Google AI starts to deliver profits"The Trump Trade" boosts Bitcoin, with one indicator unexpectedly turning negative!NVIDIA AI Foundry: Creating custom Llama 3.1 generative AI models for global enterprisesSamsung joins the HBM 3e battle, victory or defeat lies in HBM 4Strong demand for semiconductor equipment under the AI boom! ALD leader ASM's order size surged by 56%Market News: The first day net inflow of $107 million into the US Ethereum spot ETF午评：港股恒指跌 0.62% 恒生科指跌 0.86% 汽车股跌幅靠前Expectations for a Fed rate cut are at an all-time high! Record demand for the sale of 2-year US Treasury bondsCITIC Securities: Rate cut meets expectations, a new round of deposit rate cuts can be expectedApple is rumored to be researching and producing foldable phones, which may be released as early as 2026Nigeria decides to fine Facebook's parent company $220 million英伟达再推 “中国特供” 芯片，能否挽回中国市场？汽车板块受压 长城汽车跌 6.59% 特斯拉二季度财报不及预期1. Tesla's total revenue in the second quarter of this year was $25.5 billion, and its Bitcoin holdings remained unchanged for eight consecutive quarters. 2. "Rich Dad Poor Dad"Bank of Canada expected to cut interest rates again! But still facing dual risksTexas Instruments' performance outlook meets expectations as chip giant welcomes a strong start to the earnings season理解市场 | 小鹏汽车-W 跌超 5% 领跌汽车股 特斯拉 Q2 利润不及预期 自动驾驶发布再延期Tesla abruptly halts investment in Mexico ahead of the election, Robotaxi launch delayed, stock price pullback may present a good opportunity for layout?马斯克坚信 Robotaxi 与 “擎天柱” 将创巨额利润 但 “画饼” 难提振特斯拉股价Tesla: "AI Hype" sounds good, but reality is too harshEthereum spot ETF in high demand, debut trading volume exceeds $500 million搭载 AMD EPYC 霄龙 4004 系列处理器，华硕推出多款服务器与工作站产品消息称苹果已开始研发小折叠屏 iPhone，预计 2026 年推出The most critical issue regarding Tesla's Robotaxi, Musk avoided itFour key points of Google's conference call: AI "underinvestment" risk far outweighs "overinvestment" riskMeta launches new AI model Llama 3.1, Zuckerberg says "It's unrealistic to think the US will always be years ahead of China in AI"Elon Musk officially announced that Tesla's FSD will enter China by the end of the year!?Breakfast | Tech giants plummet after earnings: Tesla plunges 8% after hours, Google drops 2%!Overnight US Stocks | The three major US stock indexes fell together, with Tesla plunging 8% after hoursPowell to bring surprises next week? Strong demand for 2-year US Treasury bond sales, record overseas buying pressureTesla's Q2 profit drops by double digits, far below expectations, Robotaxi delayed, plunges more than 8% after hours | Financial Report InsightsSummary of Tesla's Second Quarter ReportReminder: Please pay special attention today (all times are in Beijing time)Google's Q2 revenue and profit growth exceeded expectations, with quarterly cloud revenue surpassing $10 billion for the first time, but advertising slowed down, leading to a post-market shake and decline | Financial Report InsightsThe three major US stock indexes fell in the final trading session, while small-cap stock indexes continued to rise by 1%. Tesla fell nearly 5% after hours, and US oil fell nearly 2%, marking a four-day declineUPS reported lower-than-expected earnings in the second quarter, lowered its full-year revenue guidance, and experienced a sharp drop of over 13% during trading hours | Financial Report InsightsUS Stocks "Seven Sisters" | Tesla fell more than 2% before the earnings report, while Alphabet rose about 0.1% before the earnings reportMarket firmly believes that the Federal Reserve will cut interest rates this year, leading to a surge in demand for two-year US Treasury bond sales and record overseas buyingHong Kong stocks see another spin-off listing in the US, WH Group plans to "send its child" to the US for an IPOLV and Dior are not selling well? LVMH's second-quarter sales slowed more than expected, dropping 14% in Asian markets such as China.丨 Financial Report InsightsAdobe releases new AI tool that can generate visual effects instantly, what used to take hours can now be done in one minuteThe U.S. stock market edged higher, with small-cap indices leading the way with a rise of over 1%. Tesla declined, while Chinese concept stocks index dropped by over 2%Spot Ethereum ETF officially begins trading! Is Grayscale selling again?Spotify: User Churn Rate Better Than Expected After Price Increase for Bundled Packages (2Q24 Earnings Call)Bank of America customers net sold over $7 billion in US stocks last week, the largest since November 2020Up to two rate cuts this year? Economists agree: the Federal Reserve will not cut rates too much!Lei Jun said that after being criticized by Dong Mingzhu, Xiaomi air conditioners became even more popularSpotify: The music giant provides the standard answerThe US IPO market is showing signs of recovery, with fundraising expected to reach a new high since September last year this week