<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：Meta 与 OpenAI 的较量</h2>
<p>###2025 年 6 月 18 日</p>
<table>
<thead>
<tr>
<th>周二市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,983 (-0.84%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,521 (-0.91%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,216 (-0.7%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$104,541 (-3.76%)</td>
</tr>
</tbody>
</table>
<p>由于周四市场因庆祝解放日而关闭，早餐新闻将在 6 月 20 日星期五重新回到您的收件箱。</p>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/685294087332620067644089/original.png/query-MTc1MDI0MjMxMQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/685294087332620067644089/original.png/query-MTc1MDI0MjMxMQ"/></p>
<p>来源：Jester AI 创建的图像。</p>
<h2>1. Meta 在争夺顶尖人才中失利</h2>
<p>OpenAI 首席执行官 Sam Altman 声称 <strong>Meta Platforms</strong>(META -0.69%) 试图通过提供高达 1 亿美元的加入奖金来挖角他的关键员工。在播客 Uncapped 中，Altman 表示 “到目前为止，我们最优秀的人都没有决定接受他们的邀请。”</p>
<ul>
<li><strong>2025 财年第一季度收入 1700 亿美元：</strong> Meta 已经以 143 亿美元的交易挖到了 Scale AI 创始人 Alexandr Wang，Meta 将收购该公司的 49%。《泰晤士报》报道他将领导公司的顶级 AI 团队。</li>
<li><strong>“我认为我们理解很多他们不理解的事情”：</strong> Altman 不认为 Meta 是 “一个擅长创新的公司”，并认为在更关注金钱而非工作的职位上存在文化风险。</li>
</ul>
<h2>2. 美联储准备连接点滴</h2>
<p>美联储在今天的会议上不太可能改变利率，尽管我们希望能对未来的计划有一些明确的了解。由于油价飙升，通胀前景变得更糟。而且在特朗普总统表示他 “可能不得不强迫某些事情” 后，美联储面临来自政府的减息压力。</p>
<ul>
<li><strong>“这次会议将完全围绕点阵图”：</strong> 前堪萨斯城联储主席 Esther George 指出季度图表，显示政策制定委员会的每位成员预计未来几年利率的走向。</li>
<li><strong>“现在是两次降息，我想它将保持大致不变”：</strong> 威尔明顿信托首席经济学家 Luke Tilley 预计今天不会有变化，因为 CME FedWatch 工具仍然预测下次降息将在九月。</li>
</ul>
<h2>3. Switch 2 帮助任天堂提升实力</h2>
<p>Switch 2 游戏主机的需求帮助 <strong>任天堂</strong>(NTDOY) 的股价创下超过 21 美元的历史新高，12 个月内上涨 61%。在发布后的前四天内，销售超过 350 万台。</p>
<ul>
<li><strong>在 <em>Rule Breakers</em> 中排名第五：</strong> 东洋证券分析师 Hideki Yasuda 指出，游戏行业受到关税的影响较小，这帮助了今年的股价。Switch 2 在当前暂停期间在美国发布。</li>
<li><strong>“如此重要，以至于现在值得审查”：</strong> 在更多游戏新闻中，两家玩具公司——Learning Resources 和 Hand2Mind——已请求最高法院裁定特朗普总统使用国际经济紧急权力法案实施广泛关税的合法性。</li>
</ul>
<h2>4. 稳定币的激增更接近现实</h2>
<p>参议院昨天通过了 GENIUS 法案，为公司发行美元支持的稳定币提供了框架——这些数字货币不会经历典型的加密波动。该法案仍需众议院和总统的批准。</p>
<ul>
<li><strong>“一年前我会认为这充其量只是一个狂热的梦”：</strong> <strong>Coinbase</strong>(COIN -2.92%) 的首席法律官 Paul Grewal 指出事情发展得如此之快，贷款人和零售商据报道计划在法案通过众议院后发行自己的稳定币。</li>
<li><strong>“我们正在与行业合作，单独进行合作”：</strong> <strong>美国银行</strong>(BAC -0.44%) 是考虑联合行动的银行之一，而 <strong>亚马逊</strong>(AMZN -0.54%) 和 <strong>沃尔玛</strong>(WMT -0.06%) 也在根据《华尔街日报》的报道考虑自己的计划。</li>
</ul>
<h2>5. 你的看法</h2>
<p>最新的 <em>Stock Advisor</em> 推荐将在今天东部时间下午 1 点左右发布。该服务并不专注于市场的单一领域，而是寻找在未来五年及更长时间内有潜力超越市场的公司。</p>
<p>如果很明显，你的投资组合最集中于哪个行业？与朋友和家人讨论，或者成为会员，听听你的同伴们在说什么。</p>

任天堂

OpenAI

<p>据报道，Meta Platforms 正在试图从 OpenAI 招募关键员工，报价高达 1 亿美元，但首席执行官 Sam Altman 声称没有人接受。Meta 在 2025 年第一季度的收入为 1700 亿美元，并已收购 Scale AI 创始人 Alexandr Wang。预计美联储将在即将召开的会议上维持利率不变，因油价上涨。任天堂的 Switch 2 推动股价创下新高，同时参议院通过了支持美元担保稳定币的 GENIUS 法案，待进一步批准。最新的 Stock Advisor 推荐将在今天发布</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Meta Strikes Out vs OpenAI</h2>
<div class="lb-trans"><h2>早餐新闻：Meta 与 OpenAI 的较量</h2>
</div><h3>June 18, 2025</h3>
<div class="lb-trans"><p>###2025 年 6 月 18 日</p>
</div><table>
<thead>
<tr>
<th>Tuesday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>5,983 (-0.84%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>19,521 (-0.91%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>42,216 (-0.7%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$104,541 (-3.76%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周二市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,983 (-0.84%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>19,521 (-0.91%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,216 (-0.7%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$104,541 (-3.76%)</td>
</tr>
</tbody>
</table>
</div><p>With markets closed Thursday for Juneteenth, Breakfast News will be back in your inbox on Friday, 20 June.</p>
<div class="lb-trans"><p>由于周四市场因庆祝解放日而关闭，早餐新闻将在 6 月 20 日星期五重新回到您的收件箱。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/685294087332620067644089/original.png/query-MTc1MDI0MjMxMQ" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/685294087332620067644089/original.png?1750242311"/></p>
<p>Source: Image Created by Jester AI.</p>
<div class="lb-trans"><p>来源：Jester AI 创建的图像。</p>
</div><h2>1. Meta Swings and Misses for Top Talent</h2>
<div class="lb-trans"><h2>1. Meta 在争夺顶尖人才中失利</h2>
</div><p>OpenAI CEO Sam Altman claims <strong>Meta Platforms</strong>(META -0.69%) has tried to poach his key staff by offering joining bonuses of up to $100 million. Talking on the podcast Uncapped, Altman says &#34;so far none of our best people have decided to take them up.&#34;</p>
<div class="lb-trans"><p>OpenAI 首席执行官 Sam Altman 声称 <strong>Meta Platforms</strong>(META -0.69%) 试图通过提供高达 1 亿美元的加入奖金来挖角他的关键员工。在播客 Uncapped 中，Altman 表示 “到目前为止，我们最优秀的人都没有决定接受他们的邀请。”</p>
</div><ul>
<li><strong>$170 billion revenue in fiscal 2025 first quarter:</strong> Meta has already snagged Scale AI founder Alexandr Wang in a $14.3 billion deal that saw Meta acquire 49% of the company. The Times reports he'll head up the company's top AI team.</li>
<li><strong>&#34;I think we understand a lot of things they don't&#34;:</strong> Altman doesn't see Meta as &#34;a company that's great at innovation,&#34; and sees cultural risks in jobs that are more focused on money than on the work.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>2025 财年第一季度收入 1700 亿美元：</strong> Meta 已经以 143 亿美元的交易挖到了 Scale AI 创始人 Alexandr Wang，Meta 将收购该公司的 49%。《泰晤士报》报道他将领导公司的顶级 AI 团队。</li>
<li><strong>“我认为我们理解很多他们不理解的事情”：</strong> Altman 不认为 Meta 是 “一个擅长创新的公司”，并认为在更关注金钱而非工作的职位上存在文化风险。</li>
</ul>
</div><h2>2. Fed Set To Join The Dots</h2>
<div class="lb-trans"><h2>2. 美联储准备连接点滴</h2>
</div><p>The Federal Reserve is unlikely to change interest rates at today's meeting, though we'll hopefully get some clarity on future plans. The inflation outlook is worse since oil prices have shot up. And the Fed is under pressure from the government for cuts after President Trump said he &#34;may have to force something.&#34;</p>
<div class="lb-trans"><p>美联储在今天的会议上不太可能改变利率，尽管我们希望能对未来的计划有一些明确的了解。由于油价飙升，通胀前景变得更糟。而且在特朗普总统表示他 “可能不得不强迫某些事情” 后，美联储面临来自政府的减息压力。</p>
</div><ul>
<li><strong>&#34;This meeting will be all about the dot plot&#34;:</strong> Former Kansas City Fed president Esther George points to the quarterly chart showing where each member of the policymaking committee expects rates to go in the next few years.</li>
<li><strong>&#34;Right now, it's two cuts, and I imagine it will stay pretty much the same&#34;:</strong> Wilmington Trust chief economist Luke Tilley expects no change today, as the CME FedWatch tool still predicts the next cut in September.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“这次会议将完全围绕点阵图”：</strong> 前堪萨斯城联储主席 Esther George 指出季度图表，显示政策制定委员会的每位成员预计未来几年利率的走向。</li>
<li><strong>“现在是两次降息，我想它将保持大致不变”：</strong> 威尔明顿信托首席经济学家 Luke Tilley 预计今天不会有变化，因为 CME FedWatch 工具仍然预测下次降息将在九月。</li>
</ul>
</div><h2>3. Switch 2 Helps Nintendo Power Up</h2>
<div class="lb-trans"><h2>3. Switch 2 帮助任天堂提升实力</h2>
</div><p>Demand for the Switch 2 gaming console has helped push <strong>Nintendo</strong>(NTDOY) to a record stock price above $21 for a 12-month gain of 61%. More than 3.5 million units were sold in the first four days after launch.</p>
<div class="lb-trans"><p>Switch 2 游戏主机的需求帮助 <strong>任天堂</strong>(NTDOY) 的股价创下超过 21 美元的历史新高，12 个月内上涨 61%。在发布后的前四天内，销售超过 350 万台。</p>
</div><ul>
<li><strong>Third in May Rankings for</strong> <strong><em>Rule Breakers</em></strong> <strong>:</strong> Toyo Securities analyst Hideki Yasuda notes the gaming industry is less affected by tariffs, which has helped the stock this year. The Switch 2 launched in the U.S. during the current pause.</li>
<li><strong>&#34;Such imperative importance that it warrants review now&#34;:</strong> In more gaming news, two toy companies – Learning Resources and Hand2Mind – have asked the Supreme Court to rule on the legality of President Trump's use of the International Economic Emergency Powers Act to impose his wide-reaching tariffs.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>在 <em>Rule Breakers</em> 中排名第五：</strong> 东洋证券分析师 Hideki Yasuda 指出，游戏行业受到关税的影响较小，这帮助了今年的股价。Switch 2 在当前暂停期间在美国发布。</li>
<li><strong>“如此重要，以至于现在值得审查”：</strong> 在更多游戏新闻中，两家玩具公司——Learning Resources 和 Hand2Mind——已请求最高法院裁定特朗普总统使用国际经济紧急权力法案实施广泛关税的合法性。</li>
</ul>
</div><h2>4. Stablecoin Surge Closer To Reality</h2>
<div class="lb-trans"><h2>4. 稳定币的激增更接近现实</h2>
</div><p>The Senate yesterday passed the GENIUS Act, providing a framework for companies to issue dollar-backed stablecoins for payments – digital currencies that don't experience typical crypto fluctuations. The act still needs House and Presidential approval.</p>
<div class="lb-trans"><p>参议院昨天通过了 GENIUS 法案，为公司发行美元支持的稳定币提供了框架——这些数字货币不会经历典型的加密波动。该法案仍需众议院和总统的批准。</p>
</div><ul>
<li><strong>&#34;A year ago I would've thought this at best was a fever dream&#34;:</strong> Paul Grewal, chief legal officer at <strong>Coinbase</strong>(COIN -2.92%), notes how quickly things have moved, with lenders and retailers reportedly planning their own stablecoins if the act clears the House.</li>
<li><strong>&#34;We're working with the industry, working individually&#34;:</strong> <strong>Bank of America</strong>(BAC -0.44%) is among the banks considering a joint approach, while <strong>Amazon</strong>(AMZN -0.54%) and <strong>Walmart</strong>(WMT -0.06%) are considering their own plans according to The Wall Street Journal.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“一年前我会认为这充其量只是一个狂热的梦”：</strong> <strong>Coinbase</strong>(COIN -2.92%) 的首席法律官 Paul Grewal 指出事情发展得如此之快，贷款人和零售商据报道计划在法案通过众议院后发行自己的稳定币。</li>
<li><strong>“我们正在与行业合作，单独进行合作”：</strong> <strong>美国银行</strong>(BAC -0.44%) 是考虑联合行动的银行之一，而 <strong>亚马逊</strong>(AMZN -0.54%) 和 <strong>沃尔玛</strong>(WMT -0.06%) 也在根据《华尔街日报》的报道考虑自己的计划。</li>
</ul>
</div><h2>5. Your Take</h2>
<div class="lb-trans"><h2>5. 你的看法</h2>
</div><p>The latest <em>Stock Advisor</em> recommendation is released around 1PM ET today. The service does not focus on a single area of the market, but rather looks anywhere for companies with potential to beat the market over the next five years and beyond.</p>
<div class="lb-trans"><p>最新的 <em>Stock Advisor</em> 推荐将在今天东部时间下午 1 点左右发布。该服务并不专注于市场的单一领域，而是寻找在未来五年及更长时间内有潜力超越市场的公司。</p>
</div><p>If it's clear and obvious, what one industry does your investment portfolio have the most exposure to? Discuss with friends and family, or become a member to hear what your fellow Fools are saying.</p>
<div class="lb-trans"><p>如果很明显，你的投资组合最集中于哪个行业？与朋友和家人讨论，或者成为会员，听听你的同伴们在说什么。</p>
</div>

Breakfast News: Meta Strikes Out vs OpenAI

- Meta 尝试挖角 OpenAI 人才，提供高达 1 亿美元的奖金。  
- 美联储预计今日不变利率，关注未来政策走向。  
- 美国参议院通过 GENIUS 法案，为稳定币发行提供框架。  

早餐新闻：Meta 在与 OpenAI 的较量中失利