--- title: "US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap" type: "News" locale: "en" url: "https://longbridge.com/en/news/295635632.md" datetime: "2026-08-12T08:41:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295635632.md) - [en](https://longbridge.com/en/news/295635632.md) - [zh-HK](https://longbridge.com/zh-HK/news/295635632.md) generator: "portal-rs" --- # US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap ## 0812 ｜**Dolphin's Watchlist** ## 🐬 Macro / Sector **1.** At 8:30 a.m. ET Wed (8:30 p.m. Beijing), the U.S. Bureau of Labor Statistics releases Jul CPI, just weeks ahead of the Sep FOMC. The street expects headline CPI at +3.4% YoY and core CPI at +2.5% YoY. A hotter print would lift the odds of a Sep hike, pressuring U.S. equities, gold, and U.S. Treasuries. ## 🐬 Single Stocks **1.**$ BYD COMPANY.HK BYD Qin Max fast-charging sedan will launch on Aug 13, available in DM-i PHEV and BEV trims. The BEV features a 900V high-voltage fast-charge architecture enabling a 9-minute quick top-up, and comes standard with the 'Tianshen Eye B' driver-assist suite. It fills a gap in the brand's mid-size sedan lineup. Positioned for home fast-charging use, it takes on JV ICE models and same-class NEV peers, with fast charging and generous cabin space as key differentiators, and could lift mid-tier sedan sales. **2.**$ BABA-W.HK Alibaba Cloud's Lingjun Zhenwu M890 supernode instance officially went live today, with the Ulanqab node opening first. Powered by T-Head in-house chips, it offers 64-card 800GB/s high-speed interconnect and can host trillion-parameter MoE models, already compatible with Qwen 3.8-MAX and Kimi K3. This domestic high-spec AI compute is now commercially available, lowering training and inference barriers for ultra-large models. It strengthens Alibaba Cloud's compute ecosystem and helps local LLM vendors cut costs and boost efficiency. **3.**$ SpaceX.US SpaceXAI released the AI agent product 'Grok Bot', now in testing and limited to SuperGrok and Cursor paid subscribers. It supports multi-agent collaboration and can autonomously execute office, marketing, and ops tasks across software and email. Grok 4.6 will roll out this week with broader testing, leveraging a 60 bn acquisition of Cursor to bolster coding capability. This marks a formal entry into general-purpose AI agents, benchmarking against OpenAI and Anthropic offerings, and shores up the To-B capabilities of Musk's AI ecosystem. **3\. Dolphin's focus: earnings and calls** Sea: '[SEA: Behind the spike, is e-commerce finally set to jump?](https://longbridge.cn/zh-CN/dolphin/post/43335738)' and '[Sea (Trans): Shopee targets $1 bn full-year EBITDA](https://longbridge.cn/zh-CN/dolphin/post/43329252)' TME: '[TME: Can generous buybacks restore belief in 'small but beautiful'?](https://longbridge.cn/zh-CN/dolphin/post/43328647)' and '[TME (Trans): Current priority is to stabilize the SVIP base amid competition](https://longbridge.cn/zh-CN/dolphin/post/43329183)'. Tencent reports tonight. ## 🐬 Top Gainers **A-shares:** Real estate services, precious metals & minerals, aluminum; **HK:** Telecom equipment, media, semis; **U.S.:** Kitchenware, oil & gas refining & marketing, aluminum. ## 🐬 Watch for Tomorrow 1\. JD, SMIC, and China Mobile report earnings. 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