Zhitong Decision Reference | The technology rebound has reached a critical positionUnderstanding the Market | Zhongji Innolight (03308) falls over 4% again, US stock market dark horse Applied Optoelectronics plans significant capacity expansionWeekend Debate: "Short Memory, Long Optical"?英伟达 (NVDA.US) 30 亿美元入股黑石旗下 Lancium：从芯片霸主到电力 “包工头”，AI 能源版图再下一城Hong Kong stocks open | Hang Seng Index rises 0.53% AI concept strengthens MINIMAX-W up nearly 5%AAOI Earnings Soar, Lifting the Entire Optical Communications SectorOpenAI Unveils GPT-6! Rumored to Have 10 Trillion Parameters, Forced August ReleaseCan Bessent Still 'Stabilize' the Bond Market?CITIC Construction Investment: U.S. non-farm payrolls fell short of expectations, aiding the continued rebound of non-ferrous metalsThe Federal Reserve Just Released Its August Inflation Forecast, and It Could Put the FOMC on a Collision Course for Its September MeetingBreakfast | August 10, 2026On August 7th, Li Auto-W spent USD 3.172 million to repurchase 490,000 sharesReminder: Key Focus for the Day (All Times in Beijing Time)Alphabet's Cloud Computing Business Just Posted 82% Revenue Growth. Next Quarter Could Be Even Better.Goldman Sachs' Liu Jinjin: No Systemic Bubble in China's AI Sector; Significant Room for Foreign Capital AllocationOpenAI's Largest Pre-training Model "Doug" ExposedRumors of Changes at SK Hynix's Chongqing PlantWall Street on Chinese Stocks: From "Powerlessness" to "Opportunistic Bullishness"Nvidia CEO Jensen Huang Told Investors in Seoul to "Buy at a Discount" During the Recent AI Stock Sell-Off. Here's Whether His Call Has Paid Off.There's a 58% Chance of a Fed Rate Hike in October. These Are Stocks to Buy Anyway.World's Largest Semiconductor ETF Manager: CXMT Could Be Added to Its ETFs as Early as Late SeptemberSino-US Token Economics: Profit Sources, Premium Flows, and Realization SequenceJuly Inflation: Imported Inflation FadesApple Added About $1.5 Trillion in Market Value in a Year. Here's What $10,000 Invested a Decade Ago Is Worth Now.Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks.Microsoft Lacks Computing Power, Musk Steps In? SemiAnalysis: SpaceX May Add Over 10GW of Compute in 2027, with ARR Potentially Reaching $300 BillionAmazon plans to build a large self-supplied natural gas power plant in Texas, raising public concerns about energy consumption and carbon emissionsAmazon's Texas data center project may become the largest carbon emitter in the United StatesMusk Makes Another "Pie in the Sky" Promise: Starlink's Annual Revenue Could Exceed $1 TrillionAI Inference Outlook: From Infrastructure Buildout to Commercial MonetizationKorean Media: SK Hynix Plans $71 Billion Shareholder Return Program, with 40% Allocated to Share Repurchases, Equivalent to U.S. Listing Issue SizeElon Musk Owns 20% of Tesla, a Stake Worth Roughly $200 Billion. Here's Why His Ownership Level Matters for Shareholders.China's July CPI Year-on-Year Growth Narrows to 0.5%, PPI Rises 3.5% Year-on-Year; AI-Driven Tablet Prices Rise 11.3% Month-on-Month"New King" Ascends with "Three Fires": Berkshire Hathaway Starts "Spending," Net Stock Purchases Reach $20 BillionEverbright Securities: The market may continue to rebound in the short term, suggesting to focus on three main performance linesAlphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom StockJeff Bezos' Amazon Just Raised Its AI Spending to $220 Billion for 2026. Here's What That Capex Hike Means for Investors.Berkshire Hathaway Operating Profit Reaches $12.983 Billion, Up 16% Year Over YearSoochow Securities Co., Ltd.: In July, the U.S. non-farm payroll unexpectedly turned negative, and there is still significant room for cooling interest rate hike expectationsApple Finally Integrates Qwen into Siri: The Chinese Version of Apple Intelligence Is HereAI Application Companies' Gross Margin Narrative Faces First "Health Check": Canva Voluntarily Slows Down, Figma Absorbs Inference CostsNew Trend in Agentic AI: Amazon AWS Faces "CPU Shortage"Oil Prices Fuel Inflation, Weak Employment Undermines Rate Hikes—Gold Benefits from Both SidesTrump seeks to fire Cook again, reported to be in close contact with Walsh; the independence of the Federal Reserve faces new testsNVIDIA is reportedly set to invest up to $3 billion in LanciumApollo Chief Economist: AI Cash Burn Hits Record Highs; Beware of a "Subprime Crisis-Style" Reversal ShockAn Alternative Reading of Negative Non-Farm Employment: BlackRock Fixed Income CIO Says AI Is Rendering Job Data Obsolete, Rate Hikes 'Meaningless'SpaceX Surges 23% in Two Days Following Stock Lifting; Record Option Turnover as Short Squeezes May Further Drive Up Share Price