Data Dovish, Market Hawkish: Bank of England Faces Policy Signal Test on ThursdayIs Microsoft a Buy After Its Latest Earnings Report?Performance Fully Exceeds Expectations! Samsung's Q2 Net Profit Surges 1,299.9%QCOM: As AI hype fades, when will smartphones rebound?Understanding the Market | Gold stocks generally rise as the Federal Reserve's latest interest rate decision lands, with spot gold initially suppressed before reboundingMETA's Awkward Spot: Big Promises, Big Spend, No PayoffHas Deleveraging in the Korean Stock Market Completed? JPMorgan: "Institutional Deleveraging Near End"; HSBC: "Retail Leverage Remains High"From Qianwen Work to WorkBuddy: Harness as the Execution Middleware Becomes a "Must-Have" in the Battle Among Tech GiantsU.S. Crude Oil and Gasoline Inventories Fall to "Extremely Dangerous Low Levels" as Refinery Capacity Utilization Reaches 97%Goldman Sachs Korea Memory Expert Call: DRAM Prices to Continue Rising This Year, HBM Prices to Surge Next Year, Long-Term Agreement Coverage Further ExpandsSG Morning Brief | Dow Plunges 1,153 Points on Fed Hawks and Bond Yield Spike; Microsoft and Meta Diverge After Hours微软 (MSFT.US) 破局 “AI 烧钱恐慌”！Q4 业绩全线超预期：云业务增长指引提速，下修今年资本支出预测NVIDIA partner ChipAgents expands financing scale, accelerating chip development with AIWall Street Comments on Fed Decision: Does Warsh Welcome the Market Replacing 'Rate Hikes'?HOOD (Trans): Faster product rollout; expense guide cutJPMorgan Chase Brings Forward Fed Rate Hike Expectation to DecemberIntel rarely opens chip technology to a startup co-invested by Chen LiwuThe "Minsky Moment" for South Korean StocksSBUX (Trans): Raises margin guidanceIs Walsh Just 'All Talk'? The Bond Market Isn't Buying ItExcess Financing of $3.5 Billion: Moonshot AI Approaches $50 Billion ValuationSamsung Electronics' Q2 Net Profit Exceeds EstimatesARM (Trans): Core biz red-hot; new biz demand surgingQualcomm predicts that fourth-quarter profits will fall short of Wall Street expectations, and revenue from Apple business is expected to decline at an accelerated paceZhitong Hong Kong Stock Early Knowledge | The Federal Reserve maintains interest rates unchanged for the fifth consecutive time! Waller reiterates the 2% inflation targetBreakfast | July 30, 2026Global Information Technology Sector Faces Heaviest Sell-Off Since 2016The Fed Held Rates at 3.5%-3.75%. Here's What That Means for Walmart, Costco, and Target.MSFT (Trans): CY26 capex revised to approx. $175 bnQCOM (Trans): Initiated double-digit product price hikesQualcomm Q3 Net Profit Falls 25% YoY; Raises Product Prices and Issues Weak Guidance | Earnings ReviewMETA (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.Reminder: Key Intraday Focus Points (All times in Beijing Time)Apollo Chief Economist: Fed’s Abandonment of Forward Guidance Causes “Yo-Yo” Volatility in U.S. TreasuriesMicrosoft forecasts 2026 capital expenditure at $175 billion, down from previous estimate of $190 billionMicrosoft's Last Quarter Results Broadly Beat Expectations, Cloud Revenue Surges Over 40%, AI Capital Expenditure Doubles | Earnings InsightsMeta Plunges! Earnings Beat Fails to Alleviate AI Investment Anxiety; Q3 Guidance Disappoints, Free Cash Flow Hits Four-Year Low | Earnings WatchZuckerberg stated on the conference call that open-source AI models are not as powerful as cutting-edge models. Meta Platforms is currently down 9.8%Bloomberg: Treasury Yields Suggest Warsh’s Patience Is MisplacedTop 20 U.S. Stock Trading Volume on July 30: SK Hynix's profit growth falls short of expectations, plans to increase capital expenditureJP Morgan Asset Management: Three Dissenting Votes at the Fed Are the True Policy SignalMicrosoft's Q4 Revenue Hits $90.01 Billion, Beating Expectations of $87.72 Billion; Cloud Revenue Reaches $59.3 Billion, Exceeding Forecast of $58.71 BillionMeta's Q2 Revenue Hits $60.8 Billion, Beating Expectations of $60.24 BillionQualcomm forecasts Q4 revenue of $9.7 billion to $10.5 billion, with analyst consensus at $9.95 billion; Capex for January-September totals $1.58 billion