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6月27日【盘前】胡锡进入场一年，不断补仓，亏损10%；BJ降首付比例、贷款利率；大模型比对：kimi、腾讯混元、字节豆包；创投3点；三星上调存储Dram和Nand价格；余额宝年化收益跌破1.5%；央国企重组；新能源（碳酸锂期货反弹）；【商业航天；PCB；汽车Rivian底盘；财税；减肥药；国产AI大模型、推理芯片、服务器；昆仑万维】
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