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On August 12, NVIDIA's stock price increased by 3.35%, reaching $224.80 per share, the highest level in two months, with a total market capitalization of $5.44 trillion.

[NVIDIA Shares Rise Over 3%]On August 12, NVIDIA's stock price increased by 3.35%, reaching $224.80 per share, the highest level in two months, with a total market capitalization of $5.44 trillion.

NVIDIA Shares Rise Over 3%

On August 12, U.S. President Trump posted: "The United States has complete control over the Strait of Hormuz. I believe we will continue to maintain that control! Our maritime blockade is referred to by everyone as a 'steel wall,' and Iran is powerless against it. They have no navy, no air force, and their remaining soldiers have not been paid. The Revolutionary Guard has been severely damaged and is in retreat, while their 'leadership' can at best be described as uncertain! They have no funds—this country is already 'full of holes.' All they have are fake news and 300% inflation, and the situation is worsening! Iran is now just talk without action, no longer the bully of the Middle East!"

[Trump: The U.S. Has Complete Control Over the Strait of Hormuz]On August 12, U.S. President Trump posted: "The United States has complete control over the Strait of Hormuz. I believe we will continue to maintain that control! Our maritime blockade is referred to by everyone as a 'steel wall,' and Iran is powerless against it. They have no navy, no air force, and their remaining soldiers have not been paid. The Revolutionary Guard has been severely damaged and is in retreat, while their 'leadership' can at best be described as uncertain! They have no funds—this country is already 'full of holes.' All they have are fake news and 300% inflation, and the situation is worsening! Iran is now just talk without action, no longer the bully of the Middle East!"

Trump: The U.S. Has Complete Control Over the Strait of Hormuz

On August 12, during Tencent's Q2 2026 earnings call, President Liu Chiping discussed the feedback from the gray testing of WeChat AI 'Xiao Wei' in the second quarter. He stated that AI can make WeChat smarter, assisting users in transactions, exploring content, and managing daily life. In the PC era, QQ was primarily a communication and social tool, but in the mobile internet era, WeChat amplified QQ's value by more than ten times. As we enter the AI era, over time, WeChat will evolve into an AI-driven ecosystem where users can give a command, and the system will execute it autonomously.

[Tencent President Liu Chiping Discusses WeChat AI: WeChat Will Evolve into an AI-Driven Ecosystem with Significant Value Potential]On August 12, during Tencent's Q2 2026 earnings call, President Liu Chiping discussed the feedback from the gray testing of WeChat AI 'Xiao Wei' in the second quarter. He stated that AI can make WeChat smarter, assisting users in transactions, exploring content, and managing daily life. In the PC era, QQ was primarily a communication and social tool, but in the mobile internet era, WeChat amplified QQ's value by more than ten times. As we enter the AI era, over time, WeChat will evolve into an AI-driven ecosystem where users can give a command, and the system will execute it autonomously.

Tencent President Liu Chiping Discusses WeChat AI: WeChat Will Evolve into an AI-Driven Ecosystem with Significant Value Potential

Bloomberg ETF analyst Eric Balchunas posted on the X platform that Goldman Sachs will acquire BTCI in the Neos trade. BTCI is a Bitcoin premium yield ETF with a size of $1 billion and a yield of 27%, capturing most but not all of the Bitcoin price increases. He noted that this helps explain why Goldman Sachs has never launched the Bitcoin covered call product for which it submitted an application months ago; rather than launching similar products, a better approach is to surpass BlackRock's BITA.

[Goldman Sachs to Acquire BTCI in Neos Trade]Bloomberg ETF analyst Eric Balchunas posted on the X platform that Goldman Sachs will acquire BTCI in the Neos trade. BTCI is a Bitcoin premium yield ETF with a size of $1 billion and a yield of 27%, capturing most but not all of the Bitcoin price increases. He noted that this helps explain why Goldman Sachs has never launched the Bitcoin covered call product for which it submitted an application months ago; rather than launching similar products, a better approach is to surpass BlackRock's BITA.

Goldman Sachs to Acquire BTCI in Neos Trade

On August 12, market sources reported that Google has increased the prices of its new phones due to a memory shortage, with the new model expected to cost $100 more than the previous generation.

[Google Raises New Phone Prices Due to Memory Shortage]On August 12, market sources reported that Google has increased the prices of its new phones due to a memory shortage, with the new model expected to cost $100 more than the previous generation.

Google Raises New Phone Prices Due to Memory Shortage

On August 12, Bloomberg reported that Lightspeed Venture Partners is seeking to raise approximately $600 million through secondary transactions to extend its investment exposure to OpenAI and other artificial intelligence companies, as well as to increase its investment in AI model company Anthropic. According to informed sources, this fundraising transaction is internally codenamed 'Project Mercury' and involves multiple secondary funds under Lightspeed, including the Select V Fund, Opportunity II Fund, and certain assets in a separately managed account. Lightspeed aims to provide liquidity to investors through secondary market transactions while maintaining long-term holdings in leading companies in the AI sector.

[Lightspeed Plans to Raise $600 Million for Secondary Fund to Invest in OpenAI and Anthropic]On August 12, Bloomberg reported that Lightspeed Venture Partners is seeking to raise approximately $600 million through secondary transactions to extend its investment exposure to OpenAI and other artificial intelligence companies, as well as to increase its investment in AI model company Anthropic. According to informed sources, this fundraising transaction is internally codenamed 'Project Mercury' and involves multiple secondary funds under Lightspeed, including the Select V Fund, Opportunity II Fund, and certain assets in a separately managed account. Lightspeed aims to provide liquidity to investors through secondary market transactions while maintaining long-term holdings in leading companies in the AI sector.

Lightspeed Plans to Raise $600 Million for Secondary Fund to Invest in OpenAI and Anthropic

On August 12, the semiconductor equipment sector continued its upward trend, with Aehr Test Systems rising over 11%. Teradyne increased by over 6%, while Lam Research, Ichor Holdings, and Applied Materials each rose over 4%. KLA gained over 3%, and ASML and Ambarella both rose over 1%. In news, Aehr Test Systems announced a follow-up mass production order worth $22 million from its leading wafer-level AI processor customer. In industry news, Bernstein released a research report raising its forecast for wafer fabrication equipment (WFE) spending, citing increased confidence in the ongoing upcycle. The firm raised its 2026 WFE spending forecast to $148 billion, a 26.3% year-on-year increase; the 2027 forecast was raised to $204 billion, a 32.6% year-on-year increase; and the 2028 forecast was raised to $259 billion, a 27% year-on-year increase.

[Semiconductor Equipment Sector Continues Uptrend, Aehr Test Systems Rises Over 11%]On August 12, the semiconductor equipment sector continued its upward trend, with Aehr Test Systems rising over 11%. Teradyne increased by over 6%, while Lam Research, Ichor Holdings, and Applied Materials each rose over 4%. KLA gained over 3%, and ASML and Ambarella both rose over 1%. In news, Aehr Test Systems announced a follow-up mass production order worth $22 million from its leading wafer-level AI processor customer. In industry news, Bernstein released a research report raising its forecast for wafer fabrication equipment (WFE) spending, citing increased confidence in the ongoing upcycle. The firm raised its 2026 WFE spending forecast to $148 billion, a 26.3% year-on-year increase; the 2027 forecast was raised to $204 billion, a 32.6% year-on-year increase; and the 2028 forecast was raised to $259 billion, a 27% year-on-year increase.

Semiconductor Equipment Sector Continues Uptrend, Aehr Test Systems Rises Over 11%

On August 12, SK Hynix's stock price increased by 8.6%, reaching $153.95 per share, with a total market capitalization of $1.12 trillion.

[SK Hynix Shares Rise Over 8%]On August 12, SK Hynix's stock price increased by 8.6%, reaching $153.95 per share, with a total market capitalization of $1.12 trillion.

SK Hynix Shares Rise Over 8%

On August 12, Bloomberg reported that Lightspeed Venture Partners is seeking to raise approximately $600 million through secondary transactions to extend its investment exposure to OpenAI and other artificial intelligence companies, as well as to increase its investment in AI model company Anthropic. According to insiders, this fundraising effort is internally codenamed 'Project Mercury' and involves multiple secondary funds under Lightspeed, including the Select V Fund, Opportunity II Fund, and certain assets in a separately managed account. Lightspeed aims to provide liquidity to investors through secondary market transactions while maintaining long-term holdings in leading companies in the AI sector.

[Lightspeed Plans to Raise $600 Million for Secondary Fund to Invest in OpenAI and Anthropic]On August 12, Bloomberg reported that Lightspeed Venture Partners is seeking to raise approximately $600 million through secondary transactions to extend its investment exposure to OpenAI and other artificial intelligence companies, as well as to increase its investment in AI model company Anthropic. According to insiders, this fundraising effort is internally codenamed 'Project Mercury' and involves multiple secondary funds under Lightspeed, including the Select V Fund, Opportunity II Fund, and certain assets in a separately managed account. Lightspeed aims to provide liquidity to investors through secondary market transactions while maintaining long-term holdings in leading companies in the AI sector.

On August 11, in the second quarter of this year, the Swiss National Bank's foreign exchange reserves held in the form of U.S. stocks increased by more than 10%, reaching an all-time high. According to the so-called 13F filing submitted by the Swiss National Bank to the U.S. Securities and Exchange Commission, released on Tuesday, as of June 30, the bank held positions in more than 2,300 U.S.-listed companies worth $191.4 billion. Slightly more than one quarter of the Swiss National Bank's foreign exchange reserves are held in equities, a portion of which is invested in U.S.-listed stocks. The top three holdings were Nvidia, Apple, and Microsoft. The central bank also held a $716.6 million stake in defense software company Palantir Technologies Inc.

[Swiss National Bank's U.S. Stock Holdings Reach Record High; Top Three Positions Are Nvidia, Apple and Microsoft]On August 11, in the second quarter of this year, the Swiss National Bank's foreign exchange reserves held in the form of U.S. stocks increased by more than 10%, reaching an all-time high. According to the so-called 13F filing submitted by the Swiss National Bank to the U.S. Securities and Exchange Commission, released on Tuesday, as of June 30, the bank held positions in more than 2,300 U.S.-listed companies worth $191.4 billion. Slightly more than one quarter of the Swiss National Bank's foreign exchange reserves are held in equities, a portion of which is invested in U.S.-listed stocks. The top three holdings were Nvidia, Apple, and Microsoft. The central bank also held a $716.6 million stake in defense software company Palantir Technologies Inc.

Swiss National Bank's U.S. Stock Holdings Reach Record High; Top Three Positions Are Nvidia, Apple and Microsoft

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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