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US markets rose after a cooler-than-expected July CPI report eased rate-hike worries, while investors also weighed renewed concerns over volatility and AI chip stocks like Nvidia.

Stock market calm is unusually extreme, and Michael Burry sees that tranquility as a warning sign.
Amazon shares look trapped in a weak range, and trader Mike Khouw is betting that underperformance will continue.
Retail investors, once a major market force, are increasingly being sidelined and pushed into less visible areas.
JPMorgan expects further upside for a lesser-known social media stock, signaling continued bullish interest.
CoreWeave posted strong second-quarter results, and Wall Street’s response is being closely watched.
Wednesday’s market headlines suggest several stocks and themes could drive the next trading session.
Investors added $2.3 billion to a riskier corner of the bond market in July, showing appetite for yield despite higher risk.
Nvidia is trying to dismiss “circular financing” concerns, but Wall Street remains unconvinced.
Inflation data came in cooler, lifting markets and reinforcing expectations that rate hikes may be less likely.
Broader themes include AI momentum, rising volatility concerns, and geopolitical and policy risks that could reshape markets.

English Translation + 10 Key Items (Bullet-Point Paraphrase)

Former Chinese Premier Zhu Rongji has died at the age of 98.
Nexteer reported first-half net profit of US$85.81 million, up 35.2%, and did not declare an interim dividend.
The Hong Kong government said proprietary trading does not qualify for carried-interest tax concessions, and it has no plan to expand the scope further.
Yulon Industrial’s first-half net profit fell 57.9% to US$72.0 million; it maintained an interim dividend of HK$0.40, while manufacturing gross margin dropped 3.4 percentage points to 14.3%.
Tencent’s second-quarter net profit was flat year on year at more than RMB 56 billion, and capital expenditure reached nearly RMB 52.8 billion, above market expectations.
South Korea now requires new investors in single-stock leveraged ETFs to complete at least five days and five hours of simulated trading.
Tencent’s first-half profit rose about 10% year on year, with net profit exceeding RMB 114.1 billion.
Cheung Kong Infrastructure posted interim net profit of HK$21.25 billion, up 389%, and declared an interim dividend of HK$0.75.
Power Assets Holdings reported first-half net profit of HK$14.704 billion, up 383%, and kept its interim dividend unchanged at HK$0.78.
Hong Kong stocks fell on the day, with the Hang Seng Index closing down 212 points; meanwhile, A-shares in mainland China rose, with semiconductors firming and property stocks jumping in the afternoon.

Eastmoney’s front page says institutions expect the second half of the A-share market to focus on technology growth, improving fundamentals, and high-dividend assets.
Shanghai has released its 15th Five-Year software and information services plan, including a “100,000-card” AI compute cluster project.
Three new ChiNext thematic indices have been launched for smart driving, robotics, and photovoltaics.
Long-term “patient capital” is increasingly flowing into hard-tech areas such as quantum technology and embodied intelligence.
Insurance capital increased its stock holdings in the second quarter and is actively researching AI compute, optical communications, healthcare, and hard tech.
Biopharmaceutical companies are attracting heavy institutional attention, especially around commercialization and global expansion.
Industrial Fulian’s first-half revenue and profit both hit record highs, with net profit surpassing RMB 20 billion for the first time.
The coal industry’s 15th Five-Year Plan outlines a more advanced, intelligent, and greener development path through 2030.
Intel? No—NVIDIA announced a partnership with major Wall Street firms to help mobilize over US$500 billion for AI infrastructure financing.
New energy vehicle demand remained strong in July, with wholesale sales of new energy passenger cars rising 21.3% year on year.

The Tokyo stock market briefly rebounded above 66,000 yen as gains in U.S. shares boosted buying sentiment, while the Bank of Japan signaled a faster pace of rate hikes amid inflation concerns.

The government is weighing how to offset local tax revenue losses if the consumption tax is cut, so public services do not suffer.
The dollar-yen market stayed around 159 in New York as traders waited for major U.S. consumer figures.
U.S. shares dropped again because hopes for progress in Iran-related peace talks weakened.
Middle East uncertainty pushed the yen in New York and limited the impact of currency intervention by Japan and the U.S.
Another Wall Street decline came as investors remained cautious about the unclear U.S.-Iran negotiations.
Tokyo stocks briefly climbed back above 66,000, helped by strength in U.S. equities.
Japan’s first-half current account surplus rose significantly, even though June alone recorded a deficit.
A Bank of Japan policymaker signaled support for faster rate hikes due to concerns about inflation.
The yen strengthened into the upper 157 range after weak U.S. job data reduced expectations for near-term Fed tightening.
Kumamoto semiconductor plants restarted quickly after a disaster, reflecting stronger quake readiness and business continuity planning.

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