The momentum of the U.S. retail stocks' counterattack is not over yet? Nike's return to Amazon leads the retail industry's valuation expansionMark Cuban Says Trump's Nvidia, AMD Export Tax Is What Warren, AOC, Sanders Should've Done — Kevin O'Leary Calls It 'Blackmail'Did Meta CEO Mark Zuckerberg Just Hint at Microsoft Investors' Worst Nightmare?China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: ReportBehind the new highs in the Japanese stock market: Valuation traps under the "double kill" of exchange rate and interest rate expectations?China Unicom: In the first half of the year, operating revenue exceeded RMB 200 billion, a year-on-year increase of 1.5%; profitability continued to strengthen, with pre-tax profit reaching RMB 17.8 billion, a year-on-year increase of 5.1%Reduce the Dojo project, core talent flows to DensityAI, Tesla's AI strategy faces a major adjustment?Nikkei 225 surged 2.5% to a new high, Asia-Pacific Select ETF (159687) benefits from semiconductor recovery and AI waveU.S. CPI data due tonight; Kuaishou tumbles on Kling-related concernsMorgan Stanley comments on Tesla's dissolution of the Dojo team: "DOGE-style efficiency" revolution begins, with a potential reallocation of billions in AI spending towards the robotics sectorWhat Does Trump's New Announcement With Apple Mean for Investors?With the shadow of weak employment looming, as long as the US CPI does not "explode" tonight, the trend of interest rate cuts in September is difficult to reverseMark Zuckerberg's Costly Metaverse Gamble, AI Spending Spree Could Deal 'Lethal' Blow To Meta, Warns Lawrence McDonaldBetter EV Stock: Ford vs. TeslaIs the exclusive dividend gradually approaching its end? Jinbo Biologics has started to slow downHong Kong nutritional supplement distributor Fitness Fanatics applies for a US IPO aiming to raise USD 9 millionGitHub CEO stepping down draws attention: Microsoft's AI strategy faces challenges, competition in the intelligent programming sector intensifiesU.S. Treasury yield alarm: Tonight's CPI may exceed expectations, Wall Street bets on two rate cuts by the Federal Reserve this yearThe market claims that U.S. data is unreliable, yet reacts strongly to "better-than-expected" results, especially inflation dataCITIC Lyon: Tencent Holdings Limited and NetEase-S have both obtained approvals for multiple important games from NPPATesla Leads New EV Price Reduction In July As Trump's $7,500 Federal Credit Deadline Drives Sales GrowthGM Plans To Lure Ex-Employees As It Looks To Revive Cruise Autonomous Driving Program—Led By Former Tesla Autopilot ChiefAMC CEO Says He Has Personally Abandoned Google In Exchange For ChatGPT: Here's How The Company Is Using Artificial IntelligenceWho will pay the price of tariffs? Goldman Sachs warns: 70% of the "bill" is being passed on to American consumersHong Kong Stock Midday Review: The Hang Seng Index closed up 0.09% in the first half of the day, semiconductor stocks surged, while innovative drugs opened high and closed lowBernstein criticizes NVIDIA and AMD for the 15% revenue-sharing agreement on chips to China, calling it a dangerous precedent, but admits that "85% is better than 0."Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'BigBear.ai, Tilray Brands, AMC, AST SpaceMobile And Intel: Why These 5 Stocks Are On Investors' Radars TodayThe US July CPI will be announced tonight! The impact of tariffs is becoming more apparent, and inflation may accelerate year-on-yearStrong profits + abundant cash! The scale of stock buybacks in the U.S. stock market may exceed $1.1 trillion in 2025, setting a new recordThe Trump administration is accused of "exchanging national security for revenue sharing"! Analysts: The key is when NVIDIA and AMD will resume AI chip supply to China, rather than the 15% revenue shareAI Wealth Creation at a Record SpeedNvidia to Pay the U.S. Government 15% of China AI Chip Sales. How Will Its Revenue and Profits Be Impacted?Berkshire's newly purchased "mystery stock" will be revealed on ThursdayExpecting "American stagflation" and limited room for the Federal Reserve to cut interest rates, Deutsche Bank recommends: shorting 10-year U.S. TreasuriesThe Biggest Mistake Investors Make When Buying Amazon StockCoreweave and Circle, the two major American "IPO stocks," will face earnings report scrutiny todayThis Might Be the Most Controversial Tesla Take YetThe competition for the Federal Reserve Chair has intensified! It is reported that Bowman, Jefferson, and Logan have entered the candidate listJoint Statement of the China-U.S. Stockholm Economic and Trade Talks: The implementation of the 24% tariff will be suspended again for 90 days starting from August 12, 2025Intel issued a statement regarding its meeting with U.S. President TrumpThis 'Netflix Of AI' Lets You Create Shows In Seconds—Amazon Just Funded It, But Some Ask Who Even Wants To Watch ItCITIC Securities: In August, maintain a tactical overweight view on A-shares and U.S. stocksWall Street Bull vs Bear: Stifel predicts S&P 500 could plummet 14%, while Trivariate optimistically forecasts it will surge to 7,000 points within two yearsReminder: Please pay close attention to the following (all times are in Beijing time)To catch the "last train" of electric vehicle subsidies, Tesla's orders in the U.S. surgeFunds and Chinese assets are forming a positive cycle, industry insiders: investor sentiment will gradually improveTesla Shares Rise 1.6% After Key Trading Signal