Lululemon said mainland China net revenue rose 4% year on year in the second quarter of fiscal 2026, but fell 2% at constant currency and comparable sales dropped 8% at constant currency, according to Jiemian News. Interim co-chief executive and chief financial officer Meghan Frank said Q2 revenue came in below expectations, with the shortfall driven mainly by mainland China, where the company had previously forecast mid- to high-teens sales growth for the quarter and about 20% full-year growth. The company said new and expanded stores and other channels in mainland China added revenue during the quarter, but weaker comparable sales offset part of that contribution. Jiemian News reported that analysts have questioned whether lululemon should slow new store openings in China and the US until sales stabilize, while Frank said the company is taking a “very prudent” approach and will reassess store plans against current operating trends. The slowdown follows years of rapid expansion in China. Lululemon opened its first three mainland stores in 2016, and its mainland store network grew from 99 locations at the end of fiscal 2022 to 172 in fiscal 2025. Revenue rose from US$577 million in fiscal 2022 to US$1.76 billion last year, when mainland China accounted for about 16% of group revenue. From fiscal 2021 to 2025, annual mainland China revenue growth ranged from 29% to more than 80%. Management said some new products have received positive feedback, but performance after launch has been inconsistent. Sales of the core yoga leggings category fell about 20% in the second quarter. Jiemian News also cited weaker enthusiasm for some new releases, while competition in China is increasing from brands such as Alo and domestic label MAIA ACTIVE.

Strive added 469 BTC in its latest purchase for $36.6 million, bringing its total holdings to 25,000 BTC worth roughly $1.95 billion at current prices. According to NS3.AI, CEO Matt Cole said all capital raised during the week came from SATA sales. Cole also said Strive could potentially reach second place among public bitcoin holders by year-end, though that is not his base case.

According to CNBC, U.S. oil prices are back above $100 per barrel, pushing gasoline prices to multi-month highs, and traders on Kalshi expect Americans will face fresh highs at the pump this year. Gas prices peaked at $4.56 per gallon on May 21, according to AAA's national average, and Kalshi traders assign a 71% chance that the average will top $4.60 in 2026. They also put 57% odds on prices rising above $4.80 a gallon and just over a 40% chance of a move above $5.00, while U.S. gas prices last reached a record of just over $5 per gallon in June 2022. Kalshi contracts ask traders whether gas prices will cross specific price levels and are settled using AAA's data. On Monday, Western Texas Intermediate crude futures rose 3.5% to more than $103 per barrel as tensions between the U.S. and Iran escalated and raised doubts about the Strait of Hormuz, a key route for global oil supply. Traders on Kalshi also assign 50-50 odds that gas prices will be above $4.25 per gallon on election day, Nov. 3.

According to Wallstreetcn, ship-tracking data showed that daily vessel traffic through the Strait of Hormuz was in the single digits on both days last weekend, below the 14-ship daily average over the past 10 days; on July 14, four vessels, including energy-carrying ships, sailed out of the strait, while 10 cargo ships entered it.

Market sources say Pinterest is working with Nvidia to build a new artificial intelligence layer. According to ChainCatcher, no further details were provided about the scope or timing of the collaboration.

According to Nikkei Asia, Korean Air, South Korea's top carrier, will begin offering free in-flight Wi-Fi powered by SpaceX's Starlink on some flights starting Tuesday. The airline announced the service launch.

Nancy Tengler, chief executive officer and chief investment officer of Laffer Tengler, said the latest sell-off in AI stocks is more of a "hiccup" than a collapse, according to Bloomberg. She said the AI buildout remains a once-in-a-generation opportunity and discussed where winners could emerge and when investors should start buying.

European Central Bank President Christine Lagarde said Europe cannot simply buy AI technologies from the US and must build parts independently or risk becoming vulnerable, according to Bloomberg.

同是回购型代币，市场给PONS的估值只有0.9倍PE，HYPE却拿到29倍。陡峭的估值曲线背后，是现金流确定性与「被验证程度」的定价逻辑。

埃隆·马斯克在X平台上支持了阿莫迪的立场，仅写道：“达里奥说得对”

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？

48小时连发四条帖子，马斯克罕见对AGI亮出警惕底色，直言AI失控比核武器更可怕。但同一时间，他的xAI仍在全速推进训练与算力扩张。

Robinhood Chain 已跑出高交易量与收入，代币化股票、Launchpad 与 DEX 生态加速成型，而真正的零售用户红利尚未释放。

AI连破数学难题，陶哲轩与斯特罗加茨等数学家直面"失去人类理解能力"的边缘。

本文以案件调查员的视角，对加密货币洗钱领域的清洗手法、资金类型、资金威胁进行了简单的介绍，旨在帮助不同国家的研究人员更好地对华语洗钱网络进行情报挖掘。

周一开门就来了个下马威。大饼一度跌破7.7万刀，回踩76k一线，压在市场头上的，是本周三那场议息会议。

"祝你穷得开心"的嘲讽已成过去式。本文用三个范畴给加密资产画地图：看现金流的加密业务、凭共识的诚实Meme、纯属空气的炒作盘，并给出周期性持有与短期博弈的操作框架。