Ford Motor Posts $1.3 Billion Net Loss in Q2 as China Strategy Enters Critical Adjustment PhaseChina Market Stalls, Mercedes-Benz Relies on Financial Services to Sustain ProfitsExtreme Weather Ravages Crops! US Corn Condition Rating Posts Largest Three-Year Drop, Overcast of Bulk Agricultural Product Inflation ReturnsU.S. Stock Market Outlook | Three major index futures mixed ahead of the Federal Reserve's interest rate decision, Microsoft and Meta to announce earnings after hoursRetail Margin Calls and Foreign Capital Outflows: Will Korea Face a Chain Reaction of Crises?The World's Most Crowded Trade Is Unraveling下半年，垂直 Agent 先下牌桌？海力士：存储告别 “暴涨叙事”，LTA 成了 “避风港”？After Alphabet's setback, can Microsoft and Meta escape the "curse" of AI capital expenditure tonight?TSMC Kumamoto Plant Resumes Phased Production After Earthquake; Detailed Equipment Inspections Ongoing, Expansion Construction Halted Due to AftershocksTaiwan Semiconductor's Japanese factory gradually resumes production after the earthquakeNorthbound Capital Trends | Northbound capital recorded a net sell of 5.589 billion, Tencent and Alibaba received additional investments, and SMIC had a net sell of over 2 billion throughout the dayHermès Q2 Revenue Beats Expectations; Strong Growth in Americas and Japan, Leather Goods Surge 10% | Earnings InsightAmazon poaches senior veteran from Google TPU to be responsible for the software development of Trainium chipA Chain Reaction of Liquidations Triggered by an SK Hynix "Fat Finger" Trade: 960 Long Positions Wiped Out, $60 Million in Positions VanishOn 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 funds