On July 28th, Li Auto-W spent USD 5.2521 million to repurchase 792,400 sharesSeagate Delivers a 'Shot in the Arm' Amid Storage Sector PlungeFed rate decision out overnight; Xiaomi Pengcheng SUV to debut tomorrow night｜Daily News Recap"Should Not Have Been Launched So Soon"! South Korean Finance Minister Apologizes for Leveraged ETFs; FSC Chairman Considers Restricting Access and Lowering Leverage RatiosNVIDIA Bets on In-House CPU to Accelerate Chip Design, Marking an AI Turning Point for the EDA Industry多空头激辩：AI 当前的核心争议，以及赢家和输家South Korean Government 'Will Not Bail Out Market for Now,' Says Stabilization Fund Unnecessary; Stock Plunge Not Solely Due to Leveraged ETFsETF Volatility | Hang Seng TECH ETF Rises Collectively as US Stock Market AI Hardware Bubble Eases, Triggering Global Fund Rebalancing; China's AI Sector Has Significant Allocation Potential"As Good As It Gets"! SK Hynix Profits Surge Sixfold, but Institutions Warn: This May Be the PeakEuropean Natural Resources Fund: September interest rate hike expectations resurface, with copper and uranium temporarily looking relatively optimisticReversal in Just One Month! Indonesian Stock Market Moves from "Five-Year Low" to "Technical Bull Market"AI Reshapes the Global Workforce Hierarchy: White-Collar Degrees Lose Value as Korean High Schoolers Land Massive Bonuses at SamsungThe "Most Uncertain" Decision in Years! Will Tonight's Fed Meeting Deliver a "Shock"?After the "Strongest Ever," SK Hynix Struggles to Beat ExpectationsRate Hike or Pause? Fed Whisperer: A Comprehensive Analysis of the Three Key Takeaways from Tonight's FOMC MeetingUnderstanding the Market | Xiaomi Corporation-W rises over 9%, the Pengcheng series new cars will debut tomorrow night, and multiple advancements have been made in the robotics fieldUnderstanding the Market | Li Auto-W rose over 10% as the company reportedly plans to launch two robotic products within the year, with AI technology potentially achieving migration and reuse股价仍跌超 10%！SK 海力士电话会：未见 AI 投资放缓迹象，HBM4 已提前量产，长协不会导致供应过剩Altman 复盘 OpenAI 最艰难一年：蒸馏不在我的十大担忧，AGI 近在咫尺，机器人 2-3 年将迎来 ChatGPT 时刻Morgan Stanley provides reassurance: The "aggressive" AI capital expenditures of Amazon (AMZN.US), Google (GOOGL.US), and Microsoft (MSFT.US) will ultimately translate into substantial returnsPlunge in AI Stocks Triggers Margin Call Wave; Goldman Sachs and JPMorgan Chase Demand Collateral from Hedge FundsUnderstanding the Market | Alibaba-W rises nearly 3% again, releasing Qwen 3.8, an important step in demonstrating the strength of model iteration; the company will benefit from the development of AI cloud businessTaobao Convenience Store Expansion: A "Counter-Intuitive" Breakthrough?SK hynix: Memory Rally Over; Are LTAs the Safe Harbor?BE: Delay Fears Aside, Set to Ride the AI Power Crunch?Pulais: It is expected that the Federal Reserve will maintain interest rates unchanged for the next 12 months, but the risk of rate hikes remains highSK hynix (Trans): LTAs include deposits; capacity adds won't cause immediate oversupplySK Hynix staged a "V-shaped reversal" after hours: Q2 operating profit surged 557% but still fell short of expectations. Signed a $500 billion deal with NVIDIA to accelerate HBM4 mass production and defend its AI dominance宁德时代的焦虑，和英伟达一模一样“AI 能源妖股” Bloom 单季营收首破十亿美元，大幅上调全年指引，CEO 电话会放话：芯片没电是库存希捷电话会：全年每季毛利率都会涨，近线产能锁至 2028、客户还在抢 2029，存储需求 “不是单季爆发”SG Morning Brief | Apple Briefly Touches $5T as Chip Rout Deepens; Dow Rallies 1%SK Hynix Conference Call: No Signs of Slowing AI Investment at PresentCITIC Securities: Hyperscaler CDS surges + Korean stocks suspended again, Hong Kong stocks continue to attract Asia-Pacific rotation fundsA Major Push! From Silicon Valley to Washington, Jensen Huang Launches the 'Battle for Open-Source Models'Strong Earthquake Hits Kumamoto, Japan! How Will It Impact the Semiconductor Supply Chain?Seoul Composite Index Percentage Gain Expands to 3%早餐 | 芯片、存储板块继续重挫：闪迪跌超 14%，美光一度暴跌 12%Breakfast | July 29, 2026Taiwan Semiconductor and Tencent have made their debut in the Fortune Global 100, as Asian companies ride the wave of AI to make significant stridesConcerns Over AI Cash Burn Reignite: Korean Stocks Plunge 6%, Japanese Stocks Drop 4%, Kioxia Tumbles 18%, Chip Stocks Under Broad PressureSK Hynix Q2 Sales Reach 79.32 Trillion South Korean Won, Below Expectations of 83.85 TrillionAI Storage Demand Explodes: Seagate Tech's Q4 Revenue Surges Nearly 50%, Beating Expectations with Stronger Guidance; Shares Gap Up After Hours | Earnings WatchBE (Trans): Raises FY guidance across the boardReminder: Key Intraday Events to Watch (All Times in Beijing Time)Apple's Market Cap Breaks $5 Trillion for the First Time to Reclaim Global Top Spot: Its Capital-Efficient AI Strategy Is Becoming a Scarce Safe Haven AttributeOpenAI's 'Rogue Agent' Breaches a Modal Labs CustomerJuly 29th External Market Headlines: Apple's market value surpasses $5 trillion during trading; stocks under Musk evaporate by $1.5 trillion; oil prices see the largest three-day drop since 2020OPEC+ Plans to Pause Production Hikes After September, Stating It Will Assess Impact of Iran War on Supply