JPMorgan: Korean stock deleveraging is halfway through; KOSPI target remains at 12,500 pointsOn July 21st, Xiaomi Corporation-W spent HKD 49.9983 million to repurchase 1.8188 million sharesAs AI demand surges, costs are also rising sharply! It is reported that Taiwan Semiconductor is planning a price increase of up to 10% in 2027, raising concerns about "chip inflation."Horizon Robotics at a New Crossroads in Mass Production of Smart DrivingShould You Buy Alphabet Stock Before July 22? Wall Street Has a Clear Answer.Report: US to Halve Aluminum Tariffs for Companies Building Plants in the CountryOn July 20th, Li Auto-W spent USD 7.6811 million to repurchase 1.2309 million sharesReport: TSMC Plans Price Hike of Up to 10% in 2027, Giving Customers One Year to AdjustOn the Eve of Alphabet's Earnings, Deutsche Bank Backs the Stock: Look Beyond Capex, the Real Surprise May Come from Google CloudHong Kong stocks closed (07.21) | The Hang Seng Index fell 0.04%, Z.AI surged nearly 37% in a single day, and the semiconductor industry chain rebounded stronglyLondon Stock Exchange: Plans to launch a night trading platform in the first half of next year to achieve round-the-clock tradingSemis Stage Big Rebound; BLK offloads $10bn+ US Treasuries to add to META compute infra | Daily News RecapGoldman Sachs: If Hormuz Remains Blocked Long-Term, Oil Prices Could Surge Past $120/Barrel by Year-EndA-share major indices all drop over 1%; big finance and liquor stocks buck the trend, computing hardware falls across the board, Hang Seng TECH Index rises amid volatilityThe Final Piece for the Gold and Silver Reversal: When Will ETF Buying Return?AI Storage Demand Surges: NVIDIA CMX May Consume Over 100 Million TB of NAND Next Year, Samsung Has Started SupplyHedge fund mogul Ackman: Meta and Amazon are "cheap stocks," and the valuation of the U.S. stock market is not high eitherKorea Exchange Launches High-Frequency Trading Study, Signaling Tighter Regulation After KOSPI PlungeUnderstanding the Market | The entire mobile phone industry chain is recovering, with reports that Xiaomi has raised its mobile phone shipment target to 110 million units due to the expected reversal of the storage price surgeCitigroup: Alibaba-W promotes Tongyi Qianwen 3.8 Max to leverage full-stack advantages, reiterates "Buy" ratingTrack system developer Gravitics Holdings applies for a US IPO, aiming to raise $125 millionUnderstanding the Market | Copper Stocks Rise Across the Board as Inventory Depletion Rate Exceeds Market Expectations, Supply and Demand Tightening Logic is Gradually Being RealizedStill Bullish on 10,000 Points! After a 30% Plunge in the Korean Kospi, Citi and Morgan Stanley Say the Bottom Is InAI Bull Market at a Crossroads! Wall Street Engages in Rare Bull-Bear DebateKeyBanc's Outlook for Earnings Season: Intel and AMD Receive Support, Analog Chip Cycle Continues to ImproveMarket expectations pushed to a high level, options traders increased bets on Tesla's earnings report volatilityXiaomi Raises Full-Year Mobile Phone Shipment Target by 16%Performance pressure intertwined with business transformation, Tesla's second-quarter profit decline raises market concernsIntel Announces Further Layoffs! Data Center Division Becomes Latest Target, Workforce Shrinks by Nearly 40% in Four YearsUnderstanding the Market | Chip stocks rebound across the board, reports indicate that Taiwan Semiconductor plans to raise prices for mature processes, and Capex adjustments further confirm AI's prosperityNVIDIA's "Underground" Battle: Why Billions in Dark Fiber Are a Deeper Moat Than ChipsElon Musk's Tesla Delivered 480,126 Vehicles in Its Best Quarter in 2 YearsJPMorgan Chase CEO Dimon Warns: Market Underestimates Dual "Geopolitical + Fiscal" Risks; Will Not Buy Stocks or Long-Term U.S. Treasuries at Current LevelsUnderstanding the Market | Gold stocks rise again as spot gold rebounds above $4,030, supported by physical demand and central bank purchasesBehind the AI Cash Burn, Wall Street Invents a New BusinessMorgan Stanley CEO James Gorman "douses cold water": Investors underestimate global risks, current prices are absolutely not a buy for U.S. stocks and long-term bondsJP Morgan recommends buying VGT on dips, stating that the market is overly concerned about NVIDIA's Kyber projectAI Data Center Costs Face New Uncertainty! Tighter Regulations May Require Oracle to Provide Over $7 Billion in GuaranteesIs 2028 the Deadline? Speculating on the "Endgame" of the US Tech RallyReplicating the "DeepSeek Moment"? Wall Street Unanimously States: Kimi K3 Instead Reinforces Demand for Computing PowerCITIC Construction Investment: How and when will this round of the U.S. tech bull market ultimately end?IREN, Hut 8, and Nebius Surge as NVIDIA Leads Spending Spree; Tech Giants’ Big Orders Flood “AI Cloud”Oil Prices Shock the Market! Houthis Impose 'Maritime Embargo' on Saudi Arabia, Iran Says Strait of Hormuz Traffic Has Dropped to Zero, Iranian-Kuwaiti Desalination Plants AttackedYears of planning usher in a harvest period: BlackRock leverages $12 billion financing for Meta, accelerating its entry into the private equity market as a heavyweight playerSG Morning Brief | Three-Day Selloff Deepens but Chips and China Tech Buck the TrendUBS: After a Historic Sell-Off, It Is Time to Gradually Open Positions in "Momentum Stocks"Stock Price Halved, Yet Analysts Still See 130% Upside—Why Are Kioxia Bulls Unshaken?Risks in Storage: Can "Evergreen Contracts" Really Be "Enforced Long-Term"?