Panic Signal! Goldman Sachs Trader: AI Credit Risk Has Begun to Spread to the Broader MarketEarnings Preview | Is Tesla bidding farewell to the "selling cars narrative"? Key validations for Robotaxi scaling and Optimus mass production are approachingCopilot seats are expected to exceed 30 million? Societe Generale is bullish on Microsoft Q4: Revenue and capital expenditure may see "double acceleration"Anthropic Reportedly Testing AMD GPUs as AI Giants Systematically Reduce Reliance on Single Compute SourceUBS: Raises CLP HOLDINGS target price to HKD 80, rating "Neutral"Battery Consumption Tax May Accelerate Industry Reshuffling: CATL Shows Greater Resilience, Limited Impact on Passenger Vehicles, Higher Sensitivity in Energy Storage ReturnsGoldman Sachs: June inflation has eliminated the possibility of a July rate hike by the Fed; Warsh needs to detail response mechanisms to avoid financial volatilityAI super cycle ignites capacity war: TSMC increases investment by $100 billion in Arizona, pouring $265 billion into the U.S. AI chip landscapeUnderstanding the Market | Tencent Holdings rose over 3% during trading, upgrading to release an embodied intelligence full-stack solution, Tencent Cloud ADP 4.0 overseas version officially launchedUnderstanding the Market | Chip Stocks Lead Gains, TSMC Achieves Record Profits for Five Consecutive Quarters, Significant Increase in Capital Expenditure Over the Next Three YearsUnderstanding the Market | Alibaba-W rises over 5% as Qwen 3.8 official version is about to be released and open-sourcedHang Seng Index opens 1.11% higher, Hang Seng TECH Index rises 2.2%Unchanged for the 14th Consecutive Month! July LPR Quotes Released: Over 5 Years at 3.5%, 1 Year at 3%Google and Apple are experiencing intense disagreements with the European Union over the development prospects of artificial intelligence assistantsMarket Steps In to "Hike Rates" as Waller Goes All Out to "Fight Inflation"SG Morning Brief | SOX Enters Bear Market, Nasdaq Posts Worst Week in MonthsKey Events Next Week: ECB Interest Rate Decision; Earnings from Alphabet, Tesla, IBM, Intel, and CATLPreview of Alibaba's New Flagship Model Qwen3.8: 2.4 Trillion Parameters, Challenging Fable 5 and Kimi 3The price increase trend for Apple in Japan has spread to the iPhone, with new models seeing a maximum price increase of 20,000 yen across the boardSK Chairman: AI Chip Demand to Surge 100% Next Year, Memory Prices to Rise FurtherFirmly Bullish on China's Capital Markets: Two Major Central SOEs, China Reform and CHINA CHENGTONG, Announce Continued Stake Increases; Previous Move Was in April Last YearDialogue 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?