MiniMax Releases Open-Source Omni-Modal Model H3: Tops Global Video Editing Rankings, Pricing Slashed to One-Third of PeersFidelity: The Federal Reserve may not start the interest rate hike cycle until December, but the possibility of a rate hike in September has not been eliminatedThe AI investment frenzy is still not cooling down! Amazon and Microsoft's financial reports signal strong demand for computing powerXiaomi Enters the Extended-Range Large SUV Market: SkyNomad Pricing Reflects "Volume Ambition," Wall Street Closely Watches Sales and Gross Marginadidas AG Quarterly Revenue Hits Record High, World Cup Investment Fails to Deliver Expected ProfitsCPE Yuanfeng Signs Agreement to Acquire Mammut: Can It Replicate Arc'teryx's Success Story in China?Amazon Soars Despite Raised CapEx Guidance: What Does This Earnings Report Signify?Reminder: Key Focus for Intraday Trading (All times in Beijing Time)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 $220bn