Q2 Earnings of US AI-Related Companies Beat Estimates by 71%, Setting Strongest Quarterly Record in DecadesMeta's profits fell in the second quarter, and Mark Zuckerberg reiterated the commitment to increase investment in artificial intelligence"One Geely" Strategy Lands on the Sales Front"InP Shortage Will Be More Severe Than Memory"! Lumentum and SemiAnalysis Warn: Optical Interconnects Become New AI BottleneckIs Tesla divesting its Chinese operations to merge with SpaceX? Musk refutes: Never discussed, purely "absurd fake news"Another Well-Known Overseas ETF Adds CXMTMark Zuckerberg Just Announced Great News for Meta's ShareholdersMorgan Stanley: Maintains "Overweight" rating on Xiaomi Corporation-W, expects average smartphone selling price to hit a record high in the second quarterHas the Worst of the AI Bull Market Passed? Wall Street: The Real Test Is Just BeginningKOSPI Plunges Over 5% Again; South Korean Regulators Plan to De-leverage: Single-Stock Leveraged ETF Multiples Could Be Cut Directly to 1xUS and Japan Join Forces to Support the Yen: Is Washington's True Motive to Prevent Japan from Selling US Treasuries?Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market CapAfter Four Weeks of Post-IPO Decline and Over 1.2 Billion Unlocked Shares Looming, Can SpaceX's First Quarterly Report Save Its Stock Price?In July, Tesla's new car registrations in Norway fell by 97% year-on-yearAlibaba Surges Over 6%: Does Qwen Open a New Gateway for Token Flow?Samsung Chip Engineers Flocking to SK HynixHong Kong Stock Market Midday Review | Hang Seng Index up 0.04% in the morning session, Alibaba rises over 6%Understanding the Market | Most Optical Communication Concepts Rise, NVIDIA's CPO Technology Officially Enters Mass Production Stage, Citigroup Indicates Multiple Catalysts for the Sector in the Near TermAlibaba released the Qianwen 3.8-MAX artificial intelligence model, which has 24 trillion parametersAccelerating Global Expansion! Wall Street Judges: Short Covering in Chinese New Energy Vehicles Will ContinueSTAR 50 Drops 4%, Chip Stocks Fall Again, Power Stocks Surge Against the Trend, Hang Seng TECH Index Rises 1%, Alibaba Surges Nearly 6%Bank of America Securities: Maintains "Buy" rating on Xiaomi Corporation-W, pricing of the Pengcheng series new cars provides supportUnderstanding the Market | Alibaba-W rose over 7% in early trading, reported to have reached a 20,000-unit NVIDIA chip agreement with the dark side of the monthUnder 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 Season