Guo Lei of GF Securities: Four Key Insights on H1 Macroeconomic DataFed Chair Waller Testifies: Suspects AI Will Push Up Prices Over the Next 12 MonthsOil Prices Return to $85 as Market Bets on ECB Rate Hikes IntensifyASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesGoogle requests the European Union's highest court to uphold the ruling that annulled the $1.7 billion fineApple plans to restructure its computing power supply chain through chip acquisitions to break the bottleneck in AI server chip developmentPPI joins hands with CPI to extinguish July rate hike expectations! The U.S. June PPI saw a month-on-month decline for the first time in nearly a year, while the Middle East conflict remains the biggest variable for inflationFederal Reserve's "Number Three": Interest Rates Are in a Favorable Position, with Reasons to Believe Inflation Has PeakedDoubao AI Phones to Launch Multiple Models This YearGoodbye to the Metaverse-style "blindly throwing money"! Renting out infrastructure, Meta monetizes with AI to rebuild Wall Street's trustCommodities Return to 2022"Monkey Concept" Suddenly Surges, GREAT-SUN Hits Limit Up! Is It Because of "Selling Bananas"? Company RespondsGlobal Headlines to Know Before Wednesday's US Stock Market OpenWilliams: Encouraging Reasons to Believe Inflation Has PeakedZhitong Hong Kong Stock Analysis | Changxin's listing valuation anchor established has a huge impact, a "laboratory monkey" stirs up CXOWall Street Turns Universally Bullish: ASML Capacity Surges, Putting the Memory "Peak Theory" to Rest!Hassett Meets Warsh This Week, Praises His Working Group AppointeesU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Federal Reserve's July Rate Hike Probability Halved, Apple Smart Devices to Integrate Alibaba and Baidu AIIntel adopts ASML's new generation equipment for mass production of laptop chipsMorgan Stanley's Q2 Net Revenue and Profit Hit Records, Stock Trading Revenue Surges Nearly 70% Year-on-Year | Earnings InsightsXPeng plans global expansion, aiming to achieve a monthly production capacity of over 1,000 robotsMorgan 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 project