On July 15th, LI AUTO-W spent USD 6.0772 million to repurchase 950,000 sharesThe New 60/40 in the AI Era: Not Stocks and Bonds, but AI vs. Non-AIReport: Japan Spends $2.4 Billion on NVIDIA Rubin Chips to Build Robotic AI SystemsJensen Huang visits Japan to thank Sega: Without the $5 million investment back then, there would be no NVIDIA todayThe AI infrastructure dividend continues to be realized! TSMC's Q2 net profit surged 77% to a new high, raising the full-year capital expenditure and revenue guidanceReport: Japan to Procure 27,500 NVIDIA Rubin Chips for Building Robotic AI SystemsETF volatility | EFUND GOLD MI ETF rises over 2% as US June PPI weakens more than expected, indicating rebound potential for goldLME nickel prices rise to a three-week high! The cooling of Federal Reserve interest rate hike expectations, combined with the fog of Indonesian quotas and AI infrastructure catalyzing nickel pricesSouth Korea's Financial Services Commission Announces Measures for Single-Stock Leveraged ETFsETF Volatility | STAR 50 ETF declines again as overseas markets decline and the deleveraging process impacts the technology sector; inflation risks have not been completely clearedApple CEO Tim Cook Just Announced Great News for Broadcom Stock InvestorsBenefiting from the surge in demand for high-end chips, Taiwan Semiconductor's net profit in the second quarter increased by over 77%, exceeding market expectationsTaiwan Semiconductor Q2 Net Profit Surges 77.4% Year-on-Year, Far Exceeding Expectations; Gross Margin Reaches 67.7% as Strong AI Chip Demand Persists | Earnings InsightTaiwan Semiconductor Forecasts Third Quarter Revenue of $44.6 Billion to $45.8 Billion, Above Market Expectations of $43.11 BillionTaiwan Semiconductor's profits exceed high expectations, further evidence of sustained AI demandAlleged collusion to raise memory interface chip prices! Montage Technology, Renesas, and Rambus' South Korean offices raided; shares plunge as companies respond swiftlyJPMorgan Chase: The Key Issue in the Current Oil Market Is Not Iran, but RussiaMPF Rating: The net inflow of the Mandatory Provident Fund in the second quarter was approximately HKD 12.05 billion, with HSBC and Sun Life Financial being the biggest winners in terms of fund flowTaiwan Semiconductor's Q2 Net Profit Reaches TWD 706.6 Billion, Beating Estimates of TWD 623.73 BillionNVIDIA partners with Japanese companies to accelerate the development of robotics and AI technologyA Single CPI Cooling Is Hardly the End of Rate Hikes; Waller’s Answer May Lie in Balance Sheet ReductionOppenheimer Withdraws IBM's $350 Price Target: Software Growth Only Half of Expectations, Stock Price to Remain Range-Bound in the Short TermHong Kong Stock Midday Review: The Hang Seng Index opened high and rose, closing up 1.93% as tech stocks strengthened collectivelyHong Kong Stock Midday Review | Hang Seng Index rises 1.93% at midday, Xiaomi Group-W up over 6%In-House Chips Fall Short, Apple Turns to Acquisitions to Break Through AI Server BottlenecksJapanese robotics manufacturer joins NVIDIA's physical artificial intelligence alliance, CosmosWhy Did Memory Stocks Plummet Again?Understanding the Market | Xiaomi Corporation-W rose over 5% MiMo edge model approved for filing releases embodied generative large model U0Understanding the Market | Gold stocks rose in early trading as June inflation data weakened interest rate hike expectations; institutions indicate that stock prices are more elastic than gold pricesThe "walled garden" of app stores collapses: Google Play Store will open for third-party downloads next week, marking the end of Epic's victoryDimon Warns: Releasing Mythos to the Public Is Like "Handing Ballistic Missiles to Individuals"The physical AI concept accelerates its implementation! NVIDIA and Toyota's ten-year collaboration upgrades: full-stack AI technology permeates Toyota's "Woven City"NVIDIA deepens cooperation with Toyota in the field of AI, expanding into smart cities and smart factoriesUnderstanding the Market | Baidu Group-SW rose over 4% in early trading, reportedly due to the company's collaboration with Apple to focus on developing an AI-based search featureUnderstanding the Market | Alibaba-W rises over 5% as Alibaba Qianwen will be integrated as AI capabilities into Apple SmartAnthropic Prepares for Investor Conference, Market Could See "Super IPO" as Early as OctoberThe AI boom ignites demand for lithography machines! ASML wants to take the opportunity to raise prices, but Taiwan Semiconductor says "no."SG Morning Brief | Apple Hits ATH on China AI Deal, PPI Confirms Disinflation; TSMC + Netflix TonightChina Galaxy Securities comments on the June US CPI data: Inflation trend enters a "weakening period," and there is no urgency for interest rate hikesHardware and services are taking turns to increase prices! Apple raises the monthly subscription price of AppleCare+ by 50 cents出口超预期：关注 AI 之外的三个链条U.S. regulators release investigation conclusion: Tesla fatal crash caused by driver human errorSpaceX Break issue price, short position paper profits near $4 billionA Summer for the 'Old Guard'? Apple Hits ATH as Storage Stocks Plunge早餐 | 科技巨头力撑三大美股指两连阳，标普逼近一个月高位Zhitong Hong Kong Stock Early Knowledge | Apple Smart has completed filing in China, and China Life and 3 other insurance companies appear on the strategic placement list of Changxin TechnologyTrump Reiterates Desire for Lower Interest Rates, Says Holding Steady Is Better Than Hiking; Expresses High Regard for WarshReminder: Key Intraday Focus (All times in Beijing Time)Break issue price! SpaceX stock falls below $135 IPO price for the first time as AI hype cools and Stock Lifting loomsSpot gold rises 0.2%, platinum surges about 2.9%, New York copper briefly breaks above $6.4