SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.JD (Trans): Profit inflection confirmed, Q3 revenue back to growthRevenue Grows as Merchant Count Declines: YOUZAN Pivots to Per-Customer ValueFrom PC Giant to Server Player: Lenovo's AI Transformation Enters Harvest PhaseDivergence Among Federal Reserve Officials Emerges: Barkin Supports Holding Steady, Hammack Insists on Rate HikeDeveloper Preview of DeepSeek Harness (v0.1) Open for TestingCoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?Global Headlines You Need to Know Before Thursday's US Stock Market OpenUS July Producer Price Index rose 4.7% year-on-year, vs. 4.9% expected and 5.5% previouslyChina Mobile (Trans): AIDC revenue surged >4x; telecom under pressureZhitong Hong Kong Stock Analysis | Technology experiences fluctuations, rising and falling; AI terminal devices perform outstandingly2.4T Parameters: Qwen 3.8 Model Open-Sourced, Signaling Convergence in Domestic Ultra-Large Model ArchitecturesPhiladelphia Semiconductor Index Poised to Return to 'Bull Market,' Analysts Pour Cold WaterLENOVO GROUP, with a Market Cap of HK$440 Billion: Where Are the Profits Coming From?SMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-OffU.S. Stock Outlook | Three Major Index Futures Rise Together, U.S. July PPI to be Announced Tonight, Lenovo's Performance Boosts HP and DellComputing Power Demand Continues to Expand: Hygon Information Technology's H1 Revenue Rises 66.52% Year-on-Year, Net Profit Increases 49.69% | Financial Report InsightsGaoyi Assets Significantly Increases Stake in Memory Chip LeaderHong Kong Stock Market Review: The Market Only Believes in PerformanceJD.com Q2 Revenue Falls Nearly 3% Year-on-Year but Still Beats Expectations; Drag from Food Delivery Business Weakens; Operating Profit Turns Profitable Year-on-Year | Financial Report InsightsNebius (Trans): Year-end contracted power target raised to 5 GWOn August 12th, Li Auto-W (02015) spent USD 3.7927 million to repurchase 604,000 sharesOn August 13th, Xiaomi Corporation-W spent HKD 49.9327 million to repurchase 1.928 million sharesJD.com Q2 Net Revenue RMB 346.4 Billion, vs. Estimate of RMB 342.1 Billion; Q2 Adjusted EBITDA RMB 7.9 Billion, vs. Estimate of RMB 7.7 BillionNorthbound Capital Trends | Northbound net purchases amounted to HKD 3.667 billion, Tencent's capital expenditure exceeded expectations, Northbound investors seized the opportunity to buy Tencent at over HKD 5.6 billionGiven Uncertainty Surrounding the Fed and Economic Data, JPMorgan Asset Management Favors Bonds Outside the USJD INDUSTRIALS: Continuously increasing investment in the small and micro enterprise market, achieving inclusive implementation of intelligent procurement services"Not taking action is betraying the market"! The only way for the yen to maintain the results of intervention is through interest rate hikesGoogle Parent Alphabet Just Revealed How Many SpaceX Shares It Owns... and the Figure Is a DoozyJP Morgan Q2 Holdings: Increasing Investment in AI Hardware Chain, Micron Technology (MU.US) and AMD (AMD.US) Become the Largest Buy TargetsJD INDUSTRIALS released its interim results, with a profit of 619 million yuan during the period, an increase of 37.2% year-on-year, continuously promoting the intelligent upgrade of the industrial supply chainMajor Pre-IPO Move! Anthropic Plans $6 Billion Acquisition of Chip Optimization Firm Decart AIBenefiting from AI Demand Spillover, SMIC Q2 Revenue Exceeds $3 Billion, Net Profit Surges Nearly 4-Fold; Q3 Revenue Expected to Rise 2% to 4% Quarter-on-Quarter | Financial Report InsightsHua Hong Grace Q2 Revenue Hits ATH, Net Profit Surges 386% YoY, Q3 Revenue Guidance Up to $780 Million | Financial NewsHua Hong Grace Q2 Net Profit $38.6 Million, Estimated $39.4 MillionSMIC: Q2 sales revenue amounted to $3.006 billion, compared to $2.209 billion in the same period last yearChina Mobile: Operating Revenue Reached RMB 538 Billion in the First Half of 2026, a Year-on-Year Decrease of 1.1%DeepSeek, Grok 4.6 unveil same-day moves; AAPL in talks to license news for Siri | Daily News RecapPTFE 进入 AI 高速 PCB 核心验证期：一块背板为何牵动新材料链？In the Era of Agentic AI, Will CPU-to-GPU Ratio Reach "1:1"?From Changxin to UNITREE: Brokerages Realize Sci-Tech Innovation Dividends Through Diversified LayoutsHedge fund giant Ackman builds a position in Netflix again, having lost 400 million dollars four years agoGoogle co-founder Sergey Brin personally oversees the battle: demands full effort to enhance Gemini, major leadership reshuffle at DeepMind"The Big Short" Investor Strikes Again: NVIDIA's AI Expansion Has "Echoes of Enron," with Risks "Orders of Magnitude Higher"Twitch allows users to opt out of AI training: Amazon's default "free-riding" on content sparks public outrage, with officials stating "no one will agree voluntarily"The yen is once again approaching 160, but the bears are hesitant to act? Goldman Sachs analyzes Japan's trillion-dollar "intervention ammunition"Capital Chases Gains After July Plunge, US Stock "Fear Index" Plummets, but Wall Street Turns Cautious