Prologis: Downgrades overweight allocation in emerging market stocks, shifts to increase holdings in Asian (excluding Japan) stocksAllies collectively counter the "forced labor" accusations! Why can't even the Supreme Court stop Trump's tariff war?AI Enters the Procurement-to-Payment Closed Loop: Visa and LIANLIAN Complete First Real B2B Agent Transaction in Greater ChinaIntel'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 Billion