UBS continues to "aggressively buy" Tesla: Stock price has overvalued AI, far exceeding reasonable valuation"Arch-rivals" are at it again? Trump may disrupt the Fed's plansOn July 25th, Meituan-W spent HKD 495 million to repurchase 4.6 million sharesIs the era of self-driving GPT here?Proposed to sell 28.9 billion debt at a 40% discount, CBHB intends to lighten its loadNVIDIA partner SMC is reportedly raising $950 million, leveraging the AI server boom to stimulate business developmentSix major banks collectively cut interest rates! The era of "1" for five-year depositsEconomist "Confused": Why is every leading indicator of a recession failing?Investors reduce bearish bets on Asian currencies for the first time in 7 months, turning bullish on the Singapore dollarBeishui Trends | Beishui net sold 4.66 billion Hong Kong dollars, domestic investors sold Hong Kong stock ETFs, and sold more than 2.1 billion Hong Kong dollars of Yingfu FundMarket bets on the Fed cutting rates in September! But there are still a few voices refutingMeta Performance Outlook: Will Capital Expenditure Increase? | AI DehydrationManipulating the Federal Reserve? The US President has limited options!The US second-quarter GDP data will be released tonight, with consumer spending and inventory expected to drive accelerated economic growthTonight's data may bring more good news! Will the Fed's first rate cut in September be steady?Today's Important News Review | Dolphin Investment ResearchThe "once-in-a-century" job market in the United States has come to an endGuotai Junan Securities: U.S. stocks fall, an adjustment unrelated to the macroeconomyReshaping 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?