AMAT (Trans): Q4 guidance up 51%; GPM held in checkApplied Materials Plunges! AI Wave Boosts Equipment Demand, But Earnings Beat Fails to Satisfy Market Appetite | Earnings WatchAugust 14th External Market Headlines: The yield on the U.S. 30-year Treasury bond auction hits a 25-year high, oil prices decline, and inflation reports continue to be positive. AMD plans to issue bonds to raise $5 billionTop 20 U.S. stock trading volumes on August 14: Sandisk rose 13.67%, and the storage sector strengthened simultaneouslyWorkday Surges 30% as Software Stocks Rally; Report: Silver Lake Plans to Acquire WorkdayU.S. Treasury Yields Fall Broadly on PPI Data Release DayAffected by reports of Workday's acquisition, Workday's gains once widened to 30%. AI application software stocks surged collectively, with Cloudflare and MongoDB up over 6%, Palantir Tech and Salesforce up over 4%, AppLovin and ServiceNow up over 3%; the iShares Expanded Tech Software Sector ETF rose over 2%US Stock-Bond Correlation Hits 30-Year High, Reaching Levels Seen Before the Dotcom Bubble BurstGoogle Launches Gemini 3.7 Flash ModelGoogle Intensifies Gemini Flash Releases: Enhanced Coding Capabilities, Prices Halved, Flagship Model Launch Date Still UndecidedWinning Yield on U.S. 30-Year Treasury Bond Auction Hits Highest Level Since 2001Gemini 3.5 Pro Delayed, Talent Continues to Leave: Google’s New AI Chief Takes Over a "Mess"Slight Rebound! U.S. Initial Jobless Claims Rose to 209,000 Last Week, Labor Market Resilience PersistsAfter the Cooling of Food Delivery Subsidies, JD.com Bets on an AI-Driven Efficiency NarrativeAMD plans to issue investment-grade bonds to raise up to $5 billionExpanding the AI Race 'Arsenal'! AMD Reportedly Planning Largest Investment-Grade Bond Issuance, Raising Up to $5 BillionJD: No AI arms race, no buybacks — can a 'frugal' strategy still work?South Korean Stock Market Soars 22%, Yet Almost "No One Holds Positions"SanDisk Targets Mid-to-High Double-Digit Revenue Growth in Fiscal Years 2028 to 2030The resilience of the U.S. economy confuses the Federal Reserve! Consumption and AI investment remain strong. Richmond Fed President: The path to returning inflation to 2% still holds uncertaintySpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.JD (Trans): Profit inflection confirmed, Q3 revenue back to growthRevenue Grows as Merchant Count Declines: YOUZAN Pivots to Per-Customer ValueFrom PC Giant to Server Player: Lenovo's AI Transformation Enters Harvest PhaseDivergence Among Federal Reserve Officials Emerges: Barkin Supports Holding Steady, Hammack Insists on Rate HikeDeveloper Preview of DeepSeek Harness (v0.1) Open for TestingCoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?Global Headlines You Need to Know Before Thursday's US Stock Market OpenUS July Producer Price Index rose 4.7% year-on-year, vs. 4.9% expected and 5.5% previouslyChina Mobile (Trans): AIDC revenue surged >4x; telecom under pressureZhitong Hong Kong Stock Analysis | Technology experiences fluctuations, rising and falling; AI terminal devices perform outstandingly2.4T Parameters: Qwen 3.8 Model Open-Sourced, Signaling Convergence in Domestic Ultra-Large Model ArchitecturesPhiladelphia Semiconductor Index Poised to Return to 'Bull Market,' Analysts Pour Cold WaterLENOVO GROUP, with a Market Cap of HK$440 Billion: Where Are the Profits Coming From?SMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-OffU.S. Stock Outlook | Three Major Index Futures Rise Together, U.S. July PPI to be Announced Tonight, Lenovo's Performance Boosts HP and DellComputing Power Demand Continues to Expand: Hygon Information Technology's H1 Revenue Rises 66.52% Year-on-Year, Net Profit Increases 49.69% | Financial Report InsightsGaoyi Assets Significantly Increases Stake in Memory Chip LeaderHong Kong Stock Market Review: The Market Only Believes in PerformanceJD.com Q2 Revenue Falls Nearly 3% Year-on-Year but Still Beats Expectations; Drag from Food Delivery Business Weakens; Operating Profit Turns Profitable Year-on-Year | Financial Report InsightsNebius (Trans): Year-end contracted power target raised to 5 GWOn August 12th, Li Auto-W (02015) spent USD 3.7927 million to repurchase 604,000 sharesOn August 13th, Xiaomi Corporation-W spent HKD 49.9327 million to repurchase 1.928 million sharesJD.com Q2 Net Revenue RMB 346.4 Billion, vs. Estimate of RMB 342.1 Billion; Q2 Adjusted EBITDA RMB 7.9 Billion, vs. Estimate of RMB 7.7 BillionGiven Uncertainty Surrounding the Fed and Economic Data, JPMorgan Asset Management Favors Bonds Outside the USJD INDUSTRIALS: Continuously increasing investment in the small and micro enterprise market, achieving inclusive implementation of intelligent procurement services