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希望和谈尽快重启：
【The United States and Iran Have Responded to the Proposal to Resume Negotiations】
According to a report from Al Arabiya and Saudi media Al Hadath, the United States and Iran have responded to the proposal to resume talks made by Pakistan and Qatar.
U.S. Bombing in Iran Paused Because Omani Officials Traveled Friday to Tehran for Talks, Cbs News Reports, Citing Sources
【Changxin Technology Soars 471.59% on First Day of Trading, Becoming the Largest Cap Stock in China's A-Share Market】At the opening of the A-share market in China, the Shanghai Composite Index fell by 0.14%, the Shenzhen Component Index fell by 0.04%, and the ChiNext Index rose by 0.03%; on the first day of Changxin Technology's listing, the stock price surged by 471.59%, closing at 49.5 yuan per share, making Changxin Technology the largest market cap stock in the A-share market.
The next major test will come this week. The Federal Reserve's policy decision and earnings from Microsoft, Meta, Amazon and Apple will provide investors with fresh insight into the outlook for AI spending.
If hyperscalers continue to maintain elevated capital expenditures and reinforce strong demand for AI infrastructure, this week's selloff may ultimately prove to be a valuation reset rather than a fundamental shift in the AI investment story.
Michael Burry is actively shorting major AI and semicon stocks, most notably Nvidia , Micron , Applied Materials , Tesla , Palantir , Caterpillar , and the iShares Semicon ETF (SOXX).
Disclosed via his Substack, Cassandra Unchained, Burry has aggressively expanded his bearish bets. He has shorted shares directly and bought extensive put options, citing unsustainable, circular AI infrastructure financing models.
NVIDIA is navigating a turbulent stretch as mounting short positioning and persistent inst cap outflows collide with market-wide anxiety over massive AI infrastructure financing.
Trading in borrowed Nvidia shares that were sold short climbed to 14.02 m shares Monday, from 9.67 m shares a day earlier. Short interest, or the tally of outstanding short positions has risen to 324 m shares as of mid-July, the highest since April 2023,