Under the Impact of Deleveraging, Has the Core Logic of Computing Power Changed?AI "manufacturing" a flood of vulnerabilities overwhelms the review chain, Apple sets limits to cope with the surge of false reports, and the alarm for cybersecurity costs ringsChina's July RatingDog Manufacturing PMI at 50.9, Previous Value 51.7After the largest deleveraging wave in hedge fund history, Goldman Sachs trading desk records largest net buying since November 2020Morgan Stanley Upgrades Korean Stocks to "Overweight": Deleveraging Nears End, Valuations Highly Attractive"Internet-Famous Broker" Robinhood Sees Major Shift in Revenue Structure: Prediction Market Revenue Surpasses Stock TradingKey Events Next Week: US Non-Farm Payrolls and China CPI, SpaceX's First Earnings Report + Share Unlock, AMD and SanDisk EarningsWhy Amazon Says "2028 Demand Is Striking": From Labs AI to Enterprise AI Driving a Steeper and Longer Demand CurveCITIC Securities: In the second quarter, overseas equity funds contributed the main incremental growth, with mutual recognition funds increasing in stocks and decreasing in bondsUS-Japan Joint Intervention: A New "Plaza Accord," the Dawn of Bretton Woods 2.0, and the End of the Yen Carry Trade EraOptimism Grows Over US-Iran Talks, Oil Prices Plunge, US Stock Futures Rise, and Japanese and South Korean Markets Open LowerOn July 31st, Li Auto-W spent approximately USD 2.5714 million to repurchase 381,200 sharesZhitong Hong Kong Stock Early Knowledge | The State Council approves four nuclear power projects, and Wall Street is reportedly considering reducing the frequency of Federal Reserve policy meetingsReminder: Key Focus for Intraday Trading (All times in Beijing Time)Oracle and Nvidia Shares Have Plunged Over the Past 3 Months. Is It Time to Cut These Tech Stocks Loose?Is Apple Stock a Buy on the Dip as iPhone Sales Surge?Jensen Huang Predicted Nvidia Would Collect $1 Trillion in Chip Sales Through 2027. Is Nvidia Still on Pace?Can AI Break Even? The Market Provides an Answer Through This Week's Tech Giant Stock PerformanceLi Auto-W delivered 30,468 new cars in JulyMark Zuckerberg Says He's Betting Big on AI Compute Even as Meta's Free Cash Flow Craters. Here's What Investors Should Watch.What is Walsh Thinking? Will Rates Rise in September? Markets to Grapple with Uncertainty Ahead of August Fed Jackson Hole SymposiumHow Will Warsh and the Fed's Five Working Groups Impact US Capital Markets?South Korea Memory Survey: Samsung's Long-Term Agreements "Cap Declines, Not Gains"; Spot Prices Continue to Rebound Ahead of Q4 Peak SeasonA "Leading Indicator" for Chip Stocks: G10 Liquidity Turns NegativeHottest Memory ETF Sells 3 Million Shares of Samsung This Week, Swaps for 65 Million Shares of CXMTThe Overlooked Market Event: US, Japan, and South Korea Jointly Intervene as US Treasury Takes "Rare" Action! Is Bessent Quietly "Bailing Out" the Market?How to View the Major AI Correction: Morgan Stanley's 120-Page In-Depth AnalysisBig Four Banks Bring Back 5-Year Large-Denomination Certificates of Deposit, with Top Rate at 1.6%Citadel Buys the Dip in 'AI Stock God': Is This Good for the Market?How Long Can Tech Giants Keep Burning Cash?Apple Gets Kicked Out of the $5 Trillion Club After Reporting Earnings. Are Fears Over Surging Memory Costs Overblown?SpaceX Is Down 19% From Its IPO Price. Tesla's History Suggests This May Happen NextApple Just Did Something It Hasn't Done in Over a Year, and the Stock Can Keep Climbing Higher From HereQatari LNG Carrier Attacked, Loses Control in Strait of Hormuz as Middle East Tensions SurgeSingle-day net inflow of 7.2 trillion South Korean won: Foreign investors set record on Friday! Wall Street: Headwinds in Korean equity capital flows have dissipatedOpenAI Confirms Existence of Next-Generation Model Astra, Solves Ten Unsolved Math Problems with $2,000 in Compute Costs, Demonstrates to Regulators under Positive Economics FrameworkGoldman Sachs: July Shattered Crowded Trades; US Bull Market Intact but Harder to NavigateFrom South Korea to the United States: Blue-Collar Jobs Are Gaining Popularity Thanks to AIDemand Falls Again—Commentary on July Manufacturing PMI DataTesla's $99-a-Month FSD Plan Is on Pace to Generate $1.8 Billion a Year. Is This New Profit Lever a Signal to Buy the Elon Musk-Led Stock?The First New Energy Automaker with Monthly Sales Exceeding 100,000 Units Has EmergedSouth Korea's July Export Growth Slows but Beats Expectations; Chip Exports Surpass $40 Billion, Supporting Trade SurplusJeff Bezos Stepped Down as Amazon CEO 5 Years Ago, and the Stock Has Lagged the S&P 500 Since. Could Amazon's 15.3% Gain on July 31 Mark a Turning Point?$50 Billion Investment Completed: Amazon Holds 5% Stake in OpenAI, Having Previously Invested in AnthropicUS Stocks' Earnings Growth 'Beats Expectations' This Season; Tech Giants See Dual Rise in 'Capex and AI Returns'CXMT Achieves Key Breakthrough in LPDDR6"Black July" Ends with "Two-Day Rally": Has the "AI Trade" Bottomed Out?Saving AI Trades? Citadel Takes Over 'AI Stock Guru' Positions; Investment Bank Strategists: 'Finally Understand the Cause of the Plunge, Now We Can Look Forward'The AI infrastructure competition continues to heat up, with total future investment commitments from Google, Meta, Microsoft, and Amazon approaching $2.4 trillion