Jensen Huang Says Nvidia's Products Irreplaceable As Broadcom And Marvell Push Custom ASIC Chips To Challenge GPU Dominance: Here's WhyThe European car market is recovering, but Tesla's sales have plummeted by 40%, and its market share has been surpassed by BYDNVIDIA CFO: "There is no need to pay a 15% commission unless the U.S. government formally enacts regulations."Google Slashes Over A Third Of Managers Leading Small Teams Over Past Year: ReportFocus on Tencent Investor Meeting: AI ignites a new growth engine, multiple business lines working together, Bank of America target price HKD 690!What happened to EAST BUY?Satya Nadella Says These Microsoft Copilot Prompts Now Run His Schedule, Prep Meetings And Even Flag Risks, Shares 5 ExamplesShanghai Securities: Expectations for a U.S. dollar interest rate cut have increased, suggesting attention to the export chain and humanoid robotsGoldman Sachs predicts Apple iPhone 17 launch event: very optimistic, will drive revenue growth"AI Faith" Hits a Snag! NVIDIA's Guidance Indicates Slowing Growth, Is the US Stock Market Welcoming a Cooling Signal?Elon Musk's Tesla Struggles To Retain EV Market Share, BYD Surges Over 200% In July In EuropeCICC: The domestic stock market is at least far from the bubble stage; in the short term, pay attention to the "animal spirit" of individual investors and guard against excessive emotionsReminder: Please pay close attention to the following (all times are in Beijing time)Hong Kong Stock Midday Review: Hang Seng Index closed down 0.66%, market fluctuating around the 25,000 markZhou Xiaochuan: A Multidimensional Perspective on StablecoinsThe shadow of European debt has never faded! UK long-term bond yields are approaching the 1998 high, facing the risk of "stagflation."Trip (Minutes): Announced a $5 billion open-ended buyback planTowards the "Singularity" – AI Reshaping the Asset Management IndustryNVIDIA (Minutes): GB300 has been shipped, Rubin is scheduled for mass production next year.Unfazed by JD.com's entry to disrupt the market, Trip.com remains an excellent performer.MIXUE ICE CITY's Q2: Steady growth in China business, unsustainable delivery subsidies, "adjusting stores" in Vietnam and IndonesiaGoldman Sachs: NVIDIA's Q2 performance basically meets expectations, reiterates "Buy" ratingIncorporating critical minerals, is the U.S. going to "grab silver" next?As interest rate hike expectations heat up, Japan's two-year government bond auction attracts attentionJensen Huang Declares 'A New Industrial Revolution Has Started': Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For NvidiaAlibaba releases its first data analysis AgentNongfu Spring (Minutes): first steps finally made towards global marketsOpenAI's restructuring may be delayed until next year, as negotiations with Microsoft have hit a critical impasseAccording to reports, OpenAI's negotiations with Microsoft (MSFT) have not yielded results, and restructuring may be postponed until next yearUnderstanding the Market | Alibaba-W fell over 4%, will release first quarter results tomorrow, market worries about the impact of flash sales on profitsNvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing DownAfter exhausting all efforts, how did HAIDILAO find certain growth?Is a rotation between stocks and commodities coming soon?Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive: Why These 5 Stocks Are On Investors' Radars TodayNVIDIA conference call: "The opportunity to bring Blackwell to the Chinese market" is real, and this year's gross margin is still expected to reach the mid-70% levelCompared to NVIDIA, Costco and Walmart are the ones that are "ridiculously expensive."NVIDIA: The Universe's Top Stock, Is Not Being Explosive Enough a Crime?Jensen Huang: Blackwell chips "are indeed likely" to enter China, optimistic about a 50% increase in China's AI market next yearShattering market doubts, Snowflake's earnings report strongly raises full-year guidance, with stock price rising 13% in after-hours trading | Earnings Report InsightsGoldman Sachs comments on NVIDIA's earnings report: Performance is solid, but market expectations are high, and stock price faces pressureWall Street views Meituan: Below expectations "as expected," the extent "beyond expectations," management emphasizes "core areas are stable"Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One ReasonFull Text | NVIDIA Q2 Earnings Call Transcript: China is an Important Market for AIStarting at 219,800! XPeng's new P7 is "more aggressive than expected," Morgan Stanley: "exceeds expectations"Hong Kong Stock Concept Tracking | Meta Connect Conference will release new AI glasses, institutions generally optimistic about the growth space of the industry chain (with concept stocks)NVIDIA's net profit increased by more than 50% last fiscal quarter, Jensen Huang: There is a realistic possibility of introducing Blackwell chips to ChinaXPeng (Minutes of the Press Conference): Competing Head-to-Head with Xiaomi SU7, Can It Soar Again?The independence of the Federal Reserve may be undermined by Trump, Citigroup advises investors to bet on long-term U.S. Treasuries and a decline in the dollarAnalysts warn: Political interference in the Federal Reserve is "playing with fire," as safe-haven demand drives gold prices to rise continuously