UBS: After a Historic Sell-Off, It Is Time to Gradually Open Positions in "Momentum Stocks"Stock Price Halved, Yet Analysts Still See 130% Upside—Why Are Kioxia Bulls Unshaken?Risks in Storage: Can "Evergreen Contracts" Really Be "Enforced Long-Term"?Zhitong Hong Kong Stock Early Knowledge | In June, excavator domestic and foreign sales exceeded expectations, price wars eased, and four major insurance institutions voiced support for A-shares on the same dayBreakfast | July 21, 2026South Korean stocks sharply narrowed losses after plunging over 4%; US-Iran conflict pushes oil above $91, spot gold falls早餐 | 中东冲突升级担忧压垮美股，芯片股和中概股逆市反弹Three-Step Deployment, 30 Minutes to Run an Agent: NVIDIA Brings AI Agents to Desktop WorkstationsReminder: Key Focus for the Day (All Times in Beijing Time)U.S. Stock Market: Apple and Tesla's decline drag down the market, while chip stocks rebound ahead of earnings reports40% More Expensive Than Rubin Yet Securing Microsoft's Full-Stack Order? AMD Redefines AI Chip Competition with "Pricing Power" Ahead of Product WeekReport: Google Developing New Chip with Gemini Architecture Directly Etched into Silicon, Boosting Efficiency by Up to 10xStrategic Petroleum Reserve Refreshes 43-Year Low, Continuing to Drop by 5.1 Million Barrels Last WeekCitigroup Upgrades Asset Allocation Rating for Chinese EquitiesBlackRock leads $12 billion financing for Meta's new data center in TexasAI Trading Faces "Leverage Backlash": South Korea Becomes the World's First Stress TestGoldman Sachs Trading Desk: Momentum Trade Bottoming May Take Weeks; AI Capex Narrative ShakenIt's fake news! Musk denies that SpaceX ordered $52 billion worth of NVIDIA AI servers from FoxconnAI Cloud Providers Expand Upstream: GMI Cloud Doubles Down on Agent ProductionizationAMD officially launched the Sun God rack-mounted AI system to compete with NVIDIA, and Microsoft announced its entry into procurementHave Chinese Internet Giants Hit Bottom? Bernstein: AI Costs Overly Pessimistically Interpreted, Focus on TencentUS Market Open: Nasdaq up 0.85%, Philadelphia Semiconductor Index up 2.5%, memory chip stocks broadly rise, AMD up ~3%Partnering with Microsoft to expand AI chip collaboration! AMD responds with a riseOppenheimer has included NVIDIA in its "Best Momentum Stocks" listGold Correction Not Yet Over: Could $3,500 Become Key Support?The European market demand is strongly recovering, and Tesla's German factory is expanding production against the trend: annual production target increased by about 20%US Stock Market's "Shock Absorber" Vanishes: Will the AI Trade Correction Spread to the Broader Market After Options Expiry?Report: Google Plans to Develop New ChipsTSMC accelerates its $100 billion expansion plan in ArizonaGoldman Sachs: US Inflation Is Spreading from Localized to Broad-Based, but Far from Recreating the 2022 CrisisSemiconductor Index Falls into Bear Market as Goldman Sachs Quietly Pivots to Three Alternative Investment ThemesIs the Memory Stock Sell-Off a 'Fakeout'? Morgan Stanley: So-Called Negatives Are Old 'Known Factors,' Buy the Dip in the 'Golden Pit'!IREN secures a new AI cloud contract worth $2.8 billion: Microsoft, NVIDIA, and other giants join the customer matrix, raising the annual ARR target for the yearMiddle East Tensions: Are We Following the 2022 Stagflation Crash "Script"?CPU Returns to the AI Main Stage: Intel's Q2 Earnings Mark a Pivotal BattleChip Stocks Enter Bear Market: JPMorgan Calls for "Summer Buy-the-Dip" While Morgan Stanley Continues to Bet on Cloud GiantsBezos invests in CuspAI, a startup collaborating with NVIDIA to tackle new materials for chip manufacturingU.S. Stock Market Outlook | Futures for the three major indices rise together, chip and optical communication stocks gain in pre-market trading as Middle East conflict escalates during the tech giants' earnings seasonMag 7 Is a Thing of the Past! Citi: Bet on the "Growth Cluster," Covering Over Half of S&P 500 Market CapTrillion-Yuan Insurance Capital Massively Releases "Positive Signals": Ping An, CPIC, and NCI Announce Support for Capital Markets and Enhanced Shareholder Returns on the Same DayXIAOMI-W issued a total of 54.1967 million shares according to the share planAI Power Crunch: Is BE the Answer?Nasdaq Just 1% Away from CTA "Stampede Line": Citigroup Quant Model Warns Semiconductors Are Key TriggerFrom Task Execution to Value Tradeoffs: YUNJI Adds a 'Decision Layer' to RobotsAion Provides a Safety Net as High-Mileage Power Battery Issues Come to LightNational Team Leads Major Share Increases: Five Positive Signals Emerge, What Do They Indicate?Meta Platforms Looks Set to Abandon a $174 Billion Investment to Fuel Its AI AmbitionsPrivacy disputes intensify as Meta's smart glasses face a public trust crisisParticipating in the joint construction plan of the terminal intelligent body ecosystem by the China Academy of Information and Communications Technology, JD INDUSTRIALS promotes the implementation of AI in the industry through intelligent bodies