Overnight news on August 12: U.S. stocks closed lower, oil prices rose, the U.S. military attacked a merchant ship heading to an Iranian port, and NVIDIA launched its first open-source AI modelReminder: Key Events to Watch During the Day (All Times in Beijing Time)Analyst Conference Call: CoreWeave Projects Annual Sales of $12.4–$13.2 Billion and Capital Expenditures of $35–$39 BillionAugust 12th foreign market headlines: U.S. military fires on ships violating the blockade, Apple Pay head retires, Google Gemini monthly active users exceed 1 billion, Super Micro Computer's stock price surges after hoursAI 光通信需求强劲，Lumentum 上季营收翻倍，本季指引更超预期，债务重组致超 70 亿巨亏｜财报见闻CoreWeave Surges! Q2 Revenue and Earnings Beat Expectations | Earnings WatchCME to Launch GPU Computing Power Futures on October 5, Tracking H100 and B200 Rental CostsUS Senator Sanders Writes to OpenAI, Anthropic, and Meta: Pause AI Development or Congress Will InterveneLumentum Reports Q4 Net Revenue of $1.01 Billion, Beating Analyst Expectations of $990 Million vs. $480.7 Million a Year Ago. Stock Dipped 5% in After-Hours Trading Before RecoveringU.S. Treasury Secretary Janet Yellen: Welcomes Meta's release of Muse GlimmerThe Truth Revealed? US Media: US Defense Giants Worry That Ukrainian Production of "Patriot" Missiles Could Be Much CheaperOver $400 Billion at Stake! Trend-Following Funds Record Short Global Bonds; US CPI This Week Key to P&LBearish sentiment in US stocks continues to spread; historical data suggests it may fuel the next rally in the S&P 500EIA Raises Brent Crude and Refined Product Price Forecasts 2026 Average Brent Price Up 6.1%, Gasoline Up 5.9%, Diesel Up 8.5%Hawks Now Account for Half of the FOMC: Will Warsh Become a 'Lame Duck' Chair?Apple welcomes another executive change as Bailey, head of payment and wallet services, will retireGoogle claims that Gemini's monthly user count has exceeded 1 billionNVIDIA's credit risk indicators have declined, CEO clarifies $500 billion financing planPre-IPO Cash-Out: OpenAI Completes $7 Billion Employee Equity TransactionBYD's Flash Charging Enters the 100,000 Yuan MarketEscalating Shipping Risks in the Middle East: US Forces Fire on Merchant Vessel Attempting to Break Blockade; Red Sea Attack Leaves 3 DeadSE: Rally — Is E-com Finally Turning?It is reported that about one-third of the subscribers did not receive shares in the Intel stock issuance transactionNVIDIA launches its first open-source AI modelNVIDIA launches Nemotron 3.5 Lightning targeting AI acceleration for intelligent agentsTSMC's "Mr. CoWoS": ABF Substrate Shortage May Be Second Only to Memory in Coming YearsCME Official Announcement: Following Gold, Silver Futures to Join "Around-the-Clock Trading"A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AITINGYI's H1 Revenue Edges Up 1.1%; Product Mix Adjustment Boosts ProfitsIs Leveraged Capital Hijacking the AI Rally? Related ETF Exposure Has Climbed to 58%, Rebalancing May Intensify Tech Stock VolatilityAI reasoning moves towards the era of heterogeneous computing power! Microsoft's Maia 300 accelerates the rise of self-developed silicon, while Taiwan Semiconductor and Marvell Tech welcome the ASIC growth cycle张忆东：底部已到，但 “夏日寒风” 还有余波，港股现在性价比不错，但 8 月不宜追高NVIDIA rises nearly 2% in pre-market trading: Reports indicate the company is developing new proprietary AI modelsNVIDIA is fully developing the Nemotron 4 open-source large model to drive chip demand while directly facing customer competitionSE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?Following Seed and Flow, ByteDance Establishes Another AI Tier-1 Department, Targeting "Data"CHINA LIT Accelerates IP Monetization: Short Dramas and AI Animated Series Account for Over 12% of Half-Year RevenueTaiwan Semiconductor and Sony finalize a $4.7 billion joint venture agreement to mass produce the next generation of image sensors by 2029US CPI Expected to Cool in July: Fed Rate Hike Expectations May Face a Second Shock明天美国 CPI 有 “鸽派惊喜”？高盛称通胀或低于普遍预期 ，汇丰则押注 “温和” 数据TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?U.S. Stock Market Outlook | Three Major Index Futures Rise Together, NVIDIA Teams Up with Wall Street to Leverage $500 Billion, Yen Approaches 160 AgainHas the Plunge Cleared the Market? Analysis: Leverage Nearly Fully Unwound, South Korean Stocks Face a Second Short-Squeeze Buying OpportunityTaiwan Semiconductor and Sony Semiconductor Solutions will establish a joint venture for image sensorsOn August 11th, Xiaomi Corporation-W spent approximately HKD 49.9574 million to repurchase 1.868 million shares