Nvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran OnFirst Direct Investment in Korean Stocks! Korean Media Reports Temasek Plans to "Buy the Dip" on Samsung and HynixPrediction Market Unicorn Kalshi Seeks $40 Billion Valuation as World Cup Bets Double RevenueUnderstanding the Market | Gold Stocks Rise Again, Highlighting Gold's Value as a Safe-Haven Asset and Long-Term AllocationA-shares midday | Shanghai Composite Index up 0.32%, ChiNext up 1.73%, CPO concept strengthensWhat if you can't afford chips? NVIDIA joins hands with Wall Street to turn AI computing power into financeable, securitized assetsStrong Growth, Moderate Rate Hikes, Controllable Oil Prices—Deutsche Bank Says Market Is Pricing a Non-Existent PerfectionBofA: 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 retire