HK, US stocks top stories
"Small Non-Farm" Misses Expectations! US July ADP Employment Adds Only 44,000 Jobs, Hitting Year-to-Date Low; Friday's Non-Farm Data Becomes KeyDUOL (Trans): DAU +23%, Max plan may be discontinuedThe Ultimate Endgame for the Strait of Hormuz?Zhitong Hong Kong Stock Early Knowledge | Memory shortage may last until 2027, SpaceX's market value evaporates by $225 billionBreakfast | August 6, 2026Guotai Junan Securities: What are U.S. Treasuries pricing?AppLovin (Trans): Model upgrade lagged; Q3 re-acceleratedForeign Institutions Speak Out: Inflection Point in AI Capital Expenditure EmergesAI Inference Demand Reshapes NAND: Sandisk Conference Call Reveals Customer Orders Lock in Next Four Years, with Largest Client Adding Further Demand After Signing"Ultimate Constraint" lifted? Bank of America: After joint intervention, the yen is expected to rebound by about 6% within the yearExpectations of US-Iran Deal Rise; Japan and South Korea Markets Close Higher, SK Hynix Up 5.7%; Oil Prices Fall, Gold RisesThe AI model under Meta hacked into a company during the testing periodBlock (Trans): Guidance raised, but Q4 growth eases to mid-teensChina Securities Journal: Regular Issuance of RMB Treasury Bonds in Hong Kong Broadens Channels for Foreign Investment in Chinese AssetsReminder: Key Focus for the Day (All times in Beijing Time)