AI Office Battle Escalates: Tencent WorkBuddy Launches 'Human-AI Co-Writing'Hong Kong stocks close (07.30) | Hang Seng Index rises 0.2% AI hardware stocks continue to decline New Oriental-S (09901) surges nearly 19% after earningsFidelity: The Federal Reserve may not start the interest rate hike cycle until December, and AI remains a long-term growth themeARM: Big Tech Pullback; Is the Sky-High Valuation Cooling?Goldman Sachs: Market Still in 'Post-Deleveraging Ruins,' Risks Not Yet Cleared; Recommends Proactively Buying ProtectionCapital Inflows and High Dividends Drive the Banking Sector: ICBC and CCB Hit Record Highs, China Merchants Bank Returns to Trillion-Yuan Market CapCICC: Fed's Hold Amplifies Market RisksFocusing on the DTC model, women's clothing brand Reformation has set its IPO offering price on the US stock market at $15, which is at the lower end of the price rangeSemiAnalysis: AWS and Meta Push "Modular" Data Centers, Cutting Construction Time by 36% and Costs by 8%Samsung Says Supply Will Remain Tight Until 2028, But the Market Is Skeptical当市场在买 “AI 烧钱结束”，微软在买什么？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 core三星电话会：存储供不应求 “明年比今年更紧张”，60-70% 产能已分给长期协议，HBM4 收入将占六成BlackRock 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?Meta 电话会：扎克伯格强调 “卖掉算力换短期利润是愚蠢的”，烧钱买算力不是赌博是必须鸽派的 Warsh，鹰派的市场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 Giants高通电话会：全线双位数涨价对冲内存成本，预计苹果订单下季度环比腰斩，年底量产数据中心芯片U.S. Crude Oil and Gasoline Inventories Fall to "Extremely Dangerous Low Levels" as Refinery Capacity Utilization Reaches 97%中金：如何才能 “预防式加息”？Goldman Sachs Korea Memory Expert Call: DRAM Prices to Continue Rising This Year, HBM Prices to Surge Next Year, Long-Term Agreement Coverage Further Expands微软电话会：2026 年资本开支 “变相” 下降，Azure 需求持续超越可用容量，AI 变现进入加速轨道SG 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 December