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Industrial Economy
*NVIDIA refutes rumors of delayed launch for its AI server architecture, stating its product roadmap remains unchanged.
*Samsung Electronics will release its preliminary Q2 earnings today. Market forecasts project its operating profit to soar roughly 18 times y/y to $56.3 billion, hitting a new all-time high.
*Intel confirmed price hikes for some of its consumer and server-grade CPUs, citing shifting market conditions, rising costs, and sustained strong demand for the relevant products.
*Google Gemini 3.5 Pro will launch on July 17. It boasts huge advances in front-end and visual code generation, outperforming Anthropic’s Fable 5 in many benchmarks yet lagging in complex reasoning and engineering tasks.
Financial
*The Cyberspace Administration of China (CAC) conducted the first phase of the “Clear and Bright Rectifying AI Application Disorder” special campaign in depth.
Jul 6 Block Trade Info
*Discount
-Zhongji Innolight (300308 CH) saw 2 block trades worth 778.90mn at 1098.92yuan per share, 1.53pct discount from last closing.
-Dianguang Explosion-Proof Tech (002730 CH) saw 1 block trades worth 319.06mn at 25.44yuan per share, 8.36pct discount from last closing.
-Techwinsemi Tech (001309 CH) saw 3 block trades worth 196.65mn at 793.80yuan per share, 9.99pct discount from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

