小型飞机撞击北京109层中信大厦,北京最高楼遭袭引发安全质疑
⚡ 今日速览
- 北京中信大厦遭小型机撞击,飞行员传为中信银行高管,正在抢救
- 美军打击伊朗霍尔木兹海峡4处军事设施,伊朗禁止以色列船只通过
- 特朗普宣称'最伟大共产主义者',威胁数字服务税100%关税
- OpenAI 发布 GPT-5.6 Sol,中国开发者用 Claude Code 搭建 AI agency
- Grantham 警告不要持有美国股票;Burry 买入微软;Oracle 大跌
- 大众裁员10万人;韩国杠杆危机;Vitalik 抛售1100万美元ETH
📋 今日综述
- 突发北京中信大厦撞机事件引发低空安全体系质疑,涉事飞行员身份曝光
- 地缘美伊冲突在霍尔木兹海峡升级,4处军事设施被摧毁,海峡封锁威胁加剧
- 政治特朗普多线出击——共产主义论、关税威胁、7月4日表演、ICE 增员
- 科技OpenAI GPT-5.6 Sol 发布 + Claude Code 在中国催生 AI agency 创业
- 市场S&P 500 韧性十足;Burry 抄底 MSFT;Oracle 暴跌;半导体板块形成钻石顶
- 全球风险大众裁员、韩国杠杆危机、Vitalik 抛售加密货币,多重不确定性叠加
北京中信大厦撞机事件
6月26日傍晚一架小型飞机撞击北京第一高楼中信大厦(中国尊),飞行员据传为中信银行高管刘俊华,正在抢救中。现场画面曝光,涉事飞机B-12PP生前影像流出。公众质疑北京低空应急体系缺失。
美国对中信大厦撞机事件感到震惊,关注建筑稳定性
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Americans are STUNNED on how it’s still standing and are asking why it didn’t collapse into its own footprint? https://t.co/n2BWw4ZYx2
撞机飞行员正在抢救中,外传为中信银行高管刘俊华
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突发:北京中信大厦(中国尊)被小型飞机撞击,原因不明
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飞机关闭应答器后15分钟飞向市中心,北京没有应急预案?
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所谓无人机的最严管控,全靠产品的预设,用户的信息登记,管住了一群本就守法不惹事的老百姓…… https://t.co/9MDfHi55Ej
涉事飞机B-12PP生前影像曝光
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美伊冲突:霍尔木兹海峡军事升级
美军对伊朗在霍尔木兹海峡的军事目标发动4次打击,摧毁无人机储存、导弹储存和雷达站。伊朗则宣布打击该地区美军目标,并禁止以色列船只通过海峡。和平协议名存实亡。
JD Vance:伊朗已签停火协议,我们已遵守。但暴力将换来暴力。
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But violence will be met with violence.
BREAKING: 美军在霍尔木兹海峡附近打击伊朗
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伊朗革命卫队称已瞄准该地区托管美军的位置
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伊朗称打击了美军目标
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伊朗宣布即使战争结束,以色列船只也不得通过霍尔木兹海峡
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🇮🇷 Iran has announced that even if the war ends, Israeli ships will not be allowed to pass through the Strait of Hormuz. https://t.co/P9WRdGBIyT
伊朗攻击货船后,美军摧毁4处伊朗军事设施,冲突升级
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And nobody is talking about what the U.S. just erased in response.
🚨 🚨 🚨 THE U.S. STRUCK FOUR IRANIAN MILITARY SITES IN THE STRAIT OF HORMUZ — DRONE STORAGE, MISSILE STORAGE, AND RADAR INSTALLATIONS — ALL GONE IN 90 MINUTES 🚨 🚨 🚨
On June 25, 2026, Iran launched at least four drones at the M/V Ever Lovely — a Singapore-flagged container ship exiting the Strait of Hormuz near the Omani coast. Three were intercepted. One hit the bridge. The ceasefire signed just nine days earlier was over.
THE WEAPON:
→ U.S. fighter jets — multiple aircraft, rapid execution, no warning
→ Operation window: approximately 60 to 90 minutes
→ Four distinct Iranian military sites targeted simultaneously
→ Drone storage facilities — Iran's primary one-way attack drone inventory
→ Missile storage facilities — ballistic and cruise missile stockpiles along the strait corridor
→ Radar installations — the eyes Iran uses to track and target maritime traffic
→ Location: Strait of Hormuz corridor and Qeshm Island
→ Authorization: direct response to what Trump publicly called a "foolish violation" of the ceasefire
THE TARGET:
→ The specific Iranian military infrastructure used to threaten the 20% of global oil that transits the Strait of Hormuz every single day
→ Drone and missile sites that enabled the June 25 attack on Ever Lovely — and every prior attack on commercial shipping
→ Radar systems that give Iran the targeting data to hit vessels at range without being seen first
THE MATH:
→ 1 cargo ship attacked → 4 Iranian military sites destroyed
→ 9 days since the ceasefire was signed → ceasefire is now functionally dead
→ 20% of the world's oil flows through the strait → every escalation here is an energy price event
→ U.S. officials confirmed: they are prepared to strike again if Iran escalates further
Read that again.
💀 Iran's drone stockpiles along the strait — GONE
💀 Iran's missile storage in the corridor — HIT
💀 Iran's radar targeting capability — BLINDED
⚠️ IRGC claimed retaliatory strikes on U.S. positions within 24 hours of the American response
⚠️ The ceasefire brokered around June 17 has now been breached and responded to militarily
⚠️ This isn't a warning shot. CENTCOM called it a "powerful response" — and said the U.S. is ready to go again.
They're showing you the headline: "U.S. strikes Iran after ship attack."
They're NOT showing you that the four sites destroyed were the exact infrastructure Iran needs to threaten every vessel in the most important shipping lane on Earth — and that the U.S. just told Tehran it will keep erasing that infrastructure every time Iran uses it.
You don't destroy drone storage, missile storage, AND radar in a single 90-minute operation just to "send a message." You do it when you want to degrade the capability so completely that the next attack is harder to execute. And you only do that when you're prepared for this to keep going.
Process that.
Most people won't see this. RT to change that. 🔥
I'll keep you updated. Turn on notifications. 🚨
美军在霍尔木兹海峡对伊朗发动新打击,和平协议正式崩溃
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🇺🇸🇮🇷 THE US MILITARY JUST CONDUCTED NEW STRIKES ON IRAN IN THE STRAIT OF HORMUZ!
LOOKS LIKE THE PEACE DEAL HAS OFFICIALLY COLLAPSED, AND A NEW OIL CRISIS WILL BEGIN NEXT WEEK.
THIS IS EXTREMELY BAD FOR THE MARKETS... https://t.co/6eSE6aEzDj
特朗普指责伊朗'愚蠢违反'停火协议
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特朗普政策冲击波
特朗普宣称'将成为历史上最伟大的共产主义者';威胁对数字服务税国家征收100%关税;宣布7月4日空中表演为历史最大规模。Newsom 反对加州亿万富翁税。
特朗普宣称'我将成为历史上最伟大的共产主义者'
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特朗普警告共产主义是'美国250年来最严重威胁'
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特朗普威胁对数字服务税国家征收100%关税
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特朗普宣布7月4日华盛顿空中表演将远超历史最大规模
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Tom Homan 宣布全国增派10000名 ICE 探员
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Gavin Newsom 呼吁全国亿万富翁税:'是时候经济重置了'
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科技与AI产业动态
OpenAI 发布 GPT-5.6 Sol 号称超越 Claude Mythos;中国开发者用 Claude Code 搭建 AI agency 系统服务小企业;SpaceX 将加入纳斯达克100。AI制药股表现亮眼。
OpenAI 正式发布 GPT-5.6 有限预览版,声称比 Claude Mythos 更强大
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中国开发者用 Claude Code 搭建 AI agency 系统,月服务47个小企业客户
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SIRVE A UNOS 47 CLIENTES AL MES Y COBRA 400 DOLARES POR CADA UNO.
EL SISTEMA FUNCIONA ASI:
- RECORRE CIUDAD POR CIUDAD GOOGLE MAPS.
- ENCUENTRA NEGOCIOS QUE NO TIENEN PAGINA WEB.
- DESCARTA LOS QUE TIENEN SITIOS QUE PARECEN DE 2014.
- GENERA AUTOMATICAMENTE UN MOCKUP DE LANDING PAGE PARA CADA UNO.
- PRODUCE UN VIDEO PROMOCIONAL.
- ESCRIBE UN MENSAJE DE VENTA LISTO PARA USAR.
TODO ESTO LO HACEN 7 AGENTES:
- SCOUT: EXPLORA UNOS 220 NEGOCIOS AL DIA.
- DIAGNOSER: HACE UN DIAGNOSTICO PERSONALIZADO Y GENERA EL MENSAJE PARA CADA LEAD.
- BUILDER: PREPARA 3-5 LANDING PAGES COMPLETAS PARA LOS MEJORES CANDIDATOS.
- FILMER: CREA UN VIDEO VERTICAL DE 10 SEGUNDOS POR CADA PROPUESTA.
- PITCHER: ENVIA 30 MENSAJES AL DIA POR 4 CANALES DIFERENTES.
- CHECKER: REVISA AUTOMATICAMENTE LOS MENSAJES ANTES DE ENVIARLOS.
- MOBILE AGENT: VIVE DIRECTAMENTE EN EL IPHONE.
EL DUEÑO RESPONDE A LOS LEADS MIENTRAS VA EN EL METRO, EN TAXI O CAMINANDO. SI SURGE UN CLIENTE INTERESANTE, AGENDA UNA REUNION POR CALENDLY Y DEVUELVE EL CASO A LA COLA.
LO UNICO QUE HACE EL ES:
- PULSAR “APROBAR”.
- IR A LA REUNION.
- COBRAR EL DINERO.
Y LO MAS LOCO ES ESTO:
NO TIENE BACKEND PROPIO, NI GRAN EQUIPO, NI ARQUITECTURA DE SERVIDORES.
SOLO USA:
- UN SANDBOX LOCAL.
- CLAUDE CODE ROUTER.
- SERVIDORES MCP.
- ESTADO COMPARTIDO MEDIANTE EL SISTEMA DE ARCHIVOS.
- UNA CLAVE API.
- EL TELEFONO QUE LLEVA EN EL BOLSILLO.
MIENTRAS LAS AGENCIAS TRADICIONALES MONTAN UN EQUIPO ENTERO PARA HACER LO MISMO, EL COSTE REAL DE ESTE TIPO SON SOLO LOS TOKENS + LAS SUSCRIPCIONES A LOVABLE, HIGGSFIELD Y CALENDLY.
GASTO PROMEDIO EN APIS: UNOS 480 DOLARES AL MES.
INGRESOS: 18.800 DOLARES.
7 PROMPTS + 1 SISTEMA DE ARCHIVOS + 1 TELEFONO.
PARA MI, ESTE ES EL EJEMPLO MAS LIMPIO DE “AGENCIA DE AUTOMATIZACION UNIPERSONAL” QUE HE VISTO ESTE AÑO.
GUARDALO, PORQUE EN UNOS MESES TODO EL MUNDO VA A INTENTAR COPIARLO.
Aca abajo te dejo como configurarlo
OpenAI GPT-5.6 Sol 基准测试声称全面超越
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With their benchmarks, OpenAI claims:
- Sol Ultra beats Mythos 5 and mogs it for coding/workflow.
- And is better for bio/cybersecurity too.
Pretty bullish on OpenAI again if they leapfrogged Anthropic.
GPT-5.6 Sol 在 CBRS 上部署,750 tok/s 速度惊人
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At up to 750 tokens/sec, which is obscene performance.
American inference go brrr.
I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price) after seeing this news yesterday.
Feels like validation of its tech. IMO a bit overvalued compared to profitable companies like $JBL at the same valuation.
But there’s likely premiums for OpenAI exposure, as long as they stay the leader.
With their benchmarks, OpenAI claims:
- Sol Ultra beats Mythos 5 and mogs it for coding/workflow.
- And is better for bio/cybersecurity too.
Pretty bullish on OpenAI again if they leapfrogged Anthropic.
OpenAI 发布 GPT-5.6 新模型
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OpenAI GPT-5.6 Sol 自称最强网络安全模型
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SpaceX 确认7月7日加入纳斯达克100指数
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SpaceX $SPCX officially set to join the Nasdaq-100 $QQQ on July 7th, 2026
AI制药股表现最佳,Moderna Science Day 催化
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可能是Moderna昨天science day的催化吧,CEO 强调靠AI大幅缩短新药研发周期、大幅降低试错成本,数据也有佐证
收藏下面这几只股,爆发可能用不着等5年 https://t.co/6auFqsxv0L
市场与地缘风险共振
Grantham 警告不要持有美国股票;S&P 500 抹平跌幅;Michael Burry 买入微软;Oracle 创2001来最大单周跌幅。韩国杠杆危机和大众裁员10万人构成全球风险。
Grantham 警告:不要持有美国股票,这是可执行的简单策略
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“DON’T OWN U.S. STOCKS. THAT’S A SIMPLE STRATEGY THAT YOU CAN ACT ON.”
THIS IS CRAZY. https://t.co/VwKLxvj6UP
Grantham 与 Kernen 在 CNBC 激烈交锋
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Must watch TV.
Even got Jeremy to say bullshit on live tv lol.
But good on Joe for calling him out. https://t.co/3jm6bIu7tq
Michael Burry 买入微软看涨期权
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韩国杠杆危机可能在全球市场引发连锁崩溃
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The appetite for leverage over there is unhealthy and is spreading across global markets.
俄罗斯政局与博索纳罗
据报道俄罗斯军方成员准备推翻普京;博索纳罗被搜查后 Bolton 认罪,政治动荡在全球多个维度同时展开。
据报道俄罗斯军方成员准备推翻普京
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博索纳罗被搜查后,Bolton 认罪:他们指控我们的所有内容最终都反噬自身
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This morning, John Bolton pled guilty to mishandling classified information.
Everything they accuse others of, they are guilty of themselves.
Leon Black 在 Epstein 调查听证会上拒绝回答后离席






