AMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higherSMIC (Trans): Foundry prices edging higher; pricing tailwind to persistCapex Boom Ahead: Can AMAT Catch the Windfall?Price hikes and a fresh story — is SMIC set to rally?JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve FurtherJD: Earnings Power Intact as state subsidies fadeNVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News RecapBABA (Trans): E-com Steady, AI PushBABA: E-comm Steps Back, AI Takes Lead; Cash Burn Not a ConcernTencent (Trans): H2 investment to ramp up; cloud to accelerate, stronger LLM to launchAtour (Trans): Focus on leisure; retail is customer-firstATAT: Hotels Rebound, Retail Soars — Has the industry's 'indie chic' finally broken out?Tencent: No Longer Resting on Laurels; AI Is the Way ForwardNew AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News RecapSE (Trans): Shopee GMV to grow at least 25% in 2026; Garena bookings to sustain strong growthSE: Southeast Asia's mini Tencent roars back!TME (Trans): Intense Competition; Deepening WeChat Channels Collaboration in 2024TME + Ximalaya: Can It Win the Defensive Battle?Kuaishou to spin off 'Kling' for a standalone listing; Tencent holds the line on social | Daily News RecapCircle (Trans): Guidance excludes Arc token presale; to be revised next qtr.Circle: Ugly tape, the first stablecoin stock still expands