TF Securities: The "rate cut trade" by the Fed may be too optimistic开盘：美股周四开盘涨跌不一 9 月降息预期未受影响Apple "doubles down" in Shenzhen to expand its applied research lab to ShenzhenReminder: Please pay special attention today (all in Beijing time)XPeng: Will hold an AI autonomous driving technology launch event on July 30thXPeng launches G6 model in SingaporeAMD 向 Arm 芯片开炮，英伟达回击Economists warn: The Federal Reserve has limited ability to control inflation!快讯：港股三大指数低开低走 黄金股、石油股、半导体概念股齐挫The largest IPO in the US this year is coming! Cold chain logistics giant Lineage is expected to have a market value of $19 billionMarket Insight | Chervon Holdings Soars Nearly 6%, First-Half Net Profit Expected to Increase by Over 20%, Channel Inventory at Relatively Low Levels1. JD.com: Will issue a stablecoin based on public blockchain in Hong Kong pegged 1:1 to the Hong Kong dollar.
2. Micro 500Gh household Bitcoin mining machineConsumer spending remains sluggish under high interest rates, with South Korea's Q2 economy unexpectedly contracting by 0.2%Former U.S. Treasury Secretary: Fed rate cuts need to be cautious, Republicans will create a "Tesla moment"!Expectations are high for the Fed to cut interest rates next week! Rapid changes in the US bond marketS&P 500 and Nasdaq face "Black Wednesday"! Even more frightening is that this round of US stock market correction may be "far from over"郭明錤：2026 年苹果 iPhone 将使用三星的 4800 万像素相机传感器二季度转投苹果 iPhone 的安卓用户比例创五年来新高，达到 17%From heaven to hell in a day! $2 billion "Leveraged ETF" bottoms out US tech stocks, blood flowing like a riverNasdaq collapsed! Technology stocks fell, defensive stocks rose, is everything following the script from 2000?"Apple's Most Knowledgeable" analyst Ming-Chi Kuo: Apple will halt production of iPhone 17 PlusIndustry Insider: TSMC's German factory will start construction at the end of the year and is expected to be in production by the end of 2027The call for interest rate cuts is growing! The US bond yield curve is sharply steepening, with the 2/10-year Treasury yield spread hitting the lowest level in nine monthsBlackRock sings a different tune: the Bank of Japan may stay put for a longer period of time!Analysts: If Trump is elected, it will be bearish for copper, aluminum, and other non-ferrous metal varietiesBreakfast | Tesla plunges, panic index soars! S&P, Nasdaq see largest single-day drop in a year and a halfAfter visiting Beijing, he visited Shenzhen again, Apple's Chief Operating Officer "has ulterior motives"S&P Nasdaq posts biggest drop in a year and a half, VIX surges 22%, Tesla and chip stocks plummet, short-term US bonds rallyAnother luxury giant flashing red lights! Kering SA's net profit halved in the first half of the year, warning that profits in the second half may drop by 30% | Financial Report Insights纳指大跌 3.64%！特斯拉暴跌近 13%，“七巨头” 市值蒸发 5.45 万亿元！汽车巨头 Q2 收益未及预期，盘后跌 11%Ford Motor's second-quarter profit plummeted by 26%, far below expectations, with no upward revision in annual guidance, falling more than 10% after hours | Financial Report InsightsVolkswagen teams up with XPeng to accelerate counterattackEconomists predict that the growth of the U.S. economy may force the Federal Reserve to postpone its interest rate cut planOvernight US Stocks | Nasdaq hits new lows since mid-June, Tesla falls more than 12%周三热门中概股多数下跌 台积电跌 5.9%，BOSS 直聘跌 11.6%Popular Chinese concept stocks generally fell, with Li Auto dropping more than 4%The 2-year US Treasury yield fell more than 8 basis points, steepening the yield curve. Former "Fed's top three" Dudley hopes the Fed will cut interest ratesThe U.S. stock market style switch is obvious, QDII funds ride the "roller coaster"Goldman Sachs Trading Department: U.S. stock market trends have triggered selling signals for systematic funds such as CTAState-owned major banks such as ICBC and ABC have taken action, marking the beginning of a new round of deposit rate cutsFormer Fed Vice Chairman Dudley changes his tune, supports rate cut in July: Fed needs to act nowFormer New York Fed President Dudley: I changed my mind, the Fed should cut interest rates immediatelyA sharp decline across the board! Is "sinking" the way out for LVMH?Meta deletes around 63,000 Facebook accounts related to ransom fraud in NigeriaElon Musk: Will support Tesla's investment in xAI if approved by shareholdersUS Stock Market News | First Achieved Monthly Operating Net Profit Turning Positive, NaaS Tech Surges Against the MarketUS Stock Market Update | Large-cap tech stocks decline, NVIDIA falls more than 3%US Stock Market News | Tesla falls more than 11%, Q2 operating profit significantly declinesGoogle: Overinvesting is preferable to underinvesting (2Q24 conference call)Xiaopeng He commented on Tesla's FSD: End-to-end large-scale model can achieve L4 autonomous driving