ASML plans to raise prices for some lithography machines, which may lead to conflicts with Taiwan SemiconductorFed Beige Book: From late May to June, economic activity showed slight to moderate growth in 11 of the 12 Federal Reserve Districts, while one district reported no change. This pace of growth was very close to the previous reporting period, when economic activity expanded in 10 districts, remained flat in one, and declined in one. Consumer spending rose slightly, dampened by higher prices (especially fuel prices) suppressing sales in other categoriesJensen Huang Refutes SemiAnalysis Claims of Product Delays, States NVIDIA Vera Rubin Will Be Delivered to Customers as ScheduledUK Gilt Yields Generally Rise by About 4 Basis Points; Report Says Mahmood Expected to Become UK ChancellorWarsh Says He Has "Repeatedly" Demonstrated His Independence to TrumpBank of Canada Holds Rates Steady for Sixth Consecutive Time: Economy Shows Signs of Improvement, Inflation Expected to Return to 2% Target Early Next Year$53 Billion, 28% Premium: Stripe Teams Up with Advent for "Reverse Takeover" of PayPal, the "Riskiest Bet" in Payment HistoryAnthropic Races Toward IPO, Potentially Listing as Early as October and Beating OpenAI to the Capital MarketsOpenAI officially responds to Apple's lawsuit: its accusations "lack evidence"AI Bull Market Fully Revived? UBS: Early Correction Was Just a "Summer Shakeout," Earnings Season Expected to Sustain the RallySandisk Plunges Over 12% to Lead Decline, SK Hynix Drops 8%: US Memory Sector Faces Broad Sell-Off at OpenA chart reveals why investors are concerned about the profit prospects of cloud giants like Microsoft and AmazonIBM's 'Shock' Just the Beginning? Bernstein: Major Shift in Industry Budgets as Capital Accelerates Exit from Traditional ITGuo 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 Robots“大多头” Tom Lee：AI 生产力最大短期赢家是金融服务业，上调标普 500 目标至 8000 点On July 15th, XIAOMI-W spent HKD 100.7 million to repurchase 3.9 million shares资深宏观投资人 Jordi Visser：AI 加速颠覆，未来一半的标普 500 公司或将无关紧要After 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 forecast