Policy Adjustments Amid July Economic DataAmazon AWS: The Path to $1 Trillion in RevenuePoint72 under Cohen adjusts its AI computing layout: reduces holdings in NVIDIA and Broadcom, establishes positions in Texas InstrumentsOn August 17th, Tencent Holdings Limited spent approximately HKD 301 million to repurchase 673,000 sharesBillionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI PioneerMillennium Management Q2 Holdings: Prefers Options Strategies, Establishes Positions in SpaceX, Intel, and AMD, Increases Holdings in NVIDIA and MicrosoftBank of America Securities: Reiterates "Buy" rating on JD Group-SW with a target price of HKD 149Bank of America Securities: Maintains "Buy" rating on Tencent Holdings with a target price of HKD 780End of 14 consecutive quarters of net selling! Berkshire's Q2 "spending spree": Google jumps to the third-largest holding, with heavy bets on Delta Air Lines and real estate stocksDaiwa: Downgrades Tencent's target price to HKD 660, expanding AI investment to drag down profitsAI Spending Spree Continues: Alphabet Issues Bonds in Australia for the First Time, Aiming to Raise AUD 5 BillionCHINA LILANG Reports Revenue Growth but Declining Profits in H1 as Channel Transformation Raises Operating CostsWhat Is the Actual Oil Flow Through the Strait of Hormuz? U.S. Department of Energy and Market Tracking Data Differ by Nearly Double70 Years of Artificial Intelligence: 14 Lessons from the Boom and Bust CycleHaitong International: Downgraded Tencent Holdings Limited's target price to HKD 480, performance roughly in line with expectationsBy 2025, the proportion of green electricity usage will soar to 48.5%. Tencent is building a new paradigm of green computing power in the AI eraRegarding the $1.4 trillion state infringement claims storm against MetaFed rate hike expectations cool, AI sentiment rebounds, Nasdaq futures rise, memory chip stocks surge, gold climbs back above $4,400Two Departments: By 2030, Domestic Oil and Gas Supply to Reach 440 Million Tonnes of Oil Equivalent, with 20,000 km of New Long-Distance PipelinesArm and AMD Are Eroding Intel's Market ShareMorgan Asset Management: Three factors favor the rise of AI stocks, and the industry outlook remains optimisticChina's Urban Fixed Asset Investment Falls 6.7% in January-July; Aviation, Aerospace and Equipment Manufacturing Grows 19.2%Understanding the Market | Gold Stocks Rise Collectively as Fed Rate Hike Expectations Ease and Central Bank Gold Purchases Continue; Deutsche Bank Sees Gold Price Rising to $5,100China's Total Retail Sales of Consumer Goods in July Rose 0.6% Year-on-Year, Down from 1% PreviouslyIs a Copper Shortage Inevitable? Jefferies: Major Miners Cut Q2 Output by 3.9%, Global Deficit Could Reach 442,000 Tonnes by 2026iPhone 17 Series May See Global Price Hikes Before Month-End, With Increases of Up to Nearly 1,000 Yuan Per UnitCan "rocket-level" engineering capabilities achieve a dimensionality reduction strike? Musk claims: SpaceX holds advantages in the AI field that Google and other companies cannot reachSeeking AI Winners! Top Global Institutions Increase Stakes in Hyperscalers While Shorting Compute Leasing CompaniesNVIDIA executives and Jensen Huang's daughter will visit LG Electronics' Robotics Center on TuesdayAlibaba's Qwen3.8-27B Becomes the Top-Trending Model on Hugging FaceUnderstanding the Market | Copper Stocks Lead the Gains as Inventory Continues to Decrease and Interest Rate Hike Expectations Cool, Copper Prices Approach Historical HighsTariff Expectations Drive Copper Flows to US as Prices Rise for Seventh Straight Week, Eyeing Record Highs; LME Spot Premium Hits Largest Since 20214 Million Barrels Daily! The Energy Lifeline Amidst War: Middle Eastern Oil Producers Stabilize Global Oil Prices via "Dark Fleet" OperationsThe "Battle of the Four Powers" in the Aggregation Strategy for Office Agents Officially BeginsRefuting the AI bubble with diversified financing! From century bonds to the debut of Australian dollar bonds, Google's parent company Alphabet supports its AI ambitions with global financingJensen Huang Doubled Nvidia's Own Sales Forecast to $1 Trillion Through 2027. Here's What That Guidance Means for the Stock's Valuation.Legendary investor Stanley Druckenmiller's Q2 major repositioning: Amazon holdings surged over tenfold, $120 million returned to Alphabet, and positions in Broadcom and Micron were completely liquidatedJPMorgan: GLM-5.3 Upgrade + DeepSeek Price Hike Reshape China's AI Landscape; Raises Price Targets for Z.AI and MiniMaxBTIG Warns: Rising Risk of Systemic U.S. Stock Correction from August to October; Now Is the Best Time to Reduce Market ExposureGlobal Sugar Prices Rise to Year-to-Date Highs: Probability of Strong El Niño Rises to 81%, India Bans Sugar Exports Until End of SeptemberTriple Whammy of Stubborn Inflation, Fiscal Expansion, and AI Boom Fades the Safe Haven Halo of Global BondSignals from Chipmakers' Q2 Earnings: Demand Stronger Than Three Months Ago, Price Hikes Begin to "Spread"Is the Critical Moment for Capital Arriving? AI Narrative Shifts from Technology to Financing as Tech Giants Face Cash Flow Crunch and Bond Market Sounds AlarmHong Kong stocks open | Hang Seng Index rises 0.74%, gold stocks and tech stocks strengthen, SenseTime-W rises over 7%Goldman Sachs: Fed Will Not Hike Rates in September; Market Pricing Remains HawkishUS Debt Nears $40 Trillion; BofA's Hartnett: Going Long Gold Is the Optimal StrategyKey Events Next Week: China's July Economic Data, Earnings from Alibaba, Xiaomi, TFC, GigaDevice, and YOFC, UNITREE IPO Imminent