Morgan Stanley Q2 Net Revenue $21.35 Billion, Beating $19.58 Billion EstimateASML: AI Frenzy, Picks-and-Shovels On Fire?Joining Tencent ima: One-Stop Access to Real-Time Financial News and News SkillOn July 14th, Li Auto-W spent approximately USD 5.0397 million to repurchase 810,000 sharesMultiple Meta employees accuse the company of relying on artificial intelligence for layoffs, alleging discriminationXiaomi Open-Sources Embodied Generative Large Model U0 to Mass-Produce Data for RobotsOn July 15th, XIAOMI-W spent HKD 100.7 million to repurchase 3.9 million sharesAfter a Two-Year Wait, Apple AI for China Finally Receives Its "Pass"!Is Amazon undervalued? The "three horses" of cloud, self-developed chips, and robotics are opening up new growth spacesShanghai Adds Two New Registered Generative AI Services, Including Apple IntelligenceHong Kong stocks close (07.15) | Hang Seng Index rises 1.4%, pharmaceutical and consumer stocks rise throughout the day, JOINN surges over 23% after positive earnings forecastDBS Bank: The AI boom increases inflationary pressure, expecting the Federal Reserve will not cut interest rates this yearASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapChina Merchants Macro: AI Supply Chain Prices Make Significant Contribution; Export Resilience Again Exceeds ExpectationsAnother Semiconductor "Little Giant" Weizhao Semiconductor Targets HK IPOKeyBanc's Asia research reshapes chip stock ratings: The smartphone winter drags down the RF leader Skyworks Solutions, while Intel and NVIDIA continue to soarH1 2026 AI Applications Semi-Annual Report: Doubao Leads, Top 10 StableASML has included the prosperity of AI computing power in its 2028 expansion plan! Wall Street bets that AMD, holding both CPU and GPU, will dominate the AI inference eraGuosheng Macro: Signals from the Broad Decline in US June CPIHas Apple's AI dilemma been resolved? Negotiating with AI startup PrismML to slim down large models for integration into the iPhoneMedia Report: OpenAI's First AI Device is a "Smart Speaker" with Built-in Camera and PortabilityWant to Buy Tesla? 3 Reasons to Buy This Luxury Automaker's Stock Instead.Report: South Korean brokerages plan to tighten investment rules for single-stock leveraged ETFs; minimum margin requirement may increase fivefoldLG Energy Solution wins a battery supply contract worth billions of Korean won for Google's solar energy projectASML forecasts Q3 net sales of €11 billion to €12 billion, market expectation is €10.27 billionUnderstanding the Market | CHIFENG GOLD fell over 4% in the morning, with a projected 19% quarter-on-quarter decline in net profit for the second quarter to 27%Raising the Bar! Korean Brokerages Discuss Hiking Minimum Deposit Requirements for Chip Stock Leveraged ETFsUnderstanding the Market | MEITUAN rises over 6% again, with a cumulative increase of over 20% this month. Citigroup points out that LongCat-2.0 open source is beneficial for competitive moatsYOFC Hong Kong Shares Surge 22% at Open; Morgan Stanley Upgrades Rating to OverweightApproaching parity within 5 years, surpassing terrestrial data centers within 10! This investment bank built a cost model for space data centersIntel and AMD "sacrifice PCs for servers": old chips return to new computers, AI PCs are neglectedNational Bureau of Statistics: Economic operation in the first half of the year is within a reasonable range, with new momentum growing rapidlyUnderstanding the Market | Tencent rose over 4% in early trading. Tencent officially launched the Hunyuan Hy3 large model earlier this month, expected to rank among the top tierUS Stock Premium Soars! SK Hynix's "US-Korea" Arbitrage Trade Unavailable Until July 29, Retail Investors ExcludedU.S. June CPI unexpectedly cools! The probability of the Federal Reserve raising interest rates in July is halved, and U.S. stocks may welcome a "timely rain."ETF Abnormal Movement | Korean stocks rise to circuit breaker, Southbound 2x Long SK Hynix rises over 15%, 2x Long Samsung Electronics rises over 8%Goldman Sachs Korea Top-Line Commentary: IBM's Plunge Validates Memory Shortage; Retail Investors Capitulate While Key Support Levels Hold; Institutions Believe Memory Capacity Expansion Will Be ModerateSG Morning Brief | CPI Plunges to 3.5%, SK Hynix Soars 27%, IBM Crashes 25%; Rate Hike Odds CollapseTwo Weeks After Predicting a "Meaningful Correction," Citadel's Chief Strategist Believes the Landscape Has Changed Completely and the Technical Adjustment Is "Basically Complete"Google's data center power puzzle accelerates completion! Collaborating with Cypress Creek Energy to build the largest solar project in the United States1.667 Billion Shares Allocated: Changxin Technology's Strategic Placement Lineup Is Star-StuddedUndeterred by Pullbacks, Barclays Believes: SK Hynix Can Double!Three-Day Losing Streak! SpaceX Teeters on the Brink of Break Issue Price as Stock Lifting LoomsIn just three days! SK Hynix ADR's premium over Korean domestic stocks has expanded to 51%, with top institutions collectively bullishBreakfast | July 15, 2026Zhitong Hong Kong Stock Early Knowledge | The CXO sector is expected to receive performance support, JOINN is expected to see a year-on-year increase of 884.9% in net profit attributable to the parent company in the first half of the year, reaching 1,377.4 million