8点1氪丨前华为天才少年吐槽DeepSeek面试，称面试官质疑他抄袭；苹果折叠屏已在量产；特朗普呼吁购买戴尔电脑，引发戴尔暴涨百亿美元
今日热点导览 网传“7月1日新规：新车智驾芯片自主化率不低于70%”系谣言 商业银行不良处置仍在加速，上半年全行业转让核销合计至少5000亿 国家外汇管理局：截至2026年6月末，中国外汇储备规模为34163亿美元 汇丰暂停向风险较高的私募信贷客户提供贷款 SpaceX公布AI数据中心计划，同步推进星链卫星脱轨…
Think the U.S. stock market is too heavily exposed to AI? It’s even worse abroad.
Stockmarket concentration is hardly just an issue in the U.S. Source：MarketWatch
Why highflying chip stocks are suddenly losing their luster
After a recordbreaking quarter, semiconductor stocks are seeing their valuations come under scrutiny. Source：MarketWatch
Kraken wins $22M arbitration against former auditor Mazars
The crypto exchange's parent company says Mazars' withdrawal from its 2022 audit caused millions in damages and tied the dispute to Operation Chokepoint 2.0.…
Elon Musk’s Terafab could give a major boost to this corner of the chip sector
SpaceX could spend about $135 billion on waferfab equipment over the next five years, UBS said. Source：MarketWatch
Crypto exchange Kraken is trying to become a bank in Europe
Kraken's focus is on Lithuania as the jurisdiction to secure the license, according to a person familiar with the plans. Source：CoinDesk
USDT wins payments, USDC wins DeFi as stablecoins diverge: Dune
Dune data shows Tether's USDT has become crypto’s dominant payments stablecoin while Circle's USDC powers DeFi, highlighting how blockchain choice shapes…
Tesla’s stock could rise 20% thanks to the potential for a SpaceX merger, analyst says
Some on Wall Street see an increasing likelihood that Elon Musk’s two biggest companies will combine. Source：MarketWatch
Plot twist: Gen Z is buying houses after all
Despite soaring housing costs, younger buyers are finding a way in. Here’s how. Source：MarketWatch
Tether invests in Mercado Bitcoin as blockchain finance expands in Latin America
Mercado Bitcoin will use the funding to expand tokenized finance across Latin America, adding to Tether's growing portfolio of infrastructure investments.…
Trump floats idea of Australia’s retirement system again. But what about Social Security?
The president said his administration was working on a plan based on the Austrialian system, days after the launch of “Trump accounts” for children.…
SpaceX IPO powers record $3.86 billion in tokenized equities trading in June
SpaceX tokens captured $1.19 billion, or 31% of total monthly volume, with Backpack’s SPCX leading trading at $1.08 billion. Source：CoinDesk