AI Infrastructure Arms Race Accelerates: NVIDIA Unveils Spectrum-6, Computing Power Competition Enters the Gigawatt EraBeyond the Election, What Is the Core Variable Currently Suppressing U.S. Stocks?MOFCOM Spokesperson's Response to Questions on the Final Measures of the U.S. Section 301 Investigation into "Forced Labor"Strong performance fails to mask market concerns as Netflix initiates large-scale buyback to cope with industry competitionGoogle cleverly uses Wall Street financing methods to expand chip salesEarnings Preview | Quarterly cash burn exceeds 40 billion! The market closely watches Microsoft's free cash flow, with Azure cloud growth as the only "lifeline"TrendForce: NVIDIA and Broadcom Begin Small-Scale Shipments of CPO Switches; Optical Engine Yield and Advanced Packaging Capacity Become Key FactorsBank of America: August May Kick Off the "Toughest Three Months" for US Stocks, Creating Opportunities for the US Dollar and GoldTech Giants Including NVIDIA and Microsoft Sign Joint Letter Publicly Supporting Open-Source ModelsMeta, Microsoft, and Amazon Face Major Test: AI Spending Intensifies as Market Patience WanesLAOPU GOLD: Net profit expected to increase by approximately 83% to 85% year-on-year in the first half of the yearSamsung Confirms HBM5 Will Adopt 2nm GAA Process, With Speed Increased by Over 50% Compared to HBM4EEconomist Alasdair Macleod: Current Stock Market Bubble Larger Than 1929, S&P 500 Could Lose Over 90%, Gold and Silver Are Safe Havens财报前瞻 | Meta 广告引擎轰鸣、“卖算力” 开辟变现新路，AI 资本支出再迎 “信任票时刻”Understanding the Market | Gold stocks collectively rebound as the US and Iran pause mutual attacks, supporting a rebound in gold prices. The market is focused on this week's Federal Reserve decisionMilitary defense technology integration company Lyntris submits IPO application to the US stock market, expecting to raise $300 millionEarnings Preview | Apple's Q3 results will be announced on Thursday: Will Cook take a bow, and can the iPhone support the final "big test"?Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?NVIDIA plans to invest over $1 billion in South Korea's Naver to jointly promote the construction of large-scale artificial intelligence infrastructureThe Biggest Enemy of the AI Bull Market: Not a Bubble, but the Bond Market? Bank of America's Hartnett Issues Latest WarningAI Emotional Companionship Booms: Tencent "Resurrects" QQ PetU.S. Treasuries "Force the Hand" of Warsh: Hawkish Comments Are Not Enough, Market Demands Rate HikesAI's high-stakes gamble faces a testing moment! Key highlights of Amazon's Q2 earnings report: AWS becomes the biggest variable, cash flow sways market sentimentIs Intel Stock a Buy as AI Revenue Surges Nearly 60%?Understanding the Market | Some robotics concept stocks rise as Tesla's Optimus is set for mass production by the end of the year, accelerating the industrialization of humanoid robotsPrediction: CEO Andy Jassy Will Raise Amazon's Full-Year 2026 Capex Guide on July 30ETF Volatility | Southern 2X Short Tesla rises over 6% again, Q2 profits fall short of expectations, capital expenditures drag free cash flow into negativeBain Capital Cashes Out Approximately 2.5 Trillion Yen in Kioxia Exit; SK Hynix Quietly Rises to Second-Largest ShareholderFu Peng: Why is Q2 a Critical Tipping Point?Hong Kong 26-Year-Old Trader Misappropriates HK$50 Million, Suffers HK$150 Million Loss Gambling on 2x Long SK Hynix ETFAlphabet, Amazon, and Meta Will Spend Over $500 Billion on AI in 2026. Nvidia Collects a Huge Share.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."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)