EU officials are concerned Vivendi completed its takeover of Lagardère before securing EU approval; the European Commission had earlier issued a Statement of Objections in the case.

July 3 — Xinghe Power Aerospace said its domestically developed Cangqiong-50 reusable LOX/kerosene engine completed its 163rd routine hot-fire on July 1 at the Niutoushan power-system test center. The company said it has completed 57 engine hot-fire runs to date, with cumulative test time of 20,088s and a single-unit maximum cumulative run time of 2,757s. The Cangqiong-50 is designed for at least 25 reuses; more than 40 engines of this type have been assembled and delivered. The Zhishenxing-1 mid-to-large reusable liquid launch vehicle, powered by Cangqiong-50, is scheduled for a near-term maiden flight and will begin staged recovery validation thereafter.

現在做空美光科技(MU.O)註定會虧的體無完膚。數據顯示，全球數據中心內存需求將從2024年的600億美元增長至2030年的1.4萬億美元。這意味着六年增長23倍，而且這個數字還不包括手機、筆記本或汽車，僅僅是數據中心。生產這種內存的公司只有三家：三星、SK海力士和美光，沒有其他競爭者。大家現在真正想要的產品並非普通DRAM，而是HBM，即高帶寬內存。這些芯片被物理貼裝到英偉達的GPU上，距離計算核心僅數毫米。單個Blackwell GB200需要192GB HBM，而一個NVL72機架需要13,824GB。Meta和微軟正以數千臺爲單位訂購這些機架，每一臺都意味着確定的HBM採購。美光在2026年尚未開始時，就已將全年HBM供應全部售罄。 美光已簽署16份“照付不議”合同，鎖定了1000億美元的最低收入，客戶已爲尚未生產的芯片預付了220億美元現金。這不是大宗商品生意，而是客戶因擔心斷供而提前付款。 美光擁有全球內存市場約三分之一的份額——1.4萬億美元的三分之一意味着僅數據中心一項就有4700億美元流向這一家公司，尚未計入任何消費級設備出貨。做空美光，就等於押注超大規模廠商停止建設、AI需求消失，這種押注註定是逆時代潮流。