Why Did Memory Stocks Plummet Again?Understanding the Market | Xiaomi Corporation-W rose over 5% MiMo edge model approved for filing releases embodied generative large model U0Understanding the Market | Gold stocks rose in early trading as June inflation data weakened interest rate hike expectations; institutions indicate that stock prices are more elastic than gold pricesThe "walled garden" of app stores collapses: Google Play Store will open for third-party downloads next week, marking the end of Epic's victoryDimon Warns: Releasing Mythos to the Public Is Like "Handing Ballistic Missiles to Individuals"The physical AI concept accelerates its implementation! NVIDIA and Toyota's ten-year collaboration upgrades: full-stack AI technology permeates Toyota's "Woven City"NVIDIA deepens cooperation with Toyota in the field of AI, expanding into smart cities and smart factoriesUnderstanding the Market | Baidu Group-SW rose over 4% in early trading, reportedly due to the company's collaboration with Apple to focus on developing an AI-based search featureUnderstanding the Market | Alibaba-W rises over 5% as Alibaba Qianwen will be integrated as AI capabilities into Apple SmartAnthropic Prepares for Investor Conference, Market Could See "Super IPO" as Early as OctoberThe AI boom ignites demand for lithography machines! ASML wants to take the opportunity to raise prices, but Taiwan Semiconductor says "no."SG Morning Brief | Apple Hits ATH on China AI Deal, PPI Confirms Disinflation; TSMC + Netflix TonightChina Galaxy Securities comments on the June US CPI data: Inflation trend enters a "weakening period," and there is no urgency for interest rate hikesHardware and services are taking turns to increase prices! Apple raises the monthly subscription price of AppleCare+ by 50 centsU.S. regulators release investigation conclusion: Tesla fatal crash caused by driver human errorSpaceX Break issue price, short position paper profits near $4 billionA Summer for the 'Old Guard'? Apple Hits ATH as Storage Stocks PlungeZhitong Hong Kong Stock Early Knowledge | Apple Smart has completed filing in China, and China Life and 3 other insurance companies appear on the strategic placement list of Changxin TechnologyTrump Reiterates Desire for Lower Interest Rates, Says Holding Steady Is Better Than Hiking; Expresses High Regard for WarshReminder: Key Intraday Focus (All times in Beijing Time)Break issue price! SpaceX stock falls below $135 IPO price for the first time as AI hype cools and Stock Lifting loomsSpot gold rises 0.2%, platinum surges about 2.9%, New York copper briefly breaks above $6.4Top 20 U.S. Stock Trading Volume on July 16: Apple Reportedly Seeks to Acquire AI Chip CompanyU.S. Dollar Index Falls Over 0.4%, Marking Second Consecutive Decline Amid CPI and PPI DataU.S. 2-Year Treasury Yield Drops More Than 6 Basis PointsFed Beige Book: US Economy Shows Slight to Moderate Growth, Divergent Inflation Outlooks, Robust Labor MarketOpenAI plans to launch a screenless AI speaker, and Apple's lawsuit may affect the release scheduleASML plans to raise prices for some lithography machines, which may lead to conflicts with Taiwan SemiconductorFed Beige Book: From late May to June, economic activity showed slight to moderate growth in 11 of the 12 Federal Reserve Districts, while one district reported no change. This pace of growth was very close to the previous reporting period, when economic activity expanded in 10 districts, remained flat in one, and declined in one. Consumer spending rose slightly, dampened by higher prices (especially fuel prices) suppressing sales in other categoriesJensen Huang Refutes SemiAnalysis Claims of Product Delays, States NVIDIA Vera Rubin Will Be Delivered to Customers as ScheduledUK Gilt Yields Generally Rise by About 4 Basis Points; Report Says Mahmood Expected to Become UK ChancellorWarsh Says He Has "Repeatedly" Demonstrated His Independence to TrumpBank of Canada Holds Rates Steady for Sixth Consecutive Time: Economy Shows Signs of Improvement, Inflation Expected to Return to 2% Target Early Next Year$53 Billion, 28% Premium: Stripe Teams Up with Advent for "Reverse Takeover" of PayPal, the "Riskiest Bet" in Payment HistoryAnthropic Races Toward IPO, Potentially Listing as Early as October and Beating OpenAI to the Capital MarketsOpenAI officially responds to Apple's lawsuit: its accusations "lack evidence"AI Bull Market Fully Revived? UBS: Early Correction Was Just a "Summer Shakeout," Earnings Season Expected to Sustain the RallySandisk Plunges Over 12% to Lead Decline, SK Hynix Drops 8%: US Memory Sector Faces Broad Sell-Off at OpenA chart reveals why investors are concerned about the profit prospects of cloud giants like Microsoft and AmazonIBM's 'Shock' Just the Beginning? Bernstein: Major Shift in Industry Budgets as Capital Accelerates Exit from Traditional ITGuo Lei of GF Securities: Four Key Insights on H1 Macroeconomic DataFed Chair Waller Testifies: Suspects AI Will Push Up Prices Over the Next 12 MonthsOil Prices Return to $85 as Market Bets on ECB Rate Hikes IntensifyASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesGoogle requests the European Union's highest court to uphold the ruling that annulled the $1.7 billion fineApple plans to restructure its computing power supply chain through chip acquisitions to break the bottleneck in AI server chip developmentPPI joins hands with CPI to extinguish July rate hike expectations! The U.S. June PPI saw a month-on-month decline for the first time in nearly a year, while the Middle East conflict remains the biggest variable for inflation