Hong Kong Stock Midday Review: Hang Seng Index rises 0.63%, Lithium Battery and Biopharmaceutical stocks rebound significantlyMarvell (Minutes): Still has not responded positively to Alchip's challengeMeta is reportedly striving to release a new Llama model by the end of the yearSequoia Capital: AI is leading a $10 trillion revolution, grander than the Industrial RevolutionThe Federal Reserve favors inflation indicators as the announcement is imminent, and gold prices have risen for four consecutive weeks, approaching historical highsStrong rebound! XTALPI surged by 5% at one point during the midday sessionFuture Necessities: New Consumption GuidelinesZhao Changpeng's full speech in Hong Kong: Detailed discussion on popular tracks such as stablecoins, RWA, DAT, AI, etcTransUnion Hack Exposes Data Of 4.4 Million Consumers As UnitedHealth, Microsoft Breaches Highlight Escalating CrisisThe "Ultra" Revolution of the All-New XPeng P7Meta is racing against time to launch the new generation Llama 4.X AI model before the end of the yearEuropean Central Bank Governing Council Member Rehn: The independence of the Federal Reserve faces the most severe test in decades, which will lead to "significant" risksUnderstanding the Market | Li Auto-W rose over 5%, with a year-on-year decrease of 0.91% in net profit attributable to the parent company in the second quarter, and will release the Li Auto i6 next monthIn-depth Analysis of Alibaba Cloud's Claude Code: The Core Architecture of a Top AI Programming ToolAutonomous driving becomes a negative asset! Survey shows: FSD reduces consumers' willingness to purchase TeslaUnderstanding the Market | Gold Stocks Rise Sharply as Multiple Catalysts Boost Gold Prices Recently, Several Gold Mining Companies Report Strong Interim ResultsGoogle's Gmail Faces Scrutiny As FTC Alleges Republican Emails Are Sent To Spam More Often Than Democrats' MessagesMarvell Technology: Cloud Giants Spend Generously, Why Didn't ASIC Benefit?Mergers and acquisitions, incubation, synergy, ANTA's multi-brand "infinite game"NRR rose for the first time after declining for 13 consecutive quarters, Snowflake transformed into an "AI data platform," and enterprise customers "have no AI without data."Alibaba Earnings Preview: Takeout Price War Pressures Profits, Cloud Business and AI ShineShort-term pressure, but Goldman Sachs believes "NVIDIA has huge upside potential in 2026," providing three main reasonsAccelerate card play, reduce SKUs，做好 "public opinion defense," confident that "i6 will be the strongest 5-seat pure electric SUV" – key points of Li Auto's earnings call in one article0828 Key Focus: S&P 500 Hits New High, NVIDIA Falls 3% After Hours, Hong Kong Stocks Enter ConsolidationCICC: The resonance of liquidity between China and the United States may create a window for liquidity easing trades in the next 1-2 monthsTrading starts on September 1st! The "core token" of the Trump family is here, a trinity of "financial cornerstone, market game, and macro narrative."Performance and Guidance "Did Not Exceed Expectations," "ASIC Giant" Marvell Tech Failed to Meet "High AI Expectations," Stock Price Plummets AgainGold vs US Stock VIXBreakfast | Federal Reserve Chairman candidate Waller supports a 25 basis point rate cut in September, and the U.S. Department of Commerce pilots blockchain to release GDPZhitong Hong Kong Stock Early Knowledge | China's Urban High-Quality Development "Roadmap" Released, SMIC's Net Profit Attributable to Shareholders in the First Half of the Year Increased by 35.6% Year-on-YearEuropean stock futures rise, Indian markets under pressure, the dollar maintains a downward trend, Asian chip stocks in focusU.S. stocks accelerate their catch-up with global markets, S&P 500 hits a new all-time highReminder: Please pay close attention to the following (all times are in Beijing time)NVIDIA's financial report reveals concerns over customer concentration, with two major clients contributing nearly 40% of revenueThe U.S. government has cut jobs too harshly, the release of key energy reports has been delayed, and another major report has been suspendedDell's revenue and profit exceeded expectations, but Q3 profit guidance fell short of expectations, dropping over 4.6% in after-hours trading | Earnings Report InsightsFederal Reserve Governor Cook sues for dismissal, suggesting that the mortgage originated from a clerical error, warning that dismissal could pose risks to the U.S. economyStock Market Today: Markets Extend Rally as Economic Momentum Spurs Broad-Based GainsIREN Stock Rallies After Strong Q4 Earnings Beat, NVIDIA Preferred Partner Status$100 Invested In Microsoft 20 Years Ago Would Be Worth This Much TodayStock Market Today: Nvidia Slips Despite Strong Earnings and GuidanceOfferpad Shares Surge Alongside Opendoor In Volatile Real Estate SectorAlphabet Class A shares hit a record highApple, Google, Nvidia Unleash $430 Billion Buyback Blitz—But Is Innovation Falling Behind?This Is What Whales Are Betting On PDD HoldingsIn line with Trump's cryptocurrency strategy, the U.S. Department of Commerce pilots blockchain to release GDPApple–TSMC Chip Pact Builds Firewall Against Trump's TariffsTesla's Robotaxi Dream Hits Wall Of Distrust—Waymo Cruises Ahead