Ming-Chi Kuo clarifies rumors of Apple chip backlog: Apple produces according to materials, and large-scale backlog of work-in-progress at Taiwan Semiconductor is not commonTesla will recall over 20,000 vehicles in the United States due to overly bright low beamsAs the Pentagon replenishes its missile stock, the demand for battlefield intelligent chains is also surging! Lyntris is sprinting towards a U.S. stock IPO with modern warfare's "perception and kill chain."NVIDIA's $500 Billion "Circular Financing"? Morgan Stanley Counters: Investment Led by Third Parties, NVIDIA Provides Only "Residual Value Support" and Enjoys Long-Term Revenue SharingETF Abnormality | Southern 2X Long NVIDIA falls over 5%, NVIDIA's AI investment plan raises concerns about circular financing againUnderstanding the Market | JD INDUSTRIALS rose over 4%, will release mid-term results this Thursday, company scale and operational quality lead the industryAnthropic Announces Invisible Watermarks in Claude-Generated Content, Traceable Even After Copy-PastingPeople's Daily: Assessing China's Economy—Focus on Stability Alongside SpeedIs a Turning Point for the US Dollar Imminent? 2024 vs. 2026TSMC Holding Back $1 Billion in Apple Orders Due to Memory Shortage? Ming-Chi Kuo: Apple's Shipment Cut Does Not Indicate Product BacklogWorkBuddy Monthly Visits Exceed 20 Million: Can the AI Turnaround End TENCENT's Stock Price Slump?AI Leverage, US Treasury Yields, and the Strait of Hormuz: The Three Factors Dominating Global Markets This SummerHong Kong Stock Midday Review | Hang Seng Index fell 0.63% in the morning session, CRO concept continues to riseHong Kong Stock Midday Review: The Hang Seng Index opened high but closed down 0.63%, with the innovative drug sector continuing its strong performanceUnderstanding the Market | CRO concept stocks continue to rise, WuXi AppTec makes progress in legal matters, benefiting CXO companies in securing new orders overseasNiu Tech Q2 Sales Volume Up 24%; Profitability Pressure Persists Despite Scale RecoveryUK FCA Prepares Regulatory Framework for Gold Tokenization as London Strives to Maintain Global Gold Market LeadershipFed Whisperer: Wash’s Tough Talk No Match for Data; Two Inflation Reports May Determine Fate of September Rate HikeUnderstanding the Market | Gold stocks generally under pressure, rising oil prices intensify inflationary concerns, and the Federal Reserve's hawkish signals release a strong messageMeta Open-Sources Its Most Powerful AI Model; Zuckerberg Challenges OpenAI and AnthropicSensor Tower: Tencent's "Honor of Kings" regained the top spot in global mobile game revenue in JulyWho Takes the Baton After Joint Intervention: Timing of BOJ Rate Hike Becomes Market FocusTech Giants Compete to Acquire OpenRouter as AI "Routing Layer" Gains PopularityUBS Corporate Survey: AI Spending Remains Robust, "In-House" Software Becomes a Trend, Data Management Layer Is CrucialA-share Opening Express | Three Major Indices Open Lower Collectively, Defense and Military Industry, Building Materials Lead the DeclineIt is reported that Apple still plans to launch an all-glass version of the iPhone next yearHong Kong Stock Market Opening | Hang Seng Index opened up 0.24%, tech stocks diverged, Alibaba-W rose over 2%, gold stocks strengthenedWiping out half of the intervention gains! The yen is once again approaching 160, and Bessenet declares "at all costs" but cannot hide the limited ammunitionGold Breaks Through Key Resistance LevelThe "Source" of Massive Capital Expenditures: How High Is the "Hidden Leverage" of Tech Giants?Responding to "Questioning of $500 Billion Financing"! Jensen Huang: NVIDIA's "AI Factories" Are Becoming "Investment-Grade Assets," Demand Is Real, Absolutely Not "Circular Financing"Memory Chip 'Long-Short Battle': Insights from Goldman Sachs' Top TMT ExpertThe U.S. Court of Appeals rejected the appeal from Meta and other tech companies, allowing the social media addiction lawsuit to proceedThe Great Tech Stock ExodusMorgan Stanley Launches U.S. Innovation Infrastructure Initiative, Aiming to Mobilize $1.5 Trillion in CapitalIntel is reportedly planning to expand its stock issuance scale to raise $20 billionBreakfast | August 11, 2026Trump Claims U.S. Military Has "100% Control" Over the Strait of HormuzRKLB (Trans): >$1bn in new bookings, Neutron window narrowsMeta urgently halts trial failure! The youth social media addiction case goes to court this week, with potential claims reaching up to $1.4 trillionReminder: Key intraday events to watch (all times in Beijing time)Anthropic Cancels 50% Price Hike Plan! Permanently Locks in Low Price for Sonnet 5, Stabilizing AI Agent CostsHammack Releases Hawkish Signals: Inflation Will Not Subside on Its Own, Multiple Rate Hikes May Be NeededTrump Denies Frequent Calls with Warsh: Only One Conversation Since Warsh Took OfficeInternational gold prices rose 1.1% on Monday, while spot silver gained 3.2%Reopening of Strait of Hormuz Remains Uncertain; European Natural Gas Surges Over 10% IntradayCold Wallet Attack Sparks Self-Custody Concerns, Funds Shift to Institutional Products, Bitcoin ETF Weekly Inflows Hit 4-Month HighArcher Soars! Boeing Sells Flying Taxi and Drone Business for Approximately 20% Stake in Archer