Northbound Funds Update | Northbound Funds' net buying reached HKD 6.635 billion, Hong Kong Stock ETFs increased holdings, Tencent received over HKD 800 million in additional holdings after performance announcementUBS Group AG Q2 bets on funds continue to hold tech giants! Microsoft remains the top heavy stockBarclays Bank Q2 major portfolio adjustment: Heavy positions added to S&P and Nasdaq ETFs, while reducing holdings in Microsoft and AppleDuan Yongping also started selling Apple, reducing his holdings by 658,000 shares in the second quarterWall Street giants warn: The Fed must cut interest rates significantly in September!"Financial Giant" Soros doubles down on Apple, significantly increases holdings in AstrazenecaFor the first time in three years, the US CPI is below 3%, it's time to worry about other thingsRate cut green light is on! Is the Fed still likely to cut rates by 50 basis points in September?These two stocks surged before the market opened! Would Buffett rather sell Apple to buy them?FTC praises the significance of the "Google monopoly case" in its article, implying that "tech giants should be broken up."Fed "hawkish" voter turns "dovish": Action must be taken as soon as possible!Substantial interest rate cuts are just "nonsense"? Wall Street veteran: The Fed will only cut interest rates once this year!Morgan Stanley: Raises Apple's fourth-quarter shipment forecast to 54 million units by the end of SeptemberCompared to the steadily slowing CPI, tonight's release of retail data is more closely watched by the market!The aftershocks of "Black Monday" have not yet dissipated! Is it the next trigger for a market crash?"Inflation resistance mission accomplished"! Experts call on the Federal Reserve to cut interest rates: Rent has begun to normalizeInvestors beware of the autumn stock market continuing to decline, with a larger-scale selling wave emerging after the summer crashiPhone reported abnormal temperature and paused charging, Apple customer service respondedWedbush: Google's split may be "difficult and prolonged," with no expected impact on its business in the near termGoogle may face a breakup, how do Wall Street analysts view it?Bank of America Securities: Reiterates Tencent Holdings "Buy" rating with a target price of HKD 480SoftBank once negotiated with Intel to cooperate in producing AI chips, joining forces to compete against NVIDIASoftBank Q2 Holdings: T-Mobile is the top holding, while Full Truck Alliance and NVIDIA positions remain unchangedTechInsights: Pixel 9 series devices expand market, predicting double-digit growth for Google in 2024-2025KGI 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 stocksExclusive | 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, etcThe 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 continuesGoldman Sachs and Morgan Stanley bought over $600 million worth of spot Bitcoin ETF in the second quarter