Sandisk Sets "Ultra-High" Long-Term Targets: Mid-to-High Double-Digit Revenue Growth and 80% Gross Margin for FY2028-30, Stock Surges Nearly 20%The Real "Oil Price Crisis": Widespread Shutdowns at Global Refining Hubs, Wall Street Warns of a "Perfect Storm" in Refined ProductsUS Defense Secretary Says "Indefinite" Naval Blockade Possible; Iran Warns of Conflict Escalation if Demands Unmet; Houthis Attack Saudi Refinery AgainCICC: "Monetary-Fiscal Coordination" Under the Walsh ReformCITIC Securities: US inflation continues to be moderate, concerns about interest rate hikes are temporarily alleviatedThe surge in AI computing power demand drives capital investment, AMD completes the largest dollar bond issuance in history, raising $4.75 billionBreakfast | August 14, 2026"Innovation Dividend" Reshapes Valuation Logic as Foreign Capital Accelerates Embrace of China's Hard TechReminder: Key Focus for Intraday Trading (All Times in Beijing Time)AMAT (Trans): Q4 guidance up 51%; GPM held in checkApplied Materials Plunges! AI Wave Boosts Equipment Demand, But Earnings Beat Fails to Satisfy Market Appetite | Earnings WatchAugust 14th External Market Headlines: The yield on the U.S. 30-year Treasury bond auction hits a 25-year high, oil prices decline, and inflation reports continue to be positive. AMD plans to issue bonds to raise $5 billionTop 20 U.S. stock trading volumes on August 14: Sandisk rose 13.67%, and the storage sector strengthened simultaneouslyWorkday Surges 30% as Software Stocks Rally; Report: Silver Lake Plans to Acquire WorkdayU.S. Treasury Yields Fall Broadly on PPI Data Release DayAffected by reports of Workday's acquisition, Workday's gains once widened to 30%. AI application software stocks surged collectively, with Cloudflare and MongoDB up over 6%, Palantir Tech and Salesforce up over 4%, AppLovin and ServiceNow up over 3%; the iShares Expanded Tech Software Sector ETF rose over 2%US Stock-Bond Correlation Hits 30-Year High, Reaching Levels Seen Before the Dotcom Bubble BurstGoogle Launches Gemini 3.7 Flash ModelGoogle Intensifies Gemini Flash Releases: Enhanced Coding Capabilities, Prices Halved, Flagship Model Launch Date Still UndecidedWinning Yield on U.S. 30-Year Treasury Bond Auction Hits Highest Level Since 2001Gemini 3.5 Pro Delayed, Talent Continues to Leave: Google’s New AI Chief Takes Over a "Mess"Slight Rebound! U.S. Initial Jobless Claims Rose to 209,000 Last Week, Labor Market Resilience PersistsAfter the Cooling of Food Delivery Subsidies, JD.com Bets on an AI-Driven Efficiency NarrativeAMD plans to issue investment-grade bonds to raise up to $5 billionExpanding the AI Race 'Arsenal'! AMD Reportedly Planning Largest Investment-Grade Bond Issuance, Raising Up to $5 BillionJD: No AI arms race, no buybacks — can a 'frugal' strategy still work?South Korean Stock Market Soars 22%, Yet Almost "No One Holds Positions"SanDisk Targets Mid-to-High Double-Digit Revenue Growth in Fiscal Years 2028 to 2030The resilience of the U.S. economy confuses the Federal Reserve! Consumption and AI investment remain strong. Richmond Fed President: The path to returning inflation to 2% still holds uncertaintySpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.JD (Trans): Profit inflection confirmed, Q3 revenue back to growthRevenue Grows as Merchant Count Declines: YOUZAN Pivots to Per-Customer ValueFrom PC Giant to Server Player: Lenovo's AI Transformation Enters Harvest PhaseDivergence Among Federal Reserve Officials Emerges: Barkin Supports Holding Steady, Hammack Insists on Rate HikeDeveloper Preview of DeepSeek Harness (v0.1) Open for TestingCoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?Global Headlines You Need to Know Before Thursday's US Stock Market OpenUS July Producer Price Index rose 4.7% year-on-year, vs. 4.9% expected and 5.5% previouslyChina Mobile (Trans): AIDC revenue surged >4x; telecom under pressureZhitong Hong Kong Stock Analysis | Technology experiences fluctuations, rising and falling; AI terminal devices perform outstandingly2.4T Parameters: Qwen 3.8 Model Open-Sourced, Signaling Convergence in Domestic Ultra-Large Model ArchitecturesPhiladelphia Semiconductor Index Poised to Return to 'Bull Market,' Analysts Pour Cold WaterLENOVO GROUP, with a Market Cap of HK$440 Billion: Where Are the Profits Coming From?SMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-OffU.S. Stock Outlook | Three Major Index Futures Rise Together, U.S. July PPI to be Announced Tonight, Lenovo's Performance Boosts HP and DellComputing Power Demand Continues to Expand: Hygon Information Technology's H1 Revenue Rises 66.52% Year-on-Year, Net Profit Increases 49.69% | Financial Report Insights