The rotation trading of US stocks restarts, defensive dividend stocks become a safe haven, how should investors position themselves?What signal? Buffett reduces Apple's holdings by nearly half in a single quarter, with cash reserves hitting a record high!The probability of the Federal Reserve cutting interest rates by 50 basis points in September is 69.5%Elon Musk criticizes Warren Buffett for holding a huge amount of cash: The Federal Reserve needs to cut interest ratesIntel plunges, QDII funds "startled", divergence in US stock strategies intensifiesAmazon: Views on Consumer Sentiment and AI Investment PaceAI investment accelarates, users now more thrifty, is Amazon going to "retire" again?"Recession trading" is here! | Overseas major asset weekly reportDojo - Musk's High-Stakes Bet on "Autonomous Driving"Is the big shot "bearish"? "Stock god" aggressively cuts heavy positions, "bond king" warns against bottom fishingFu Peng: A systematic review of the "chicken dinner shrinkage" in the US stock market in recent yearsThe delayed launch of the new AI chip, how much impact does this have on NVIDIA?Tesla names its Texas supercomputing cluster "Cortex," equipped with 100,000 NVIDIA chipsMeta is reportedly in talks with Hollywood movie stars for an AI voice project, offering hundreds of millions of dollars to obtain authorizationShocking! Berkshire Hathaway's Apple holdings "halved", what did Buffett see?Apple apologizes after an advertisement shot in Thailand sparks dissatisfaction among Thai netizensMorgan Stanley: Tencent is a "safe haven with a catalyst"What did Buffett see in the 'clearance-style sell-off' of Bank of America?NVIDIA is in the eye of the storm! "AI Battle of Faith": Wall Street repeatedly shorting, Silicon Valley resolutely burning moneyFederal Reserve Chairman Powell: US economic conditions are good, job market remains a key issueWill the non-farm payrolls report lead to a 50 basis point interest rate cut?Dangdang.com founder Li Guoqing talks about the battle with Amazon: They originally wanted to acquire us, but ended up withdrawing from ChinaRare! Report: NVIDIA's latest AI chip delayed due to design flawsThe worst drop in fifty years, what can Intel rely on to turn things around?"Black Friday"! Global stock markets collapse in succession, VIX and US Treasury bonds "turn the tables"BMW accelerates the development of electric vehiclesIs the United States facing an "employment cliff"?The US dollar takes a big dive! Weak job data, market bets on the Fed to cut rates significantlyWall Street's top hedge fund Elliott: Artificial intelligence is being overhyped, NVIDIA is in a bubbleThe market focuses on more aggressive rate cut calls, and US mortgage rates are rapidly decliningWall Street major banks expect the Federal Reserve to cut interest rates twice this year to address the cooling labor marketOvernight US Stocks | Three major indices fell this week, with the Nasdaq falling into a pullback zone and Amazon dropping by 8.78%Warren Buffett's Berkshire Hathaway (BRK., BRK.Q2 financial report to be released soon, cash reserves may exceed $200 billionGoldman Sachs exposes "Smart Money" shift: Hedge funds selling North American stocks, buying Chinese stocksGoogle, Microsoft, Amazon financial reports consecutively "failed", Wall Street doesn't believe in investing heavily in AI will bring returnsNon-farm payrolls trigger recession panic, US stocks plummet again, VIX surges 60% at one point, US Treasury bonds rise for seven consecutive sessions, RMB soars more than a thousand pointsGold prices rose on Non-Farm Payrolls day and then fell back, still up more than 2.3% this week with support from expectations of a Fed rate cutMarket participants: If the Federal Reserve significantly cuts interest rates, it may trigger panicObservers refute Wall Street's view: the Fed will not agree to a 50 basis point rate cutCryptocurrency veteran joins Harris' campaign teamAfter a disappointing employment report, Federal Reserve officials speak out: Will not overreact to a single monthly reportWall Street comments on non-farm payrolls: It's no longer a question of whether to cut interest rates in September, but whether to cut by 50 basis pointsAnalyst: The sharp drop in the stock market in August is absolutely normal, but investors should be cautious about bottom fishingFed's Bullard: If inflation and the job market continue to cool down, the Fed should cut interest ratesWall Street interest rate cut expectations suddenly changed! Goldman Sachs calls for three times this year, Citigroup shouts 2 times 50 basis points, JP Morgan predicts emergency rate cutsThe 2-year German bond yield fell by more than 10 basis points, as the non-farm payroll report boosted investors' expectations of a Fed rate cut, leading to a cumulative drop of 27 basis points this weekFederal Reserve's Quarles: When conditions allow for rate cuts, it is usually not just a one-time rate cutWall Street's first! Morgan Stanley allows advisors to promote Bitcoin ETFJD.com completes the acquisition of 100% stake in Deppon Holding, founder Cui Weixing's equity reduced to zeroAsia-Pacific falls, Europe continues to decline! European stocks open lower across the board, Nasdaq futures down 2%, Intel pre-market down nearly 20%