Roblox: A Blockbuster Assist, Returning to the Ecosystem BreakthroughQualcomm (Minutes): Growth opportunities in automotive and IoT far exceed revenue from AppleRobinhood 纪要：“竞对推新只见雷声不见雨点，就不担心竞争”高通：手机风险暗涌，AI 画饼何时能 “充饥”？NVIDIA Interviewed Over Security Concerns; JD.com Expands "Hourly Delivery" in EuropeARM (Minutes): The company is evaluating the feasibility of entering the 'physical chip' market.Microsoft (Minutes): 1Q capital expenditure $30 billion, full-year expenditure higher in the first half and lower in the second halfRobinhood：股票代币在手，美国散户王要无敌？CATL (2Q25 Minutes): The growth of new energy vehicles in Europe continues, and local production capacity is gradually being released.ARM：“芯片税” 撑场面，烧钱之下订单 “有点冷”？Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next year宁德时代：价格鏖战，宁王也难脱内卷困局？Azure 增长无极限？微软无愧 AI 总龙头Meta’s “Off-the-Charts” SurgeLuckin Coffee (Minutes): In the second half of the year, committed to reducing the cost increase caused by the shift towards delivery services.New Oriental (Minutes): Study abroad expectations are cautious, and the slowdown in quality education is a seasonal fluctuation.Luckin: The 'Little Blue Cup' is surging, is the 'Coffee King' on a smooth path?New Oriental’s Thunderous Roar: The Uphill Road to RebirthLi Auto i8 suffers a poor start with stock price plummeting, XPeng's new P7 debut scheduledLi Auto's i8 Release (Minutes): Can the i8 Redefine Li Auto's Pure Electric Endeavor?Spotify (Minutes): Develop non-linear growth, with a greater focus on lifecycle value