Foreign Institutions Speak Out: Inflection Point in AI Capital Expenditure EmergesMELI Trans: Revenue tops $10bn; margins still give way to investment.AI Inference Demand Reshapes NAND: Sandisk Conference Call Reveals Customer Orders Lock in Next Four Years, with Largest Client Adding Further Demand After SigningExpectations of US-Iran Deal Rise; Japan and South Korea Markets Close Higher, SK Hynix Up 5.7%; Oil Prices Fall, Gold RisesThe AI model under Meta hacked into a company during the testing periodBlock (Trans): Guidance raised, but Q4 growth eases to mid-teensChina Securities Journal: Regular Issuance of RMB Treasury Bonds in Hong Kong Broadens Channels for Foreign Investment in Chinese AssetsReminder: Key Focus for the Day (All times in Beijing Time)西部数据电话会：AI 时代 “数据会复合增长”，物理 AI 正引爆硬盘需求，长协订单排至 2031 年Bezos sells Amazon stock for the first time this year, cashing out $350 millionFollowing Goldman Sachs, JPMorgan Also Raises SpaceX Price TargetBank of America: US Wage Growth Accelerated in July, Driven Significantly by Low-Income GroupsTop 20 U.S. Stock Trading Volumes on August 6: Musk Claims SpaceX Will Only Use NVIDIA Chips for Future AI InfrastructureWestern Digital Plunges! Q4 Revenue and Earnings Beat, but Guidance Disappoints Market | Earnings WatchIran Discloses New Strait of Hormuz Plan for the First Time, Claims US Initiated Talks but Mere Compliance Is Insufficient to Reopen the StraitAMD's Sharp Drop Fails to Halt AI Leaders' Rally: NVIDIA Hits Two-Month High with Five-Day Winning Streak, Micron Rejoins 'Trillion-Dollar Club'Yuyuan Tiantian | A New Chinese HS Code Triggers Major Anxiety in the USMeta Launches First AI Coding Agent, Directly Challenging Anthropic and OpenAIUber Aims to Build the World's Largest Autonomous Vehicle Platform. Can It Compete With Tesla?SHOP: +30% Surge — Blowout Results, Valuation Conundrum?Google's AI business faces major personnel changes, and Alphabet's stock price drops over 5%Full-Blown FOMO! Goldman Sachs Capital Flows Expert: Option Volume Hits Record High as US Stocks Stage a "Frenzied Chase"Jeff Dean's 27-Year Google Career Comes to an End; He Leaves with Three Top Scientists to Start a Venture, Kavukcuoglu Takes Over Gemini 4Fed's Kashkari: Time for "Gradual Rate Hikes," Don't Wait for Inflation to Spiral Before "Slamming on the Brakes""Global 3-Day Delivery" Kicks Off: Cainiao to Win Customers with Half-Price International ExpressSales Decline for Three Consecutive Months, Li Auto Begins "Car Dismantling"Tesla (TSLA) Q2 2026 Earnings Call TranscriptU.S. ISM Services PMI Remains in Expansion in July: Demand Resilience Persists but Stagflation Risks RiseRMB 100 Billion in Premiums, "Zero" Agents: China Post Life Begins to Reshelf ProductsDIS Holds Up Amid HeadwindsSHOP (Trans): GMV +32%, next leg: agentic AI betDIS (Trans): Segment OP +21%, Buyback raised to $9bnUS July ISM Non-Manufacturing Index at 54.1, Below Consensus Estimates of 54.5; Previous Value 54Google is negotiating a deal worth over $1.5 billion to acquire Mechanize talent to enhance its AI coding capabilitiesCircle (Trans): Arc goes live on Sep 16; other rev. guidance doublesUBER (Trans): $10bn AV bet; buybacks yield to M&A for nowIn the Warsh Era, Is High Interest Rate Volatility the New Normal?Invesco comments on the US-Japan joint intervention in the foreign exchange market: expects Japan to raise interest rates earlier, maintaining the forecast for the USD/JPY exchange rate to remain in the range of 150 to 155 by the end of the yearGlobal Headlines You Need to Know Before Wednesday's US Stock Market OpenReport: Anthropic Confirms It Is Building an In-House Chip Team for ClaudeSpaceX CEO Elon Musk Just Delivered Fantastic News for Nvidia Investors"Small Non-Farm" Misses Expectations! US July ADP Employment Adds Only 44,000 Jobs, Hitting Year-to-Date Low; Friday's Non-Farm Data Becomes KeyStreaming and Parks Drive Dual Engines: Disney Q3 Operating Profit Hits Record High, Net Profit Nearly Halved Due to Impairment and High Base | Earnings InsightsBreaking Through the $4,200 Resistance! Gold’s “Recast” Complete, Potentially Opening the Best Window of Opportunity for Gains in Months黄金的 “夏天”：等待下一次加冕？US July ADP Employment Number Increases by 44,000, Missing ExpectationsU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Oil Prices Slightly Rebound, SpaceX Plummets After EarningsTomorrow Marks the Largest Lifting of Restricted Shares in US History: 1 Billion Shares Unlocked as SpaceX Faces Ultimate Test!