Intelligence Decision Reference | Jackson Hole Annual Meeting is Coming, Confidence in Hong Kong Stocks Needs to be Restored"New Fed Communications Agency": Under the "dual high" situation, the era of "ultra-low interest rates" in the United States has come to an end.Global stock markets under renewed pressure: Nvidia's performance and Powell's speech are major events!Market eagerly awaits whether Powell will release new signals at Jackson Hole on Friday?Freight Battle: Amazon Resumes Freight Services, Competes with FedEx and UPSDuPont to sell Delrin resins unit to PE firm for around $1.8 bln- Bloomberg NewsBUZZ-View of the week-Jackson Hole could halt US yield rise, and also threaten the dollarSecretary for Commerce and Economic Development Edward Yau: Hong Kong aviation recovery progressing as expected, airport passenger traffic expected to fully recover next year.What You Missed At The July S&P High?Goldman Sachs is not expecting a strong signal from Federal Reserve Chair Powell this weekGoldman Sachs expect 15bp rate cuts from the People's Bank of China todayASEAN's "Electric Vehicle Ambition": Leveraging China, Japan, and South Korea, standardizing technology, aiming to become the world's factory.This round of AI frenzy faces its "greatest challenge": the unveiling of NVIDIA's earnings report next Thursday!Cruise will reduce robotaxi fleet by 50% in San Francisco while California DMV investigates ‘incidents’Another big factory is cutting inwards.GPU and AI data centers can't keep up, and even the "beloved child of NVIDIA" can't "run properly."Breaking Wall Street Doubts! "AI+ Network Security" Becomes a Revenue Generator, Boosting Palo Alto's Performance Beyond ExpectationsInterest rate storm pressures global stock markets, just experienced the worst week since March.The smartphone market slump has dragged down this year's largest IPO, with Arm's annual revenue declining by 1%.Gross margin turns negative across the board, Q2 of XPENG-W faces some challenges | Insight Research"The 'Anchor of Global Asset Pricing' flexes its muscles as both US stocks and bonds suffer this week. The Dow Jones Industrial Average experiences its worst weekly decline since March, while the S&P 500 continues its downward trend for the eighth consecutive month."VinFast went public less than a week ago, and its stock price has been on a roller coaster ride, causing Vietnam's richest person to lose $23 billion.Open Source Beats Paid Ecosystem? Meta Platforms to Launch "Free Version of Programming Tools," Targeting OpenAIXPENG-W Phone Conference: Significant Increase in September G6 Deliveries, Gross Margin Turns Positive in Q4US mortgage rates soar to 7%, reaching a 20-year high! Analysis: 8% is not a dream.Vipshop's second-quarter revenue increased by 13.6%, performance guidance fell nearly 6% below expectations | Earnings ReportXPENG-W released its second-quarter performance report, with a net loss of 2.8 billion yuan, a 20% increase compared to the previous quarter, and a 3.8% increase compared to the same period last year.Tencent's E-commerce Dream Sees HopeEVERGRANDE clarifies: The overseas debt restructuring is being carried out according to plan and does not involve bankruptcy applications.Vietnam stocks fall to one-month low as VinFast parent retreatsH100 Profit Margin 1000%! Is NVIDIA Comparable to a "Money Printing Machine"?Buffett's "blessing" propels US real estate stocks to rise against the trend, undeterred by high interest rates.AI skepticism spreads! Bing fails to defeat Alphabet-C, the success or failure of Office AI version attracts attentionSoftBank's subsidiary, Arm, has hired 28 underwriters for its IPO.Revenue surge drives Tesla's subsidiary SpaceX to achieve profitability in the first quarter of this year.In the past 15 years, the "dividend" has come to an end, and overseas markets are returning to the "high-yield era". Are technology stocks leading the way?Last year's revenue doubled, with first-quarter revenue of $1.5 billion and a profit of $55 million! Rare exposure of SpaceX's financial data.The United States is enthusiastic about weight loss drugs, reshaping the Danish economy.7.09%! US mortgage rates rise to a 20-year high, real estate market cools significantlyAnother bad news for the US stock market! Federal Reserve officials are becoming increasingly cautious about the stock market's rise.Why is it difficult to short NVIDIA, which has surged 200% this year? Analysts say it monopolizes the AI economy."Digital Therapy First Unit" Brain Moving Aurora IPO: The "Question Bank Business" of Cognitive ImpairmentThe central bank: Maintaining the basic stability of the RMB exchange rate at a reasonable and balanced level, resolutely guarding against the risk of exchange rate overshooting.Alphabet-C's GPT Killer: "The Most Powerful Model" Gemini Shows Its Potential, Expected to be Released in AutumnBe careful! Is the US stock market really going to crash? "Stock God" and "Big Short" are both preparing.BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and SepMEDIA-Morgan Stanley sees China missing its growth target this year - Bloomberg NewsEarnings Report 2023｜Did 361 Degrees Fall Victim to Misjudgment?"The 'Anchor of Global Asset Pricing' puts pressure on the whole market! The ten-year US Treasury yield reaches its highest level since 2008."Evergrande Auto falls more than 6%, Evergrande Real Estate is under investigation by the China Securities Regulatory Commission. Previous announcements sparked rumors of "Xu Jiayin's divorce."