Airbnb: Looks good? Withered again$ Circle(CRCL.US) established an observation posit中芯國際2Q25火線速讀：公司本季度營收和毛利率雖然都達到了此前指引預期，但兩項數據環比依然還是下滑Firefly Aerospace (FLY) IPO Preview: Can the Mini SpaceX Ignite a New Space Cycle?Tariff policy turmoil stirs semiconductor industry; SMIC financial report unveils tonight | Today's important news reviewThe list of cooperative projects and long-term value in Jingtai's handsHot Trades in Hong Kong Stocks (8.7)｜ Chip Stocks Rebound Strongly, Apple Supply Chain Follows; Xiaomi and Pharmaceuticals Retreat Under PressureUber (Minutes): Autonomous ride-hailing is far from profitability, 50% of cash flow will be returned to shareholdersWeak ride-hailing, strong food delivery, is Uber at another crossroads?Applovin (Minutes): The self-service advertising platform will be launched in October this year.$ Taiwan Semiconductor(TSM.US) Keep it up in the n$晶泰控股(02228.HK) 买盘非常活跃。好现象。Airbnb 2Q25 火線速讀：單看 Airbnb 本季度的業績表現還算可以。在市場不高的預期下，Applovin: All tricks exhausted, what will the advertising overlord use to amaze the audience?Applovin 2Q25火線速讀：二季度業績依舊是強勢高增長，但和預期相比基本符合，尤其是對Q3的Unity (Minutes): Vector is still in its early stages, and this is a continuous and gradual process.Shopify (Minutes): Strong European and North American markets are the main reasons for GMV exceeding expectationsShopify: When Explosive Growth Masks All Other IssuesCrazy Roller Coaster, Does Unity Really Have a 'U' Turn?Shopify 2Q25 火線速讀：本季Shopify的業績相當“炸裂”，當季各項指標全面顯著超出預Unity 2Q25 火線速讀：二季度當期表現略微 beat 賣方預期，指引則基本 inline。由Uber 2Q25 火線速讀：本季業績整體來看，屬於穩定交卷，驚喜和失望之處都不多。最大的瑕疵是 MA brief introduction to the concepts of large molecules/small molecules in biopharmaceuticals:$ Taiwan Semiconductor(TSM.US) This is really not Li Auto i8 'Emergency' Adjustment Still Struggles to Stop the Decline; Apple's Fall Event Date May Be Set | Dolphin Research$理想汽車-W(02015.HK) 尾盘再买一点理想。今天增持了 12000股。这个价格还不错。$晶泰控股(02228.HK) 下午，港股通close以后，市场的表现还是很强的。我之前预计今天6亿Hot Trades in Hong Kong Stocks (8.6)｜ AI + Apple Supply Chain Double Boost! BYD Electronics Soars 10%, Tencent Hits New High, Innovative Drugs Secure 47 Billion Mega Order!Gregory Verdine（DoveTree 创始人）的职业生涯与影响力深度调研Rivian (2Q25 Minutes): Surviving 2025, Can R2 Stage Another 'Counterattack'?AMD (Minutes): Even excluding MI308, next quarter's AI GPU will still see year-over-year growth.$ LI AUTO-W(02015.HK) Buy another batch. Slowly acRivian: The Losses Deepen, Is It Another 'Dark Moment'?$晶泰控股(02228.HK) 技术上，应该是之前8.5 的前高有一批套牢盘解套了。开盘冲出来规模很$ Tesla(TSLA.US)Brother Ma is also a straightforwa$晶泰控股(02228.HK) 盘前竞价这个刺激啊，7.59 2200万股买盘。 FOMO刚刚开始。AMD: CPUs Are Eating Intel for Breakfast—When Will Its AI GPUs Go Toe-to-Toe with NVIDIA?Rivian2Q25 火線速讀：整體來看，Rivian本季度業績又跌入了谷底時刻。 雖然由於產量受關AMD 2Q25火線速讀：公司本季度收入和毛利率都達到了此前指引預期。 其中本季度的收入同比增長，主$ AMD(AMD.US) After-hours earnings report. Adding XD 1H25 Preview Commentary: Earnings Surprise with Significant Increase, Where is the Outperformance?XD Inc. 'Great Joy' Soars; Taobao to Launch New Major Membership System$ XTALPI(02228.HK) I think I made a contribution. $ XTALPI(02228.HK) Day trading Sell 50000 6.38，Fil$ XTALPI(02228.HK) 6.38 At this entangled position$ XTALPI(02228.HK) 6.38/6.40 has been set with larPalantir (Minutes): Projecting a 10-fold increase in U.S. revenue over the next 5 yearsMercado (Minutes): It is not yet certain whether the free shipping threshold will be lowered in other markets.Growth or Profit? The Dilemma of 'Latin America's Alibaba' Mercado$ XTALPI(02228.HK) day trading try it. Mainly anno