Soochow Securities Co., Ltd.: Domestic cycle convergence combined with rising overseas costs, dividend returns become the core pricing anchor for the aluminum industryAI 硬件周期转折点：从"烧钱扩张"到"算账扩产"The Cost of "Saving the Yen": Will Japanese Stocks Repeat the Sharp Drop from Two Years Ago?SG Morning Brief | Oil Tumbles as US-Iran Pause Attacks, but China Chip Breakthrough Hammers SemisCICC: What to Buy During the Expected Stabilization Phase?AI Bond Issuance Wave Continues, but Market Becomes "More Selective"长鑫科技批量造富：12 名核心成员身家过亿，雷军旗下公司、蔚来战投浮盈均超 7 亿元，李斌现身答谢宴；碧桂园却卖飞，痛失 470 亿刚刚 Kimi K3 开源！2.8 万亿参数全面开放，海外开发者称其为 “本地版 Fable 5”Market Focus: Philadelphia Semiconductor Index Approaching Key Support LevelWill Data Centers Face Power Outages? The U.S. Grid Can't Keep UpSouth Korea's Seoul Composite Index Opens More Than 5% LowerFrom RMB 7.6 Billion to RMB 160 Billion! Alibaba "Wins Big" with CXMT InvestmentBlackRock's $12.55 billion Meta data center bonds attract capital against the trend, with a 7.5% "junk-like" high coupon breaking through the "cold wave" of AI bonds长鑫科技 (688825.SH) 上市引发竞争担忧 美股存储芯片板块遭抛售 SK 海力士 (SKHY.US) 跌破发行价Zhitong Hong Kong Stock Early Knowledge | The "14th Five-Year Plan" for Disease Prevention and Control Issued, SK Hynix Falls Below US Stock IPO Issuance Price早餐 | 美股存储股大幅领跌：闪迪领衔重挫 11%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 Spot“一天一价，合同价只保一周， 20 万元涨到 80 万元还买不到！”Has 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 scientist申万宏源推翻通胀 “单峰回落” 共识：石化链出清制造价格粘性，AI 暗中贡献 PPI 近 2.3 个百分点NVIDIA 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 Strengthens