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On July 17, Alibaba Tongyi Lab announced the release of the Wan-Streamer v0.2 model, which utilizes a native streaming architecture and distributed inference topology to achieve simultaneous understanding and generation within a single model's interactive loop, bringing AI communication closer to real human interaction. As an end-to-end multimodal understanding and generation model designed for real-time duplex interaction, Wan-Streamer's end-to-end interaction latency is approximately 0.55 seconds (including network transmission). (Wall Street Journal)

[Alibaba Tongyi Lab Releases Wan-Streamer v0.2 Model]On July 17, Alibaba Tongyi Lab announced the release of the Wan-Streamer v0.2 model, which utilizes a native streaming architecture and distributed inference topology to achieve simultaneous understanding and generation within a single model's interactive loop, bringing AI communication closer to real human interaction. As an end-to-end multimodal understanding and generation model designed for real-time duplex interaction, Wan-Streamer's end-to-end interaction latency is approximately 0.55 seconds (including network transmission). (Wall Street Journal)

Alibaba Tongyi Lab Releases Wan-Streamer v0.2 Model

On July 17, in response to U.S. President Trump's remarks about 'Chinese interference in U.S. elections', Foreign Ministry spokesperson Lin Jian stated at a regular press conference that the U.S. claims are purely fabricated and malicious slander, which have long been proven to be groundless. Lin emphasized that China has always adhered to the principle of non-interference in internal affairs, has no interest in, and has never interfered in U.S. elections. On the contrary, it is the U.S. that frequently interferes in other countries' internal affairs, conducts indiscriminate surveillance on governments, businesses, and ordinary people around the world, and engages in large-scale theft of foreign citizens' data. The international community sees this clearly. 'We urge the U.S. to reflect on itself, stop the baseless smear campaign against China, and refrain from using China as a talking point in elections, and instead do more to promote beneficial relations between China and the U.S.' (Xinhua News Agency)

[China Refutes Trump's Claims of 'Chinese Interference in US Elections': Groundless Accusations]On July 17, in response to U.S. President Trump's remarks about 'Chinese interference in U.S. elections', Foreign Ministry spokesperson Lin Jian stated at a regular press conference that the U.S. claims are purely fabricated and malicious slander, which have long been proven to be groundless. Lin emphasized that China has always adhered to the principle of non-interference in internal affairs, has no interest in, and has never interfered in U.S. elections. On the contrary, it is the U.S. that frequently interferes in other countries' internal affairs, conducts indiscriminate surveillance on governments, businesses, and ordinary people around the world, and engages in large-scale theft of foreign citizens' data. The international community sees this clearly. 'We urge the U.S. to reflect on itself, stop the baseless smear campaign against China, and refrain from using China as a talking point in elections, and instead do more to promote beneficial relations between China and the U.S.' (Xinhua News Agency)

China Refutes Trump's Claims of 'Chinese Interference in US Elections': Groundless Accusations

On July 17, CNBC reported that Microsoft CEO Satya Nadella criticized Anthropic's usage restrictions on the Fable model during an internal meeting with Copilot engineers. He described the way Anthropic denies certain requests as 'overly edited control' and stated that such practices lack justification. Anthropic's support page indicates that when users inquire about certain large model development topics, the platform may respond using older model versions. Anthropic previously stated that the new safety measures implemented after the relaunch of Fable 5 might misclassify more harmless requests as content needing interception. Microsoft had announced a $5 billion investment in Anthropic, which in turn committed to spending $30 billion on Azure. Some of Microsoft's Copilot products also utilize Anthropic models, making Nadella's comments relevant to an important partner and client. Nadella further asserted that companies should be able to develop customized models at lower costs and control their internal data, rather than allowing a few companies to monopolize AI token resources. He remarked, 'It doesn't make economic sense for only two companies globally to own token capital while everyone else can only rent it.'

[Microsoft CEO Criticizes Anthropic's Restrictions on Fable Model, Advocates for Cost-Effective AI Development]On July 17, CNBC reported that Microsoft CEO Satya Nadella criticized Anthropic's usage restrictions on the Fable model during an internal meeting with Copilot engineers. He described the way Anthropic denies certain requests as 'overly edited control' and stated that such practices lack justification. Anthropic's support page indicates that when users inquire about certain large model development topics, the platform may respond using older model versions. Anthropic previously stated that the new safety measures implemented after the relaunch of Fable 5 might misclassify more harmless requests as content needing interception. Microsoft had announced a $5 billion investment in Anthropic, which in turn committed to spending $30 billion on Azure. Some of Microsoft's Copilot products also utilize Anthropic models, making Nadella's comments relevant to an important partner and client. Nadella further asserted that companies should be able to develop customized models at lower costs and control their internal data, rather than allowing a few companies to monopolize AI token resources. He remarked, 'It doesn't make economic sense for only two companies globally to own token capital while everyone else can only rent it.'

Microsoft CEO Criticizes Anthropic's Restrictions on Fable Model, Advocates for Cost-Effective AI Development

Gartner predicts that by 2030, new cloud (neocloud) providers will account for 20% of the AI cloud market, amounting to $267 billion. These new cloud providers are differentiating themselves through superior performance and flexible AI workload deployment, along with a strong commitment to data sovereignty, resulting in more competitive pricing. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization are becoming the primary factors in enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to keep pace, creating opportunities for new cloud providers to deliver AI infrastructure at scale.

[New Cloud Providers Expected to Capture 20% of AI Cloud Market by 2030]Gartner predicts that by 2030, new cloud (neocloud) providers will account for 20% of the AI cloud market, amounting to $267 billion. These new cloud providers are differentiating themselves through superior performance and flexible AI workload deployment, along with a strong commitment to data sovereignty, resulting in more competitive pricing. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization are becoming the primary factors in enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to keep pace, creating opportunities for new cloud providers to deliver AI infrastructure at scale.

New Cloud Providers Expected to Capture 20% of AI Cloud Market by 2030

On July 17, The Block reported that Florida Attorney General James Usmayer announced that the state's Cyber Fraud Office has recovered a record $710,000 for a victim of a cryptocurrency scam. The victim was lured into a work-from-home scheme that required them to pay a cryptocurrency deposit under the guise of product review tasks.

[Florida Prosecutors Recover Record $710,000 in Crypto Scam Funds]On July 17, The Block reported that Florida Attorney General James Usmayer announced that the state's Cyber Fraud Office has recovered a record $710,000 for a victim of a cryptocurrency scam. The victim was lured into a work-from-home scheme that required them to pay a cryptocurrency deposit under the guise of product review tasks.

Florida Prosecutors Recover Record $710,000 in Crypto Scam Funds

On July 17, Friday, global stock markets experienced a significant decline as investors pulled out of AI technology stocks. The Nikkei 225 index, heavily weighted in technology stocks, fell by more than 5% at one point during the trading session. A broker in Tokyo stated, "This is one of the worst trading days for the Tokyo market in a long time. Many investors had made extremely aggressive bets on Japanese tech and AI stocks, and now they are rapidly withdrawing." U.S. stock index futures indicate that U.S. markets may open lower. In Europe, futures for the Stoxx 600 index suggest European stocks may open down by 0.6%. Richard Yetsenga, Chief Economist and Head of Research at ANZ Bank, noted that this round of decline exposes the disturbing level of dependence many markets and economic activities have on the AI boom. (Jin Ten)

[Investors Withdraw from AI Stocks, Global Markets Suffer Major Setback]On July 17, Friday, global stock markets experienced a significant decline as investors pulled out of AI technology stocks. The Nikkei 225 index, heavily weighted in technology stocks, fell by more than 5% at one point during the trading session. A broker in Tokyo stated, "This is one of the worst trading days for the Tokyo market in a long time. Many investors had made extremely aggressive bets on Japanese tech and AI stocks, and now they are rapidly withdrawing." U.S. stock index futures indicate that U.S. markets may open lower. In Europe, futures for the Stoxx 600 index suggest European stocks may open down by 0.6%. Richard Yetsenga, Chief Economist and Head of Research at ANZ Bank, noted that this round of decline exposes the disturbing level of dependence many markets and economic activities have on the AI boom. (Jin Ten)

Investors Withdraw from AI Stocks, Global Markets Suffer Major Setback

Coronation Asset Management Ltd., a South African asset management company with a management scale of $47 billion, has cut its investments in chip manufacturers and increased its allocation to the Indian market, as expectations for artificial intelligence (AI) concept stocks have risen to nearly insurmountable levels. The company's $3.1 billion global emerging markets fund reduced its combined holdings in SK Hynix and TSMC from approximately 8% at the end of December last year to about 5% in the second quarter. (Bloomberg)

[South African Fund Manager Reduces AI Chip Stock Holdings and Increases Investment in Indian Market]Coronation Asset Management Ltd., a South African asset management company with a management scale of $47 billion, has cut its investments in chip manufacturers and increased its allocation to the Indian market, as expectations for artificial intelligence (AI) concept stocks have risen to nearly insurmountable levels. The company's $3.1 billion global emerging markets fund reduced its combined holdings in SK Hynix and TSMC from approximately 8% at the end of December last year to about 5% in the second quarter. (Bloomberg)

South African Fund Manager Reduces AI Chip Stock Holdings and Increases Investment in Indian Market

On July 17, Credit Suisse analyst Ipek Ozkardeskaya stated that TSMC's upward revision of its capital expenditure outlook may have triggered market concerns, leading to a sell-off in technology stocks. She noted that although TSMC's second-quarter profits hit a record high, its stock price failed to gain momentum, reflecting the market's view that chip stocks are currently overvalued. Due to risks of excess capacity, investors may be increasingly uneasy about large-scale AI infrastructure investments, even as tech companies continue to spend. Next week, major US tech firms will release earnings reports, which could potentially improve the recently weak market sentiment. However, there are signs that companies like Alphabet are further increasing infrastructure spending, which may further weigh on stock prices.

[Credit Suisse: Tech Stock Sell-Off Partly Due to TSMC Raising Capex Outlook]On July 17, Credit Suisse analyst Ipek Ozkardeskaya stated that TSMC's upward revision of its capital expenditure outlook may have triggered market concerns, leading to a sell-off in technology stocks. She noted that although TSMC's second-quarter profits hit a record high, its stock price failed to gain momentum, reflecting the market's view that chip stocks are currently overvalued. Due to risks of excess capacity, investors may be increasingly uneasy about large-scale AI infrastructure investments, even as tech companies continue to spend. Next week, major US tech firms will release earnings reports, which could potentially improve the recently weak market sentiment. However, there are signs that companies like Alphabet are further increasing infrastructure spending, which may further weigh on stock prices.

Credit Suisse: Tech Stock Sell-Off Partly Due to TSMC Raising Capex Outlook

On July 17, according to documents from the Hong Kong Stock Exchange, Zhongji Xuchuang Co., Ltd. has passed the listing hearing on the Hong Kong Stock Exchange.

[Zhongji Xuchuang Co., Ltd. Passes Listing Hearing on Hong Kong Stock Exchange]On July 17, according to documents from the Hong Kong Stock Exchange, Zhongji Xuchuang Co., Ltd. has passed the listing hearing on the Hong Kong Stock Exchange.

Zhongji Xuchuang Co., Ltd. Passes Listing Hearing on Hong Kong Stock Exchange

HTX data monitoring shows that BTC has fallen below 66,000 USDT, currently reported at 65,990.01 USDT, with a 24H decline of 7.10%.

【BTC falls below 66000 USDT】HTX data monitoring shows that BTC has fallen below 66,000 USDT, currently reported at 65,990.01 USDT, with a 24H decline of 7.10%.

BTC falls below 66000 USDT

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BTC falls below 66000 USDT

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