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SHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane? ---NTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedNTES: The 'Pig Farm' Must Still Tough It Out ---HOOD: Stock Halved? Let Earnings Speak, Other Notes ---MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News RecapHOOD: What's Left After the Frenzy?SMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3KO (Trans): Will Deepen End-to-End DigitalizationSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement ---KO: Betting on AI — Is the 'happy soda' playing a long game?---Narratives crack and sentiment wobbles? SPOT remains the nimble, high‑quality play.SMIC: Doubling Down in a Downcycle — The Last Hope for Homegrown AI Chips?