Lao Pu Gold (Minutes): Store efficiency ranks first in single-store revenue in Chinese mallsManufacturing performance far below expectations, Germany's Q2 GDP unexpectedly revised downJensen Huang appeared in Taipei, revealing NVIDIA's next "AI blueprint" keywords: Rubin, silicon photonics, and the Chinese marketBillionaire Warren Buffett Sold 69% of Berkshire's Stake in Apple and Has Loaded Up on This Industry-Leading Stock for 4 Straight QuartersBillionaire David Tepper Just Sold These 3 Artificial Intelligence (AI) Stocks but Loaded Up on NvidiaCan the revived Miniso replicate the IP path of "POP MART"?Alibaba's "1+6+N" reporting method has entered history, and the group has redefined its four major business structuresCEO Jensen Huang Just Delivered Incredible News for Nvidia Stock InvestorsChinese consumer goods supplier Aigo Holdings submits IPO application for US stock market, aiming to raise USD 10 millionDow Dips 150 Points Ahead Of Powell Speech: Investor Sentiment Declines, Fear & Greed Index Moves To 'Neutral' ZoneTariffs + Dual Pressure from Chinese Competition, European Car Manufacturers Face Massive Short Selling by Hedge FundsMicrosoft Targets Nintendo Switch 2 With Xbox ROG Ally Launching October 16South Korea's economy may grow only 0.9% this year, the slowest growth rate since the impact of the pandemicBarclays: Robotaxi may face a long approval process, gives Tesla a "hold" ratingHaitong International: Gives JD-SW a target price of HKD 167 and maintains an "Outperform" ratingJensen Huang "pushed the stock": Taiwan Semiconductor is one of the greatest companies in human history, and smart people all want to buy their stocksArthur Hayes Says 'I Want No Cut' At Jackson Hole—Will Powell Bend To Trump Or Channel Volcker 2.0?Tesla raises the price of the Cybertruck Cyberbeast in the United States by $15,000Reminder: Please pay close attention to the following (all times are in Beijing time)GDS conference call highlights: Customer onboarding is expected to accelerate in the second half of the year, and management remains confident in AI inference demand in the coming yearsNvidia Suspends China-Focused H20 Chip As Beijing Pushes For Domestic Alternatives, Analysts Warn Of Weaker Q3 Outlook: ReportRobot business surges 6 times, ROBOSENSE starts second growth curveJapan's core inflation in July rose 3.1% year-on-year, far exceeding the central bank's 2% targetNew Federal Reserve News Agency: Powell will reassess the current policy framework on FridayJerome Powell's Jackson Hole Moment: Crypto Traders See 85% Rate Cut Odds In 2025, While Morgan Stanley Says Fed Will Stay On The SidelineContradiction between one's own business behavior and litigation claims? Musk once invited Meta to jointly acquire OpenAIMark Zuckerberg's Meta Strikes $10 Billion Cloud Pact with Google To Power AI Ambitions Despite Tech Rivalry: ReportIn the eye of the storm! Wall Street outlook: Goldman Sachs expects Powell will not explicitly mention interest rate cuts but will pave the way for actions in SeptemberDemand in doubt! It is reported that NVIDIA has halted the production of the AI chip H20 for ChinaUnderstanding the Market | INNOSCIENCE rose over 6% in early trading, with the company recently announcing multiple positive developments. Credit Suisse pointed out that its entry into the NVIDIA supply chain is of significant importanceProLogis: Expects the Federal Reserve to cut interest rates by 25 basis points in September, with a total reduction of 50 basis points for the yearKUAISHOU's performance in the second quarter is stable, and Wall Street is hotly discussing "Keling AI": the revenue performance exceeds the reported income, and the full-year guidance seems a bit low?US Stock AI Applications: Differentiation in Accelerated ImplementationJensen Huang Hints At A 'New Brain' And A Monday Reveal: What's Nvidia Got In Store For This Robot?Bitcoin, Ethereum, Dogecoin, Solana Slide Ahead Of Jerome Powell's Jackson Hole Speech: Large Investors Buying The BTC Dip, Says Analytics PlatformU.S. officials say the Trump administration is not seeking to acquire equity in companies such as Taiwan Semiconductor and Micron TechCITIC Securities Co., Ltd.: The scale of "deposit migration" will exceed 5 trillion, and it is unlikely to concentrate in the stock market, but rather enter the market indirectly through "fixed income +"Understanding the Market | XPENG-W opened over 9% higher, He Xiaopeng invested approximately 250 million to increase his shareholding, and the company's second-quarter performance exceeded market expectationsCosts are "increasing every week"! Walmart warns that the impact of tariffs will "last until the third and fourth quarters."What investment impacts are there from changes in U.S. technology policy towards China?Over $10 billion! Google Cloud secures a major deal with MetaGoldman Sachs: It's time to buy U.S. momentum stocksA-shares "outperform" US stocks: the background and implicationsLearning from history, technological revolutions all follow the same pattern. Will the AI "investment frenzy" be like the railways and the power grid of the past?It is reported that Google and Meta have reached a cloud service agreement worth over $10 billionOn the eve of Powell's speech in Jackson Hole, strong data and hawkish statements dampen interest rate cut expectations, leading to a six-day decline in emerging market currenciesApple accelerates monetization of services, raising subscription price of its streaming service Apple TV+ by 30%Breakfast FM-Radio | August 22, 2025