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AI startup company Anthropic plans to hold an IPO investor meeting, with a valuation rising to $96.5 billion.

According to sources familiar with the matter, the artificial intelligence startup Anthropic PBC is planning to meet with investors before its initial public offering (IPO) to prepare for its potential large IPO.

US Stock Market Move | Dell Technologies, Inc. Class C (DELL.US) fell by 13%, marking its largest decline since April 2025.

On Wednesday, Dell (DELL.US) extended its decline to 13%, marking its biggest drop since April 2025, and is now trading at $401.99.

Federal Reserve Chairman Powell: AI infrastructure pushing up chip prices does not equal inflation, still "unsatisfied" with inflation index.

Washington frequently mentioned his dissatisfaction with inflation during his testimony to the Senate Banking Committee on Wednesday.

US Stock Market Move | Seeking to acquire artificial intelligence chip business, Apple Inc. (AAPL.US) rose nearly 3% in early trading.

On Wednesday, Apple (AAPL.US) rose nearly 3% in early trading, hitting a new all-time high, with the current price at $324.11.

Federal Reserve Chairman Powell: Current inflation metrics fail to satisfy me.

3M (MMM.US) teams up with Microsoft Corporation (MSFT.US) to jointly build AI infrastructure. The stock price rose more than 3% in early trading.

Industrial giant 3M announced on Wednesday that it has reached a new partnership agreement with Microsoft, and the two sides will work together to promote the development of artificial intelligence (AI) infrastructure.

US Stock Market Move | Q4 financial report exceeded expectations, Aehr Test Systems (AEHR.US) surged over 30% in early trading.

On Wednesday, Aehr Test Systems (AEHR.US) surged more than 30% in early trading, with a year-to-date increase of 325%, now trading at $94.26.

US Stock Market Move | Storage chip sector generally declines, SK Hynix (SKHY.US) falls more than 11%

SK Hynix down more than 11%, surged more than 27% yesterday.

US Stock Market Move | Popular Chinese concept stocks generally rose, with MNSO (MNSO.US) rising more than 9%.

On Wednesday, popular Chinese concept stocks generally rose.

The Bank of Canada remains unchanged for the sixth consecutive time, Governor Macklem says the economy still faces high uncertainty.

On Wednesday, the Bank of Canada announced that it would keep its benchmark interest rate unchanged at 2.25%, marking the sixth consecutive meeting without a change, in line with market expectations.

US Stock Market Move | Q2 performance exceeds expectations, BlackRock, Inc. (BLK.US) opens up nearly 7%.

On Wednesday, BlackRock (BLK.US) opened nearly 7% higher, now trading at $1096.08.

PPI and CPI together dampen expectations for a rate hike in July! US June PPI drops for the first time in nearly a year, and Middle East conflicts remain the biggest variable in inflation.

After excluding food and energy prices, the producer price index rose 4.7% compared to the same period last year; in contrast, the US PPI fell 0.3% in June, marking the largest monthly decline since April 2020.

The Nasdaq China Golden Dragon Index rose more than 3%, Miniso rose by 9.54%, Atas increased by 8.49%, Alibaba rose by 7.26%, Beike rose by 7.17%, and Zhongbi Energy increased by 6.89%.

US Stock Market Move | Alibaba Group Holding Limited Sponsored ADR (BABA.US) surged over 6% at the opening due to collaboration with Apple Inc. AI.

On Wednesday, Alibaba (BABA.US) opened with a more than 6% increase, up 26% from the low point at the end of June, and is now trading at $119.65.

US Stock Market Move | PayPal (PYPL.US) opens with a strong increase of over 15%, and there are rumors of a 28% premium acquisition of Stripe by Advent.

On Wednesday, PayPal (PYPL.US) opened with a significant increase of over 15%, reaching a new high in nearly six months, now trading at $54.69.

A16z investment, Baijian CEO in command! Cardiovascular drug developer Braveheart (BRVE.US) to sprint for Nasdaq IPO.

Braveheart Bio Inc., a clinical-stage biopharmaceutical company supported by A16z, submitted an IPO application to Nasdaq on Wednesday.

7 smartphone AI collectively approved! Apple Inc. (AAPL.US) collaborates with Alibaba's Qianwen AI, and Nubia's Dou Bao is also included.

With top manufacturers such as Apple and Byte completing the filing of AI products on the end side, AI smartphones are gradually transitioning from the technology validation stage to the commercial landing stage.

New York Fed President "doves out": inflation has peaked, current interest rates are "in the right place"

New York Fed President John Williams said that despite the upward pressure on inflation caused by the demand generated by artificial intelligence (AI) investments, current interest rates are at "reasonable levels." He also cited several reasons to believe that inflation has peaked and will gradually decline in the coming quarters.

US Stock Market Opening: Three Major Stock Indexes Fluctuate Up and Down

The Dow rose 0.15%, the S&P 500 index rose 0.42%, and the Nasdaq was flat. PayPal rose 15.78%, Facebook rose 3.54%, and Asmei rose 2.86%. Centene Corp fell 2.56%, EchoStar Communications fell 2.34%, and Johnson & Johnson fell 1.73%. As for the "Seven Sisters": Tesla rose 1.00%, Amazon rose 1.00%, Apple rose 0.88%, Microsoft rose 0.71%, Meta Platforms rose 0.39%, Nvidia rose 0.16%, and Google fell 0.42%.

Midland Realty: In the first half of the year, there were 12,459 transactions registered for the sale of first-hand private residential properties in Hong Kong, with a total value exceeding HK$150 billion.

In the first half of the year, there were a total of 12,459 residential property transactions in Hong Kong, with a total value of 1506.98 billion Hong Kong dollars.

Citi maintains forecast for A-shares outperforming H-shares and predicts that the price of gold is expected to reach $5,300 per ounce by the end of the year.

Although the price of gold has recently experienced a slight pullback, Standard Chartered believes that this is just a short-term liquidation by speculative funds. With long-term support from central bank gold purchases and other factors, it is expected that the price of gold will continue to rise this year, with a potential to reach $5300 per ounce by the end of the year.

Is Tower Semiconductor (TSEM.US) undervalued? Wedbush says silicon photonics expansion will open up growth opportunities in AI infrastructure.

As the scale of the GPU cluster expands, the system bottleneck is shifting from single-chip computing power to chip-to-chip bandwidth, network power consumption, and optoelectronic conversion efficiency; silicon photonics is responsible for high-speed optical transmission, silicon germanium is suitable for high-speed, low-noise analog and radio frequency devices, and advanced optical packaging determines whether optical chips, lasers, and electronic chips can be highly integrated in high density.

Farewell to the "blindly splurging money" in the metaverse! Rent out basic infrastructure, Meta (META.US) uses AI to monetize and rebuild Wall Street's trust.

In July, Meta's stock price increased by 17%, making it the third best-performing stock in the S&P 500 index. Prior to this, the company announced its artificial intelligence plan.

The era of "silence" in Washington is coming. PIMCO identifies the best safe haven in a volatile market: 5-10 year US Treasury bonds.

As the new chairman of the Federal Reserve, Powell completely abandons forward guidance, and the market enters a new paradigm of "data dependence," the world's largest active bond management company, Pacific Investment Management Company (PIMCO), has given a clear direction for allocation - 5 to 10-year US Treasuries.

New stock outlook | On one hand, computing power, on the other hand, energy storage: How far can PT Electronic's "dual-drive" strategy go?

Recently, Hangzhou Boko Electronics Co., Ltd. has once again submitted its prospectus to the Hong Kong Stock Exchange, intending to list on the main board.

A-share Announcement Highlights | The first half-year report of the two markets has been released, with Elite Color Environmental Resources Science & Technology (002998.SZ) reporting a year-on-year growth of about 104% in its interim performance.

202613.37.87%8258.63103.87% Announcement by Excellent color resources, in the first half of 2026, the operating income was 1.33 billion yuan, a year-on-year increase of 7.87%. Net profit was 82.5863 million yuan, a year-on-year increase of 103.87%.

Wall Street AI Investment Feast Sets New Record Again! Morgan Stanley(MS.US) Q2 Stock Trading Business Rakes in a Record High of $6.3 billion

Morgan Stanley's stock trading revenue exceeded Wall Street's expectations, setting a quarterly record once again, adding to the windfall the industry has received in the second quarter from active markets and continued volatility.

Inflationary pressure hits the US housing market! US mortgage rates reach nearly a year high, and mortgage application volume hits a five-month low.

Last week, mortgage rates in the United States rose to the highest level since August 2025, while the number of mortgage loan applications fell to the lowest level since February of this year.

The rapid development of new drugs cannot conceal the fatigue of medical devices: the growth of medical devices has slowed down, dragging down Johnson & Johnson's impressive financial report for Q2.

Thanks to strong growth in sales of drugs for treating cancer, inflammatory diseases, and treatment-resistant depression, Johnson & Johnson's second-quarter revenue exceeded expectations.

Preview of US Stock Market | The three major stock index futures all rise, the probability of a rate hike by the US Federal Reserve in July halved, Apple Inc. will integrate Alibaba (BABA.US) and Baidu Inc Sponsored ADR Class A (BIDU.US) AI.

Before the US stock market opened on Wednesday, July 15th, the futures of the three major US stock indexes all rose.

New stock news | Yonyou Network Technology (600588.SH) submits listing application to the Hong Kong Stock Exchange for the third time, becoming the largest domestic enterprise software company in China.

According to the disclosure on July 15 by the Hong Kong Stock Exchange, UFIDA Network Technology Co., Ltd. (referred to as UFIDA Network, 600588.SH) has submitted its listing application for the third time to the main board of the Hong Kong Stock Exchange, with CMB International and CITIC Securities as joint sponsors.

Bind Musk "Terafab"! ASML Holding NV ADR (ASML.US) has expanded production by 30% for two consecutive years, but is still facing shortages: EUV production capacity is close to being sold out by 2027.

ASML indicated that its capacity expansion plans in 2027 and 2028 have taken into account the tool needs of Elon Musk's planned Terafab chip manufacturing facility in Texas.

The AI boom is not only enriching chip giants, but also nurturing Wall Street "super toll booth"! BlackRock, Inc. (BLK.US) asset management scale breaks through $15 trillion.

In the second quarter, the net cash inflow from clients of BlackRock Group reached $192 billion, and total assets surpassed $15 trillion for the first time. Investors poured a net of $53 billion into actively managed funds, leading to a 31% increase in revenue compared to the same period last year, reaching $7.1 billion.

Don't just focus on tech giants! JP Morgan strategist: Semiconductors, infrastructure and other sectors also have hidden AI winners.

Morgan Stanley Private Bank strategist Madison Faller recently pointed out in an interview that investors should not only focus on large technology companies, but should also explore opportunities in the entire artificial intelligence (AI) industry chain.

New stock news: Yonyou Network Technology (600588.SH) submits documents to the Hong Kong Stock Exchange for the third time.

According to the disclosure by the Hong Kong Stock Exchange on July 15th, Yonyou Network Technology Co., Ltd. (referred to as Yonyou Network, 600588.SH) has submitted its third listing application to the Hong Kong Stock Exchange's main board, with CMB International and CITIC Securities acting as joint sponsors.

New stock news | It is rumored that Zhongji Innolight (300308.SZ)'s plan to list in Hong Kong is close to being approved and the hearing may be held as early as this week.

The media quoted sources familiar with the matter as reporting that the leading A-share optical module company, InterChuang (300308.SZ), is close to obtaining approval from Chinese regulatory authorities for its plan to list in Hong Kong.

The China Banking and Insurance Regulatory Commission held a symposium on key suggestions and proposals for the 2026 two sessions.

Recently, the China Banking and Insurance Regulatory Commission held a symposium on key proposals for the two sessions in 2026.

Northbound funds | Northbound transactions totaled net purchases of 13.364 billion yuan, with Northbound investors aggressively buying shares in internet technology companies and selling Tracker Fund of Hong Kong (02800) for over 1.3 billion Hong Kong dollars.

On July 15, the Hong Kong stock market saw a net inflow of 13.364 billion Hong Kong dollars from mainland Chinese investors. Among them, the Shanghai-Hong Kong Stock Connect saw a net inflow of 4.497 billion Hong Kong dollars, while the Shenzhen-Hong Kong Stock Connect saw a net inflow of 8.866 billion Hong Kong dollars.

Southbound funds net purchased HK$13.364 billion today.

Regarding Stock Connect (Shanghai), Alibaba-W and Zhao Yi Innovation received net purchases of 1.224 billion Hong Kong dollars and 741 million Hong Kong dollars respectively; Tencent Holdings had the highest net selling amount, totaling 351 million Hong Kong dollars. On the other hand, regarding Stock Connect (Shenzhen), Tencent Holdings and Alibaba-W received net purchases of 2.157 billion Hong Kong dollars and 1.867 billion Hong Kong dollars respectively; Ying Fu Fund had the highest net selling amount, totaling 1.329 billion Hong Kong dollars.

National Railway Administration: In the first half of the year, the national railway accumulated a total cargo volume of 2.622 billion tons, an increase of 2.5% year-on-year.

In the first half of 2026, the national railway passenger flow operated at a high level, with the volume of passengers reaching a new high compared to the same period in history, and the transportation of goods was smooth and orderly. The efficient progress of railway planning and construction provided strong support for enhancing the internal driving force of economic and social development.

Hong Kong Land Registry: A total of thirteen land cases were registered in the second quarter of April to June, with land revenue totaling approximately 8.8 billion Hong Kong dollars.

During the quarter from April to June 2026, a total of 12 cases of contract revisions and 1 case of plot increase approval were registered at the Land Registry.

Hong Kong Leveraged Forex Trading Arbitration Committee Changes Leadership, Dr. Chen Shaoping Appointed Chairman for a Three-Year Term.

The Financial Secretary of Hong Kong has appointed a new Chairman and Vice-Chairman of the Leveraged Foreign Exchange Trading Arbitration Committee, as well as three new members, for a term of three years, from July 17, 2026 to July 16, 2029.

The flames of war between the US and Iran reignite, the European Central Bank's board closely monitors energy inflation! Oil prices once again become a key factor in European Central Bank monetary policy.

European Central Bank Governing Council member Joachim Nagel stated that with the resumption of conflict in the Middle East, geopolitical uncertainty is once again escalating, and the European Central Bank is closely monitoring energy costs.

Hong Kong Development Bureau: Urban Renewal Emphasizes Both Restoration and Reconstruction. The funding for building repairs has reached HK$19 billion.

Hong Kong Development Bureau Director, Ning Hanhao, provided written responses to legislators' questions on building repair and other matters.

The central bank has clearly stated the path for the second half of the year: maintaining a moderately loose monetary policy unchanged and further increasing counter-cyclical and cross-cyclical adjustments.

At the end of June, the funds raised by asset management products from non-financial enterprises increased by 24.7% year-on-year, with a year-on-year growth rate exceeding 20% for four consecutive months. The balance increased by 331.9 billion yuan compared to the beginning of the year, with an additional 353.8 billion yuan year-on-year. The funds raised from the household sector increased by 7.7% year-on-year, and the balance increased by 1.1 trillion yuan compared to the beginning of the year.

After a great achievement, continue to pursue success! Following the success of issuing billions of dollars in bonds, Goldman Sachs Group, Inc. is launching a new round of Euro bond financing.

Goldman Sachs Group (GS.US) launched a three-part Euro bond sale the day after announcing its financial report.

Is Amazon.com, Inc. (AMZN.US) undervalued? The "three drivers" of cloud, self-developed chips, and Siasun Robot & Automation are opening up new growth spaces.

As an unquestionably excellent company, Amazon's current value seems to be underestimated by the market - over the past year, the company's stock performance has lagged behind the S&P 500 index. However, according to the analyst at Jetstream Research, the current valuation level provides a good opportunity for long-term investors to enter the market.

Kao Li: The forecast for the increase in rent for the Central/Admiralty office buildings this year has been revised to a maximum of 8%, but rents in Kowloon East are expected to drop by more than 5%.

The company has raised its rental growth forecast for Central/Admiralty this year to 5% to 8%; however, rents in non-core business areas will continue to be under pressure, with rental declines expected to exceed 5% in Kowloon East.

When everyone rushes into the AI theme, smart funds seek "reverse trading" to hedge against the selling storm: the UK stock market with both undervalued and defensive attributes.

Investors seem to think that the UK stock market is too conservative, so they are selling off in droves. Global investors have reduced their allocations to the UK stock market to a net selling position. Due to a lack of reform, slow growth, and high interest rates, the UK market is underperforming. Tech stocks have a lower weighting in the FTSE 350 index, while defensive stocks have a higher weighting.

Net Information China: Release information on the filing of 7 mobile-side generative artificial intelligence services.

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