Is the Gold Bull Market Back? UBS: Gold Prices Expected to Return to $5,000 in the First Half of Next YearGuojin Macro: The Fed's New World Without Forward GuidancePBOC Increases Gold Holdings for the 21st Consecutive MonthAutonomous Driving Companies Accelerate Entry into Unmanned Freight Transport$38 Billion! SK Hynix to Build Two New Memory Chip Plants, with Capacity to Expand Gradually Based on Customer DemandAlibaba launches the country's first AI voice productivity platform, CosyVoice StudioSK Hynix's US NAND Subsidiary Solidigm Plans IPO; 4,484% Debt Ratio Poses Major ChallengeThe "72-Hour Crisis" of Meta's India BusinessMorgan Stanley's Shawn Kim Turns Bullish: Memory Market Correction "Nearing End," SK Hynix EPS Raised by 13%Gemini Collapses, Meta Overtakes to Become the "Third AI Giant"? Will Google Be This Year's Meta?Markets Await Non-Farm Payrolls Data; Korean Stocks Drop Over 1%; Stalemate in Middle East Pushes Oil Prices Higher; Bond Market Under PressureMeta was ordered to pay $942 million to address the harm caused by social media to childrenElon Musk expects that the Terafab AI computing power consumed by SpaceX will be three times that of TeslaChina's July Exports Rose 23.9% Year-on-Year; Semiconductor Exports Nearly Doubled in Value, While Imports Increased 27.5%近一年收益 95.17%，嘉实基金王贵重：看好下半年 AI 行情！光通信、存储是最好的投资机会，存储供小于求至少持续到 2027 年UNITREE's Issuance Market Cap Reaches RMB 61 Billion; Over 30 Insurance Companies Enter Indirectly via Private EquityAAOI Q2 Revenue Surges 86.4% Year-Over-Year; Data Center Revenue Exceeds $100 Million; Demand Outstrips Capacity by 20%; Capital Expenditure to Increase in Second HalfBank of America Derivatives Team Warns: Severe Market Volatility Has Become the Norm, AI Bubble Risk Indicators Approach Dotcom Bubble ExtremesWill July Non-Farm Employment Data Divert the Fed's Attention?U.S. Bypasses ECB to Sell Euros in Support of Yen, Europeans Feel "Betrayed"Silver Surges 8.3% in a Week; Goldman Sachs Warns Systematic Short Position Covering May Have BegunNobel Laureate Steps Aside, Co-Founder Brin Returns—The Power Struggle Behind Google's AI Leadership Shake-upAfter financing supported by NVIDIA, Firmus is valued at over $10.5 billion, nearly doubling in four monthsABNB: Red-Hot World Cup Ignites Travel & HospitalityExceeding 30 Trillion Yuan! China's Goods Trade Imports and Exports Continue Growth Trend in First Seven Months of the YearCiti: Expects Tencent Holdings' domestic game revenue to regain double-digit growth in the second quarter, with commercial services revenue accelerating to over 20%A-share opening quick report | Shanghai Composite Index slightly lower at open, Shenzhen Component Index rises, communication components lead the gainsHundred billion dollar unlock does not crush Musk's followers! SpaceX stock price passes supply test, smart money uses options to hint at "bottom-fishing moment"Micron Management Sends Strong Signal: Memory's System Value Exceeds 50%, CPU-Side AI Agent Demand in 'Preseason Warm-up'Goldman Sachs Korea Trader on the 'Memory Long/Short Debate': Market Expectations for Fundamentals Are 'Excessively Pessimistic'MNST: Valuation in Overdrive — How Long Can the Honeymoon Last?A-share Pre-market News Dispatch (2026-08-07)Stocks to watch: UOB, OCBC, StarHub, SGX, Yangzijiang Shipbuilding, Venture, JustCoTesla Is Recruiting Memory Process Engineers for Terafab"Record-Breaking" US Earnings Season: S&P 500 EPS Surges 45%, but Half Comes from Investment Gains and One-Third from AI InfrastructureCITIC Securities: The export ban in the Democratic Republic of the Congo may drive up copper prices, and the copper sector is expected to welcome a resonance of valuation and performanceCybersecurity Industry Benefits from AI Demand Expansion; Cloudflare Raises Full-Year Earnings OutlookGold Poised for Breakout After ConsolidationA New Mexico judge orders Meta to pay $567 millionZhitong Hong Kong Stock Early Knowledge | The U.S. considers delaying tariffs on polysilicon-related products, and the Congo bans the export of copper concentrate and cobalt concentrateAirbnb Soars! Earnings Guidance Beats Expectations, Strong Travel Demand in Europe and the US | Earnings Watch早餐 FM-Radio | 2026 年 8 月 7 日早餐 | 中东风险重燃压低美股，三大股指本周首度齐收跌ABNB (Trans): FY guide raised on both top- and bottom-line; Q3 margin slightly downMNST (Trans): Net sales top $2.5bn; U.S. price hike in Q4AMD acquires AI inference chip startup Taalas to enhance its data center product matrixReminder: Key Focus for Intraday Trading (All times are in Beijing Time)Trump Announces Tariffs on Polysilicon and Derivative ProductsReport: NVIDIA Plans to Reduce Rubin Ultra Memory Configuration to Address High-End HBM Shortage