China Mobile (Minutes): Maintains guidance of 'steady revenue growth, good profit growth' unchangedDuolingo: User Growth Under Pressure, High Ecosystem Stickiness Alleviates Monetization ConcernsChina Mobile: Profitability remains strong, the 'cash cow' status unchangedBlock (Minutes): Growth is expected to accelerate continuously in the second half of the year, but there is slight pressure on profit margins.SMIC (Minutes): Demand slows in the fourth quarter, currently not considering accelerating capacity expansion.Block: Riding the Stablecoin Tailwind, Finally a Rebound?Disney (Minutes): Integration of streaming resources can lead to an overall value enhancementSMIC: The 'Hot' Valuation Meets the 'Cold' Answer Sheet, Is the Revaluation Path in Jeopardy?Airbnb (Minutes): Facing a tougher comparison base in the second half of the yearStay patient, Disney's spring is nearAirbnb: Looks good? Withered againTariff policy turmoil stirs semiconductor industry; SMIC financial report unveils tonight | Today's important news reviewUber (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.Applovin: All tricks exhausted, what will the advertising overlord use to amaze the audience?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?Li Auto i8 'Emergency' Adjustment Still Struggles to Stop the Decline; Apple's Fall Event Date May Be Set | Dolphin ResearchRivian (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.