8点1氪丨宾利低至27万，二手豪华燃油车价格大跳水；Anthropic回应暗藏代码检测中国用户；寒武纪市值一日蒸发700亿
Today's Hotspot Guide
OpenAI is reported to have achieved a major technological breakthrough: System optimization halves the model inference cost.
Apple has launched officially refurbished iPhone 16e for the first time, with only black and white options available.
The fuel surcharge for domestic flights will be significantly reduced starting from July 5th.
Buffett has stopped funding the Gates Foundation.
Dong Mingzhu called on shareholders: If you don't replace your home appliances with Gree products, why should you get dividends?
LeBron James Posts Farewell Message to the Lakers
Top 3 Big News
Second-hand Luxury Fuel-powered Cars See a Drastic Price Drop: Bentley for Nearly $270,000, Porsche for $150,000
On July 1st, at the Luhai Automobile Trading Market in Qingdao City, second-hand car dealers are selling Bentley Flying Spur models with a vehicle age of over 8 years at a listed price of only $268,000, while the entry-level Porsche Macan is as low as $150,000. The second-hand transaction price of the Volkswagen Touareg, which costs nearly $900,000 for a new one, is $68,000. In addition, many mid - to large-sized luxury SUVs from Mercedes-Benz and Land Rover have also seen significant price drops. Once million - dollar luxury cars have now fallen to the price range of family cars. The report mentioned that Liu Qingsong, the person in charge of Qingdao Baochi Luxury Cars, said that in the past, the annual depreciation rate of second-hand luxury fuel-powered cars generally did not exceed 30%, but in May this year alone, the depreciation rate reached 30%.
The latest information from Autohome shows that the price of the 2012 Bentley Flying Spur 6.0T Limited Edition is $358,000, while its original price was as high as $5.62 million; the asking price for the 2004 Mercedes-Benz G-Class G 500 is $338,000, and the new car's price including tax is $1.5034 million. For example, the asking price for the 2013 Audi A8L 50 TFSI quattro Prestige Edition has dropped to $88,800, and the new car's price including tax is $1.4817 million. (Shandong Peninsula News)
Anthropic Responds to Allegations of Hidden Code in Claude Code to Detect Chinese Users: Will Remove in Update
Reverse analysis by users has revealed that since April this year, Claude Code has built - in a detection mechanism targeting the Chinese time zone and 147 specific domain names, and encodes the detection results in a concealed manner in requests. The Anthropic team responded that this is an experimental measure to prevent account resale and model distillation attacks, and plans to remove it in the new version. (IT Home)
Cambricon tumbled more than 7%, with its market value evaporating by 70 billion yuan in a single day
On June 30, Cambricon's stock price exceeded 1,600 yuan during intraday trading, and its total market value crossed the threshold of one trillion yuan. This is the first stock with a market value of one trillion yuan on the Science and Technology Innovation Board since its launch seven years ago. On the evening of the 30th, Cambricon issued an announcement saying that the company's stock price has risen significantly in the recent period, and there may be a risk of a decline due to the rapid short - term increase. As of the date of the announcement, the company's daily operations are normal, and there is no other major information that should be disclosed but has not been disclosed. On July 1, Cambricon's stock price suffered a heavy setback. As of press time, Cambricon fell 7.07% to 1,482.90 yuan per share, and its total market value dropped back to approximately 931.5 billion yuan. Compared with the previous day's peak market value of one trillion yuan, its market value evaporated by nearly 70 billion yuan in a single day. (Daily Economic News)
The Cutting - Edge of AI
Amazon to Invest $6.8 Billion in AI
On June 30 local time, Amazon Web Services (AWS), the cloud computing service platform under the U.S. technology giant Amazon, announced that it will invest $1 billion (approximately RMB 6.8 billion) to establish a new artificial intelligence department, which will specifically assist customers in building and implementing AI systems. AWS said that it expects to deploy thousands of front - line engineers. The relevant teams will collaborate closely with the customers' business, R & D, and security departments. In just a few weeks, they can help customers build a self - maintained technical team and deliver a complete AI solution. According to foreign media reports, AWS is the world's top - revenue cloud service provider and the first hyperscale cloud provider to launch this kind of on - site engineer special service. (CCTV Financial)
Anthropic: Fable 5 will be globally launched on the Claude platform on July 1st, U.S. time
Anthropic said that Fable 5 will be globally launched on the Claude platform on July 1st, U.S. time. It will continue to coordinate with the U.S. government to expand the scope of the "Glasswing" program to make the Mythos5 model more accessible to more domestic and international partners in the United States. It will re-enable access to Fable 5 on AWS, Google Cloud, and Microsoft Foundry as soon as possible. Pro, Max, Team, and Select Enterprise users can access Fable 5, with the usage limit capped at 50% per week until July 7th. (Cailian Press)
OpenAI Reportedly Achieves Major Technological Breakthrough: System Optimization Cuts Model Inference Costs in Half
On June 30, it was reported that OpenAI engineers revealed internally that the company has successfully reduced the inference (operation) costs of AI models by over 50% through a series of brand - new system underlying optimizations. (Jiemian News)
The Anthropic Claude model officially lands on Microsoft Foundry
On June 29th local time, Anthropic announced that the Claude model is now officially fully available on Microsoft Foundry (Azure AI Foundry). Enterprise users can directly deploy and call the Claude model in the Azure environment and continue to use the existing Azure identity authentication, billing, and governance systems. Currently, Claude Opus 4.8 and Claude Haiku 4.5 are supported, covering capabilities such as Prompt Caching and Extended Thinking, which can be used in scenarios such as programming, intelligent agents, and complex reasoning. Anthropic said that users can also choose to run the inference on either Azure or the Anthropic-hosted environment according to their needs. In the future, the two sides will gradually achieve consistency in functions and models. (Jiemian News)
Meta Reportedly to Sell Excess AI Computing Power Resources to External Customers
Some media reported that Meta is formulating a cloud infrastructure business plan to sell access to AI computing power and models, thus engaging in new competition with industry giants such as Amazon Web Services (AWS), Microsoft, and Google Cloud. According to people familiar with the matter, Meta has been stepping up efforts to acquire expensive data centers and other infrastructure to support its own artificial intelligence development. Currently, the company is establishing a new business to generate revenue by selling excess computing power to external customers. (Sina Finance)
"The Big Short" Michael Burry Declares War on AI Again
While global investors are still indulging in the bull - market frenzy led by artificial intelligence (AI), Michael Burry, the real - life inspiration for "The Big Short", once again played the role of the cold - hearted "whistle - blower" on June 30th. Burry not only aimed his guns at tech giants like NVIDIA and Tesla, which are at the forefront of the AI wave, but also put Caterpillar, a traditional industrial heavyweight that sells bulldozers and excavators, at the top of his short - selling list. The legendary investor, who accurately predicted the 2008 subprime mortgage crisis, wrote in a SubStack post on Tuesday that he short - sold Caterpillar shares at a price of $1,060.98. He also established new short positions in NVIDIA, Applied Materials, Tesla, and the iShares Semiconductor ETF (SOXX) to prepare for the correction of what he believes is the increasingly over - inflated AI - related stock market. (Yicai Global)
Big Companies/Big Events
It is reported that Xiaohongshu has launched a secret project with the goal of creating a new product of Xiaohongshu's level. The company has not responded yet
According to a report in the evening of June 30th, it is said that Xiaohongshu has recently launched an internal entrepreneurship incubation project called "Darwin" and opened a registration channel for its internal employees. According to the leaked information, after employees are successfully selected, they will participate in the project incubation on a full - time basis. The whole process will be personally led and guided by core executives at the L3 level of the company. At the same time, they can access a large amount of internal resources of the platform. It is rumored that the core goal of the project is to create a new product of Xiaohongshu's level. For internal employees, if the incubation project is successfully launched, the core participants are expected to directly serve as product managers, with a job level starting at least from L1. Regarding this news, we sought confirmation from Xiaohongshu's official, but as of press time, there has been no response. (Sina Technology)
Apple Lists Refurbished iPhone 16e for the First Time, Available in Black and White Only
On July 1st, MacRumors reported that Apple's official refurbished store in the United States updated its product lineup on June 30th local time, officially listing the refurbished iPhone 16e. This is the first time the model has appeared in Apple's official channels in a refurbished form since its release in February 2025. In March this year, with the launch of the new - generation iPhone 17e, the iPhone 16e was taken off the shelves and discontinued on the Apple official website, and consumers could no longer purchase brand - new units from official channels. Therefore, the refurbished units listed this time have become the only way to buy this model from Apple's official channels. (IT Home)
Domestic flight fuel surcharges to be significantly reduced from July 5
9 Air issued a notice on July 1, stating that starting from July 5, 2026 (ticketing date), it will reduce the fuel surcharges for domestic flights. Passengers on routes over 800 kilometers will be charged 100 yuan per person, and those on routes of 800 kilometers or less will be charged 50 yuan per person. This represents a reduction of 50 yuan/30 yuan respectively compared to before the adjustment. In April and May this year, domestic fuel surcharges were continuously and significantly increased. They were reduced by 20 yuan/10 yuan starting from June 5. With the decline in fuel prices, the reduction in fuel surcharges in July is even greater. (Yicai Global)
The Trump family has profited over $1 billion from cryptocurrencies
According to a report by U.S. media on June 30 local time, the 2025 annual financial report submitted by U.S. President Trump to the U.S. Office of Government Ethics shows that the Trump family's cryptocurrency business brought in more than $1 billion in revenue last year. According to the disclosed financial documents, the Trump family's cryptocurrency company, "World Freedom Finance Company," earned more than $500 million in revenue from selling new cryptocurrency products; another approximately $635 million came from the sales of his personal meme coin ($TRUMP).
In response to the content of the financial report disclosed by U.S. media this time, the White House emphasized that "there is no conflict of interest." The White House said in a statement to the media that Trump and his family "have never been involved - and will never be involved - in any conflict of interest." (CCTV International News)
Buffett "Halts" Donations to the Gates Foundation
According to people familiar with the matter, well - known American investor Warren Buffett has postponed his annual donation to the Bill & Melinda Gates Foundation for the first time in 20 years. He will make a decision after the review results regarding the foundation's connection to the case of late American businessman Jeffrey Epstein are announced. The Wall Street Journal reported on June 29, citing people familiar with the matter, that according to a lifetime commitment Buffett made to the Gates Foundation, he would donate shares of his investment firm Berkshire Hathaway to the Gates Foundation in early June or July every year. However, this practice has been interrupted for the first time this year. (Yicai Global)
Muyuan Employees Asked to Study Chairman's "Ode to Pigs", Accused of Workplace PUA; Company Responds: No Requirement for Employees to Make Unconditional Sacrifices
On July 1st, it was reported that recently, netizens exposed that an article titled "Ode to Pigs" appeared in the corporate culture promotion of Muyuan Co., Ltd. The article mentioned, "We are also willing to offer everything we have as calmly as pigs do." Many netizens questioned the content, believing that its style was strange and it seemed to be a form of disguised PUA. It is understood that "Ode to Pigs" was written by Qin Yinglin, the chairman of Muyuan Co., Ltd. Qin Yinglin explained this by saying, "Our business is pig - raising, but in fact, pigs support us. Respecting pigs means respecting ourselves, and adoring pigs means adoring ourselves."
In response to this public controversy, Muyuan Co., Ltd. replied that "Ode to Pigs" was created by the company's founding team in 2012. It is a practical summary and industry perception of the team's 20 - year in - depth involvement in the pig - raising industry. This content is included in the corporate culture training. The core purpose is to guide employees to respect life, respect the industry and the cause, adhere to value creation, and fulfill social responsibilities. There is no intention to brainwash employees, control them mentally, or require employees to make unconditional sacrifices. (Hubei Daily)
Illustration
Dong Mingzhu Tells Shareholders: If You Don't Replace Your Home Appliances with Gree's, Why Should You Get Dividends?
On June 30th, at the shareholders' meeting of Zhuhai Gree, Dong Mingzhu stated that for shareholders to receive stable dividends, they need to rely on the joint efforts of 80,000 employees and distributors. She suggested that after receiving dividends, shareholders should replace their home air - conditioners and other home appliances with Gree products. Facing more than 400 shareholders who attended the meeting, the highest number in previous years, Dong Mingzhu straightforwardly said, "If you don't change your home appliances to Gree's, why should you get dividends?" This statement immediately attracted wide attention. According to reports, in 2025, Gree Electric Appliances (37.460, -0.04, -0.11%) had an operating income of 170.4 billion yuan and a net profit attributable to the parent company of 29 billion yuan, both down about 9.8% year - on - year. The market background was that the overall growth of the air - conditioner market was under pressure last year. (Observer.com)
Major Personnel Adjustment at Xiaomi: Wang Xiaoyan, President of Xiaomi China, No Longer Serves as General Manager of Sales and Operations Department 1; Chen Munan Takes Over
Sina Technology has learned that Xiaomi China has recently undergone a personnel adjustment involving multiple departments such as the Automotive Sales, Delivery and Service Department, Sales and Operations Department 1, E-commerce Department, and New Retail Department. Among them, Fan Jialin has been appointed as the acting general manager of the Sales and Operations Department under the Automotive Sales, Delivery and Service Department, reporting to Xia Zhiguo, the general manager of the Automotive Sales, Delivery and Service Department. Chen Munan has been appointed as the general manager of Sales and Operations Department 1, reporting to Wang Xiaoyan, the senior vice president of the group and president of Xiaomi China. Zhang Jian, the general manager of the New Retail Department, has been appointed to concurrently serve as the general manager of Xiaomi Home. Chen Kai, the former general manager of Xiaomi Home, will serve as the general manager of the E-commerce Department, reporting to Wang Xiaoyan, the senior vice president of the group and president of Xiaomi China. In the previous major adjustment of Xiaomi China in December 2025, Wang Xiaoyan, the senior vice president of Xiaomi Group and president of Xiaomi China, concurrently served as the general manager of Sales and Operations Department 1, which was interpreted by the outside world as him personally taking charge of performance. Compared with this adjustment, he no longer serves as the general manager of Sales and Operations Department 1. (Sina Technology)
Fed Chair: Current U.S. Inflation Remains Too High
Kevin Warsh, the Chairman of the Federal Reserve, said at the European Central Bank's Central Bank Forum held in Portugal on July 1st that the current inflation level in the United States remains too high. He also reiterated that the Fed's top priority is to ensure price stability. Warsh said that the Fed will "forge a new policy path" but did not elaborate further. Meanwhile, he evaded the question of whether to raise interest rates at the July monetary policy meeting and emphasized that he would not give forward - looking guidance on future interest - rate policies. Warsh stated that the Fed is setting up an independent working group to conduct research on topics such as monetary policy communication, the economic data system, productivity, the inflation framework, and balance - sheet policies. (CCTV News)
US Announces $600 Million Lunar Mission Plan to Advance Lunar Base Construction
The US National Aeronautics and Space Administration (NASA) announced the latest arrangements for the lunar base construction project on the 30th, stating that it has signed contracts worth nearly $600 million in total with three US companies and will carry out four new lunar landing missions by the end of 2028. (Caixin)
LeBron James Posts Farewell to the Lakers
Early on July 1st Beijing time, according to U.S. media reports, NBA superstar LeBron James has informed the Lakers that he will continue his career next season but will leave the Lakers to play for another team. The report cited James' agent, Rich Paul, as saying that James has told the Lakers that the team can proceed with its subsequent plans as he will join another team in the new season. At 41 years old, James will be entering his 24th NBA season. In 2003, he entered the NBA as the first overall pick and has played for the Cavaliers, the Heat, and the Lakers during his career. He is the all - time leading scorer in NBA history and has won 4 NBA championships and 4 NBA Regular Season Most Valuable Player (MVP) awards. (Yicai Global)
Microsoft Plans a New Round of Layoffs, Affecting Thousands of Jobs
On July 1st, it was reported that people familiar with the matter revealed that Microsoft plans to announce a new round of layoffs soon. These sources said that the layoffs will affect thousands of jobs, including positions in the sales and consulting departments, as well as in the Xbox gaming division. The sources added that the scale of this round of layoffs will be smaller than a similar one last year, and the reduction will be less than 2.5% of the company's total 220,000 employees. According to one of the sources, Microsoft plans to announce the layoff news next week, but the specific time may change. Some affected employees will immediately be offered new positions. (Jiemian News)
Tesla: The first mass-produced driverless electric vehicle, Cybercab, has started engineering tests
36Kr learned that according to Tesla, the first mass-produced driverless electric vehicle, Cybercab, has started engineering tests in Austin, Texas, USA.
Swedish Court Rules Google Must Pay Nearly $1.5 Billion in Antitrust Damages
It is reported that the Stockholm Patent and Market Court in Sweden ruled on July 1 that Google must pay approximately 14.3 billion Swedish kronor (equivalent to about $1.5 billion) in antitrust damages to PriceRunner, a price - comparison platform owned by Swedish fintech company Klarna. PriceRunner sued Google in this court in 2022 and claimed approximately 2.1 billion euros in compensation, accusing Google of manipulating search results to favor its own shopping price - comparison service, which violates antitrust laws. (Jiemian News)
The new A-share trading rules will be officially implemented starting from July 6, and the daily price limit for ST stocks on the main board will be raised to 10%
After more than two months of market technology and business preparations, the new A-share trading rules will be officially implemented starting from July 6, 2026 (next Monday). The new rules optimize the closing trading mechanism for funds, expand the scope of eligible securities for after-hours fixed-price trading, and raise the daily price limit for ST stocks on the main board to 10%. For investors, there are three aspects to pay attention to: First, adjust the trading habits for funds at the end of the trading session. In the last three minutes, investors can only submit limit orders and cannot cancel them. All orders will be matched through a unified call auction. Second, after-hours fixed-price trades are executed at the closing price, and investors cannot set their own prices. Meanwhile, the trading activity level differs significantly from that of continuous auctions. Third, participate in the trading of risk-warning stocks on the main board with prudence. (Yicai Global)
The EU Climate Monitoring Agency Issues a Warning
On the 1st, both the Copernicus Climate Change Service (C3S) and the Copernicus Marine Environment Monitoring Service (CMEMS), the EU's climate monitoring agencies, stated that the global sea surface temperature has exceeded the highest records observed during the same periods in 2023 and 2024. The daily sea surface temperature data from C3S shows that on June 21 this year, the temperature reached 20.86 degrees Celsius, surpassing the 20.83 degrees Celsius observed during the same periods in 2023 and 2024. C3S and CMEMS believe that with the emergence of the El Niño phenomenon in the equatorial Pacific region, combined with the abnormal high temperatures observed in multiple sea areas in recent months, it was expected that the global sea surface temperature would set a new record during this period. It is predicted that this record will have an impact on weather patterns, the global climate, and the marine ecosystem. (Yicai Global)
Samsung, SK Hynix, and TSMC are Scrambling to Buy Electronic-Grade Hydrofluoric Acid
On July 1st, it was reported in the industry that TSMC, Samsung, and SK Hynix are all scrambling to buy electronic-grade hydrofluoric acid (HF). Reports indicate that since the beginning of this year, the tense geopolitical situation in the Middle East has driven up the prices of sulfur, sulfuric acid, and anhydrous hydrofluoric acid, leading to an increase in the cost of electronic-grade hydrofluoric acid. Some suppliers have successively raised their selling prices, with an increase of about 20% to 30%. Currently, the supply of G5-grade electronic-grade hydrofluoric acid, the highest specification in the semiconductor field, is relatively limited globally due to the high technical threshold. Formosa Daikin pointed out that if customers continue to expand production in the future, the company also plans to follow suit. Currently, the monthly profit from hydrofluoric acid is already close to that of electronic-grade isopropyl alcohol (IPA) under Formosa Plastics. (Taiwan Economic Daily)
Luyuan Electric Bikes Responds to Allegations of "Edge-Touching" in Promotional Video
Recently, in a promotional video released by the official account of Luyuan Electric Bikes, the model wore high heels and black stockings, and there were close-up shots of private parts. Some netizens said that the model's outfit did not match real-life scenarios, and the shooting angle was uncomfortable, raising doubts about intentional "edge-touching."
On July 1st, a customer service staff member of Luyuan Electric Bikes stated that the account operation is handled by an internal department of the company. The relevant video has been taken down for rectification. In the future, the company will strengthen the review of advertisements across all channels and apologized for the uncomfortable experience brought to consumers. (Beijing News)
South Korean investors continued to increase their positions in A-shares in the first half of the year
In the first half of 2026, South Korean investors continued to increase their allocation to the Chinese market. Data from the Korea Securities Depository (KSD) shows that among the top Chinese market targets with the highest net purchases by South Korean investors, many ETFs strongly squeezed into the top of the list. Products themed on technology, artificial intelligence, semiconductors, and new energy were particularly sought after. In the A-share market, among the top 20 stocks with the highest net purchases by South Korean investors, there were 8 ETF products, including Huaxia Communications ETF, Huaxia Chip ETF, E Fund Artificial Intelligence ETF, Fullgoal SSE Composite Index ETF, E Fund Cloud Computing ETF, Huaxia STAR Market 50 ETF, Huaxia Power Grid Equipment ETF, and Huaxia Robotics ETF. In terms of individual stocks, South Korean funds were mainly invested in growth sectors such as artificial intelligence and advanced manufacturing. In the A-share market, Sany Heavy Industry, which was the most bought by South Korean funds in the first half of the year, received a net purchase of $9.9975 million; Dongshan Precision and Contemporary Amperex Technology Co., Limited followed closely, receiving net purchases of $5.582 million and $5.5524 million respectively. In addition, Hengtong Optic-Electric Co., Ltd., Megmeet Electric Co., Ltd., Yunnan Germanium Industry Co., Ltd., Yangtze Optical Fibre and Cable Joint Stock Limited Company, etc. also saw continuous increases in holdings by South Korean funds. (Jiemian News)
The three major U.S. stock indexes closed down collectively, with SpaceX falling more than 7%
36Kr learned that at the close on July 1st, the three major U.S. stock indexes fell collectively. The Dow Jones Industrial Average dropped 0.03%, the Nasdaq Composite declined 0.66%, and the S&P 500 Index decreased 0.22%. Large technology stocks showed mixed performance. SpaceX fell more than 7%, Arm dropped more than 4%, and NVIDIA declined more than 1%; Meta rose more than 8%, Netflix and Microsoft climbed more than 3%, and Google, Amazon, Apple, and Tesla increased more than 1%. Most popular Chinese concept stocks rose. Pinduoduo climbed more than 8%, Li Auto rose more than 4%, Baidu, Tencent Music, and JD.com increased more than 3%, XPeng Group, Weibo, and Bilibili climbed more than 2%, and NetEase rose more than 1%; NIO fell more than 1%.
Going Public
Lime, Invested by Uber, Reportedly Sets IPO Price at $25 per Share
According to people familiar with the matter, Neutron Holdings Inc. (better known as Lime) has priced its initial public offering (IPO) at $25 per share, which is in the middle of the previously announced price range. The company was valued at $510 million in a funding round led by Uber in 2020. Lime first considered going public in 2021. (Sina Finance)
Investment and Financing
After multiple rounds of financing, the valuation of Independent Variable has exceeded 20 billion yuan
On June 30th, Independent Variable Robotics announced that the company had successfully completed Series B+, Series B++, and Series C financing within the past two months. The investors include more than 30 institutions such as China Mobile Chain - Leader Fund, Sequoia Capital China, IDG Capital, Source Code Capital, Fortune Capital, CICC Capital, and CPIC Investment. The company's valuation has exceeded 20 billion yuan. Independent Variable Robotics is also the first embodied intelligence enterprise in the Greater Bay Area to reach a valuation of 20 billion yuan and complete all the transactions. (NBD)
"Sensory Era" Completes Multi - Million - Level Angel Round Financing
36Kr learned that "Sensory Era" recently completed a multi - million - level angel round financing, which was led by Songhe Capital in this round. The funds from the financing will be mainly used for the construction of pilot production lines, the iteration and upgrading of core products, and the expansion of the team, to accelerate the progress of multi - modal intelligent tactile electronic skin from R & D to mass production.
"MobAI" Completes Angel Round Financing of Several Million Yuan
36Kr learned that the AI startup "MobAI" has completed an angel round financing of several million yuan, exclusively invested by Chizi Technology, a listed company on the Hong Kong Stock Exchange. Currently, the AI interactive narrative application Lunaverse Stories developed by MobAI has entered the invitation-only testing phase.
Major Kr Events
The "Major Krypton Events" short video column offers a vivid interpretation of significant events in the business world.
The all - powerful "cheat codes" in short dramas and light novels may not appear overnight. However, the transformation of AI Agents from mere tools to exclusive super - capable partners, from answering questions to completing tasks, has already begun. Just like the line in Lenovo's Tianxi AI short drama "My AI Partner: A Heavenly Gift" launched during the World Cup: Leave judgments to humans, assign tasks to Tianxi AI, and return time to life.
Compiled | Wang Yixuan