Understanding the Market | Gold stocks collectively fell back as the US July CPI met expectations but lacked clear direction, with spot gold briefly dropping below $4,400Earnings Beat, Record-Breaking Buybacks, Retail Investors Return—Citadel’s Top 10 Reasons to Be Bullish on US Stocks in AugustUnderstanding the Market | GBA AI COMP rose over 9% at its peak, with overnight US cloud vendors surging after earnings, and the company's total order scale exceeding 30 billion yuanHSBC Wealth Insights: What Does the Fed’s Reduced Forward Guidance Mean for US Interest Rates? | Global Wealth PerspectivesGoldman Sachs: Japan has the ability to conduct several rounds of yen intervention actions; clients are optimistic about the rising sentiment towards the yenJapan's PPI Remains Elevated, Raising Expectations for a BOJ Rate Hike in SeptemberWells Fargo: The wave of open-source models sweeps through the AI circle, Microsoft and ServiceNow will become the big winnersKalshi Seeks Funding at $40 Billion Valuation, with Sequoia and Wellington in Talks to LeadWall Street Interprets TENCENT's Earnings: Core Business Stabilizes, but AI Investment Cycle Lengthens, Profit Realization Still Takes TimeWeRide Sells "Virtual Drivers" OverseasGoldman Sachs: Japan's Foreign Exchange Reserves Exceed $1 Trillion, Providing Ample Ammunition for Further Yen InterventionAI Trading Rebounds, Korean Stocks Return to Technical Bull Market, Samsung Electronics and SK Hynix Both Rise Over 4%Google AI competition is in crisis, co-founder Sergey Brin takes action to reorganize the DeepMind teamThe U.S. Supreme Court issues a one-day temporary stay, providing a brief respite in the Apple App Store fee rate disputeJuly Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet AgainJD.com Global Purchase establishes a procurement entity in South Korea to continue deepening cross-border direct sourcing of quality consumer goodsUnderstanding the Market | Tencent Holdings opened over 3% lower after earnings, with increased AI investments driving up capital expenditures and negative free cash flow for the quarterWorkBuddy 存在感极强——腾讯 Q2 财报电话会的 10 点观察与思考Fed Whisperer: Inflation Data 'Lukewarm,' Fed Gets Temporary Respite but Path Remains UnclearIs Sanae Takaichi Poised to Replay the UK's 'Truss Moment'?DeepSeek Agent Exposed! An Affordable Agent for Everyone?The Key to Jensen Huang's $500 Billion Gamble: Can Chips Disrupt the Iron Law of Depreciation for Tech Products?Susquehanna maintains a strong buy on NVIDIA: GB300 shipments continue to increase, Vera Rubin release imminentMorgan Stanley: Downgrades Tencent's target price by over 15%, increased AI investment is expected to weigh on short-term profitsEarnings Ignite 'AI Cloud': CoreWeave and Nebius SurgeEarning $100 Million This Year! Better to Be an "Influencer" Than "The Big Short"CICC: U.S. Inflation Enters "Gear Shift Period""Panic"? Where is the "panic"?Market Expectations for Fed Rate Hikes Plunge Following US Non-Farm Payrolls and Inflation Data早餐 | 存储、AI 概念股飙升：SK 海力士领衔涨超 9%Breakfast | August 13, 2026Will the AI chip market landscape change? CoreWeave issues a warning: abandoning exclusive use of NVIDIA chips will come at a high costCerebras 电话会：“快速推理需求是无限的”，明年一季度上线 AWS BedrockUS July Budget Deficit Hits Record for the Period; Interest Expense Surpasses $1 Trillion This Fiscal YearTop 20 U.S. Stock Trading Volumes on August 13: Philadelphia Semiconductor Index Rises Over 2%, Storage Sector Generally UpAmid Midterm Elections, Trump Administration Considers Capital Gains Tax Cuts, with Wealthy as Primary BeneficiariesReminder: Key Intraday Focus Points (All Times in Beijing Time)On August 11th, Li Auto-W spent approximately USD 5.2617 million to repurchase about 835,900 sharesFed Expected to Maintain Pace of Reserve Management PurchasesU.S. 10-Year Treasury Auction Yield Hits Highest Level Since 2007 Financial CrisisOptical communications giant Coherent's earnings and guidance beat market expectations, but after-hours selling pressure sent shares down 5%. During regular trading hours before the report, Coherent's stock surged over 8%, rebounding sharply in recent weeksCisco Posts Record Q4 Revenue, $4 Billion in AI Infrastructure Orders; Current Guidance Beats Expectations | Earnings WatchAI Trading No Longer Moves in Unison: Optical Networking and Data Centers Lead, While Memory and Power Themes Lag"Nvidia Challenger" Cerebras Q2 Revenue Doubles but Losses Persist, Shares Plummet Over 12% in After-Hours TradingYen Approaches 160 Intervention Warning Line