Market Insight | LI AUTO-W Up Nearly 5% as Company Sales Stabilize and Rebound in September and October, Expected to Continue to Rise in Golden September and Silver OctoberTSMC's July revenue surged 44.7% year-on-year, highlighting the continued strong demand for AI chipsGive up, Powell won't intervene to save the marketApple EU policy adjustment: Relaxing developer communication restrictions, new fee plan sparks heated discussionsTikTok partners with Amazon: Shop on Amazon without leaving the short video appTo what extent has the yen carry trade progressed?Demand remains strong! Taiwan Semiconductor's July sales surged 44.7% year-on-yearTop Economist: Beware of the "artificial consensus" created by the Federal Reserve2025 年英伟达 HBM 采购比重有望突破 70%Alibaba Cloud aims to disrupt the domain industry with AIPacific Securities: Energy storage costs are flat, prices and profits are expected to reach a turning pointAdvocating for consecutive emergency rate cuts of 75 basis points sparked panic, this big shot changed his tuneA XPeng car caught fire in Wuxi“Robotaxi 赛道” 越来越卷！ 特斯拉危机感拉满SMIC: 12-inch wafer production capacity approaching full load (24Q2 conference call minutes)Citi: Don't panic over the sharp drop in chip stocks, now is a good buying opportunity午评：港股恒指涨 1.77% 恒生科指涨 2.93% 汽车股、内房股涨幅居前苹果 AI 或每月收费 143 元，“果粉” 会买单吗？特斯拉公布超算集群 Cortex 至少 10 万个英伟达芯片支持Taiwan's weighted stock index rose by 3.1%, led by Taiwan SemiconductorHong Kong Stock Concept Tracking | National Bureau of Statistics: Strong demand for summer travel, OTA platforms are the absolute beneficiaries of the tourism market growth (with concept stocks)Goldman Sachs: Concerns about a US economic recession have been exaggerated, expecting 3 more interest rate cuts this yearThe Federal Reserve may end this round of balance sheet reduction by the end of this year, but the possibility of a sudden brake is lowIn 2025, the "hawkish" voices of the Federal Reserve FOMC voting members are loud and clear: not ready to support rate cuts yetPuris: The Bank of Japan may further adjust its monetary policy at a very slow pace1. Analysis: There is a 40% possibility of an economic recession in the second half of the year. Bitcoin may become a "safe haven asset," but it may not be favorable for altcoins. 2. BloombergMarket Insight | Gold stocks collectively rise, initial data eases recession worries, Middle East geopolitical situation remains tenseChina's July CPI rose by 0.5% year-on-year, while PPI fell by 0.8% year-on-yearBitcoin rebounds to the $60,000 mark, but JPMorgan Chase remains cautiousNot just rate cuts, Wall Street expects the Fed to pause its balance sheet reduction as wellJ.P. Morgan Asset Management: Bank of Japan to raise interest rates again depends on the "mood" of the U.S. economyAmbiguous remarks: Will the Bank of Japan, which traders cannot predict, face a credibility crisis?US stocks welcome the dawn! UBS Group AG is optimistic about the interest rate cut dividend, while Truist supports the long-term potential of technology stocksWith a more than 40% reduction in losses, "the number one innovative drug" BeiGene is exploring its next blockbuster product快讯：港股恒指高开 1.22% 科指涨 2.08% 科网股普遍高开The American game of e-commerce, Chinese players in the game谷歌 Pixel 9 系列最新渲染图曝光：两款 Pro 版尺寸差异明显AI 时代如何遏制优质内容被过度抓取？谷歌探索网络货币化模式苹果 iPhone 16 全面量产 有望大幅推升芯片代工商台积电 7 月份营收苹果 iPhone Fold 折叠屏 2026 年见 还有折叠平板印度隐性成本高 苹果高端型号继续中国制造三星开始普及 Galaxy AI 功能 苹果 AI 战术部署苹果 iOS 17.6.1 正式版推送：提供重要错误修复A mysterious buyer who splurged $2.7 billion bets on the decline of the United States has appeared! And warns that a recession is imminentIf the United States enters a recession, would India be a good hedge?Igniting a major rebound in US stocks! What does the overnight US jobless claims data reveal?Financial markets will welcome a "major positive"? The Federal Reserve may end this round of balance sheet reduction by the end of this yearCryptocurrencies rebound across the board, with Bitcoin briefly surpassing $62,000 USD