<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>早餐新聞：Meta 與 OpenAI 的較量</h2>
<p>###2025 年 6 月 18 日</p>
<table>
<thead>
<tr>
<th>週二市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,983 (-0.84%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>19,521 (-0.91%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>42,216 (-0.7%)</td>
</tr>
<tr>
<td><strong>比特幣</strong><br/>$104,541 (-3.76%)</td>
</tr>
</tbody>
</table>
<p>由於週四市場因慶祝解放日而關閉，早餐新聞將在 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>來源：Jester AI 創建的圖像。</p>
<h2>1. Meta 在爭奪頂尖人才中失利</h2>
<p>OpenAI 首席執行官 Sam Altman 聲稱 <strong>Meta Platforms</strong>(META -0.69%) 試圖通過提供高達 1 億美元的加入獎金來挖角他的關鍵員工。在播客 Uncapped 中，Altman 表示 “到目前為止，我們最優秀的人都沒有決定接受他們的邀請。”</p>
<ul>
<li><strong>2025 財年第一季度收入 1700 億美元：</strong> Meta 已經以 143 億美元的交易挖到了 Scale AI 創始人 Alexandr Wang，Meta 將收購該公司的 49%。《泰晤士報》報道他將領導公司的頂級 AI 團隊。</li>
<li><strong>“我認為我們理解很多他們不理解的事情”：</strong> Altman 不認為 Meta 是 “一個擅長創新的公司”，並認為在更關注金錢而非工作的職位上存在文化風險。</li>
</ul>
<h2>2. 美聯儲準備連接點滴</h2>
<p>美聯儲在今天的會議上不太可能改變利率，儘管我們希望能對未來的計劃有一些明確的瞭解。由於油價飆升，通脹前景變得更糟。而且在特朗普總統表示他 “可能不得不強迫某些事情” 後，美聯儲面臨來自政府的減息壓力。</p>
<ul>
<li><strong>“這次會議將完全圍繞點陣圖”：</strong> 前堪薩斯城聯儲主席 Esther George 指出季度圖表，顯示政策制定委員會的每位成員預計未來幾年利率的走向。</li>
<li><strong>“現在是兩次降息，我想它將保持大致不變”：</strong> 威爾明頓信託首席經濟學家 Luke Tilley 預計今天不會有變化，因為 CME FedWatch 工具仍然預測下次降息將在九月。</li>
</ul>
<h2>3. Switch 2 幫助任天堂提升實力</h2>
<p>Switch 2 遊戲主機的需求幫助 <strong>任天堂</strong>(NTDOY) 的股價創下超過 21 美元的歷史新高，12 個月內上漲 61%。在發佈後的前四天內，銷售超過 350 萬台。</p>
<ul>
<li><strong>在 <em>Rule Breakers</em> 中排名第五：</strong> 東洋證券分析師 Hideki Yasuda 指出，遊戲行業受到關税的影響較小，這幫助了今年的股價。Switch 2 在當前暫停期間在美國發布。</li>
<li><strong>“如此重要，以至於現在值得審查”：</strong> 在更多遊戲新聞中，兩家玩具公司——Learning Resources 和 Hand2Mind——已請求最高法院裁定特朗普總統使用國際經濟緊急權力法案實施廣泛關税的合法性。</li>
</ul>
<h2>4. 穩定幣的激增更接近現實</h2>
<p>參議院昨天通過了 GENIUS 法案，為公司發行美元支持的穩定幣提供了框架——這些數字貨幣不會經歷典型的加密波動。該法案仍需眾議院和總統的批准。</p>
<ul>
<li><strong>“一年前我會認為這充其量只是一個狂熱的夢”：</strong> <strong>Coinbase</strong>(COIN -2.92%) 的首席法律官 Paul Grewal 指出事情發展得如此之快，貸款人和零售商據報道計劃在法案通過眾議院後發行自己的穩定幣。</li>
<li><strong>“我們正在與行業合作，單獨進行合作”：</strong> <strong>美國銀行</strong>(BAC -0.44%) 是考慮聯合行動的銀行之一，而 <strong>亞馬遜</strong>(AMZN -0.54%) 和 <strong>沃爾瑪</strong>(WMT -0.06%) 也在根據《華爾街日報》的報道考慮自己的計劃。</li>
</ul>
<h2>5. 你的看法</h2>
<p>最新的 <em>Stock Advisor</em> 推薦將在今天東部時間下午 1 點左右發佈。該服務並不專注於市場的單一領域，而是尋找在未來五年及更長時間內有潛力超越市場的公司。</p>
<p>如果很明顯，你的投資組合最集中於哪個行業？與朋友和家人討論，或者成為會員，聽聽你的同伴們在説什麼。</p>

任天堂

OpenAI

<p>據報道，Meta Platforms 正在試圖從 OpenAI 招募關鍵員工，報價高達 1 億美元，但首席執行官 Sam Altman 聲稱沒有人接受。Meta 在 2025 年第一季度的收入為 1700 億美元，並已收購 Scale AI 創始人 Alexandr Wang。預計美聯儲將在即將召開的會議上維持利率不變，因油價上漲。任天堂的 Switch 2 推動股價創下新高，同時參議院通過了支持美元擔保穩定幣的 GENIUS 法案，待進一步批准。最新的 Stock Advisor 推薦將在今天發佈</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>早餐新聞：Meta 與 OpenAI 的較量</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>週二市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,983 (-0.84%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>19,521 (-0.91%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>42,216 (-0.7%)</td>
</tr>
<tr>
<td><strong>比特幣</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>由於週四市場因慶祝解放日而關閉，早餐新聞將在 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>來源：Jester AI 創建的圖像。</p>
</div><h2>1. Meta Swings and Misses for Top Talent</h2>
<div class="lb-trans"><h2>1. Meta 在爭奪頂尖人才中失利</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 首席執行官 Sam Altman 聲稱 <strong>Meta Platforms</strong>(META -0.69%) 試圖通過提供高達 1 億美元的加入獎金來挖角他的關鍵員工。在播客 Uncapped 中，Altman 表示 “到目前為止，我們最優秀的人都沒有決定接受他們的邀請。”</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 財年第一季度收入 1700 億美元：</strong> Meta 已經以 143 億美元的交易挖到了 Scale AI 創始人 Alexandr Wang，Meta 將收購該公司的 49%。《泰晤士報》報道他將領導公司的頂級 AI 團隊。</li>
<li><strong>“我認為我們理解很多他們不理解的事情”：</strong> Altman 不認為 Meta 是 “一個擅長創新的公司”，並認為在更關注金錢而非工作的職位上存在文化風險。</li>
</ul>
</div><h2>2. Fed Set To Join The Dots</h2>
<div class="lb-trans"><h2>2. 美聯儲準備連接點滴</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>美聯儲在今天的會議上不太可能改變利率，儘管我們希望能對未來的計劃有一些明確的瞭解。由於油價飆升，通脹前景變得更糟。而且在特朗普總統表示他 “可能不得不強迫某些事情” 後，美聯儲面臨來自政府的減息壓力。</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>“這次會議將完全圍繞點陣圖”：</strong> 前堪薩斯城聯儲主席 Esther George 指出季度圖表，顯示政策制定委員會的每位成員預計未來幾年利率的走向。</li>
<li><strong>“現在是兩次降息，我想它將保持大致不變”：</strong> 威爾明頓信託首席經濟學家 Luke Tilley 預計今天不會有變化，因為 CME FedWatch 工具仍然預測下次降息將在九月。</li>
</ul>
</div><h2>3. Switch 2 Helps Nintendo Power Up</h2>
<div class="lb-trans"><h2>3. Switch 2 幫助任天堂提升實力</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 遊戲主機的需求幫助 <strong>任天堂</strong>(NTDOY) 的股價創下超過 21 美元的歷史新高，12 個月內上漲 61%。在發佈後的前四天內，銷售超過 350 萬台。</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> 東洋證券分析師 Hideki Yasuda 指出，遊戲行業受到關税的影響較小，這幫助了今年的股價。Switch 2 在當前暫停期間在美國發布。</li>
<li><strong>“如此重要，以至於現在值得審查”：</strong> 在更多遊戲新聞中，兩家玩具公司——Learning Resources 和 Hand2Mind——已請求最高法院裁定特朗普總統使用國際經濟緊急權力法案實施廣泛關税的合法性。</li>
</ul>
</div><h2>4. Stablecoin Surge Closer To Reality</h2>
<div class="lb-trans"><h2>4. 穩定幣的激增更接近現實</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>參議院昨天通過了 GENIUS 法案，為公司發行美元支持的穩定幣提供了框架——這些數字貨幣不會經歷典型的加密波動。該法案仍需眾議院和總統的批准。</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>“一年前我會認為這充其量只是一個狂熱的夢”：</strong> <strong>Coinbase</strong>(COIN -2.92%) 的首席法律官 Paul Grewal 指出事情發展得如此之快，貸款人和零售商據報道計劃在法案通過眾議院後發行自己的穩定幣。</li>
<li><strong>“我們正在與行業合作，單獨進行合作”：</strong> <strong>美國銀行</strong>(BAC -0.44%) 是考慮聯合行動的銀行之一，而 <strong>亞馬遜</strong>(AMZN -0.54%) 和 <strong>沃爾瑪</strong>(WMT -0.06%) 也在根據《華爾街日報》的報道考慮自己的計劃。</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> 推薦將在今天東部時間下午 1 點左右發佈。該服務並不專注於市場的單一領域，而是尋找在未來五年及更長時間內有潛力超越市場的公司。</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>如果很明顯，你的投資組合最集中於哪個行業？與朋友和家人討論，或者成為會員，聽聽你的同伴們在説什麼。</p>
</div>

Breakfast News: Meta Strikes Out vs OpenAI

- Meta 嘗試挖角 OpenAI 人才，提供高達 1 億美元的獎金。  
- 美聯儲預計今日不變利率，關注未來政策走向。  
- 美國參議院通過 GENIUS 法案，為穩定幣發行提供框架。  

早餐新聞：Meta 在與 OpenAI 的較量中失利