TENCENT Q2 Revenue RMB 204.79 Billion, Capital Expenditure RMB 52.78 Billion Greatly Exceeds Expectations, Free Cash Flow Turns Negative | Financial Report InsightsUS Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News RecapHong Kong stocks close (08.12) | Hang Seng Index falls 0.83% as optical communication and domestic property stocks rebound strongly; Tingyi rises over 7% after earningsiPhone 18 Bill of Materials Costs Could Surge by Up to $300: How Will Apple Tackle Memory Inflation?陈立武：英特尔最初是内存公司，正探索 “下一代内存架构”，已挖来 SK 海力士的人才US CPI Tonight: Could It Severely Damage September Rate Hike Expectations?US CPI Tonight: Could It Severely Damage September Rate Hike Expectations?Tesla's "pure vision" approach faces renewed skepticism, analysts express loss of confidence in its autonomous driving scalabilityAI Infrastructure Becomes Core Growth Engine! Hon Hai's Q2 Revenue Surges 41% Year-over-Year, H1 Revenue Up 35%How to View 'NPO vs. CPO'? Optical Communication Giant Lumentum: Incremental, Not Substitution; Both Represent Significant OpportunitiesMorgan Stanley admits to "picking the wrong side" and quickly upgrades the rating of U.S. IT hardware: "Chip inflation" is transforming from a demand killer into a catalyst for a procurement frenzy, with storage stocks being the most favoredAI Tech Stocks Lead Asian Market Rally, South Korean KOSPI Surges 5%, Oil Prices Extend Gains, US CPI Becomes Key VariableHon Hai's H1 Revenue Reaches NT$4.65 Trillion, with Net Profit of NT$109.9 Billion; Q2 Net Profit Hits NT$599.7 Billion, Exceeding the Estimate of NT$583.8 BillionNvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran OnFirst Direct Investment in Korean Stocks! Korean Media Reports Temasek Plans to "Buy the Dip" on Samsung and HynixPrediction Market Unicorn Kalshi Seeks $40 Billion Valuation as World Cup Bets Double RevenueUnderstanding the Market | Gold Stocks Rise Again, Highlighting Gold's Value as a Safe-Haven Asset and Long-Term AllocationA-shares midday | Shanghai Composite Index up 0.32%, ChiNext up 1.73%, CPO concept strengthensWhat if you can't afford chips? NVIDIA joins hands with Wall Street to turn AI computing power into financeable, securitized assetsStrong Growth, Moderate Rate Hikes, Controllable Oil Prices—Deutsche Bank Says Market Is Pricing a Non-Existent PerfectionBofA: Tonight's CPI "Downside Surprise" Has Greater Impact; A Lower-Than-Expected Core CPI Could Rule Out a September Rate HikeXiaomi Automobile: In July, Xiaomi SU7 sales reached 21,044 units马斯克最新讲话：五年后 AI 占 SpaceX 价值 99%，我们必须取得 AI 的胜利！Trend funds are betting heavily on stubborn inflation, with record bond short positions awaiting tonight's CPI "verdict"!From Luxury Goods to Cheap Symbols: The Diamond Market Is Accelerating Its CollapseWill AI Bring About an "Employment Doomsday" in the US? Bank of America: No Evidence Yet, but Pressure is Emerging Among Young People, the Information Sector, and the Financial IndustryNVIDIA Upgrades Open-Source Strategy: From "Supporter" to "Builder," Planning to Build World-Class Open-Source AI ModelsCentennial Historical Patterns Indicate a "Favorable Window" for U.S. Stocks; Analysts Bullish on the Next 18 MonthsA-share Opening Express | Three Major Indices Open Slightly Lower, Film Theaters and Semiconductors StrengthenHong Kong stock market opening | Hang Seng Index opened down 0.6%, gold stocks strengthened, Zai Lab rose over 8%Talent loss, model lagging, commercialization under pressure! Gemini users surpass 1 billion, but Google's "internal and external troubles" cannot be concealedAugust Surge Too Fast! Will Tonight's CPI Trigger Profit-Taking After Gold's Strong Rally?Jensen Huang's $500 Billion Financing Plan 'Tears Market Apart': Asset Management Giants Celebrate as Tech Stocks Fall for Two Consecutive DaysFrom SanDisk to CXMT, Long-Term Memory Supply Agreements Expand to Second- and Third-Tier ManufacturersAlibaba Cloud Accelerates Modular Data Center Delivery: Deployment in 100 Days, Costs Reduced by 10%CICC: Has global liquidity reached a turning point?Google "lands" in the Latin American digital economy! Adds three new submarine cable systems connecting Chile, Panama, and other countriesLumentum 电话会：CEO 称 “超大功率激光器需求正远超产能”，“NPO 机会完全是增量”早餐 | 谷歌跌近 4% 领跌道指 中概股重挫早餐 FM-Radio | 2026 年 8 月 12 日Super Micro Computer's Sales Nearly Doubled Last Quarter; Current Quarter and New Fiscal Year Guidance Significantly Beat Expectations | Earnings InsightsCoreWeave 电话会：新签合同利润率高出 5% 至 10%，全年业绩指引上调Ryanair signs a five-year cooperation agreement with Google Cloud to expand the application of artificial intelligence in aviation operationsCathay Hong Kong: Gold prices rebound, recommend related targets in the gold and jewelry sectorCoreWeave (Trans): Margins inflect; interest expense rising in tandemOvernight 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 Billion