Ge Long Hui·2025-08-06 12:36Market Overview - US stock index futures showed slight increases, with Nasdaq futures up 0.1%, S&P 500 futures up 0.14%, and Dow futures up 0.29% [1] - European stock indices had mixed results, with Germany's DAX down 0.02%, UK's FTSE 100 up 0.26%, France's CAC up 0.27%, and the Euro Stoxx 50 up 0.18% [1] Company News - Nvidia clarified that its chips do not have backdoors, kill switches, or monitoring software [1] - Nvidia will actively participate in the 2025 World Robot Conference, delivering a keynote speech and showcasing its developments in physical AI and general robotics [1] - Disney reported Q3 revenue of $23.7 billion, with adjusted EPS increasing 16% year-over-year to $1.61, driven by strong performance in its theme park business [2] - Uber's Q2 revenue grew 18% year-over-year to $12.65 billion, with net profit increasing 33% to $1.355 billion; the company plans to repurchase up to $20 billion in stock [2] - McDonald's Q2 revenue increased 5.4% year-over-year to $6.84 billion, with operating profit up 11% to $3.23 billion and same-store sales growing 3.8% [2] - AMD reported Q2 revenue growth of 32% year-over-year to $7.685 billion, although adjusted EPS decreased 30% to $0.48 [2] - Amgen's Q2 revenue grew 9% year-over-year to $9.179 billion, with net profit increasing 92% to $1.432 billion [2] Other Developments - Cathay Pacific plans to invest $8.1 billion in the purchase of 14 Boeing 777-9 aircraft, marking its first deal in over a decade [1] - Reports indicate that Spain has shelved plans to purchase F-35 fighter jets from Lockheed Martin [1] - iQIYI is seeking to raise $300 million through a listing in the Hong Kong market [1] - Atour is considering a secondary listing in Hong Kong, with expected fundraising of several hundred million dollars [1]