U.S. Stock Surge Confirms AI Profit Delivery, A-Share AI Empowerment Tracks Face Revaluation Opportunity (August Main Line 2026-0731)

English summary

# U.S. Stock Surge Confirms AI Profit Delivery, A-Share AI Empowerment Tracks Face Revaluation Opportunity (August Main Line 2026-0731) [Core Thesis] This round of U.S. stock rebound is not an oversold recovery, but AI officially entering a solid profit delivery cycle. On July 30 Eastern time, U.S. stocks rebounded violently across the board, with the Nasdaq and Philadelphia Semiconductor Index collectively surging. The essence of this market movement is not a technical oversold rebound, but Microsoft's blockbuster earnings completely reshaping Wall Street's AI narrative: AI has completely bid farewell to the stage of "pure money-burning, pure expectations" and has successfully landed as real revenue, real profit, and real cash flow for companies, directly shattering the market's long-standing AI bubble anxiety. [Hard Data] AI commercialization has fully landed, with both revenue and profit exploding. Microsoft's single-quarter total revenue reached $90.01 billion, up 18% YoY, and net profit growth exceeded 30% YoY, with growth quality far exceeding market expectations. The core AI foundation Azure cloud business surged 43% YoY, with annual revenue historically exceeding $100 billion. Global enterprise AI computing power procurement continues to be fully booked, and the rigid demand for computing power is completely confirmed. ...