Oracle and Google expand cooperation to bring Gemini into enterprise applicationsTaiwan Semiconductor develops AI chip packaging technology to compete with IntelUS Q2 GDP Annualized Growth at 1.5% Misses Expectations, PCE Price Index Rises 3.4%Quick Take on US Q2 GDP DataU.S. Q2 Real GDP Annualized Quarter-on-Quarter Initial Estimate at 1.5%, vs. 2% Expected and 2.1% PreviousUS June PCE Price Index Rose 3.7% Year-on-Year, In Line with Consensus Estimates of 3.7%, Previous Value 3.7%YUMC (Trans): Faster Response, More Openings After Taking Brands In-houseZhitong Hong Kong Stock Analysis | Capital Binds Together State-owned Banks Reach New Highs, Technology Falls into Panic or Welcomes a Turning PointHold Steady! Bank of England Keeps Rates at 3.75% as Expected, but Warns of Persistent Inflation RisksJuly FOMC Meeting: A Communication "Accident""No Zuo No Die": Silicon Valley Turns Against Anthropic, Claude Products Ordered to Be BannedU.S. Stock Market Outlook | Three Major Index Futures Rise, 30-Year U.S. Treasury Yield Soars to 19-Year High, Apple and Amazon to Release Earnings After HoursLei Jun: Xiaomi's EREV SUV Has a Range of Over 1,700 Kilometers, "No Charging or Refueling Needed from Shanghai to Beijing"Hang Seng Bank: Expects the Federal Reserve to still prefer to keep interest rates unchanged and maintain a high allocation to the Asia-Pacific stock marketIs Meta Platforms a Buy After Its Latest Earnings Report?Starbucks Fiscal 2026 Q3 Earnings: Net Revenue of $9.32 Billion, Net Profit Attributable to Shareholders Reaches $1.05 BillionThe Fed Holds Rates Steady: Why Are US Treasuries Not Buying It?The Federal Reserve Becomes a Market "Follower"MSFT: Tides Turn — Old Guard Back in Favor?Liu Yuhui: Alibaba Valued at Only One-Tenth of Amazon; Hong Kong Tech Stocks Will Be Repriced Sooner or Later; Volatility Release Creates Buying OpportunitiesHong Kong Stock Review: Interest Rates Unchanged, Long-term Bonds LeadTesla's 10 Millionth EV Rolls Off the Line Globally; Shanghai Gigafactory Sets H1 Production RecordReport: Korea Exchange Internally Considers Temporarily Banning Short Selling and Narrowing ±30% Price LimitsPolitburo Meeting: Several Signals of Intensified Efforts and Improved EfficiencyFrom 439% Profit This Year to Urgent Fundraising: The All-in AI Fund Founded by a Former OpenAI Employee Can No Longer CopeNorthbound Capital Trends | Northbound capital recorded a net sell of HKD 8.571 billion, institutions expect Tencent's capital expenditure to be moderate, and Northbound capital increased its holdings in Tencent by over HKD 1 billion throughout the dayNVIDIA bets on Reflection to layout open-source artificial intelligence, and now this startup faces increasing pressure to catch upThe Federal Reserve Is Never the Referee!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 fluctuations