Intel's target price has been significantly raised by institutions, with JP Morgan increasing its target price from $45 to $85Hong Kong Stock Midday Review | Hang Seng Index fell 1.27% at midday, while the local banking sector in Hong Kong rose against the trendMicrosoft and Databricks extend strategic partnership to the 2030s, jointly promoting the large-scale implementation of enterprise AIUnderstanding the Market | Rising Interest Rate Expectations May Expand Hong Kong Banks' Net Interest Margins, DAHSING BANKING and BANK OF E ASIA Rise Nearly 7%Meta faces higher borrowing costs in the latest $12 billion data center financingINTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?BBA Brands Cut Prices Collectively Once AgainGeneral Motors Delivers a "Two-Sided Financial Report"Hyundai Motor Posts Record Q2 Revenue as Operating Profit Drops Over 20%ETF Movement | Southern 2X Short Tesla surged over 15% in early trading. Q2 revenue exceeded expectations but profits are under pressure. Free cash flow turned negative for the first time in two yearsUnderstanding the Market | Gold stocks fell across the board, oil prices surged, and U.S. Treasury yields rose to a year-to-date high. The market expects the Federal Reserve to raise interest rates as early as next weekFour Key Focus Areas of Alphabet's Earnings: Cloud Profit Margins, CapEx Growth Logic, TPU Accounting Treatment, and SpaceX Compute LeaseA-share pre-market news briefing (2026-07-24)SG Morning Brief | Mag 7 Loses $800B as Oil Hits $100 and AI Capex Fears Collide; Intel Surges After HoursUnseen Since 2007! The US Treasury Market Is Sounding the AlarmCPO 的理想，NPO 的现实：国产超节点为何率先押注 “近封装光学”？South Korea Tightens Leverage on Single-Stock Leveraged ETFs: Cash Threshold Raised to 30 Million South Korean Won, Effective Early on July 31英特尔电话会：产品需求前所未见，存储、逻辑芯片等短缺将持续存在，大幅上调今明两年资本开支Japanese and South Korean Markets Open Lower and Slide; Seoul Composite Index Drops 3%, SK Hynix Falls Over 4%Following Jensen Huang, AMD CEO Lisa Su expressed support for open-source AI modelsThe Worst Day of the "Tariff War"! US Tech Giants "Mag 7" Lose Nearly $800 Billion in Market Cap in a Single DayOne of the Most Profitable Investments in History! The Value of Alphabet's Stake in Anthropic Has Soared to $124 BillionIs Tesla’s Earnings Miss and Negative Free Cash Flow a Red Flag for Rivian and Lucid Investors?NVIDIA signs a $1.5 billion chip packaging agreement with AmkorZhitong Hong Kong Stock Early Knowledge | The United States imposes a 10%-12.5% tariff on dozens of countries effective today, Beijing issues a document encouraging the Token economyOil Prices Drive Expectations of Rate Hikes早餐 | 美股重挫：特斯拉领衔暴跌 14%！SAP 电话会：AI 投资压低利润指引，“按成果计费” 重塑定价逻辑，研发生产力飙升 30%AI Construction Wave Boosts Asia-Pacific Markets; Korean Stocks Rise ~4.5% Intraday as Oil Prices Surge and US Treasuries Face PressureINTC (Trans): 2026 CapEx raised to $20bn+Reminder: Key Intraday Focus Points (All times in Beijing Time)Microsoft accelerates the advancement of AI autonomy, self-developed image generation models will replace OpenAI-related technologiesChallenging NVIDIA! AMD releases next-generation AI chips and server products, claiming superior performance over competitorsThe massive investment in AI raises market concerns, with Alphabet and Tesla's combined market value evaporating by approximately $500 billionIntel Q2 Revenue Surges 25%, Significantly Beating Expectations; Stronger Guidance Drives Over 10% After-Hours Surge | Earnings InsightIntel CEO: Supply Shortages to Persist in the Foreseeable FutureSpot Gold Falls 1.96% to $4,049. US Imposes 10%-12.5% Tariffs on Many Countries, with Exemptions for Oil, Natural Gas, Phone Services, and FoodSAP SE Cloud Revenue Beats Expectations as End of Legacy Software Support Accelerates Customer Migration | Earnings InsightsOracle Stock Breaks Through 52-Week Low: OCI Growth Narrative Fades, Lingering Doubts Over AI Capex Returns Weigh HeavilyTop 20 U.S. stock trading volumes on July 24: Tesla's poor performance led to a 14.5% drop in stock priceIntel's Q2 revenue increased by 25% year-on-year, turning from a loss to a profit under GAAP, and non-GAAP performance exceeded expectations, with increased capital expendituresSAP Cloud Revenue Grows 24%, Beating Expectations; Cloud Backlog Rises 26% to Record High | Earnings InsightIntel's Q2 Revenue Hits $16.13 Billion, Beating $14.43 Billion Expectation. Q3 Revenue Forecast at $15.8–$16.8 Billion, Above Analyst Consensus of $15.06 BillionUS Initiates Rulemaking Process for New Door Safety Regulations, Targeting Tesla's Electric Door DesignFull AMD Adaptation Achieved Over a Weekend: Anthropic Uses Claude for Self-Bootstrapping Instead of NVIDIA Hardware, Breaking CUDA's "Labor Barrier"Market Prices in Two Rate Hikes This Year for ECB and BoE! German Bond Yields Hit 15-Year High, UK Bond Yields Approach 2018 Peak