Meta has acquired another artificial intelligence startup, and the two founders have joined its superintelligence teamAgainst the backdrop of the China-U.S. game, "America's only rare earth player" MP Materials' Q2 performance exceeded expectations, with praseodymium and neodymium production surging by 120%The tariff shock has arrived, with European exports to the U.S. plummeting, and automotive exports dropping by 35%, and this is just the beginning…Battle of Dividend Stocks: Microsoft vs. Meta PlatformsDuolingo (Minutes): Adjusting Strategy to Mitigate AI Public Opinion ImpactChina Mobile (Minutes): Maintains guidance of 'steady revenue growth, good profit growth' unchangedBank of Japan July Meeting Minutes: Rate Hikes May Resume by Year-EndMorgan Stanley's "super dovish" prediction: The Federal Reserve may cut interest rates four times consecutively starting in SeptemberDuolingo: User Growth Under Pressure, High Ecosystem Stickiness Alleviates Monetization ConcernsChina Mobile: Profitability remains strong, the 'cash cow' status unchangedAI chip demand remains strong, Taiwan Semiconductor's revenue increased by 26% in JulyMorgan Stanley: The exemption from U.S. chip tariffs meets expectations, maintaining "Overweight" rating on Taiwan Semiconductor and Taiwanese stocksA twofold achievement! Trump nominates Miran, both placing a confidant and delaying the leadership changeTesla Dominates Used EV Sales On Carvana As Electrified Mix Hits Record 9%Taiwan Semiconductor's sales in July reached NT$ 323.17 billion, a year-on-year increase of 25.8%Intel CEO Pat Gelsinger stated: There are many inaccuracies regarding past job information, and the board fully supports the company's transformation effortsReminder: Please pay close attention to the following (all in Beijing time)Will GPT impact Duolingo? Morgan Stanley: The biggest challenge in language learning is "motivation," AI is not a competitor but an accelerator!After the performance surge of 12% has become commonplace! AppLovin's e-commerce business is delayed, but the 2026 expectations have been significantly raisedThe "major hidden danger" of gold prices: Central banks are buying less?Hong Kong Stock Midday Review: Hang Seng Tech Index closed down nearly 1%, SMIC fell 5.6%Elon Musk: Tesla should not simultaneously advance two completely different chip designsThe U.S. imposes tariffs on imports from Switzerland, disrupting the global gold bar market, temporarily boosting New York gold prices?Japanese Finance Minister: The reduction of tariffs by the United States will decrease the impact on Japan's GDP by 0.2 percentage pointsThe Federal Reserve has serious internal divisions. If Powell wants to "turn dovish," then "Jackson Hole" is the best opportunityCICC: Lowers Xiaomi Corporation-W target price to HKD 70, expects next quarter's Xiaomi SU7 delivery volume to reach 81,000NVIDIA target price hits $200! Goldman Sachs bets on better-than-expected earnings report, three major puzzles to be solvedTrade negotiations are far from over! Multiple countries are scrambling for U.S. tariff exemptionsBlock (Minutes): Growth is expected to accelerate continuously in the second half of the year, but there is slight pressure on profit margins.Block（纪要）：预计下半年增长不断提速，但利润率略有压力NVIDIA leads the "Seven Giants" with an operating profit margin of nearly 60%, while Tesla is at the bottom with only 8.76%Richard Werner Tells Tucker Carlson Wrong To View Banks As 'Intermediaries,' Says They Have 'Unique Power' That Economists OverlookMiran's "big face change": Last year criticized interest rate cuts as the "biggest mistake," now claims Trump's policies have brought "deflation."SMIC (Minutes): Demand slows in the fourth quarter, currently not considering accelerating capacity expansion.Block: Riding the Stablecoin Tailwind, Finally a Rebound?Apple's Report Card Under Tariff Games: $100 Billion Additional Investment Focused on Semiconductors and AI, Wedbush Raises Target Price to $270How much of the "600 billion dollar pie" drawn for Trump can Apple achieve? Wall Street: Anyway, the iPhone is profitableDue to tariff impacts, Toyota's net profit in the first fiscal quarter plummeted by 37%, with an expected annual profit reduction of nearly 10 billion dollarsAfter being hit by stock price shocks, the "weight loss duo" feels the "excitement" of Wall StreetIt is reported that Meta has chosen PIMCO and Blue Owl to arrange financing for a $29 billion data center projectTariff implementation triggers stagflation alarm on Wall Street, changes in the Federal Reserve's interest rate cut path?Before the key decision in September, "Trump 2.0" has two major hurdlesStart "Federal Reserve MAGA-fication"? Trump has chosen the chief designer of the "Mar-a-Lago Agreement"The divergence over the Federal Reserve's interest rate cuts intensifies: Bostic warns that tariffs may lead to long-term inflation, maintaining the expectation of one rate cut this yearStagflation shadow looms over the US stock marketSMIC and Hua Hong send a signal: Full production!