JD.com Q2 Net Revenue RMB 346.4 Billion, vs. Estimate of RMB 342.1 Billion; Q2 Adjusted EBITDA RMB 7.9 Billion, vs. Estimate of RMB 7.7 BillionNorthbound Capital Trends | Northbound net purchases amounted to HKD 3.667 billion, Tencent's capital expenditure exceeded expectations, Northbound investors seized the opportunity to buy Tencent at over HKD 5.6 billionGiven Uncertainty Surrounding the Fed and Economic Data, JPMorgan Asset Management Favors Bonds Outside the USJD INDUSTRIALS: Continuously increasing investment in the small and micro enterprise market, achieving inclusive implementation of intelligent procurement services"Not taking action is betraying the market"! The only way for the yen to maintain the results of intervention is through interest rate hikesGoogle Parent Alphabet Just Revealed How Many SpaceX Shares It Owns... and the Figure Is a DoozyJP Morgan Q2 Holdings: Increasing Investment in AI Hardware Chain, Micron Technology (MU.US) and AMD (AMD.US) Become the Largest Buy TargetsJD INDUSTRIALS released its interim results, with a profit of 619 million yuan during the period, an increase of 37.2% year-on-year, continuously promoting the intelligent upgrade of the industrial supply chainMajor Pre-IPO Move! Anthropic Plans $6 Billion Acquisition of Chip Optimization Firm Decart AIBenefiting from AI Demand Spillover, SMIC Q2 Revenue Exceeds $3 Billion, Net Profit Surges Nearly 4-Fold; Q3 Revenue Expected to Rise 2% to 4% Quarter-on-Quarter | Financial Report InsightsHua Hong Grace Q2 Revenue Hits ATH, Net Profit Surges 386% YoY, Q3 Revenue Guidance Up to $780 Million | Financial NewsHua Hong Grace Q2 Net Profit $38.6 Million, Estimated $39.4 MillionSMIC: Q2 sales revenue amounted to $3.006 billion, compared to $2.209 billion in the same period last yearChina Mobile: Operating Revenue Reached RMB 538 Billion in the First Half of 2026, a Year-on-Year Decrease of 1.1%DeepSeek, Grok 4.6 unveil same-day moves; AAPL in talks to license news for Siri | Daily News RecapPTFE 进入 AI 高速 PCB 核心验证期：一块背板为何牵动新材料链？In the Era of Agentic AI, Will CPU-to-GPU Ratio Reach "1:1"?From Changxin to UNITREE: Brokerages Realize Sci-Tech Innovation Dividends Through Diversified LayoutsHedge fund giant Ackman builds a position in Netflix again, having lost 400 million dollars four years agoGoogle co-founder Sergey Brin personally oversees the battle: demands full effort to enhance Gemini, major leadership reshuffle at DeepMind"The Big Short" Investor Strikes Again: NVIDIA's AI Expansion Has "Echoes of Enron," with Risks "Orders of Magnitude Higher"Twitch allows users to opt out of AI training: Amazon's default "free-riding" on content sparks public outrage, with officials stating "no one will agree voluntarily"The yen is once again approaching 160, but the bears are hesitant to act? Goldman Sachs analyzes Japan's trillion-dollar "intervention ammunition"Capital Chases Gains After July Plunge, US Stock "Fear Index" Plummets, but Wall Street Turns CautiousIntel CEO Chen Liwu personally spent 12 million USD to purchase company stockETF Movement | Southern 2X Long NVIDIA rises over 5%, NVIDIA leads several private equity giants to establish a $500 billion computing power financing platformYen Surges Sharply in Short Term: Report Says Japanese PM Sanae Takaichi Supports Faster BOJ Rate HikesBehind the seismic personnel changes at Google: The business faction takes control of DeepMind, crushing the idealism of scientific research in the AI competitionLENOVO GROUP's HK shares surged in the afternoon, rising over 17% to hit an ATH, with market cap briefly exceeding HK$420 billion. Q1 revenue up 43%, adjusted net profit up 176% year-on-yearUnderstanding 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 Unclear