This Week Is Destined to Be Extraordinary:

English summary

Market aspects 1. CXMT lists on STAR Market today (raising 29.5 billion yuan, A-share largest IPO in 2026), domestic DRAM leader listed;. 2. This week earnings 'super week': Microsoft/Meta (7/29), Apple/Amazon (7/30), SK Hynix (7/29, profit expected +596%), Samsung (7/30), AI capex guidance and HBM4 production are core watch points. Models 1. Kimi K3 fully open-sources 2.8 trillion parameter weights (594GB, Modified MIT), world's largest open-source model free for commercial use, front-end code arena tops global first. 2. Anthropic releases Claude Opus 5, performance close to Fable 5 but price only half (5/5/25 vs 10/10/50), and deletes 80% of Claude Code system prompts. 3. ...