Elon Musk questions the timeline for NVIDIA-supported data center projects: the required time will be much longer than expectedBank of America: After accounting for AI financing risks, NVIDIA is still undervalued by 34% to 50% based on free cash flowMost Sensitive Moment for US Treasuries: $16 Billion Long-Bond Auction + Fed Minutes to Test Markets Early TomorrowMeta Oakland Federal Court opens hearing: 29 states accuse the platform of harming minors, stock price drops by about 4.5%The market value of new nuclear power giants in the US stock market has evaporated by over $30 billion! SMR represents the future of nuclear power, but the $2.1 billion short interest raises alarms about valuation and deliveryUnderstanding the Market | Most gold stocks declined as long-term interest rates rose, causing short-term disturbances; the market awaits the latest Federal Reserve meeting minutesCryptocurrency rises against the trend, South Korean chip stocks plummet 7%, causing panicSK Hynix: To allocate at least 50% of free cash flow generated between 2025 and 2027 to shareholder returnsBTIG: Once the "Music" Stops, the US Stock Market's Game of Musical Chairs Could End Any MomentAmer Sports Is More Than Arc'teryx: Salomon Expands Footwear and Apparel, Wilson Suddenly AcceleratesInvesco: The continuous rise in long-term interest rates in the United States weakens the necessity for the Federal Reserve to raise interest rates furtherFrom the global stock rally and resilient gold to emerging market arbitrage: Is 'falling real rates' the correct foundational assumption for this year's cross-asset trends?High interest rates and a strong dollar double strangulation: Wells Fargo has downgraded its gold price forecast for the third time, forcing the gold frenzy to be postponed until 2027Why Not Buy Memory Stocks? Here Are the Answers from Two Industry TitansUnderstanding the Market | MEITUAN rose nearly 3% during the session, UNITREE Technology surged on its first listing, and Meituan's holdings have a floating profit exceeding 30 billion yuanXiaomi's AI Strategy Overlooked by the MarketNet Profit Attributable To Parent Company Surges by Nearly 70%; CSC’s Semi-Annual Report Shows Broad-Based StrengthFocus Media (Trans): Beyond one-off gains, growth hinges on AI and intl expansionLiang Wenfeng's Unrealized Gains from Unitree IPO Exceed RMB 1.1 Billion; Lei Jun Earns RMB 15.2 Billion; Meituan Group Records RMB 33.3 Billion in Unrealized Gains; DJI Misses Out on Over RMB 25 BillionUnderstanding the Market | Xiaomi Corporation-W rises over 5%, second-quarter performance improves quarter-on-quarter, mobile business shows resilience英伟达迎来新挑战者？Cerebras (CBRS.US) 发布新型 CS-4 计算机，称 AI 生成结果速度快数倍碾压英伟达Hong Kong stock market opening | The Hang Seng Index opened down 0.49%, with the storage and optical communication sectors declining, while Xiaomi Corporation-W opened nearly 3% higher against the trendETF Abnormality | Korean stock ETFs decline as long bonds weigh down, the chip sell-off spreads to US stocks, and the Korean stock market fell to a circuit breaker this morningCitigroup lowers Baidu's US stock target price by 6.2% as slowing AI cloud infrastructure revenue weakens performanceInstead of Competing with JD Health in Drug Sales, PA GOODDOCTOR Takes a Different PathHSAI: ASP Keeps Plunging — How Long Will the Pain Last?IPO Approaches, "War Chest" Bolstered! Anthropic Reportedly Plans to Expand Credit Facility to Over $10 BillionBofA Global Fund Manager Survey: Disorderly Bond Markets Rise to Second-Largest Tail Risk, Trailing Only AI BubbleQ2 Revenue Grows Only 18%! OpenAI "Stumbles," Far Behind AnthropicOn the Eve of Midterms! US Diesel Prices Surge, Approaching All-Time HighNikkei 225 Opens Nearly 1% Lower; Seoul Composite Index Drops 5%Zhitong Hong Kong Stock Early Knowledge | The State Council's largest revision of the housing provident fund regulations in nearly 20 years, the Ministry of Industry and Information Technology launches sodium battery puncture testingGlobal Stocks and Bonds Fall in Tandem! U.S. Treasury Yields Hit New Highs, Japanese Stocks Drop Over 2%, Nasdaq Futures Decline, Oil Prices Rise, Gold and Silver Weaken早餐 | 美股三大股指齐创两周新低，芯片股领跌美股Top 20 U.S. stock trading volumes on August 19: The storage sector plummets, and Bank of America analysts claim NVIDIA is undervaluedBitcoin Whales End Sell-Off, Accumulate Over $2.7 Billion in 60 DaysReminder: Key Focus for the Day (All times in Beijing Time)August 19th Foreign Market Headlines: Trump claims no talks with Iran, Apple adjusts EU App Store fees, long-term sovereign bond yields rise to high levels in multiple countriesPrediction: Microsoft Will Be Worth $5 Trillion by 2029. Here's the Math.Apple 全面调整欧盟 App Store 收费规则，放宽第三方应用商店准入门槛AI trading sentiment reversal: Apple's "anti-AI" attribute is becoming a drag on its stock priceBetter Buy: Palantir at 108 Times Forward Earnings or Tesla at 190 Times?小米电话会：手机平均售价创新高，存储压力可控，机器人首秀定档，看好澎程放量Prediction: Solana (SOL) Will Be Worth $200 in 2 YearsFerrari EV Sells for 270 Million Yuan, Setting New Record for New Car AuctionsOracle's "Stargate" Key AI Data Center Natural Gas Pipeline Rejected Twice, Seeks Rerouting1 Unstoppable Stock to Buy Before It Joins Microsoft in the $3 Trillion ClubBank of America indicates that NVIDIA is undervalued and may be discounted by as much as 50%US HR Stocks Stage Strong Rally: AI Resume Flood Boosts Screening Value, Making Recruitment Firms More Valuable!