Apple's turning point approaching? iPhone sales may see a significant slowdown in the second quarter, with AI triggering a new wave of upgradesNVIDIA and others are happy again, Microsoft, Google, Meta are still buying GPUsHyperRace | AMD's Q2 Report Shines: Challenging NVIDIA's PositionArm: Lowering full-year royalty revenue expectations (FY25Q1 conference call minutes)ARM: Guidance cools down, AI faith encounters challengesThe foreign exchange market faces "revolutionary progress", the US dollar may face collapse!US Stock IPO Preview | Shield Technology: Revenue of about $4.9 million cannot conceal the decline in performance qualityWith $60 trillion in potential, this corner of the US stock market may shine!Hong Kong Stock Market Closing (08.01) | Hang Seng Index fell by 0.23%, property stocks across the board declined, while Hong Kong utilities, gold stocks, etc. roseDon't celebrate too soon! Economists warn: the Federal Reserve may have made a mistakeInterest rate cut imminent Investors closely watching the Federal Reserve "soft landing" major testToday's Important News Review | Dolphin Investment ResearchLI AUTO-W delivered a total of 873,300 vehicles by the end of July, ranking first in total deliveries among Chinese new energy vehicle brandsThe Fed's rate cut is imminent, focusing on a soft landing!Hang Lung's most stable first-half profit also halved...| Financial Report InsightsMarket Insight | Most Hong Kong utility stocks rise, Power Assets surges over 5% as Fed's September rate cut approachesDebang Securities: Learning from Japan's "Lost Decade," Exploring the Growth Potential of China's Pet Food IndustryAmben: If the United States does not experience a recession, it is unlikely that the Japanese Yen will continue to appreciateThe U.S. bond market sends positive signals, focus on two major risk events in the second half of the year!CrowdStrike downtime aftermath difficult to dissipate, Wall Street bullish sentiment starting to ebbTrump's trade truce eases pressure on tokens, tech giants outperform BitcoinMicrosoft financial report overview: AI computing power bottleneck expected to ease next year, Azure growth rate set to reboundThe Fed turns dovish as scheduled, non-farm payrolls may stir up waves againPowell sends a dovish signal, but the risks are still underestimated!HTSC: Gold price rise still a high probability event, copper price short-term turning point may have appearedMeiLian: The Fed's rate cut in September is almost certain, and the trend of "rent-to-buy" in the Hong Kong property market is expected to riseMeta: What drives the high Ads growth in Q3? (Minutes of 2Q24)Is the Fed's rate cut in September a "done deal" or "premature"? Institutions have differing opinionsZhongyuan Mortgage: Hong Kong rate cut cycle may start as early as the end of the year, expected to boost confidence in the property marketMarket Analysis: Expected Fed to make a slight rate cut in September, Hong Kong Interbank Offered Rate (HIBOR) follows suit, providing positive support to the property marketBOCHK: Employment market data will become an important factor affecting the pace of future rate cuts by the Federal ReserveMeta conference call: The future is "AI, AI, or AI"!US police confirm: Tesla FSD once again "indirectly caused" a fatal traffic accidentHang Seng Index fell by 0.3%, led by JD.com GroupA huge cash crisis looms as Boeing's new leader faces multiple challengesMarket Insight | Apple concept stocks diverge, with iPhone shipments in June down 43% month-on-month, supply chain growth in the third quarter may be lower than expectedFed "Megaphone": Rate cut in September will put the Fed in a tough election battleMarket Insight | CHINFMINING rises over 4%, leading the copper sector Powell's dovish remarks boost market sentiment Copper prices expected to enter a short-term period of strong fluctuationsThe Fed has opened the door to rate cuts in September! The first "test" is coming soonHong Kong Monetary Authority responds to the Federal Reserve's interest rate decision: The future trend of Hong Kong dollar interest rates remains uncertainU.S. stocks staged a major turnaround in July, with bank stocks soaring 10% to achieve the best monthly performance of the year1. Bitcoin mining difficulty increased by 10.5% to 90.67T, reaching a new all-time high.
2. Report: Global cryptocurrency trading volume is expected to reach this yearMag 7 Performed Badly, can Meta Still Hang in There?Hong Kong Stock Concept Tracking | Apple's third-quarter revenue may rebound, benefiting fruit chain companies from increased Apple sales (with concept stocks)Qualcomm: Mobile phones remain steady, AI carries new hopesCMB Securities: Balancing risks of US inflation and employment, nearing rate cut but final decision depends on dataA $320 billion overnight recovery! Deutsche Bank speaks out: Whether NVIDIA will experience a "2000 Cisco-style" crash depends on its performanceChina's Caixin Manufacturing PMI for July was 49.8, with a contraction in new ordersUnderstanding the Market | Gold Stocks Soar as Powell Opens the Door to Rate Cut in September Amid Sudden Escalation of Middle East TensionsExpectations of a Fed rate cut in September drive the month-end rally in US bonds, with yields hitting a more than 4-month low