Why SpaceX and Tesla are ‘value’ stocks, according to this fund manager
Tesla and SpaceX may be winners in the next evolution of value investing, says the president and chief investment officer of Tsai Capital, Christopher Tsai.…
8点1氪丨海南将成中国首个禁售燃油车省份；长鑫科技部分员工入股成本低至1毛；SK海力士暴跌15%
今日热点导览 韩国法院禁止两名前三星员工就职于SK海力士 字节探索自动驾驶，Seed世界模型团队负责 巨力索具深夜澄清商业航天业务不实传闻，提醒投资风险 科技记者古尔曼：苹果将跳过M6 Pro/Max芯片全力押注AI导向的M7系列 美众议院本周将表决永久实行夏令时法案 TOP 3大新闻…
SpaceX’s stock threatens to fall below the IPO price. Do investors face a ‘crisis’ if it does?
The company has shed more than $800 billion in market value from its $2.67 trillion peak in less than a month. Source：MarketWatch
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…
The space race is on as China takes a big step toward rivaling SpaceX
A Chinese company demonstrated controlled recovery of a rocket’s bottom portion, which is critical in helping to drive down launch costs. Source：MarketWatch
氪星晚报｜德国大众拟大裁员，最高或裁减12万个岗位；高盛称套利交易当前处境为2000年以来最佳；百亿私募数量达142家，再次刷新历史纪录
大公司： SK海力士赴美上市，华尔街投行合计佣金有望达1.4亿美元…
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…
New ‘Ex-Elon’ ETFs let you avoid SpaceX and Tesla — but are they just a gimmick?
One expert doubts that new ETFs from Subversive will catch on in a meaningful way. Source：MarketWatch
SK Hynix Nasdaq listing may become the second-largest equity offering ever, trailing only SpaceX’s
Friday’s offering of SK Hynix may become the secondlargest equity offering ever. Source：MarketWatch
8点1氪｜小米将发布澎程系列增程SUV；OpenAI首席未来学家宣布离职；张小龙辞任粉笔首席执行官、董事会主席
今日热点导览 工信部：AI编程工具Claude Code存在安全后门隐患，危害严重 字节绩效规则调整：加大半年激励，加强字节范与领导力考核 沙特阿美大降价吸引亚洲买家，国际机构看空下半年油价 欧盟法院驳回苹果上诉，维持App Store和iOS“看门人”认定 摩根大通：投资者低估了特斯拉与SpaceX合并的潜在障碍…
Jeff Bezos’s space company may be seeking a valuation more than twice as big as Rocket Lab’s
Blue Origin is reportedly targeting a $130 billion privatemarket valuation, which would be just a fraction of SpaceX’s nearly $2 trillion market…
Rocket Lab’s stock could surge 250% as the company takes a page out of SpaceX’s book, analyst says
Morgan Stanley says the bull case for the rocketlaunch stock is now much rosier as the company diversifies its business. Source：MarketWatch