Hong Kong Stock Midday Review: Hang Seng Index closed down 0.11%, storage and AI newly listed stocks surged谁将为 AI 超级周期买单？AAPL: Sticking with Price Hikes—How Long Can Hardware Leadership Hold?Bank of Japan Holds Interest Rates Steady at 1%; One Dissenting Vote Calls for Hike as Middle East and Exchange Rate Risks Draw AttentionL'Oréal S.A. Reports H1 2026 Revenue of €23.77 Billion, with Steady Margin ExpansionUnderstanding the Market | Alibaba-W rose over 6% in early trading, and CXMT's market value once exceeded 4 trillion, with Alibaba's floating profit exceeding 170 billion yuanA-shares midday | Technology sector makes a strong comeback, ChiNext rises 5.04%Tesla's Chinese vehicle system update integrates Doubao large model for the first timeUnderstanding the Market | Robot Concept Stocks Rise, Yushu Technology's Sci-Tech Innovation Board IPO Approved, Tesla's Optimus Set for Mass Production by Year-EndNortheast Securities: Focus on opportunities in the African real estate chain and pay attention to the smooth landing of overseas cement production capacity targetsBank of China International: Focus on Tencent Holdings AI Investment Rating "Buy"Analyst: Under internal and external pressures, NVIDIA "holds firm" in the technical resonance zone; $190 may become the "anchor" of AI faithApple, Which Does Not Build Data Centers, Is Paying the Bill for AI Data CentersSouth Korea Plans $14 Billion Injection into Sovereign Wealth Fund, Betting on AI and Data CentersWaller "Hints" at Changing Inflation Metrics, Market "Smells Trouble"A-share Opening Express | Three Major Indices Open Higher, STAR 50 Rises Over 8%RIVN (Trans): R2 conversion above expectations; Q4 is the real testETF Abnormality | Technology market rebounds, South Korean stocks hit circuit breaker, CSOP KOSPI opens nearly 15% higher for double long positions in SK Hynix and Samsung ElectronicsGoldman Sachs: Microsoft is demonstrating the path to monetizing AI investments for Wall Street, with stock prices soaring to nearly an 18-year highRBLX (Trans): Q3 guide turns negative; higher biz volatility; no FY guideThe "Greatest Myth" of This Bull Market Comes to an End! In Just a Few Weeks, the "AI Stock God" Is Defeated as Citadel Acquires All PositionsOpenAI Strikes Hard! GPT-5.6 Series Prices Plunge Up to 80%, AI Begins Self-Optimizing Code for Instant Leap亚马逊电话会：在手订单近 5000 亿美元，CEO 豪言 “AWS 将成万亿美元业务”，内存成本推高资本支出SG Morning Brief | Microsoft Adds $450B in Record Day, Nasdaq Snaps 6-Day Skid; Amazon Soars, Apple Falls After HoursCICC: The U.S. economy has not yet shown significant signs of slowing down, and controlling inflation remains the focus of the Federal Reserve's policyBacking Japan's Intervention! U.S. Treasury Secretary Bessent: Yen "Very Undervalued"The Connotation of 'Timely Adjustment' – Commentary on the July Politburo MeetingThe Market Doesn't Believe in 'Myths': Did the 'AI Stock God' Die from Leverage?RDDT (Trans): Focus on feed improvementsSeoul Composite Index Surges Over 14% as U.S. Tech Stocks Rebound Sharply in Overnight Trading"AI Stock God" Crashes, "Blood-Stained Chips" Exit, Wall Street Bets: AI Has Bottomed Out!库克最后一场苹果电话会：汇率和供应限制打压业绩指引，“为供应链受限苦苦挣扎”，“正评估所有供应选项”COIN Trans: Shift from Bitcoin to SubscriptionsZhitong Hong Kong Stock Early Knowledge | National Standard for Heated Tobacco Products Seeks Opinions, Apple Expected to Miss Revenue Expectations for Fourth Fiscal Quarter, After-Hours Drop Exceeds 8%Breakfast | July 31, 2026早餐 | 美股科技股逼空大反弹：微软领衔暴涨 15%！Apple's Greater China and services business quarterly sales fell short of expectations, with supply shortages dragging down financial forecastsOn July 29th, Li Auto-W spent USD 5.1393 million to repurchase 740,700 sharesAAPL (Trans): Strong sales turning into a headache? Sep-qtr guidance constrained by FX and supply.Cook's last financial report during his tenure: Apple's Q4 revenue guidance falls short of expectations, chip shortages pressure the supply chainApple's iPhone Revenue Rose 22% Last Quarter, Slightly Beating Expectations, but Services and China Performance Lagged, Warning of Supply Shortage Impact | Earnings InsightsAMZN (Trans): Capex raised to $220bnSamsung's Earnings Beat Expectations Significantly; Korean Stocks Rebound Strongly by Over 5%, Samsung Rises More Than 5%, Japanese Stocks Gain Over 2%Reminder: Key Intraday Focus Points (All Times in Beijing Time)Earnings Call: Apple expects Q4 revenue to grow 9%-11%, while analysts forecast 12.1% growthiPhone sales surged 22% year-on-year, Apple Q3 profit exceeded expectationsIs Amazon a Buy After Its Latest Earnings Report?Violent Rebound in the Yen! USD/JPY Drops Over 3% to 158.5 as Market Speculates on Renewed Intervention by Japanese AuthoritiesMicrosoft's Market Cap Surges by $490 Billion in a Single Day, Potentially Setting a Global Record for Largest One-Day GainEarnings Call: Amazon AWS Backlog Reaches $496 Billion