"Currency Doctor" criticizes the Federal Reserve: Monetary policy performance is unsatisfactory!Amazon: During Prime Member Day, global third-party sellers sold over 200 million itemsChinese investors are selling a record amount of US stocks and bonds, and the withdrawal of funds will continueNetflix: Advertising to become the main growth driver in 2026 (2Q24 earnings call)PIMCO Economist: US Debt Crisis Overhyped!CICC: Focus on the traditional cycle and long-term opportunities for the machinery industry overseasThe US Dollar Index rebounded this week and is expected to end two consecutive weeks of declineTwo Federal Reserve officials both hinted: the need to reform the discount window toolIs a rate cut possible?Apple expands Vision Pro headset immersive video resources covering action-adventure, documentaries, music, etcAnother important leading indicator has been triggered! How far away is the US recession?Google CEO sells 22,500 shares of company stock worth $4.11 millionThe answer is not bad, but the expectations are higher. Will Netflix be a preview of the Seven Sisters?Trump and Mnuchin hope for a weaker US dollar, but things are not that simple!Understanding the Market | CNOOC Falls Over 5%, Leading the Decline in Oil Stocks. Fourth Quarter Oil Prices May Come Under Pressure, Institutions Say Dividend Trading Heat is DecliningMarket Insight | CMOC falls more than 5%, leading the decline in non-ferrous stocks. Expectations for Fed rate cuts cool down, market focuses on copper demandTaiwan Semiconductor 2024Q2: Wafer fabrication 2.0 drives market doublingTrump Trade: Consensus and "Anti-Consensus"Nowhere to hide this time! Overnight, US stocks fell across the boardNetflix Q2 new user additions double expectations, but next quarter revenue guidance is not optimistic, dropping 6% after hours | Financial Report NewsIndustry trends indicated by TSMC's financial reportFed voting committee member Daley: Inflation data is "very good," but target has not been achieved yetTSMC reveals that the demand for AI chips is still hot, with NVIDIA rebounding by about 3% today after a sharp declineBreakfast | US stocks sell off more widely, all three major indexes fall together, chip stocks rise and fall unevenlyThe two major American "creditors" simultaneously sold off for the first time this year! With intervention in the foreign exchange market, Japan's holdings have decreased for two consecutive months, while China's bond holdings are approaching the lowest level since 2009Reminder: Please pay special attention today (all times are in Beijing time)Federal Reserve's Goolsbee: May need to cut interest rates quickly to avoid further deterioration in the labor marketAmazon Prime Day boosts US online consumer spending to $14.2 billion, reaching a record highOvernight US Stocks | Nasdaq falls for the second consecutive day, NVIDIA closes higher against the trendGoldman Sachs' top stock analyst: AI will not trigger an economic revolution, bubbles will always burst"Apple's Most Knowledgeable" analyst Ming-Chi Kuo: Expects no significant change in iPhone 16 ordersUltraman is building a 7 trillion semiconductor empire? OpenAI may collaborate with Broadcom to develop AI chipsNetflix Q2 new user additions double expectations, next quarter revenue guidance disappointing, after-hours trading down nearly 7% before reboundingAnother Federal Reserve official hinted at an interest rate cut: waiting too long to act poses risks of a recessionTesla's sales in California, USA plummeted by 24% in the second quarter of 2024Meituan Waimai Riyadh countdown: Ground promotion, rider training, and local restaurant access are nearing completionCM BANK announced that the sales commission rate for funds starts at one-tenth, promoting inclusive finance and expanding into a new battleground for major banksIs the labor market further softening? The number of initial jobless claims in the United States exceeds expectations again!Meta rises more than 1.5% to explore investing billions of euros in Ray-Ban eyewear manufacturerASML Q2 Earnings Call: AI and storage are currently the hottest, with a target revenue doubling by 2030US Stock Market News | Beyond Meat drops more than 11%, stock price nears historic lowUS Stock Market Movement | Selected in the S&P Global "Sustainable Development Yearbook (Chinese Edition)" NIO Surges Over 9%US Stock Market Update | Some technology stocks rebound, NVIDIA rises more than 2.5%Bearish but don't short! Goldman Sachs warns: Anyone shorting tech stocks now is a "fool"Volkswagen and Stellantis lead the European car market, while Tesla risks falling out of the top tenThe number of initial jobless claims in the United States hits a nearly 3-year high, boosting rate cut expectations once again! However, the market is increasingly concerned about the "Sam Rule"Lagarde: Interest rate cut in September is still pending, to be determined by data, labor market remains remarkably resilientTSMC Conference Call: 2024 is a "very strong growth year", with CoWoS capacity doubling at least in the next two yearsRegulatory uncertainty Meta will not offer new multimodal AI models in the European UnionGoldman Sachs warns of increasing risk of AI bubble burst: Investing in NVIDIA is both dangerous and foolish at the moment