Today's Important News Review | Dolphin Investment ResearchAMD: MI350 to compete with Blackwell (24Q2 conference call minutes)Microsoft: How to control the pace of AI investmentMicrosoft: Great efforts but no miracles, is the AI dream stranded?AMD: Major manufacturers hoarding goods, AI guidance to move up againLuckin Coffee: Will adjust store opening speed according to competition (2Q24 conference call)Cotti "not dead", Luckin "already old"?Today's Important News Review | Dolphin Investment ResearchThe U.S. stock market and consumer economy are doing quite well. Will the Fed really cut rates in September and implement three consecutive cuts?Today's Important News Review | Dolphin Investment ResearchCATL 2Q24 Conference Call MinutesCaught in a pincer attack, CATL "falls into the trap"A major change for Taotian, can Alibaba have a glimmer of hope?Dong Yuhui left and brought down New Oriental, who is the real scapegoat in the end?Today's Important News Review | Dolphin Investment ResearchToday's Important News Review | Dolphin Investment Research