Doubao Begins Charging Commissions: Independent Fee Structure Implemented for Hotel Bookings via Doubao Channel, with a Combined Deduction of 12%From GPUs to storage, then to semiconductor equipment and cloud computing! Asset management giant BlackRock increased its holdings in AI computing power in Q2, accurately predicting the rise of cloud giantsThe Tipping Point Has Arrived! Goldman Sachs: AI Begins to Reshape SaaS Performance, Winners and Losers EmergeAlibaba Cloud Plans to More Than Double Global Data Center CapacitySouth Korean Presidential Office: To Establish New Fund Worth 5 Trillion South Korean Won, Focusing on Promising Semiconductor Materials, Components, and EquipmentAmazon's Texas data center supporting power plant may become the largest carbon emitter in the United StatesETF Daily (08.10) | Market expectations for the Federal Reserve's interest rate cuts have significantly increased, gold ETFs have risen again, and the livestock sector has performed wellMeta glasses face market backlash, several influencer creators embroiled in controversyAfter Seven Years of Investing in Nearly 70 Sci-Tech Innovation Enterprises, China Life Equity Continues to Double Down on Hard TechSouth Korea's AI Battle: Lee Jae-myung Cannot Afford to LoseHong Kong stocks closed (08.10) | The Hang Seng Index rose by 1.05%, with pharmaceuticals, real estate, and gold stocks gaining. Guotai Junan International resumed trading and surged by 36%Claude Code Defaults to Auto Mode in 5 Days; Anthropic Covers Extra CostsNew Fed Chair Kevin Warsh Has Refused to Give Forward Guidance for 2 Straight Meetings. Here's Why That Should Worry Markets.Decoding the Federal Reserve's "Game of Thrones": Former Fed Senior Economist Hu Jie Reveals the Shifts and Shocks at the World's Top Central BankUnderstanding the Market | Weichai Power (02338) Rises Over 5% as NVIDIA Bets $3 Billion on AI Power Infrastructure Amid Ongoing Electricity Shortages in North AmericaAI hardware demand proves "resilient"! TSMC's July revenue surged 45%, market volatility does not change its resilienceThe storage crisis is escalating. Is Apple iPhone 17 going to increase in price today? The autumn launch event is expected to be scheduled for September 9th"Balance Sheet Reduction ≠ Tightening"! Morgan Stanley Explains the Fed's "Asymmetric Balance Sheet Reduction"ETF Abnormality | Southern Double Long NVIDIA rises nearly 5% as NVIDIA directly invests in Lancium, a Blackstone subsidiary, to secure scarce power resources in advanceTrendForce expects the cost of iPhone 18 Pro to rise by nearly 40%, and Apple may actively narrow its profit margins to stabilize shipmentsUnderstanding the Market | Gold Stocks Rise Again as Weak Non-Farm Data Combined with Central Bank's Continued Gold Purchases Leads to Gold's Best Performance This YearSamsung HBM4 Yield Reaches 80% "Golden Line," Accelerating Supply for NVIDIA Vera RubinStrong Demand for AI Chips Drives Taiwan Semiconductor's July Revenue Up 44.7% Year-over-YearSwift Pivot! After a Historic "Short Squeeze Week," Hedge Funds Turn Bearish AgainRecord Equity Issuance, Yet Goldman Sachs Bullish on S&P 500 Hitting 8,000: Demand to Continue Outstripping SupplySony accelerates its asset-light transformation! It is reported that it may co-invest $6.4 billion with Taiwan Semiconductor to jointly build an image sensor factory in JapanSouth Korean stocks open high then retreat; KOSPI index rises over 2% at one point; stalemate in Hormuz negotiations pushes up oil pricesAberdeen Investment: The probability of a rate hike in September is similar, and the Federal Reserve does not rule out raising interest rates to demonstrate its determination against inflationUS Fiscal Policy Enters a Phase of Passive Austerity; Gold's Investment Logic Shifts from "Trading" to "Asset Allocation"Undercurrents of Risk in Private Credit: Default Rates at Top Funds Hit Five-Year High, Software Loans Emerge as Major ConcernFrom "Instant Gratification" to "Goal-Driven": "Weight-Loss Miracle Drugs" Reshape Asia's Consumption LogicSony and Taiwan Semiconductor are expected to mass-produce the next-generation image sensors by 2029Zhitong Decision Reference | The technology rebound has reached a critical positionUnderstanding the Market | Zhongji Innolight (03308) falls over 4% again, US stock market dark horse Applied Optoelectronics plans significant capacity expansionWeekend Debate: "Short Memory, Long Optical"?英伟达 (NVDA.US) 30 亿美元入股黑石旗下 Lancium：从芯片霸主到电力 “包工头”，AI 能源版图再下一城Hong Kong stocks open | Hang Seng Index rises 0.53% AI concept strengthens MINIMAX-W up nearly 5%AAOI Earnings Soar, Lifting the Entire Optical Communications SectorOpenAI Unveils GPT-6! Rumored to Have 10 Trillion Parameters, Forced August ReleaseCan Bessent Still 'Stabilize' the Bond Market?CITIC Construction Investment: U.S. non-farm payrolls fell short of expectations, aiding the continued rebound of non-ferrous metalsThe Federal Reserve Just Released Its August Inflation Forecast, and It Could Put the FOMC on a Collision Course for Its September MeetingBreakfast | August 10, 2026On August 7th, Li Auto-W spent USD 3.172 million to repurchase 490,000 sharesReminder: Key Focus for the Day (All Times in Beijing Time)Alphabet's Cloud Computing Business Just Posted 82% Revenue Growth. Next Quarter Could Be Even Better.Goldman Sachs' Liu Jinjin: No Systemic Bubble in China's AI Sector; Significant Room for Foreign Capital AllocationOpenAI's Largest Pre-training Model "Doug" ExposedRumors of Changes at SK Hynix's Chongqing Plant