “他还不光是去坐车，还会找一切能接触到特斯拉的人聊。”接触到曹旭东的人士告诉36氪，马斯克是曹旭东最常提到的人。 在内部，许多员工对曹旭东的一个共同感受，就是“马斯克式CEO”。…