How your winning stock-index fund can turn on a dime
Also in Weekend Reads: The changing bond market, housingmarket opportunities and advice from the Moneyist. Source：MarketWatch
独家 | 智谱 ARR 达到10 亿美元，半年增长 15 倍
文 | 周鑫雨 编辑 | 张雨忻 智能涌现从多个独立信源处获悉， 截至 2026 年 7 月， 智谱的 ARR（年度经常性收入）已经达到 10 亿美元 。 截至发稿前，针对上述信息，智谱未回复。 过去一年，AI Coding 和视频生成模型已经成为全球造血能力最强的 AI 赛道。 海外，Anthropic 的…
Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?
The PHLX Semiconductor Index hit a record high in late June and has since tumbled nearly 20% Source：MarketWatch
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今日热点导览 澳洲将设AI办公室，限制数据中心能源消耗 巴菲特宣布8年内清仓伯克希尔股票 前高通自动驾驶工程副总裁将加入英伟达自动驾驶团队 长鑫科技：上市后仍将保持无实际控制人的控制权架构 谷歌参与建设美国最大太阳能项目，总规模达2.5GW TOP 3大新闻 阿里、百度分别为苹果智能提供AI相关能力支撑…
How this small-cap stock picker’s ‘ownership’ approach has helped him beat the Russell 2000
An active value and qualitybased approach can be an advantage in a part of the stock market dominated by index funds. Source：MarketWatch
独家｜面壁智能端侧大模型将搭载三星手机上市
文｜邓咏仪 编辑｜张雨忻 杨轩 《智能涌现》独家获悉，端侧大模型公司面壁智能已与三星手机达成合作，其自主研发的MiniCPM系列端侧模型将搭载于三星手机上市，覆盖数款旗舰机型。 就在同一日，网信部门发布公告，包括“Apple智能”等7款提供手机端侧生成式人工智能服务完成备案。…
氪星晚报｜LG新能源将为谷歌规模最大的“光储一体”项目供应电池；元宝与京东AI Agent正式打通小程序生态；日本散户持有美元净空头飙至2.79万亿日元，创2008年以来历史之最
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This overlooked index is a better investment than the S&P 500
We did the math over a 30year period, and it’s not even close. Source：MarketWatch
Bitcoin steadies at $62,600 as South Koreans flee stocks rout for crypto
Bitcoin consolidated after Monday's selloff as Donald Trump threatened more Iran strikes, gold extended its slide and a KOSPI index meltdown sent South Korean…
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Micron and other chip stocks feel the pain of imported volatility — blame SK Hynix
The SOX chip index was suffering a unanimous selloff, after SK Hynix’s stock had its worst day in 18 years in South Korea trading. Source：MarketWatch
Robinhood Chain surges into top five by DEX volume: Bernstein
Robinhood's new blockchain quickly became a topfive network by DEX volume, signaling strong early demand for its tokenized asset platform, the broker said.…