Hong Kong Stock Concept Tracking | US CPI data meets market expectations, anticipating a rate cut in September, precious metal prices continue to rise (with concept stocks)For the first time in a year, Ackman increased his position, "buying the dip", and Nike's stock price soaredUnexpected move by Buffett: While selling off Apple in the second quarter, he bottomed out on a beauty stock that plummeted this yearTencent responds to "Apple tax controversy": Not bypassing through in-app purchases, currently negotiating with Apple, hoping to achieve a win-win-win situationHedge fund giant Ackman takes a position, Nike surges 5.5% after hours"The Fed's Megaphone": Obstacles to rate cuts in September cleared, focus on 25 basis points or 50 basis pointsReassessing the rate cut "weight" of inflationBreakfast | Tencent ADR fell more than 3% after earnings! Hillhouse bought Alibaba heavily in the second quarter, BlackRock increased its holdings in NVIDIABridgewater Associates sharply cut its Apple holdings by over 70% in the second quarter, reduced its Nvidia holdings, and increased its positions in Amazon and MicrosoftBerkshire Hathaway drastically reduced its Apple holdings to 30% in Q2! Increased positions in Occidental Petroleum, Chubb, and initiated positions in beauty stocksMeta shuts down CrowdTangle, a tool for tracking online misinformation, researchers worry about lack of visibility before the electionAwaiting tonight's CPI! The three major US stock index futures are stable, Chinese concept stocks are trading lower pre-market, and European stocks are collectively opening higherBuffett cuts Apple's holdings in half! Berkshire Hathaway liquidates Snowflake in the second quarter, increases holdings in Occidental PetroleumHillhouse Capital (HHLR) significantly increased its holdings in Alibaba in the second quarter, while Pinduoduo remains its top heavy position, and it also increased its holdings in NVIDIADriven by AI demand, Cisco's new fiscal year guidance shows stronger growth than expected, with a global workforce reduction of 7%. The stock surged more than 6% in after-hours trading | Financial Report InsightsFavorite Chinese concept stocks? "The Big Short" prototype increased holdings of Alibaba and Baidu in the second quarterOvernight US Stocks | CPI Returns to "2" S&P 500 Index Rises for the Fifth Consecutive Trading DayThe probability of the Federal Reserve cutting interest rates by 50 basis points in September is 37%Subprime "Big Short" makes big moves in the second quarter! As the stock investment portfolio is halved, it increases its stake in Alibaba to the top positionBitcoin futures fell more than 3% on Wednesday, giving back gains after the release of US CPI dataFederal Reserve's Goolsbee: Increasingly concerned about employment rather than inflationBowing to regulation! Apple opens NFC payment for the first time in history, no longer sticking to the iPhone click-to-pay cakeThe 2-year US Treasury yield rose more than 2 basis points, and the yield curve flattened on the US CPI release day, with the "Fed rate cut premium" fading after the data releaseAfter not making cars, transforming into robots? Former Apple automotive business leader leads the development of desktop home robots"The Big Short" Michael Burry increased his holdings in Alibaba and Baidu, while significantly cutting his position in JD.com分拆，谷歌头上的达摩克利斯之剑Tencent Q2 Conference Call: Rapid Growth in Chinese AI Demand, Currently Negotiating iOS Mobile Game Revenue with Apple, Planning to Release "Fearless Contract" Mobile Version24 年来首次！据悉美司法部考虑拆分谷歌 全球约 25 亿部设备使用的安卓系统恐被强制剥离外媒：苹果加速推进桌面机器人项目，预计 2026 年推出Wall Street Review CPI: Housing inflation heating up does not hinder the trend of interest rate cuts, still uncertain about a 50 basis point rate cut in SeptemberMacro pressures exist, but Tencent is not lacking in profit adjustment points (2Q24 conference call minutes)Global ophthalmic leader Alcon "joins hands" with OCUMENSION, the inside story revealed (including dialogue records)German bond yields surged and then fell back, as investors' confidence in the Fed's rate cut in September was reinforced after the release of US CPI dataThe medium and long-term UK bond yield fell more than 6 basis points, and the US CPI release day remained in a downward trend all day"New Federal Reserve News Agency": The path to rate cuts in September has been paved, the focus is on the size of the rate cut提前两个月 “抢跑”！谷歌 Pixel 发布会成 AI“秀场”，安卓手机未来集体 “上车” Gemini，苹果慌不慌？Tencent: A detailed analysis of the "awesome" performanceU.S. Stock Market News | "Splitting Up" Spells Trouble? Alphabet, Drops Over 3%U.S. Stock Market News | Kellogg's Soars Over 7.6% on Premium Acquisition by MarsTencent Music's performance fell by more than 18% after the earnings, the company responded: may be due to different market views on its operational paceWhy is the market reducing bets on interest rate cuts despite CPI being lower than expected?U.S. inflation has cooled for four consecutive months in July, with employment data becoming the final "roadblock" for the Fed's rate cutUBS Group AG's US stocks rose more than 4%US Stock Market Morning Session: Semiconductor stocks lead the gains, with NVIDIA up about 2%外盘头条：巴菲特公布最新持仓 苹果推进桌面机器人项目开发 允许第三方使用 iPhone 支付芯片来处理交易Intelligent Hong Kong Stock Analysis | Waiting for US CPI Data, New Trends in Norway Government Pension Global FundA visual guide to understanding the US July CPI series data | Cailiao2024 Interim Report | Subsidy decline, net profit growth rate falls to 3.3%, CZBANK's expansion pace slows down againU.S. CPI returns to the "2% range"! The Fed's rate cut in September is basically stable