Reminder: Please pay special attention today (all times are in Beijing time)The Fed should not cut interest rates too late or too early, unexpected early cuts may trigger market volatilityThe probability of the Federal Reserve maintaining interest rates unchanged this week is 95.9%AI disappoints, Microsoft's cloud revenue unexpectedly slows in the second quarter, plunging 8% after hours, "bleeding" 250 billion｜Financial Report InsightsL'Oreal's sales slowed in the second quarter, with a decline of over 2% in North Asia, including China, falling short of expectations｜Financial Report InsightsAMD's AI revenue doubled year-on-year in the second quarter, raising its annual sales outlook for MI300 and rising 9% after hours | Financial Report InsightsRussia will launch cross-border cryptocurrency payment services by the end of the yearAccording to The Block, the Trump campaign team raised $21 million at the 2024 Bitcoin conference周二热门中概股多数下跌 台积电跌 3.4%，拼多多跌 3.5%Just days after the Blue Screen incident, Microsoft reported partial disruptions in its office applications and cloud servicesLuckin Coffee Q2 revenue increased by 35.5%, but expansion slowed down, causing US stocks to plummet by over 7% | Financial Report Insights苹果 AI，从领先变追赶？Mercedes-Benz Group AG is also not making money easily nowUS Stock Market News | Delta Air Lines Claims Against CrowdStrike Leads to Nearly 10% DropU.S. Stock Market News | Dominant Position at Risk, NVIDIA Falls Over 5%The three major US stock index futures rose slightly, with Tesla rising more than 1% in pre-market trading. French and German GDP data released, with most European stocks opening higherLuckin Coffee: Will adjust store opening speed according to competition (2Q24 conference call)US Stock Market Movement | Merck falls more than 10% after lowering adjusted earnings per share expectationsThe Fed is meeting again, will the "stocks and bonds soaring together" show be staged again?Cotti "not dead", Luckin "already old"?U.S. Stock Market Update | Airline stocks rise, Jetblue Airways surges over 21%美股异动 | 默沙东绩后跌近 7%，股价创今年 3 月以来新低Alibaba fires the first shot against "involution"U.S. Stock Market News | Affirm surges over 4.6% after receiving a rating upgrade from Bank of AmericaThe Federal Reserve is about to start "preheating" rate cuts, pay attention to these details!AMD 第二季度营收 58.35 亿美元 净利润同比激增 881%Bank of America: Clients have been net selling US stocks for three consecutive weeks, but ETF funds are pouring in against the market trendDominant position facing challenges from SearchGPT? Wedbush supports Google's moat as impregnable, reiterates "outperform" rating against the marketMeta rose more than 1.2% and will launch a new AI tool based on the Llama 3.1 modelLearning from history: When the Federal Reserve meets, stocks and bonds in the United States rise togetherGoogle's higher-than-expected spending shakes the "AI faith" - Can Microsoft's financial report stabilize morale?"Super Central Bank Week" is coming, but the main character is not the Federal Reserve?Pre-market news flash on US stocksAuthoritative recession indicator "flashes red light", but the creator warns: Don't panic yet!The U.S. bond market has "voted": the Federal Reserve will send a "dovish" signal!After a single-day rebound of over 5%, Tesla suddenly encountered unfavorable news: recalling over 1.8 million vehicles in the United StatesHong Kong Stock Market Review: Another stock scandalSinging against the "theory of decline"! Goldman Sachs: The rise in US unemployment rate should not be overly worried aboutMicrosoft urges US lawmakers to crack down on deepfake behavior using artificial intelligenceThe price war has spread to high-end brands | Jianzhi ResearchJIUMAOJIU, the reverse tenfold stock, the more it falls, the more expensive it getsSTANCHART: Very satisfactory performance in the first half of the year, interest rate cuts expected to drive demand in lending sectorCommodity experts warn: De-dollarization? Not that easy!Invesco: US monetary policy is overly tight, more concern should be placed on its long and variable lagged effectsTesla car insurance enters China, "comeback"?Elon Musk: Teaming up with SpaceX, Tesla's new sports car can fly! Set to debut as early as next year!Review of the "preview" of the performance of nearly 20 securities firms in the first half of the year: 40% of companies expect profit growth, with significant impacts from investments and fair value adjustmentsApple launches satellite emergency rescue function in Japan, covering iPhone 14/15 seriesThe Federal Reserve falls into the "Trump dilemma"Top Economist: US Stock Market is Approaching a Watershed Moment