Breakfast | July 28, 2026CITIC Securities: Risk assets maintain high cost-effectiveness, recommend overweighting A-shares, H-shares, and US stocksFed to raise rates this week? Citadel Securities: A rate hike by Warsh this week would bolster anti-inflation credibility and end the era of forward guidanceCME Launches Single-Stock Futures: Supports Near 24-Hour Trading of Popular US Stocks, Targeting Retail MarketStrong Demand for CME's 24/7 Gold Futures in First Weekend: Nearly 15,000 Contracts Traded as Retail Investors Actively Enter the MarketElon Musk's wealth roller coaster: SpaceX has halved from its peak, while Tesla simultaneously hits a new low for the yearRate Hike Probability Surges to 35%, Hedge Fund Sensitivity to US Stocks Hits Five-Year Peak; Bloomberg Warns of VaR-Driven Cascading Liquidation RiskJuly 28th Foreign Market Headlines: Trump claims he will hit Iran hard if negotiations break down; Apple regains the title of the world's most valuable company; Concerns arise again over NVIDIA's revolving financingChina's DRAM Giant Shakes Up Global Landscape: CXMT Soars in Debut, US Memory Chip Stocks Skid, Sandisk Nearly Halved in a MonthSpaceX Approaches $100: Where Does the Market Expectation Gap Lie?NVIDIA Plunges 5%! Massive AI Circular Trading Sparks Credit Risk Concerns; Apple Reclaims Top Global Market Cap SpotHas BYD's Worst Moment Passed?Altman Lobbies in Washington: To Showcase OpenAI Model Capabilities and Address Controversies Over Open Models and SafetyTop 20 trading volumes in US stocks on July 28: Chip stocks generally declined, SK Hynix fell below issue priceNVIDIA promises to invest $5 billion in a company co-founded by OpenAI's former chief scientistNVIDIA CEO Jensen Huang visits Capitol Hill to discuss AI-related issuesCrude Oil's "War Premium" Evaporates Rapidly! WTI Drops Over 8% and Brent Falls 9.5% IntradayAmazon Leo plans to deploy 5,105 satellites to enter the mobile direct communication marketWedbush is optimistic about AMD's data center growth and raises the target priceNVIDIA leads the establishment of an Open Security AI Alliance to address the Hugging Face intrusion incidentTesla wins the UK 5G patent case, expected to promote the launch of connected carsFormer OpenAI Chief Scientist Receives "Heavyweight" Investment from NVIDIA; Safe Superintelligence Achieves Leap in Computing PowerNVIDIA plans to provide $250 billion in guarantees for OpenAI, leveraging $500 billion in computing infrastructureIs Intel Stock a Buy After Its Latest Earnings Report?The digital asset reserve company model has cooled down, with multiple enterprises turning to AI for self-rescue, but investors remain skepticalLouis Vuitton Parent Company's Fashion and Leather Goods Organic Sales Growth 1% in Q2, Analysts Expected 1.52% GrowthThe scale of AI investment continues to expand, raising concerns as NVIDIA's credit default swaps hit the largest single-day increase in historyGOOGL on Trial: market swings or an investment binge to blame?US-Iran Tensions Ease, Global Markets Rebound, Japanese and South Korean Stocks Rise Slightly, Oil Prices Plunge, Bond Market StrengthensProminent Silicon Valley VC Warns: Banning Open-Source AI Could Trigger a Market Crash in US Stocks Due to Cost PressuresNVIDIA bets on OpenAI co-founder’s new AI lab to expand its computing power layoutOn the eve of the earnings report, Apple options exhibit unusual market behaviorUS Core Capital Goods Orders Grow Beyond Expectations, AI Spending Boom Supports First-Half InvestmentU.S. June Durable Goods Orders MoM Initial Value 0.3%, Consensus Estimates 1.8%, Previous -4.5%Is Wage Slowdown Just a Statistical Illusion? NAIRU Constraint Remains, Fed's High Rates Far From OverThe aftermath of the OpenAI cyber attack continues, as NVIDIA, SpaceX, and Microsoft jointly launch an AI security initiativeAfter a Stagnant July, Surging 20% to Approach New Highs: Options Market Reveals "Bullish" Signals Ahead of Apple's EarningsU.S. Stock Market Outlook | Futures for the three major indices rise together, with earnings reports from the four major tech giants and the Federal Reserve's interest rate decision making headlines this week. The easing of tensions between the U.S. and Iran significantly impacts oil pricesCybertruck is criticized as the biggest blunder in automotive history, and Tesla's stock price plummetsAI Transformation of So-Young Clinics: First, Turn the Physical World into DataKey Performance PeriodAfter SK Hynix and Samsung Secure $700 Billion in Deals, Bernstein Exclaims: Memory Pullback Is a Buying OpportunityAI Infrastructure Arms Race Accelerates: NVIDIA Unveils Spectrum-6, Computing Power Competition Enters the Gigawatt EraBeyond the Election, What Is the Core Variable Currently Suppressing U.S. Stocks?MOFCOM Spokesperson's Response to Questions on the Final Measures of the U.S. Section 301 Investigation into "Forced Labor"Strong performance fails to mask market concerns as Netflix initiates large-scale buyback to cope with industry competitionGoogle cleverly uses Wall Street financing methods to expand chip salesEarnings Preview | Quarterly cash burn exceeds 40 billion! The market closely watches Microsoft's free cash flow, with Azure cloud growth as the only "lifeline"