KGI Asia: Market volatility still exists, can increase defensive stocks"Stock God" second-quarter holdings revealed: selling off 400 million shares of Apple, betting on two new companiesHuafu Macro: Analyzing the logic behind Warren Buffett's significant reduction in Apple holdingsNet profit of 1 trillion in the first half of the year! Norway's Top3 holdings are Microsoft, Apple, NVIDIAThe strong rebound in the second quarter of the economy has given the Bank of Japan more confidence to raise interest rates again!Allianz Chief: Market's expectations for Fed rate cuts may be too aggressiveFederal Reserve Boston: The Federal Reserve cannot delay in implementing loose monetary policiesAnother blow from the antitrust big stick! US judge to order Google to open its app storeThe market that takes the lead and the calm CPIOn the eve of the US stock market's sharp decline, Temasek made a bold move of over $30 billion to bet on technology stocks暗讽苹果？谷歌首发 AI 加持的旗舰智能手机，抢占苹果先机！谷歌高管：Gemini 远不止英语和单一市场【附智能手机市场发展情况】Exclusive | Xiaomi adjusts its Brand Management Committee: Lu Weibing appointed as Chairman, with Zeng Xuezong, Wang Xiaoyan, and Xu Fei as Vice ChairmenBe careful what you wish for! Is the significant rate cut by the Federal Reserve not a good thing after all?Panxing Plaza Q2 Holdings: Nike purchased for the first time in a big way, reduced holdings of Chipotle Mexican Grill and AlphabetHong Kong Stock Concept Tracking | Tencent's core gaming business shows signs of recovery, profitable overseas expansion (with concept stocks)1. Bitcoin mining difficulty decreased by 4.19% to 86.87 T. 2. In the second quarter of this year, Goldman Sachs and Morgan Stanley collectively bought over 600 millionHedge fund tycoon Tepper still favors Chinese assets: Increased holdings of JD.com and KE in Q2, Alibaba remains the top heavy stockCICC: Maintains Tencent's "Outperform" rating with a target price of HKD 468Investors bet on the imminent rate cut by the Reserve Bank of Australia, with Australian bond yields falling to a 13-month lowChina's total retail sales of consumer goods in July increased to 2.7%, while automobile retail sales declined by 4.9%Alibaba's 2025 fiscal first quarter outlook: Market sentiment slightly bearish, focusing on strategic adjustments of Taotian GroupUnderstanding the Market | Gold stocks weaken, CHINAGOLDINTL fell by 3% after performance, expectations of a significant Fed rate cut coolChina's industrial value added above designated size increased by 5.1% year-on-year in July, with manufacturing growing by 5.3%Tiger Global Fund Q2 Holdings: Meta as the top heavy position, initiating positions in Unitedhealth, Qualcomm, etc网易-S 早盘涨超 3% 小摩重申其为中国网游行业首选The mainstay of the US economy is showing cracks, it's time for the Federal Reserve to take action!CITIC Securities Co., Ltd.: U.S. inflation data in line with expectations, cooling trend in prices continues快讯：港股恒指低开 0.61% 科指跌 0.7% 科网股普遍下跌Goldman Sachs and Morgan Stanley bought over $600 million worth of spot Bitcoin ETF in the second quarterHedge fund giant Third Point bets big on AI: Q2 establishes positions in Apple and ASML, increases holdings in TSMC谷歌 Pixel 9 Pro Fold 发布 纤薄设计重量失控被罚 18.4 亿欧元后，苹果允许 Spotify 的 iOS 应用向欧盟用户显示定价信息Powell will set the tone for rate cuts next week, and the market's most pressing questions may not be answeredTraders increase bets on a 25 basis point rate cut next month, facing two more "data bombs" tonightHong 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 NVIDIA