--- title: "US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43346284.md" description: "0812 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) At 8:30 a.m. ET on Wed (8:30 p.m. Beijing), the U.S. Bureau of Labor Statistics will release Jul CPI. The print lands just weeks before the Sep FOMC.Consensus looks for headline CPI at +3.4% YoY and core at +2.5% YoY. A hotter print would raise the odds of a Sep hike, pressuring U.S. equities, gold, and USTs.🐬 Single stocks. 1) $BYD COMPANY(01211.HK): the Qin Max fast-charging sedan is slated to launch on Aug 13..." datetime: "2026-08-12T08:41:01.000Z" locales: - [en](https://longbridge.com/en/topics/43346284.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43346284.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43346284.md) author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)" --- # US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News Recap ## 0812 ｜**Dolphin's Watchlist** ## 🐬 Macro / Sector **1.** At 8:30 a.m. ET Wed (8:30 p.m. Beijing), the U.S. Bureau of Labor Statistics releases Jul CPI, just weeks ahead of the Sep FOMC. The street expects headline CPI at +3.4% YoY and core CPI at +2.5% YoY. A hotter print would lift the odds of a Sep hike, pressuring U.S. equities, gold, and U.S. Treasuries. ## 🐬 Single Stocks **1.**$BYD COMPANY(01211.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.**$BABA-W(09988.HK) Alibaba Cloud's Lingjun Zhenwu M890 supernode instance officially went live today, with the Ulanqab node opening first. Powered by T-Head in-house chips, it offers 64-card 800GB/s high-speed interconnect and can host trillion-parameter MoE models, already compatible with Qwen 3.8-MAX and Kimi K3. This domestic high-spec AI compute is now commercially available, lowering training and inference barriers for ultra-large models. It strengthens Alibaba Cloud's compute ecosystem and helps local LLM vendors cut costs and boost efficiency. **3.**$SpaceX(SPCX.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. Risk disclosure and statement: [Dolphin Research disclaimer and general disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer) ### Related Stocks - [01698.HK](https://longbridge.com/en/quote/01698.HK.md) - [01211.HK](https://longbridge.com/en/quote/01211.HK.md) - [SE.US](https://longbridge.com/en/quote/SE.US.md) - [00941.HK](https://longbridge.com/en/quote/00941.HK.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) - [ANTH.NA](https://longbridge.com/en/quote/ANTH.NA.md) - [SOXS.US](https://longbridge.com/en/quote/SOXS.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [CP00062.US](https://longbridge.com/en/quote/CP00062.US.md) - [09618.HK](https://longbridge.com/en/quote/09618.HK.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [00981.HK](https://longbridge.com/en/quote/00981.HK.md) - [TME.US](https://longbridge.com/en/quote/TME.US.md) - [002594.CN](https://longbridge.com/en/quote/002594.CN.md) - [81211.HK](https://longbridge.com/en/quote/81211.HK.md) - [BYDDY.US](https://longbridge.com/en/quote/BYDDY.US.md) - [BYDDF.US](https://longbridge.com/en/quote/BYDDF.US.md) - [HYDD.SG](https://longbridge.com/en/quote/HYDD.SG.md) - [UGGD.SG](https://longbridge.com/en/quote/UGGD.SG.md) - [80941.HK](https://longbridge.com/en/quote/80941.HK.md) - [HCMD.SG](https://longbridge.com/en/quote/HCMD.SG.md) - [600941.CN](https://longbridge.com/en/quote/600941.CN.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [80700.HK](https://longbridge.com/en/quote/80700.HK.md) - [HTCD.SG](https://longbridge.com/en/quote/HTCD.SG.md) - [TCEHY.US](https://longbridge.com/en/quote/TCEHY.US.md) - [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md) - [89618.HK](https://longbridge.com/en/quote/89618.HK.md) - [HJDD.SG](https://longbridge.com/en/quote/HJDD.SG.md) - [JD.US](https://longbridge.com/en/quote/JD.US.md) - [HSMD.SG](https://longbridge.com/en/quote/HSMD.SG.md) - [688981.CN](https://longbridge.com/en/quote/688981.CN.md)