TrendForce expects the cost of iPhone 18 Pro to rise by nearly 40%, and Apple may actively narrow its profit margins to stabilize shipmentsUnderstanding the Market | Gold Stocks Rise Again as Weak Non-Farm Data Combined with Central Bank's Continued Gold Purchases Leads to Gold's Best Performance This YearSamsung HBM4 Yield Reaches 80% "Golden Line," Accelerating Supply for NVIDIA Vera RubinStrong Demand for AI Chips Drives Taiwan Semiconductor's July Revenue Up 44.7% Year-over-YearSwift Pivot! After a Historic "Short Squeeze Week," Hedge Funds Turn Bearish AgainRecord Equity Issuance, Yet Goldman Sachs Bullish on S&P 500 Hitting 8,000: Demand to Continue Outstripping SupplySony accelerates its asset-light transformation! It is reported that it may co-invest $6.4 billion with Taiwan Semiconductor to jointly build an image sensor factory in JapanSouth Korean stocks open high then retreat; KOSPI index rises over 2% at one point; stalemate in Hormuz negotiations pushes up oil pricesAberdeen Investment: The probability of a rate hike in September is similar, and the Federal Reserve does not rule out raising interest rates to demonstrate its determination against inflationUS Fiscal Policy Enters a Phase of Passive Austerity; Gold's Investment Logic Shifts from "Trading" to "Asset Allocation"Undercurrents of Risk in Private Credit: Default Rates at Top Funds Hit Five-Year High, Software Loans Emerge as Major ConcernFrom "Instant Gratification" to "Goal-Driven": "Weight-Loss Miracle Drugs" Reshape Asia's Consumption LogicSony and Taiwan Semiconductor are expected to mass-produce the next-generation image sensors by 2029Zhitong 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%杠杆出清后，谁将引领 AI 新叙事？AAOI Earnings Soar, Lifting the Entire Optical Communications Sector本周重磅日程：美国 CPI，宇树科技打新，腾讯、京东、茅台、中芯国际财报OpenAI Unveils GPT-6! Rumored to Have 10 Trillion Parameters, Forced August ReleaseCan Bessent Still 'Stabilize' the Bond Market?张瑜最新发声：下半年科技 AI 行情将继续 “去伪存真”，黄金逻辑未变，消费有待政策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 Fades一边买黄金，一边买美股Apple Added About $1.5 Trillion in Market Value in a Year. Here's What $10,000 Invested a Decade Ago Is Worth Now.Chip Stocks "Hit a Wall," But the Market Didn'tCathie 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 Trillion