On July 22nd, Li Auto-W spent USD 6.2085 million to repurchase 1.0149 million sharesThe EU's major digital legislation has been implemented, and Google has been fined $1 billion1.4% Profit Margin — Tesla Is Undergoing the Most Painful Identity Transition of Any Automaker听完马斯克讲话后，分析师将特斯拉与 SpaceX 合并概率上调至 90%STMicroelectronics Q3 Revenue Guidance Misses Market Expectations, European Shares Plummet 17% | Earnings InsightSK Hynix ADR Arbitrage Window Closes as Spread Previously Hit 51%AI Demand Becomes New Support; Analysts: Silver May Continue to Outperform GoldNvidia: A Once-in-a-Decade Opportunity for Growth InvestorsTencent Cloud officially launched the cloud-based intelligent agent CodeBuddy NPCHSBC Wealth Insights: Where Lies the Investment Potential in China's AI Sector? | HSBC Global Wealth PerspectivesSemiAnalysis 最新对谈：OpenAI 与 Anthropic 双雄争霸、谷歌掉队，编程吃下近半 TokenAlphabet and Tesla Both See Negative Cash Flow: What Does This Mean for AI Trades?Is the cooling of inflation just an illusion? The European Central Bank is expected to remain steady tonight, but there may be hidden hawkish undertones behind itTesla's automotive business weakens, free cash flow turns negative, Musk accelerates layout in AI and humanoid robotsSemiAnalysis: Kimi K3 Crushes NVIDIA's Strongest Open-Source Model as the U.S. Committee Model FailsGold "Rebels": After $4,140, Is It a Reversal or a Dead Cat Bounce?Understanding the Market | Meituan-W rises nearly 6% again, with embodied intelligence layout possibly entering a harvest period; AI narrative expected to drive valuation recoveryTraining Gemini 4 Is Too Costly! Barclays Estimates: Alphabet to Post Negative Free Cash Flow for Two Consecutive YearsReport: Intel, AMD Seek Long-Term CPU Supply Agreements with Chinese CustomersSouth Korea's KOSPI Index Touches 7,100 Points, Rising Approximately 4.5% IntradayPrediction: Meta Platforms Will Soar on July 29 When It Makes This AnnouncementReminder: Key Events to Watch During the Day (All Times in Beijing Time)AI 每赚 1 块钱，谷歌花出去 2 块Tesla's "Awkward Phase": Thinning Auto Profits, Costly AI NarrativeMLCC Enters the Era of Long-Term Agreements: Samsung Electro-Mechanics Signs $200 Million Deal with a Tech Giant, Securing 2027 SupplyGoogle executives interpret Q2 financial report: The most important task is to solidly advance Gemini 4AI Chips Bolster South Korea's Economy: Q2 GDP Growth of 3.7% Beats Expectations, but Domestic Demand Remains WeakFull text | Tesla Q2 earnings call transcript: Robotaxi safety is extremely highThe CPU Roadmap Battle in the Agent Era: NVIDIA Bets on "Faster Single Cores," AMD Bets on "Higher Concurrency"TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yrETF Abnormality | Southern 2x Long Tesla fell nearly 10% as Tesla's second-quarter profits unexpectedly plummeted, and it will increase investment in AI and other fields in the futureGOOGL (Trans): Betting on Gemini 4, capex set to jump again next yearThe CEO of Alphabet refutes claims that Google is losing ground in the AI raceTesla: Bleeding Margins, Piling Fresh AI Hype Onto Unmet GoalsGOOGL: AI Crash Imminent? The Savior Has ArrivedUnderstanding the Market | PCB Concept Stocks Lead in Gains as Google Continues to Raise Capital Expenditure Guidance, PCB Industry Chain Tightens OverallUnderstanding the Market | VGT Up 6% as NVIDIA's Vera Rubin Enters Full Production, Company Benefits from AI PCB Development WaveFed Policy Hard to Predict in the Warsh Era! As FOMC Approaches, Market Remains Uncertain About Next Week's Policy DirectionCitigroup: Tencent's stock price has fallen excessively, and its gaming business remains robustCiti: Tencent's Sharp Decline Driven by "Fear and Misinterpretation of Slowing Gaming Revenue"JPMorgan Chase's "Technical Analysis": Oil Prices Hit Key Resistance, Gold Bearish in the Medium Term, Copper Break Below Support to Reinforce Bearish OutlookElon Musk continues to spark speculation about a merger between Tesla and SpaceX, pointing out that the business overlap between the two companies is increasingly deepening谷歌电话会：警告现金流压力将持续，但” 需求仍超过投资增速”，Gemini 4 已启动训练特斯拉电话会：马斯克称正进行 “二战以来美国最快的工业规模扩张”，获美光存储芯片 “超级配额”SG Morning Brief | Alphabet and Tesla Both Disappoint After Hours; Oil Pulls Back to $91 from $95 SpikeGoogle Q2 Cloud Business Surges 82%, Beating Expectations; Cloud Backlog Hits $514 Billion as AI Investments Begin to Pay Off | Earnings ReviewTankers Attacked Near Saudi Waters, Oil Prices Surge as Houthi Rebels Announce "Maritime Embargo" on Saudi ArabiaTesla's Q2 net profit fell short of expectations, and gross margin further declined, with free cash flow turning negative. The stock price dropped over 4% in after-hours tradingElon Musk stated that Micron has allocated a large number of memory chips to Tesla, and the supply conditions are "very reasonable."