Dialogue with Tencent Chief Scientist Zhang Zhengyou: AI Remains a "Brain in a Vat"; Tencent Tairos Aims to Solve Embodied AI Deployment ChallengesThe Chief Financial Officer of Taiwan Semiconductor stated that the company is accelerating the construction of its factory in Arizona to seize the development opportunity of artificial intelligence, a "super trend."Taiwan Semiconductor plans to distribute dividends in US dollars to foreign investors in 2027Zhitong Hong Kong Stock Early Knowledge | The China Securities Regulatory Commission holds a symposium today to promote stable and healthy market developmentGuosheng Securities: After the adjustment of technology stocks, there may be opportunities for reallocationTaiwan Semiconductor: Expects demand for artificial intelligence chips to be "strong and sustained for many years," while increasing investment efforts in ArizonaOn July 17th, Li Auto-W spent USD 7.0357 million to repurchase 1.1221 million sharesReminder: Key Intraday Events to Watch (All times in Beijing Time)Alphabet's Gemini 3.5 Pro Is Late and the Stock Is Slipping. Is the AI Leader Falling Behind?Value Anchors Supporting the A-Share Market Through Major Uncertainties Like the US-Israel-Iran Conflict Remain IntactElon Musk's Tesla Remains One of the Last Great Founder-Led Tech Giants. Is the Stock a Buy Before July 22?A Hidden Threat for Micron? Apple Is Eyeing a Fix for AI Memory DemandsTesla Heads Into Its July 22 Earnings Down 22%, and One Firm Sees a 67% Plunge From Here. Who's Right?AMD Just Passed Nvidia at the Top of a $45 Billion Semiconductor ETF. Micron Is Closing In.Warren Buffett Is Behind Berkshire Hathaway's Massive Alphabet Investment. Here's What He Likes About the Company.Alibaba Launches Personal Token Plan, Qwen3.8-Max Preview Debuts SimultaneouslyAlphabet vs. Apple: Which Warren Buffett Favorite Is the Better Stock to Buy Today?Microsoft Stock Is Down 27% From Its All-Time High. 2 Reasons It Could Double by 2030.Dialogue with Wu Yunsheng, Vice President of Tencent Cloud: Why Enterprise-Exclusive Agents Remain CrucialSummer May Be an Opportunity to Retreat: BofA's Hartnett Warns That a Broader Correction May Be Unavoidable If Mag7 Cuts CapexNVIDIA: From "One-Time Training" of Large Models to "Post-Training Improvement" for Agents, Computing Power Demand Is Evolving10x, 20x! YOFC Predicts Surge in Demand for Polarization-Maintaining FiberMeta is in talks with Anthropic for a $10 billion computing power collaboration, giving rise to a new model for monetizing AI infrastructureApple's market value briefly surpassed NVIDIA during trading, as market sentiment towards large capital expenditures in AI becomes more cautiousSemiAnalysis: Kimi K3's KDA Mechanism Boosts Attention Efficiency but Will Require More GPUs, HBM, DRAM, and Networking, Not Less!Buffett warns of market speculation risks as Berkshire heavily invests in Google's parent companyLeverage Regulations, Valuations, and the Latest Trends in Foreign Capital: Wall Street's Newest Take on Korean StocksData Center Costs Soar! Is Oracle Facing Another Setback?10% of Shares Lent Out in 10 Days! Shorts Pounce on SpaceXWAIC Agent Smartphone Surge Survey: What Cards Do Honor, StepFun, and ZTE Hold?AI Smartphones Move Beyond Feature Wars as Honor Begins to Reconstruct Its Operating SystemNIO's Chip Subsidiary Shenji Makes Independent Debut at WAIC, Targeting AI Markets Beyond AutomotiveInvesco: The inflation environment may be more persistent than the market expects, and investors should maintain a cautiously optimistic attitudeHas the interest rate hike cycle truly returned?New Stock News | It is rumored that the dark side of the moon is expected to be listed in Hong Kong within 6 months at the earliest. The latest Kimi K3 model shocks the global AI community阿里云 WAIC 论坛： “AI 爆发不靠一两颗芯片”、SaaS 将转向 “按结果付费”、模型不再是唯一核心Mark Zuckerberg's Meta Is Putting Its In-House Iris AI Chip Into Production in September as Part of a Plan to Double Its Computing Capacity to 14 GigawattsThe Japanese yen continues to weaken, and Apple has raised the price of the iPhone 17 in Japan by 10%Goldman Sachs on Kimi K3: Chinese Open-Source Models Reach Critical Point for Global Adoption in "Intelligence," Fierce Competition in High-End SegmentIs the AI Bull Market Over? Market Filled with DoubtsAntitrust winds shift dramatically: The Trump administration's Department of Justice plans to "settle instead of suing" and is engaged in secret settlement negotiations with AppleAlibaba Launches Meoo Team, Building an Enterprise-Grade AI Application Creation PlatformSpaceX Market Capitalization Has Evaporated by $1 Trillion"Old Guard" Strikes Back! Apple Briefly Surpasses NVIDIA to Become the World's Most Valuable CompanyPlunging 10% in a Single Week, Falling Sharply for Three Consecutive Weeks, and Retreating 20% from Highs! The "AI Bull Market Leader" Experiences "One of the Largest Momentum Sell-Offs in History"Selling Insider Information? Trump’s Truth Social Launches Paid API for Wall Street, Delivering Trump’s Tweets in “Milliseconds”It is reported that Meta plans to lease AI computing power to Anthropic, seeking commercial returns with a capital expenditure of $100 billionAs SpaceX Struggles with Break Issue Price, It Pitches Billions in AI Computing Power to the PentagonFirst Flight After $85 Billion IPO Delayed; SpaceX Stock Drops Over 6% in Two Days as Market Sentiment Turns Cautious