NIO reported second-quarter revenue of 32.137 billion yuan, up 69.1% from a year earlier, with deliveries above 100,000 vehicles and adjusted net profit of 26.1 million yuan versus a loss of 4.127 billion yuan a year earlier, according to Jiemian News. The company said vehicle gross margin rose to 18.5% from 10.3% a year earlier, but adjusted net profit fell 40% from the first quarter's 43.5 million yuan, underscoring how thin its profitability remains. Jiemian News reported that NIO's research and development expenses fell 28.7% year on year to 2.145 billion yuan in the quarter, while selling and administrative expenses rose 26.5% sequentially to 4.425 billion yuan on marketing and staffing costs tied to new product launches. Management said costs for memory chips, batteries and other materials rose from March, lifting per-vehicle costs by about 14,000 yuan versus the fourth quarter of 2025, and it expects another 2,000-3,000 yuan increase in the second half. The company also said total liabilities reached 121.943 billion yuan as of June 30, up more than 10 billion yuan from the end of the first quarter, including 60.4 billion yuan in operating payables. NIO had built its 4,000th battery-swap station by August, with each station costing about 3 million yuan to build, adding to ongoing depreciation and operating expenses.

According to CNBC, Smith & Wesson shares rose 11.7% after the firearms maker reported quarterly earnings of 6 cents per share, compared with analysts' expectation for a 6-cent loss, and revenue of $112.6 million versus the $98.7 million consensus estimate. Lululemon Athletica fell 20% after issuing current-quarter guidance for earnings of 93 cents to 98 cents per share on revenue of $2.29 billion to $2.32 billion, below analysts' estimates of $2.40 per share and $2.53 billion. Zscaler slipped nearly 2% despite posting fourth-quarter adjusted earnings of $1.19 per share on revenue of $898 million, topping LSEG estimates of $1.09 per share on $877 million, while Adobe said Anil Chakravarthy will be its next CEO and shares were last down nearly 3%. Planet Labs gained 13% after reporting adjusted earnings of 2 cents per share on revenue of $116.1 million, above FactSet estimates for a 2-cent loss and $104.5 million in revenue. Asana dropped 9.5% after forecasting third-quarter revenue of $217 million to $219 million and adjusted earnings of 8 cents per share, below LSEG expectations, while Guidewire Software fell 14.5% after its current-quarter revenue outlook of $372 million to $378 million missed estimates. Samsara surged 15% after projecting full-year revenue of $2.04 billion to $2.05 billion and adjusted earnings of 76 cents to 78 cents a share, both above LSEG estimates, and UiPath lost 7.4% after guiding for adjusted operating income of about $100 million and revenue of $440 million to $445 million.

Cocoa futures rose in New York and London, trimming their weekly decline as traders weighed adequate short-term supplies against a possible deficit later in the season, according to Bloomberg.

According to Jin10, an Iranian military spokesperson said the correct course for the United States is to acknowledge reality, pay compensation, and withdraw from the region, adding that this would restore security to the region and bring the American people closer to well-being.

According to Jin10, an Iranian military spokesperson said the problems faced by U.S. forces in the Middle East, as well as the hardships suffered by the American people, stem from mistakes made by U.S. officials when they attacked an independent civilized country.

Shouhui Industrial Finance (0730) said it recently received an expression of interest from Shougang Industrial Investment (Beijing) Technology Innovation, an associate of its controlling shareholder, regarding a proposed sale of about 24.84% of its shares in Beijing Robot Financing Leasing to the group. The company said the timing, price and terms of any potential acquisition have yet to be determined. Funding for the possible deal is expected to come from internal resources and/or capital market financing, according to Ming Pao. Shouhui Industrial Finance also said it currently has no plan to use the net proceeds from the proposed rights issue announced on July 14 for the potential acquisition.

The National Stock Exchange of India Ltd. has received regulatory approval for its long-awaited initial public offering, according to Bloomberg. The listing would be the country’s biggest ever if it goes ahead, and it clears a key hurdle in the world’s largest derivatives exchange’s years-long effort to go public.

JPMorgan increased its holding in Xinyi Solar (00968) by 75.21 million shares on Monday (31st), paying an average of HK$2.2589 per share for a total of HK$170 million, according to ETNet. The latest stake rose to 6%.

知名链上交易员Unipcs（Bonk Guy）再度凭借实打实战绩重回聚光灯下，霸榜Fomo平台的盈利榜首，近一个月仓位增长超980万美元。

美债,央行,全球债市动荡 哪类资产会受影响？ 金色财经,警报在全球债市接连拉响。

Cobo 联合创始人神鱼与极链科技创始人金明进行了一场深度对谈，话题跨越投资体系、比特币、DeFi、AI Agent 到人生意义的多重维度。

Hui Ka Yan, the founder of China’s fallen real estate giant Evergrande, has gone from one of Asia’s richest men to a life prisoner after a Chinese court convicted him of large-scale financial fraud and embezzlement.

Taiwan plans to introduce nine new crypto regulations, including detailed stablecoin rules, as early as Q1 2027 under its new Virtual Asset Service Act. The rules will require crypto firms and stablecoin issuers to meet stricter licensing, reserve, audit and disclosure requirements, while banks and businesses explore stablecoins for cross-border payments and trade.

市场结构会改写历史规律，底部也只能事后确认。眼下可以确认的是，BTC已经处于周期级熊市后期，但最终底部是否完成，证据仍然不够。

HyperEVM,解密：HyperEVM 排名第一的套利机器人是如何运作的？ 金色财经,下一步是什么？

Sam Altman says 38,000 ChatGPT queries use about as much water as producing one California almond, but researchers say the figure is difficult to verify and conflicts with his earlier estimate.

Justin Sun’s reputation in China appears to be taking a serious hit after a week of increasingly controversial public posts turned a personal dispute into a broader reputational crisis.

BTC,BTC的周期 正在伸长吗？ 金色财经,BTC的周期时钟，是不是正在变慢？