Persistent Imbalance in Copper Supply and Demand: LME Inventories Plunge 32% in a Month, Mining Stocks Face New Upside OpportunitiesHow Much Revenue Does AI Need to Avoid Being a Bubble?Hedge Funds Buy US Stocks for Five Consecutive Days; Short Squeeze in Tech Sector Drives Second-Fastest Buying Spree of the YearAccording to reports, Google plans to stop producing the Pixel series products in China by 2027ECB Study: US Tech Stocks May Correct Even If AI Meets Expectations, Threatening the EurozoneGold "Short Squeeze" Enters Phase Two: Macro Signals and Technicals Resonate, $4,500 Becomes Key ResistanceThe Value Depression in China's AI Infrastructure: 85% of Global Compute Traffic, Only 10% of Market RevenueFrom Tech Narrative to Capital Narrative: The Next Main Battlefield in the AI Build-Out CycleNVIDIA Spectrum-X CPO switches have entered the mass production stage, with a shipment expectation of 100,000 units by 2027, bringing positive expectations for related concept stocks in the industry chainUS Hedge Fund Q2 Holdings Revealed: SpaceX Emerges as Top Consensus Long, Alphabet Sees Most Concentrated Buying Spree in History, NVIDIA Faces Reductions"It's Crazy"! South Korean Retail Investors "Shift from Seoul to Wall Street": Buying SK Hynix ADRs and Betting on 3x Leveraged ETFsGeely Auto (Trans): Net profit ~RMB 10bn; leadership change targets 920k exportsTurning Point in the AI War? Wall Street's Takeaway After Meeting Management: TENCENT Is Fighting Its 'Battle of Midway'Cursor Overnight "Took Down" GitHubMeta Faces 29 States in Court Tuesday. The Case Could Be Big Tech’s Big Tobacco Moment.Farewell to the Steering Wheel: Tesla Cybercab Targets August Public Debut in AustinNVIDIA's Nuclear-Level Strategy Just Revealed! Jensen Huang Announces Partnership with Altman to Secure Land and Power, Aggressively Targeting 16GW Computing Hegemony"War Becomes Easier for Trump When US Stocks Are at Historic Highs," Goldman Sachs Trading Desk Warns: Beware of Geopolitical RisksTesla is reportedly preparing to launch CyberCab to the public in August29 states join forces! Meta is accused of "inducing addiction," facing a maximum penalty risk of $1.4 trillion30-Year U.S. Treasury Yield Hits Highest Level Since 2007; August U.S. Investment-Grade Bond Issuance Sets Record for the PeriodBreakfast | August 18, 2026Reminder: Key Events to Watch During the Day (All Times in Beijing Time)AI 资本开支疑虑缓解，美光、闪迪等存储股迎来重估，带动芯片指数重返牛市UNITREE to List on STAR Market in Two Days!Top 20 U.S. Stock Trading Volumes on August 18: Micron Rises Over 4%, Musk Clearly Optimistic About Micron, Sandisk, and Other Storage GiantsAnthropic's Annualized Revenue Reportedly Exceeds $65 Billion in July, More Than Sevenfold Increase from Late Last YearCould Nvidia Be Worth $10 Trillion by 2030?NVIDIA (NVDA.US) once again "injects funds" into OpenAI, planning to provide up to $105 billion in support for the construction of large-scale AI data centersCXMT's Market Cap Returns to 4 Trillion Yuan, Equivalent to 2.5 Times Moutai: Is the AI Memory Bonus Just Beginning?NVIDIA Earnings Next Week: Likely Another 'Beat & Raise,' But Market May Not Be SatisfiedNVIDIA Invests $1.5 Billion in SB Energy to Secure 8GW of AI Compute Capacity, with OpenAI as Sole TenantMeta and BlackRock's $14 billion data center falls into an "insurance black hole": only 3.2% coverage, lenders may bear billions of dollars in riskHTHT: Resilient, Leader Shines!Meta's California lawsuit reaches a critical juncture, potentially facing "astronomical" legal consequencesAlibaba releases a new large model that can run on laptops, directly confronting Meta's AI offensiveReddit's Data Licensing Revenue Grew 24% to $43 Million, With OpenAI and Google as Its Two Biggest Buyers. Here's Why That Number Is So Tiny.Geely's overseas blitz: the next BYD?ECB: Correction in US AI Stocks Could Have Serious Consequences for the EurozoneAn Even Bigger Cash Cow Than DRAM — Is SanDisk Really That Lucrative?Global Headlines You Need to Know Before U.S. Market Open on MondayHTHT (Trans): $2.5bn capital return, unit-opening guidance unchangedGUOQUAN Lowers Store Opening Targets, Continues to Calculate Store Efficiency for Its 'Community Central Kitchen' ModelGeely Auto (Trans): Net profit near RMB 10bn; management reshuffle aims for 920k exportsZhitong Hong Kong Stock Analysis | Weakening Dollar and Geopolitical Tensions Boost Shipping, Overseas CSP's Next Round of Lobbying Stimulates Tech SurgeSamsung and SK Hynix Capital Expenditure Surges 35% in First Half! NVIDIA Not Among Samsung's Top Five Customers