Nanya Plastics Confirms Doubling of Electronic Material Prices This Year; Glass Fiber Cloth Shortage Most SevereGoldman Sachs leads the bridge institution capital, NVIDIA's $500 billion AI infrastructure financing kicks off: from "selling chips" to "selling assets"JD.com's Profitability Inflection Point: Why the Market Is Not Buying ItLG Innotek's revenue in the first half of the year came from Apple by over 10%Just in! Z.AI releases GLM-5.3 model, "built for coding," with performance rivaling Fable 5Z.AI Releases GLM-5.3 ModelNvidia CEO Jensen Huang Just Introduced a Bold $500 Billion Plan to Potentially Create Chip-Backed Securities. What Could Go Wrong?Goldman Sachs is negotiating with investors on financing deals for NVIDIA after securing key positionsFormer Japanese Finance Official Warns: Yen Intervention Could Recur at Any Time, BOJ Should Accelerate Rate HikesUnderstanding the Market | Gold Stocks Fluctuate Higher, China Gold International Surges Over 13% After Earnings, Lingbao Gold Rises Over 5%Xunlei's Q2 Revenue Grows Nearly 40%, Overseas Live Streaming Expansion Pressures Gross Profit MarginWindfall Ahead, AMAT Gets Cold Feet?The yen is once again approaching the 160 mark, and a former Japanese foreign exchange diplomat warns that the US and Japan could "jointly" intervene at any time, while the Bank of Japan may accelerate its interest rate hike paceGoogle launches the new version of Gemini Flash, but the flagship model 3.5 Pro is "difficult to produce," exacerbating concerns about its competitive capabilities at the forefrontSMIC (Trans): Price hikes lift GPM, depreciation still a dragLG Electronics signs memorandum of cooperation with NVIDIA in the fields of robotics, AI factories, and mobile mobilityGoldman Sachs Kaplan: The Federal Reserve's "wait and see" approach in July was completely correct, and it may continue to "kick the can down the road" before September to maintain flexibilityGoldman Sachs Comments on Sandisk's 'Explosive Investor Day': Long-Term Financial Guidance Far Exceeds Expectations, 100% of Excess Free Cash Flow Returned to Shareholders"AI Cloud Powerhouses" CoreWeave and Nebius Deliver Strong Results! Compute Leasing Prices Surge, with Significant Premiums on Short-Term ContractsSandisk Sets "Ultra-High" Long-Term Targets: Mid-to-High Double-Digit Revenue Growth and 80% Gross Margin for FY2028-30, Stock Surges Nearly 20%The Real "Oil Price Crisis": Widespread Shutdowns at Global Refining Hubs, Wall Street Warns of a "Perfect Storm" in Refined ProductsUS Defense Secretary Says "Indefinite" Naval Blockade Possible; Iran Warns of Conflict Escalation if Demands Unmet; Houthis Attack Saudi Refinery AgainCICC: "Monetary-Fiscal Coordination" Under the Walsh ReformCITIC Securities: US inflation continues to be moderate, concerns about interest rate hikes are temporarily alleviatedThe surge in AI computing power demand drives capital investment, AMD completes the largest dollar bond issuance in history, raising $4.75 billionBreakfast | August 14, 2026"Innovation Dividend" Reshapes Valuation Logic as Foreign Capital Accelerates Embrace of China's Hard TechReminder: Key Focus for Intraday Trading (All Times in Beijing Time)AMAT (Trans): Q4 guidance up 51%; GPM held in checkApplied Materials Plunges! AI Wave Boosts Equipment Demand, But Earnings Beat Fails to Satisfy Market Appetite | Earnings WatchAugust 14th External Market Headlines: The yield on the U.S. 30-year Treasury bond auction hits a 25-year high, oil prices decline, and inflation reports continue to be positive. AMD plans to issue bonds to raise $5 billionTop 20 U.S. stock trading volumes on August 14: Sandisk rose 13.67%, and the storage sector strengthened simultaneouslyWorkday Surges 30% as Software Stocks Rally; Report: Silver Lake Plans to Acquire WorkdayU.S. Treasury Yields Fall Broadly on PPI Data Release DayAffected by reports of Workday's acquisition, Workday's gains once widened to 30%. AI application software stocks surged collectively, with Cloudflare and MongoDB up over 6%, Palantir Tech and Salesforce up over 4%, AppLovin and ServiceNow up over 3%; the iShares Expanded Tech Software Sector ETF rose over 2%US Stock-Bond Correlation Hits 30-Year High, Reaching Levels Seen Before the Dotcom Bubble BurstGoogle Launches Gemini 3.7 Flash ModelGoogle Intensifies Gemini Flash Releases: Enhanced Coding Capabilities, Prices Halved, Flagship Model Launch Date Still UndecidedWinning Yield on U.S. 30-Year Treasury Bond Auction Hits Highest Level Since 2001Gemini 3.5 Pro Delayed, Talent Continues to Leave: Google’s New AI Chief Takes Over a "Mess"Slight Rebound! U.S. Initial Jobless Claims Rose to 209,000 Last Week, Labor Market Resilience PersistsAfter the Cooling of Food Delivery Subsidies, JD.com Bets on an AI-Driven Efficiency NarrativeAMD plans to issue investment-grade bonds to raise up to $5 billionExpanding the AI Race 'Arsenal'! AMD Reportedly Planning Largest Investment-Grade Bond Issuance, Raising Up to $5 BillionJD: No AI arms race, no buybacks — can a 'frugal' strategy still work?South Korean Stock Market Soars 22%, Yet Almost "No One Holds Positions"SanDisk Targets Mid-to-High Double-Digit Revenue Growth in Fiscal Years 2028 to 2030The resilience of the U.S. economy confuses the Federal Reserve! Consumption and AI investment remain strong. Richmond Fed President: The path to returning inflation to 2% still holds uncertainty