Reshaping US Utility Stocks - The Battle for AI in Land and EnergyBefore the release of the US GDP data, the calls for a rate cut in July are getting louderThe "Yield Dilemma" in the Semiconductor IndustryMicrosoft invites testing Bing AI abstract function to compete with Google's generative AI searchBank of America's board of directors authorized a $25 billion stock repurchase plan, with quarterly dividends increasing by 8%A golden opportunity has arrived! The second-to-last place in the G10 currencies is about to turn the tide?US GDP Outlook: Is the cooling economy good news?For the first time in nearly three months, breaking through the 153 level, has the yen reached a turning point?Apple's shipment volume increases, coupled with the demand boost from the Olympics, LG Display's losses narrowBank of America: Bull market is not over yet! Four bullish signals suggest US stocks will hit new highs againUBS: Maintains "Buy" rating on Meituan with a target price of HKD 158, citing attractiveness as an industry leaderBehind the Rise of Taiwan Semiconductor's CoWoS: Once Sat on the Bench for 10 YearsFirst Capital Securities: Industrial metals prices weaken in the non-ferrous industry, gold prices hit new highsNobel laureate Paul Krugman: Fed rate cuts have "little impact" on presidential electionsYen carry trade sees a major reversal as the hottest Carry trade experiences a stampedeMorningstar: It is expected that the US economy will achieve a "soft landing" and the Federal Reserve will cut interest rates soonFed rate cut will trigger a wave of dollar selling? Not that simple!TF Securities: The "rate cut trade" by the Fed may be too optimisticApple "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 SingaporeEconomists warn: The Federal Reserve has limited ability to control inflation!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"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 InsightsFord 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%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 cuts