HSAI (Trans): SGI guide raised to 300 mn; breakeven in 2027BIDU (Trans): Cloud margins still have room to climb, yet we hold firm in betting on AI.Xiaomi: Still Stuck—Can EREVs Save It?Xiaomi Corp (Trans): No guidance, no order updatesBIDU: Legacy biz still bottoming; AI strength hinges on compute tailwindsNVDA Adds $1.5bn to AI Compute Infra; META Teen-Addiction Trial Opens | Daily News RecapGeely Auto (Trans): Net profit ~RMB 10bn; leadership change targets 920k exportsHTHT: Resilient, Leader Shines!Geely's overseas blitz: the next BYD?An Even Bigger Cash Cow Than DRAM — Is SanDisk Really That Lucrative?HTHT (Trans): $2.5bn capital return, unit-opening guidance unchangedGeely Auto (Trans): Net profit near RMB 10bn; management reshuffle aims for 920k exportsJul Retail Sales: Was the rebound fleeting? Can H2 still turn around?Kweichow Moutai: Earnings Hit the Brakes Again? Still in 'reform growing pains'!China Mobile: Higher Taxes + Lower Fees — Propped Up by Big Dividends?Overseas Debut: Is DiDi’s Moment Finally Here?SanDisk (Trans): 90 bn contract, 80% GPM, Adj. FCF margin 50% — all to shareholders!Windfall Ahead, AMAT Gets Cold Feet?SMIC (Trans): Price hikes lift GPM, depreciation still a dragAMAT (Trans): Q4 guidance up 51%; GPM held in checkJD: No AI arms race, no buybacks — can a 'frugal' strategy still work?JD (Trans): Profit inflection confirmed, Q3 revenue back to growthCoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?China Mobile (Trans): AIDC revenue surged >4x; telecom under pressure