BUD APAC Q2 China Sales Drop Nearly 10%; Growth in South Korea and India Insufficient to Offset Profit PressureThe "light capital AI" route faces a major performance test! Apple will release its earnings tonight, and the options market is cautiously bullishMeta released its Q2 2026 financial report, showing revenue growth but a decline in net profitDue to legal issues and layoffs, Meta's second-quarter earnings per share fell short of expectations, leading to a sharp decline in after-hours tradingETF Volatility | PING AN HKDIV has accumulated a rise of over 15% this month, becoming a "safe haven" for dividend style amid market fluctuationsMeta's net profit in the second quarter declined, free cash flow sharply decreased, and the performance guidance fell short of expectations, causing the stock price to drop in after-hours tradingWorld Gold Council: Central Bank Gold Purchases Rise 62% YoY to 289 Tonnes, Hitting Four-Year High; Jewelry Demand Remains Under PressureTechnology cools down, defense rises! During the U.S. earnings season, funds are migrating significantly. Which undervalued consumer staples companies are worth paying attention to?Understanding the Market | Tencent Holdings rose nearly 2%, institutions expect the company to adopt a moderate growth capital expenditure plan in the future, with the gaming business remaining coreBlackRock Think Tank: The Federal Reserve's decision to maintain interest rates is within its expectations"Woodstock" bought over $20 million in Taiwan Semiconductor amid the sharp decline in chip stocks, continuing to increase her position in SpaceXPulais: The Federal Reserve no longer providing forward guidance will become the new normalSBUX: Past the Darkest Hour, Reborn?Seizing the Enterprise Agent Gateway! A New Round of Battle Between Tencent, Alibaba, and ByteDance Is ImminentQualcomm's Hidden Cards: When Smartphones Are No Longer the Main StageGoldman Sachs Dissects the Collapse of South Korean Leveraged ETFs: Exposure Shrinks by Over 70% from Peak, Most Intense Deleveraging May Be OverOpenAI Annualized Revenue Accelerates; CFO Internally States July Surpassed Entire Q2Data 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)