UBS Corporate Survey: AI Spending Remains Robust, "In-House" Software Becomes a Trend, Data Management Layer Is CrucialA-share Opening Express | Three Major Indices Open Lower Collectively, Defense and Military Industry, Building Materials Lead the DeclineIt is reported that Apple still plans to launch an all-glass version of the iPhone next yearHong Kong Stock Market Opening | Hang Seng Index opened up 0.24%, tech stocks diverged, Alibaba-W rose over 2%, gold stocks strengthenedWiping out half of the intervention gains! The yen is once again approaching 160, and Bessenet declares "at all costs" but cannot hide the limited ammunitionGold Breaks Through Key Resistance LevelTencent and ByteDance Accelerate Battle for Elevator Space: Is the Clash Between WorkBuddy and Trae a War on Model Orchestration?兜兜转转一圈以后，港股又回到了起点The "Source" of Massive Capital Expenditures: How High Is the "Hidden Leverage" of Tech Giants?Responding to "Questioning of $500 Billion Financing"! Jensen Huang: NVIDIA's "AI Factories" Are Becoming "Investment-Grade Assets," Demand Is Real, Absolutely Not "Circular Financing"Memory Chip 'Long-Short Battle': Insights from Goldman Sachs' Top TMT ExpertThe U.S. Court of Appeals rejected the appeal from Meta and other tech companies, allowing the social media addiction lawsuit to proceedThe Great Tech Stock ExodusMorgan Stanley Launches U.S. Innovation Infrastructure Initiative, Aiming to Mobilize $1.5 Trillion in CapitalIntel is reportedly planning to expand its stock issuance scale to raise $20 billion早餐 FM-Radio | 2026 年 8 月 11 日早餐 | 科技股拖累美股下挫，苹果、英伟达收跌Trump Claims U.S. Military Has "100% Control" Over the Strait of HormuzRKLB (Trans): >$1bn in new bookings, Neutron window narrowsMeta urgently halts trial failure! The youth social media addiction case goes to court this week, with potential claims reaching up to $1.4 trillionReminder: Key intraday events to watch (all times in Beijing time)Anthropic Cancels 50% Price Hike Plan! Permanently Locks in Low Price for Sonnet 5, Stabilizing AI Agent CostsHammack Releases Hawkish Signals: Inflation Will Not Subside on Its Own, Multiple Rate Hikes May Be NeededTrump Denies Frequent Calls with Warsh: Only One Conversation Since Warsh Took OfficeInternational gold prices rose 1.1% on Monday, while spot silver gained 3.2%Reopening of Strait of Hormuz Remains Uncertain; European Natural Gas Surges Over 10% IntradayCold Wallet Attack Sparks Self-Custody Concerns, Funds Shift to Institutional Products, Bitcoin ETF Weekly Inflows Hit 4-Month HighArcher Soars! Boeing Sells Flying Taxi and Drone Business for Approximately 20% Stake in ArcherOpenAI Releases GPT-5.6-CyberStrategy Continues Selling Bitcoin! Sold $110 Million in Bitcoin Last Week, Reduced Common Stock Holdings by $650 MillionWall Street firms collaborate with NVIDIA on a $500 billion AI financing agreementGerman 2-Year Bond Yield Rises by About 5 Basis Points; Investors Focus on Oil Price Surge After Non-Farm PayrollsThe richest Federal Reserve Chair in history, Kevin Warsh, has completed asset divestiture and signed a compliance certificate for the ethics agreementYen's Decline Deepens as Half of the Gains from Historic US-Japan Intervention VanishHassett: If I Were at the Fed, I Would Hold Rates Steady or Cut; Rules Out Replacing CookWarren Buffett Personally Initiated Berkshire's $30 Billion Alphabet Stake, a Sign He's Still Making Calls Despite Stepping Back as ChairmanDemand Emerges in SOFR Options Market for Bets on Fed Rate Cuts in December 2026 and March 2027After a 28% drop in stock price, has the acquisition ambition shrunk? It is reported that GameStop CEO is considering abandoning the acquisition of eBay and shifting towards joint ventures and alliancesRMB Exchange Rate Against USD Hits Three-and-a-Half-Year High: What’s Next?Concerns Over Trillion-Dollar AI Capex: Half of S&P 500 Earnings Growth Built on Debt, Smart Money Begins to ExitAnother investment bank has downgraded Apple's rating! The 20th anniversary all-glass iPhone is rumored to be canceled, and Jefferies warns that relying on foldable screens for price increases is "more difficult than expected."Microsoft Reportedly Plans to "Significantly" Boost Production of Next-Gen AI Chips, Negotiating with Taiwan Semiconductor for Delivery of Over 300,000 Units in 2027宇树开启申购！海外机构：它正在复刻比亚迪和大疆After Surpassing 10,000 Units in Sales, Luxeed Launches a Tough Battle for Brand Building