Morgan Stanley: Both Sides of the Pacific Are "Grabbing for Copper"Understanding the Market | MEITUAN rises over 4%, with retail, overseas, and AI as three new growth drivers bringing valuation re-rating potentialThree-month countdown: Goldman Sachs warns of increased volatility in U.S. stocks before the midterm elections, with historical data showing returns from August to voting day nearly approaching zeroApple bets on the "privacy card" to break into the smart glasses market! Aiming to challenge Meta and seize the next generation of AI hardware entryUnderstanding the Market | LINGYI ITECH rises over 4% during trading, the company covers liquid cooling for North America's computing power leader, and LiMinda has the rare qualification for direct supply from NVIDIAUnderstanding the Market | Xiaomi Corporation-W rises over 5% as Xiaomi Pengcheng launch event is scheduled for July 30, featuring two SUV models: N90 and N70CICC: "De-dollarization" remains an unstoppable trendThe US-Iran conflict has hit the "pause button"! Brent crude oil plummeted over 7% and fell below $90, while gold prices surged by $40 as the market awaits the Federal Reserve's "life-and-death decision."SG Morning Brief | All Three Indexes Post Weekly Losses, Rate Hike Odds Triple; Mega-Cap Earnings + FOMC This WeekGlobal Spotlight Next Week! US & Japan Central Bank Rate Decisions + MAG7 & Memory Giants Earnings + Key Domestic Meetings + CXMT ListingApple Inc. stated that multiple services are experiencing issues, including the App StoreGoogle Cloud surged 82%, but the concerns over massive spending cannot be ignored. The "AI faith" of the seven giants is wavering: Apple stands alone, while Microsoft and Meta face "capital expenditure judgment day."黄金，在等待什么？Zhitong Decision Reference | Waiting for the meeting at the end of July to see if there are any stimuli in the directions of real estate, consumption, infrastructure, etc张坤颠覆 “张坤”NVIDIA is in talks with OpenAI to provide a $250 billion financing guarantee for a data center projectNVIDIA will acquire new shares of South Korea's Naver for $1 billionOn July 24th, Li Auto-W spent USD 3.2496 million to repurchase 534,000 sharesReminder: Key Focus for Intraday Trading (All times in Beijing Time)NVIDIA secures memory supply from SK Hynix as part of a $500 billion AI dealChina Galaxy Securities: How to view the new 301 tariffs in the United States?Down 30% on the Year, Is Tesla Stock a Buy On This Latest Dip?The 8 Best Stocks to Buy on Alphabet's Surging CapexWarren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple)4,500 Points! Goldman Sachs Raises Japan Stock Market Target, Betting on Weaker Yen to Boost Corporate ProfitsSome Investors Have Dropped Alphabet Stock Over the Delayed Release of Its Gemini 3.5 Pro Model. Here Are 900 Million Reasons Why They're Wrong.Jensen Huang and Elon Musk: Latest Statements on China!最贵光刻机，不好卖了？Next Steps in US-Iran Relations: A Rational DeductionAI 还要跌多久"The Big Short" Continues to Target AI! Michael Burry Expands Short Positions in NVIDIA and Micron, Maintains Shorts on Tesla and PalantirZEEKR Intelligent Tech Resets Cross-Border Vehicle Usage Rules After Owner's Car Was "Locked" AbroadCATL's Growth Becomes "Heavier"Goldman Sachs Trading Head: US Stocks Remain 'Extremely Difficult to Trade'; Recommends Buying Gold on DipsIs a Rate Hike Next Week No Longer "Fantasy"? Soaring Oil Prices and Walsh's "No Guidance" Stance Heighten Market TensionGlobal Spotlight Next Week! US and Japan Central Bank Rate Decisions + MAG7 and Memory Giants' Earnings + Major Domestic Meetings + CXMT ListingThe Fate of a "Leveraged Bull"?Has Gold Bottomed Out?CATL riding high, but is it just 'hot air'?Is NVIDIA Being 'Wrongly Punished'? Valuation Hits Five-Year Low as Market Bets on Near-Zero Growth After 2027?Jensen Huang Signed Toyota, Fanuc, Kioxia, and 5 Other Japanese Industrial Giants Into Nvidia's Physical AI Coalition This Week. Nvidia Has $1 Trillion in Confirmed Demand Through 2027.Valuation Soars! Musk's "Boring" Tunnel Company Targets $20 Billion Valuation in New Funding RoundShould You Buy Nvidia Before Aug. 26? Here's What History Says.Reaping the AI dividends, Intel delivers its strongest quarterly report in fifteen yearsIs Now a Good Time to Buy Amazon Stock?Clarifying Market Concerns on AI Risks: Is It the Size of the Pie or Its Distribution?Robotaxi alliance relationship deteriorates! Google's Waymo plans to "part ways" with UberSouth Korea Binds to US AI Supply Chain! Samsung, SK Hynix Sign $950 Billion Chip Deals with NVIDIA, BroadcomAnthropic to Develop Its Own AI Chips! Has Sought Supply from SK HynixSuper Micro Just Delivered Fantastic News to Nvidia Investors