Benefiting from the surge in demand for high-end chips, Taiwan Semiconductor's net profit in the second quarter increased by over 77%, exceeding market expectationsTaiwan Semiconductor Q2 Net Profit Surges 77.4% Year-on-Year, Far Exceeding Expectations; Gross Margin Reaches 67.7% as Strong AI Chip Demand Persists | Earnings InsightTaiwan Semiconductor Forecasts Third Quarter Revenue of $44.6 Billion to $45.8 Billion, Above Market Expectations of $43.11 BillionTaiwan Semiconductor's profits exceed high expectations, further evidence of sustained AI demandAlleged collusion to raise memory interface chip prices! Montage Technology, Renesas, and Rambus' South Korean offices raided; shares plunge as companies respond swiftlyJPMorgan Chase: The Key Issue in the Current Oil Market Is Not Iran, but RussiaMPF Rating: The net inflow of the Mandatory Provident Fund in the second quarter was approximately HKD 12.05 billion, with HSBC and Sun Life Financial being the biggest winners in terms of fund flowTaiwan Semiconductor's Q2 Net Profit Reaches TWD 706.6 Billion, Beating Estimates of TWD 623.73 BillionNVIDIA partners with Japanese companies to accelerate the development of robotics and AI technologyA Single CPI Cooling Is Hardly the End of Rate Hikes; Waller’s Answer May Lie in Balance Sheet ReductionOppenheimer Withdraws IBM's $350 Price Target: Software Growth Only Half of Expectations, Stock Price to Remain Range-Bound in the Short TermHong Kong Stock Midday Review: The Hang Seng Index opened high and rose, closing up 1.93% as tech stocks strengthened collectivelyHong Kong Stock Midday Review | Hang Seng Index rises 1.93% at midday, Xiaomi Group-W up over 6%In-House Chips Fall Short, Apple Turns to Acquisitions to Break Through AI Server BottlenecksJapanese robotics manufacturer joins NVIDIA's physical artificial intelligence alliance, CosmosWhy 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 cents出口超预期：关注 AI 之外的三个链条U.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 Plunge早餐 | 科技巨头力撑三大美股指两连阳，标普逼近一个月高位Zhitong 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 Chancellor