New updates on Apple's AI robot; Amazon ignites fresh food delivery war in the USTencent (Minutes): Management confirms that high growth in core business benefits from AICan Spend and Earn More! Is Tencent's Meta Moment Coming?NVIDIA and AMD contribute 15% of their revenue in China; Tencent's financial report is coming out todayTME (Minutes): Strong Growth Momentum to Continue into Q3CIRCLE (Minutes): Continue to expand usage scenarios and distribution channelsSea (Minutes): Expected GMV growth in the second half of the year similar to the first halfCircle: Making or losing a little money is trivial; the ecosystem is the main artery!Kweichow Moutai: After enduring the 'pain period,' the stock king remains a hero!SEA: Southeast Asia's Little Tencent Completely 'Takes Off'?Tencent Music: A Vertical Bull Stock, an Endless Gold Mine?U.S. CPI data due tonight; Kuaishou tumbles on Kling-related concernsLi Auto: i8 Waves the White Flag in Record Time — But Still Can’t Turn Things Around？Duolingo (Minutes): Adjusting Strategy to Mitigate AI Public Opinion ImpactChina Mobile (Minutes): Maintains guidance of 'steady revenue growth, good profit growth' unchangedDuolingo: User Growth Under Pressure, High Ecosystem Stickiness Alleviates Monetization ConcernsChina Mobile: Profitability remains strong, the 'cash cow' status unchangedBlock (Minutes): Growth is expected to accelerate continuously in the second half of the year, but there is slight pressure on profit margins.SMIC (Minutes): Demand slows in the fourth quarter, currently not considering accelerating capacity expansion.Block: Riding the Stablecoin Tailwind, Finally a Rebound?Disney (Minutes): Integration of streaming resources can lead to an overall value enhancementSMIC: The 'Hot' Valuation Meets the 'Cold' Answer Sheet, Is the Revaluation Path in Jeopardy?Airbnb (Minutes): Facing a tougher comparison base in the second half of the year