HTHT: Resilient, Leader Shines!Meta's California lawsuit reaches a critical juncture, potentially facing "astronomical" legal consequencesAlibaba releases a new large model that can run on laptops, directly confronting Meta's AI offensiveReddit's Data Licensing Revenue Grew 24% to $43 Million, With OpenAI and Google as Its Two Biggest Buyers. Here's Why That Number Is So Tiny.Geely's overseas blitz: the next BYD?ECB: Correction in US AI Stocks Could Have Serious Consequences for the EurozoneAn Even Bigger Cash Cow Than DRAM — Is SanDisk Really That Lucrative?Global Headlines You Need to Know Before U.S. Market Open on MondayHTHT (Trans): $2.5bn capital return, unit-opening guidance unchangedGUOQUAN Lowers Store Opening Targets, Continues to Calculate Store Efficiency for Its 'Community Central Kitchen' ModelGeely Auto (Trans): Net profit near RMB 10bn; management reshuffle aims for 920k exportsZhitong Hong Kong Stock Analysis | Weakening Dollar and Geopolitical Tensions Boost Shipping, Overseas CSP's Next Round of Lobbying Stimulates Tech SurgeLooking at PDD's empowerment practices in rural areas from the perspective of garlic leaving the village, "free delivery into the village" stirs the economic vitalitySamsung and SK Hynix Capital Expenditure Surges 35% in First Half! NVIDIA Not Among Samsung's Top Five CustomersLi Qiang Presides Over the 12th Plenary Session of the State Council, Emphasizing In-Depth Implementation of the CPC Central Committee's Decisions and Striving to Achieve Annual Economic and Social Development GoalsGoogle, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.Asset-light Revenue Accounts for Over Half; H World's Q2 Operating Profit Rises 24.1%新能源车险的续保困境调查：何以被强制搭售「座位险」Jul Retail Sales: Was the rebound fleeting? Can H2 still turn around?Meta will face a major trial on social media addiction lawsuits on TuesdayHow Aggressive Is Anthropic's IPO Valuation? Wall Street Bets on Revenue Soaring to $200 Billion by 2028Policy Adjustments Amid July Economic DataAmazon AWS: The Path to $1 Trillion in RevenuePoint72 under Cohen adjusts its AI computing layout: reduces holdings in NVIDIA and Broadcom, establishes positions in Texas InstrumentsOn August 17th, Tencent Holdings Limited spent approximately HKD 301 million to repurchase 673,000 sharesBillionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI PioneerMillennium Management Q2 Holdings: Prefers Options Strategies, Establishes Positions in SpaceX, Intel, and AMD, Increases Holdings in NVIDIA and MicrosoftBank of America Securities: Reiterates "Buy" rating on JD Group-SW with a target price of HKD 149Bank of America Securities: Maintains "Buy" rating on Tencent Holdings with a target price of HKD 780End of 14 consecutive quarters of net selling! Berkshire's Q2 "spending spree": Google jumps to the third-largest holding, with heavy bets on Delta Air Lines and real estate stocksDaiwa: Downgrades Tencent's target price to HKD 660, expanding AI investment to drag down profitsAI Spending Spree Continues: Alphabet Issues Bonds in Australia for the First Time, Aiming to Raise AUD 5 BillionCHINA LILANG Reports Revenue Growth but Declining Profits in H1 as Channel Transformation Raises Operating CostsWhat Is the Actual Oil Flow Through the Strait of Hormuz? U.S. Department of Energy and Market Tracking Data Differ by Nearly Double70 Years of Artificial Intelligence: 14 Lessons from the Boom and Bust CycleHaitong International: Downgraded Tencent Holdings Limited's target price to HKD 480, performance roughly in line with expectationsBy 2025, the proportion of green electricity usage will soar to 48.5%. Tencent is building a new paradigm of green computing power in the AI eraRegarding the $1.4 trillion state infringement claims storm against MetaFed rate hike expectations cool, AI sentiment rebounds, Nasdaq futures rise, memory chip stocks surge, gold climbs back above $4,400Two Departments: By 2030, Domestic Oil and Gas Supply to Reach 440 Million Tonnes of Oil Equivalent, with 20,000 km of New Long-Distance PipelinesArm and AMD Are Eroding Intel's Market ShareMorgan Asset Management: Three factors favor the rise of AI stocks, and the industry outlook remains optimisticChina's Urban Fixed Asset Investment Falls 6.7% in January-July; Aviation, Aerospace and Equipment Manufacturing Grows 19.2%Understanding the Market | Gold Stocks Rise Collectively as Fed Rate Hike Expectations Ease and Central Bank Gold Purchases Continue; Deutsche Bank Sees Gold Price Rising to $5,100China's Total Retail Sales of Consumer Goods in July Rose 0.6% Year-on-Year, Down from 1% PreviouslyIs a Copper Shortage Inevitable? Jefferies: Major Miners Cut Q2 Output by 3.9%, Global Deficit Could Reach 442,000 Tonnes by 2026iPhone 17 Series May See Global Price Hikes Before Month-End, With Increases of Up to Nearly 1,000 Yuan Per Unit