Beishui Trends | Beishui net sold 0.76 billion, domestic investors continue to increase their holdings in domestic bank stocks while selling Tencent and HKEXTrump has many tricks to weaken the US dollar, but I'm afraid none of them will work!Don't worry about the pullback? A major institution loudly proclaims: the allure of gold remains intact!Shorts retreat, Yen continues to rise! Yen breaks through key levels against the US DollarCitigroup raises Coinbase's target price to $345Wedbush raises AMC Entertainment's target price to $4 USDApple becomes the target of anti-monopoly investigation in Spain due to App Store issuesToday's Important News Review | Dolphin Investment ResearchCICC: Maintains XPENG-W "Outperform" rating with a target price of HKD 46Vanguard Group "pours cold water": The Federal Reserve may only cut interest rates once this year!Market veteran: Two major data releases this week are expected to ignite a new round of gains in the US stock market!Market Insight | LI AUTO-W drops over 4% as market doubts future product strength, institutions say company still has high growth confidenceRivian faces trial for allegedly stealing Tesla's trade secretsTesla's "AI Narrative" malfunctioning? Barclays: Profit pressure will pull investors back to fundamentalsInstitutional forecast: BYD's electric vehicle sales will surpass Tesla's this year and maintain a lead until 2028The end of the car selling story? Tesla enters the AI and new energy era | Jianzhi ResearchCMB Securities: Tesla Q2 performance falls short of expectations, automotive gross margin under pressure"AI+ Cloud Computing" has a bright future, Piper Sandler sings praises for Microsoft ahead of its performance reportMarket Analysis | Q TECH falls more than 5%, leading the decline in the Apple concept. Uncertainty remains over the demand for phone upgrades in the second half of the year despite Apple Intelligence's boostThe yen continued to rise, driving arbitrage trading to close out positions. The actions of the Bank of Japan are closely watchedGoogle's Q2 performance exceeded expectations, why is the market not buying it?"The Roaring Twenties" Redux? Bigger rotation trades may be on the horizon!Analyst: Apple has plans for a foldable phone, which may be launched around 2027Norway: The Fed is gradually approaching rate cuts, bullish on securitized assets and preferred securitiesExpected annual capital expenditures to exceed USD 10 billion, will continue to strengthen investment in AI chips (Tesla Q2 earnings call minutes)Google AI starts to deliver profits"The Trump Trade" boosts Bitcoin, with one indicator unexpectedly turning negative!NVIDIA AI Foundry: Creating custom Llama 3.1 generative AI models for global enterprisesSamsung joins the HBM 3e battle, victory or defeat lies in HBM 4Strong demand for semiconductor equipment under the AI boom! ALD leader ASM's order size surged by 56%Market News: The first day net inflow of $107 million into the US Ethereum spot ETFExpectations for a Fed rate cut are at an all-time high! Record demand for the sale of 2-year US Treasury bondsCITIC Securities: Rate cut meets expectations, a new round of deposit rate cuts can be expectedApple is rumored to be researching and producing foldable phones, which may be released as early as 2026Nigeria decides to fine Facebook's parent company $220 million1. Tesla's total revenue in the second quarter of this year was $25.5 billion, and its Bitcoin holdings remained unchanged for eight consecutive quarters. 2. "Rich Dad Poor Dad"Bank of Canada expected to cut interest rates again! But still facing dual risksTexas Instruments' performance outlook meets expectations as chip giant welcomes a strong start to the earnings seasonTesla abruptly halts investment in Mexico ahead of the election, Robotaxi launch delayed, stock price pullback may present a good opportunity for layout?Tesla: "AI Hype" sounds good, but reality is too harshEthereum spot ETF in high demand, debut trading volume exceeds $500 millionThe most critical issue regarding Tesla's Robotaxi, Musk avoided itFour key points of Google's conference call: AI "underinvestment" risk far outweighs "overinvestment" riskMeta launches new AI model Llama 3.1, Zuckerberg says "It's unrealistic to think the US will always be years ahead of China in AI"Elon Musk officially announced that Tesla's FSD will enter China by the end of the year!?Breakfast | Tech giants plummet after earnings: Tesla plunges 8% after hours, Google drops 2%!Overnight US Stocks | The three major US stock indexes fell together, with Tesla plunging 8% after hoursPowell to bring surprises next week? Strong demand for 2-year US Treasury bond sales, record overseas buying pressureTesla's Q2 profit drops by double digits, far below expectations, Robotaxi delayed, plunges more than 8% after hours | Financial Report InsightsSummary of Tesla's Second Quarter Report