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``` Domestic DRAM memory chip leader ChangXin Technology officially landed on the STAR Market, closing at 49 yuan/share on the first day, up 465.82% from the issue price. Its total market value reached 3.28 trillion yuan, immediately taking the top spot in A-share market value. Behind the soaring

``` The cracks in the AI capital expenditure bubble are piercing the valuations of chip stocks in the most intense way. Global chip stocks experienced a massive sell-off on Tuesday, as doubts about AI capital expenditure returns, growing concerns over Nvidia’s “circular financing,” and rising competition from Chinese memory chips

``` The Trump administration is accelerating the development of a regulatory framework for cutting-edge AI models, requiring companies to submit their most advanced models for government review before public release. The relevant draft has been circulated to major tech giants several days before the deadline. On Tuesday, according to The Information

``` At the U.S. market close on Monday, Nvidia dropped nearly 5%, while Apple rose over 1%. Nvidia’s market cap fell to about $4.77 trillion, and Apple regained the top spot globally at $4.95 trillion—this is Apple’s first time back to this position since April

``` On July 27, Meituan announced the official launch of its all-scenario AI Agent platform, CatPaw. The platform provides an out-of-the-box AI workspace, as well as enterprise-level Agent development and hosting capabilities, targeting local lifestyle merchants. CatPaw is not an entirely new product. According to public information, it was launched internally

On July 27, it was reported that JD Group had completed the acquisition of the SYSTEMS building located in Hammersmith, West London. This property will serve as JD’s new headquarters in the UK. With the transaction settled, JD also publicly revealed the scale of its UK operations. Currently, its

``` The AI boom has tightly welded the Korean stock market to Wall Street tech stocks, but this connection is becoming a double-edged sword. On July 28, data provided by Rayliant showed that the 60-day correlation coefficient between the KOSPI and the Nasdaq 100 index recently rose to about 0.50,