早餐 FM-Radio | 2026 年 8 月 7 日早餐 | 中东风险重燃压低美股，三大股指本周首度齐收跌ABNB (Trans): FY guide raised on both top- and bottom-line; Q3 margin slightly downMNST (Trans): Net sales top $2.5bn; U.S. price hike in Q4AMD acquires AI inference chip startup Taalas to enhance its data center product matrixReminder: Key Focus for Intraday Trading (All times are in Beijing Time)Trump Announces Tariffs on Polysilicon and Derivative ProductsReport: NVIDIA Plans to Reduce Rubin Ultra Memory Configuration to Address High-End HBM ShortageOpenAI: Free Tier Upgraded to GPT-5.6 Luna, Paid Models EnhancedIran and Oman Agreement Proposes Banning US and Israeli Vessels from Hormuz; Iranian Media Reports Strikes on Enemy Targets Near StraitTrump Signs Executive Order Targeting Birthright Citizenship to Crack Down on "Birth Tourism"Top 20 US Stock Trading Volumes on August 7: Sandisk's earnings guidance is weak, leading to target price downgrades by Citigroup and other brokeragesFirst in the ChatGPT Era! "Magnificent Seven" Earnings Trigger Volatility from Earnings Beat, US Stock Dispersion Hits 30-Year HighSpaceX Shares Surge Over 6% on $100 Billion Unlock Day! The 14% Plunge on Wednesday Was the Real 'Unlock Sell-Off'OpenAI Smart Speaker Priced Over $300, Designed by iPhone Creator Jony Ive with a 'Donut' ShapeGoogle's "Employee No. 30" Jeff Dean Departs with Three Scientists; Gurley Prescribes Replicating the Android Open-Source Playbook as the Last ResortMusk Launches Terafab AI Chip Megafactory Project with Initial Investment of $16.8 Billion; Total Investment Could Exceed $100 BillionIgnoring AI CapEx Concerns! Alphabet Plans $25 Billion Bond Issuance as Long-End Treasury Yields SurgeChocolate Sales Slump? Cocoa Processors Bet on "Non-Confectionery" Sectors as Baking and Beverages Become New BattlegroundsTrump's 'Frequent Calls' with Warsh Draw Attention; White House: President Respects Fed Independence but Has Right to Express ViewsFOMO Sentiment Reignites as Investors Rush to Bet on S&P 500 Rally, Call Option Volume Hits Record HighAfter South Korea Tightens Leverage Controls, Local Retail Investors Flock to US 3x ETFsFrom AI gloom to ad breakout, U finally stands tallDeutsche Bank Freezes Accounts, Two Major Miners Halt New Cooperation! $12 Billion Iron Ore Trading Giant Radiant World Embroiled in Forged Document ControversyJust Announced: SpaceX and Nvidia Teaming Up on New Orbital AI Data CenterMELI Still Split: E-comm Burns Cash, Lending Tightens?Tesla: Terafab will be built in Grimes County, Texas, and will become the largest chip manufacturing facility in historyShuibei Gold Prices Surge Nearly 50 Yuan in Two Days; Volatility Shifts Gold Buying LogicOn the Eve of Non-Farm Employment Report, US Labor Market Shows Weakness: Companies Cut Hiring but Avoid Layoffs!Pony AI Enters Autonomous Light Truck Market, Seeking a Second Monetization Path for Robotaxi TechnologyABF Substrates: Shortages to Last Until 2028U (Trans): Vector +23% QoQ; Turned Profitable One Quarter EarlyIt is reported that Trump frequently calls Walsh, adding more evidence of his intention to intervene in the Federal ReserveAI bond sell-off faces "stress test"! It is reported that Google plans to issue another $25 billion in bonds, and the market's absorption capacity faces a major testAsian Tech Stocks Under Pressure: South Korean Stocks Drop Over 4%, SK Hynix Falls 10%; Gold Rises to Near Two-Month High, Oil Prices DeclineFrom the Yen's Collapse to the Fed's Silence: The Strategic Value of Gold Is EmergingZhitong Hong Kong Stock Analysis | The competition for large models has already begun, and resource stocks continue to strengthenThe AI competition continues to heat up as Microsoft activates its largest data center in IndiaGlobal Headlines You Need to Know Before Thursday's US Stock Market Open"Brute Force Yields Miracles": Report: ByteDance Discusses Training Model with Over 5 Trillion Parameters to Secure Leading PositionAlibaba's video generation large model Wan 3.0 opens for public testingSoftBank Group's profits exceeded expectations, boosted by holdings in Intel and ByteDanceReport: Warsh Ready to Raise Rates in September if Inflation Data Remains Strong in Coming WeeksThe "Canary" of the AI Rally Is Still StrugglingU.S. Stock Market Outlook | The three major index futures are mixed, with Sandisk and Western Digital's guidance falling short of market high expectations, dragging down storage chip stocks broadlyDeepSeek Just Announced Price Hikes, Zuckerberg Immediately Goes All In: Meta’s New Model Offers Steeper Discounts but Charges a “Data Tax”$100 Billion Unlock Wave Hits Tonight! SpaceX Faces First Cash-Out Day Since IPO; Break Issue Price May Extend Lock-up for 450 Million Shares