全文 | 亚马逊 Q2 业绩会实录：相信自研芯片回报可观 并赋能 AWSiPhone 营收下滑 但分析师纷纷上调苹果目标价Bank of Japan's hawkish stance + worsening concerns of economic recession lead to consecutive second day of sharp decline in Japanese stocksMarket Insight | HK Based Banks collectively decline, STANCHART drops more than 4%, market concerns about interest rate cuts leading to narrowing net interest marginsInterest rate cut trading erupts, attracting $39 billion in a single month! Will tonight's non-farm payrolls report trigger another wave?Institution: If tonight's non-farm payroll report shows weakness, the Federal Reserve is likely to cut interest rates by 50 basis points in September快讯：港股三大指数低开低走 科网股、教育股、黄金股齐挫Market Insight | XPENG-W drops nearly 4% in July, delivery growth rate declines month-on-month, institutions optimistic about its sales improvement in the second half of the year1. In July, the total financing amount in the cryptocurrency market was $1.018 billion, an increase of 37% compared to the previous month. 2. In July, the monthly net inflow of the US spot Bitcoin ETF wasNVIDIA may face antitrust review by the US Department of Justice, exacerbating stock price volatilityNVIDIA's "Plan B" is going to IPOCITIC Securities: A Preview of the Adjustment of US Semiconductor and AI Computing PowerBond traders have already priced in three rate cuts this year. Tonight's July non-farm payroll data may "ring more alarm bells" for the Federal ReserveTonight, will the US non-farm payrolls "add fuel" to rate cut expectations?Understanding the Market | Non-ferrous stocks plummeted in the morning, domestic policy transmission still needs time, and overseas macroeconomic games intensifyUnderstanding the Market | Chip stocks collectively decline, Intel's performance collapses, US reportedly to introduce new measures restricting Chinese chipsIs Tesla becoming the "motorcycle killer"? Relatives of the deceased sue古尔曼锐评苹果：在未来两三年的路线图中，看不到能改变游戏规则的产品苹果第三季度业绩稳健，人工智能功能预期提振未来销售Trump economic adviser: The Fed has entered a "revolutionary moment"!The sharp drop in July ISM PMI, is the "soft landing" of the United States gone?苹果三星主导全球智能手机市场，小米成为国产品牌 “独苗”英伟达 GeForce NOW 云游戏 11 月将不再支持 Win7 和 8.1 系统库克：苹果将投入更多资金，为 Apple Intelligence 今秋上线做好准备苹果提交反驳动议：iPhone 在美国市场占比 65%，不足以确立垄断地位Apple: The pillar of the US stock market has stabilizedSnap user growth, but Q2 revenue and guidance fell short of expectations, plunging more than 20% after hours | Financial report insightsGuo Mingchi's article analyzes NVIDIA GB200 NVL36/72 shipments: NVL72 single chassis version is unable to be mass-produced in the short term, while NVL36 faces unprecedented design and production challengesThe market is starting to anticipate a 50 basis point rate cut by the Federal Reserve in SeptemberThe U.S. economy is worse than expected, is the Federal Reserve lagging behind again this time?Key points of the Apple conference call: Very excited about "Apple Intelligence", will increase AI investment year by yearFacing cold sales pressure in China, Apple's Q3 revenue and EPS exceeded expectations, waiting for AI to drive the "upgrade wave"After-hours drop by nearly 7%! Profits temporarily give way to AI spending, Amazon's Q3 profit guidance lower than expectedAfter-hours plunge of 20%! Intel's Q3 performance outlook disappoints, announces layoffs of 15,000 employeesTF Securities: The Federal Reserve did not convey the urgency of rate cutsBreakfast | Dow Jones fell by about a thousand points during the day, NVIDIA plummeted, Apple, Amazon, and Intel all performed poorly亚马逊二季度净利翻倍，云业务增速超预期，下半年加大云设施投入Reminder: Please pay special attention to the following today (all in Beijing time)Weak economic data unable to further enhance rate cut expectations, Dow posts its largest single-day decline since MayOvernight US Stocks | Three major indices plummet, with Dow Jones falling by about 500 points and NVIDIA dropping by 6.67%The probability of the Federal Reserve cutting interest rates by 50 basis points in September has increasedUnder the pressure of AI investment, cloud demand shows a red light, Amazon's Q3 guidance falls short, and it fell more than 6% after hours | Financial Report InsightsApple's iPhone revenue declined in the third quarter, with the Greater China region being the only region to decline. However, iPad and services showed strength, with the stock falling more than 1% after hours受新款 iPad 提振苹果第三财季营收超预期Amazon's after-hours stock price fell, disappointing profit outlook due to investment in artificial intelligenceValuation advantages combined with policy support, enhancing the attractiveness of Chinese assetsBig players are determined to "burn money"! After a sharp drop, NVIDIA's volatility has exceeded that of BitcoinWhat happened? U.S. stocks plunged during trading hours, with the Dow dropping nearly 1000 points at one point让搜索更聪明！谷歌引入三大 Chrome AI 搜索功能