BofA: Tonight's CPI "Downside Surprise" Has Greater Impact; A Lower-Than-Expected Core CPI Could Rule Out a September Rate HikeXiaomi Automobile: In July, Xiaomi SU7 sales reached 21,044 units马斯克最新讲话：五年后 AI 占 SpaceX 价值 99%，我们必须取得 AI 的胜利！Trend funds are betting heavily on stubborn inflation, with record bond short positions awaiting tonight's CPI "verdict"!From Luxury Goods to Cheap Symbols: The Diamond Market Is Accelerating Its CollapseWill AI Bring About an "Employment Doomsday" in the US? Bank of America: No Evidence Yet, but Pressure is Emerging Among Young People, the Information Sector, and the Financial IndustryNVIDIA Upgrades Open-Source Strategy: From "Supporter" to "Builder," Planning to Build World-Class Open-Source AI ModelsCentennial Historical Patterns Indicate a "Favorable Window" for U.S. Stocks; Analysts Bullish on the Next 18 MonthsA-share Opening Express | Three Major Indices Open Slightly Lower, Film Theaters and Semiconductors StrengthenHong Kong stock market opening | Hang Seng Index opened down 0.6%, gold stocks strengthened, Zai Lab rose over 8%Talent loss, model lagging, commercialization under pressure! Gemini users surpass 1 billion, but Google's "internal and external troubles" cannot be concealedAugust Surge Too Fast! Will Tonight's CPI Trigger Profit-Taking After Gold's Strong Rally?Jensen Huang's $500 Billion Financing Plan 'Tears Market Apart': Asset Management Giants Celebrate as Tech Stocks Fall for Two Consecutive DaysFrom SanDisk to CXMT, Long-Term Memory Supply Agreements Expand to Second- and Third-Tier ManufacturersAlibaba Cloud Accelerates Modular Data Center Delivery: Deployment in 100 Days, Costs Reduced by 10%CICC: Has global liquidity reached a turning point?Google "lands" in the Latin American digital economy! Adds three new submarine cable systems connecting Chile, Panama, and other countriesLumentum 电话会：CEO 称 “超大功率激光器需求正远超产能”，“NPO 机会完全是增量”早餐 | 谷歌跌近 4% 领跌道指 中概股重挫早餐 FM-Radio | 2026 年 8 月 12 日Super Micro Computer's Sales Nearly Doubled Last Quarter; Current Quarter and New Fiscal Year Guidance Significantly Beat Expectations | Earnings InsightsCoreWeave 电话会：新签合同利润率高出 5% 至 10%，全年业绩指引上调Ryanair signs a five-year cooperation agreement with Google Cloud to expand the application of artificial intelligence in aviation operationsCathay Hong Kong: Gold prices rebound, recommend related targets in the gold and jewelry sectorCoreWeave (Trans): Margins inflect; interest expense rising in tandemOvernight news on August 12: U.S. stocks closed lower, oil prices rose, the U.S. military attacked a merchant ship heading to an Iranian port, and NVIDIA launched its first open-source AI modelReminder: Key Events to Watch During the Day (All Times in Beijing Time)Analyst Conference Call: CoreWeave Projects Annual Sales of $12.4–$13.2 Billion and Capital Expenditures of $35–$39 BillionAugust 12th foreign market headlines: U.S. military fires on ships violating the blockade, Apple Pay head retires, Google Gemini monthly active users exceed 1 billion, Super Micro Computer's stock price surges after hoursAI 光通信需求强劲，Lumentum 上季营收翻倍，本季指引更超预期，债务重组致超 70 亿巨亏｜财报见闻CoreWeave Surges! Q2 Revenue and Earnings Beat Expectations | Earnings WatchCME to Launch GPU Computing Power Futures on October 5, Tracking H100 and B200 Rental CostsUS Senator Sanders Writes to OpenAI, Anthropic, and Meta: Pause AI Development or Congress Will InterveneLumentum Reports Q4 Net Revenue of $1.01 Billion, Beating Analyst Expectations of $990 Million vs. $480.7 Million a Year Ago. Stock Dipped 5% in After-Hours Trading Before RecoveringU.S. Treasury Secretary Janet Yellen: Welcomes Meta's release of Muse GlimmerThe Truth Revealed? US Media: US Defense Giants Worry That Ukrainian Production of "Patriot" Missiles Could Be Much CheaperOver $400 Billion at Stake! Trend-Following Funds Record Short Global Bonds; US CPI This Week Key to P&LBearish sentiment in US stocks continues to spread; historical data suggests it may fuel the next rally in the S&P 500EIA Raises Brent Crude and Refined Product Price Forecasts 2026 Average Brent Price Up 6.1%, Gasoline Up 5.9%, Diesel Up 8.5%Hawks Now Account for Half of the FOMC: Will Warsh Become a 'Lame Duck' Chair?Apple welcomes another executive change as Bailey, head of payment and wallet services, will retireGoogle claims that Gemini's monthly user count has exceeded 1 billionNVIDIA's credit risk indicators have declined, CEO clarifies $500 billion financing planPre-IPO Cash-Out: OpenAI Completes $7 Billion Employee Equity TransactionBYD's Flash Charging Enters the 100,000 Yuan MarketEscalating Shipping Risks in the Middle East: US Forces Fire on Merchant Vessel Attempting to Break Blockade; Red Sea Attack Leaves 3 DeadSE: Rally — Is E-com Finally Turning?