Qualcomm (Minutes): Its share in this year's new iPhone models will drop to 70%Azure is making a strong comeback, with Microsoft reclaiming its position as the AI powerhouse.Qualcomm: Samsung's 'blood transfusion' struggles to sustain momentum, Apple's 'sabotage' hides potential pitfallsTikTok 劫，Meta 爽，老扎 AI 野心再膨胀！Spotify（Minutes）：Business growth is non-linear, not in a hurry to enter the next round of price increasesSpotify: Minor flaws don't change the big trend, high valuation faces emotional killInstant retail battle escalates as Alibaba's Taotian joins the fray; Xiaomi enters the large model arena | Recap of today's important newsKweichow Moutai: Left hand with non-standard liquor, right hand with series liquor, not afraid of the slowdown of Feitian?Coca-Cola (Minutes): 25Q2 may face high base pressureLuckin (Minutes): Management remains cautious on profit margin outlookNot content with being a miser, is Luckin going to 'stir things up' again?Coca-Cola: Tariffs Bite Harder, "Liquid Gold" Gets Pricier?Has the worst time passed? Can China Tourism Group Duty Free Corporation turn bitter into sweet?OpenAI enters e-commerce; SERES plans to list in Hong Kong | Today's important news recapHas the hype died down? Is Focus Media's 'good days' not far away?Trump chickened out, can US stocks go 'KTV' again?The frenzy of LABUBU drives up Pop Mart; State Council press conference releases positive signals｜Today's key news recapBYD: Still the king of cars! But can it keep sprinting?The Political Bureau meeting made important statements; watch BYD's earnings report to be released tonight | Today's important news reviewIntel (Minutes): Annual capital expenditure reduced from 20 billion to 18 billionIntel: Selling assets with one hand and laying off employees with the other—can a leadership change save them?Google (Minutes): It's too early to call the second quarter performance