South Korean Memory Prices Rise Again! Conventional DRAM and NAND Both Hit Multi-Year HighsWall Street giants: The most intense sell-off in US stocks may be over, but "bottom fishing" still carries risksExports Exceed 200,000 Units: CHERY AUTO Faces Pressure in Domestic MarketDragged Down by the Chinese Market, Toyota Reports First Half-Year Decline in Both Global Production and SalesEarnings Preview | The battle between the AI chip duopoly escalates! AMD (AMD.US) earnings report will test the strength of NVIDIA's "challenger"13 U.S. States Move to Repeal Data Center Tax Incentives, Potentially Adding $3 Billion to AI Compute Costs per GigawattHong Kong stocks closed (08.03) | Hang Seng Index rose 0.48% to above 26,000, Alibaba-W surged over 7%, and photovoltaic stocks performed stronglySamsung Foundry Capacity Utilization Rate Expected to Reach 100% This Year, Countdown to Profitability BeginsAlibaba officially launches Qwen 3.8-MAX; Xiaomi raises prices on several phone models | Daily News RecapGoogle's Off-Balance Sheet Guarantees Surge Sixfold in Nine Months to $43.8 Billion, Trading 'Financial Backstops' for TPU Chip OrdersGlobal memory shortage affects Apple's MacBook AirQ2 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从故事到估值：AI 是价值创造还是价值毁灭"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 HynixReminder: Key Focus for Intraday Trading (All Times in Beijing Time)Hong 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 ContinueGoldman Sachs Takes a Clear Stance: This Is the Largest Capital Demand Cycle in Human History, and the Fed Is Merely a SpectatorSTAR 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 support中金：AI 之外还有什么值得买Understanding 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 Trading谁可能成为下一个港股 “宁德溢价”Key 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 Curve