Marvell Technology: Cloud Giants Spend Generously, Why Didn't ASIC Benefit?Li Auto (2Q25 Minutes): Returning to the Single SKU Explosive Product ModelAnta (Minutes): Outdoor brands will continue to maintain high growth ratesAnta Sports: Controlling Discounts, Clearing Inventory, Can the 'Slimming Plan' Succeed?Squeezing profits, can Didi rejuvenate?理想: 增程已老、純電難混，i6 能否逆風翻盤？Alibaba seeks $6.5 billion bank loan refinancing; Hesai completes Hong Kong IPO filing | Today's Important News ReviewTrip (Minutes): Announced a $5 billion open-ended buyback planNVIDIA (Minutes): GB300 has been shipped, Rubin is scheduled for mass production next year.Unfazed by JD.com's entry to disrupt the market, Trip.com remains an excellent performer.Nongfu Spring (Minutes): first steps finally made towards global marketsNVIDIA: The Universe's Top Stock, Is Not Being Explosive Enough a Crime?XPeng (Minutes of the Press Conference): Competing Head-to-Head with Xiaomi SU7, Can It Soar Again?Mixue Bingcheng (Minutes): Food delivery subsidies are unsustainable, adhere to 'high quality and affordable price'Mixue: Frenzied Expansion in Lower-tier Markets, Luckin Coffee's Comeback, The Reason Behind High ValuationBOE: Core business slightly exceeds the breakeven point, when will price increases 'come to the rescue' again?Gu Ming (Minutes): Will continue to build supply chain barriers in the futureMeituan (Minutes): It is expected to incur significant losses in Q3, with resources prioritized for core businesses.The warm-up match has already swallowed billions in profits! Is Meituan really facing a 'wolf at the door' this time?Gu Ming: Left hand takeaway, right hand coffee, is the 'Costco of the tea beverage industry' smiling again?BEKE (Minutes): Will eliminate and optimize inefficient stores and agents in Beijing and ShanghaiBEKE: The real estate market cools again, can Beijing and Shanghai's 'relaxation of purchase restrictions' turn the tide?Nongfu Spring: Green bottle exits, red bottle takes the stage, the 'Water Moutai' makes a comeback!