Expectations of a "soft landing" in the United States are heating up, driving European stocks towards their largest weekly gain since MayMorgan Asset: Bullish on the future prospects of US technology stocks, focusing on opportunities in A-shares such as artificial intelligence and the low-altitude economy"The recession theory" is shattered by data! Is it now best to bet on a soft landing for the U.S. economy?Rongcheer Inc.: The main clients in the smart glasses field include Apple and MetaTrillion-dollar asset management giant: Even if the Federal Reserve cuts interest rates by 100 basis points, interest rates still remain tight!New Logic of AI Field Investment: Finding the Best Intersection of Certainty and Growth摩根大通 CEO 戴蒙：用 “巴菲特规则” 打击富人，或是美国债务问题解决之道The world is focusing on this meeting next week, what will Powell say?NVIDIA's AI core position highlighted! Former Google CEO reveals $300 billion investment blueprint, Goldman Sachs supports AI revenue prospectsMarket Insight | Tencent Music-SW drops nearly 4% as net member growth guidance is lowered, target price downgraded by multiple major banks after earningsMarket Insight | TECHTRONIC IND Surges Over 4% as First-Half Performance Slightly Beats Expectations, Prospects of US Real Estate Recovery Expected to Drive Industry Prosperity UpwardsHuachuang Zhang Yu: Conditions for a 50bp rate cut in September are not enoughTraders crushed expectations of a significant interest rate cut by the Federal Reserve this year!JD.com: Strong profits, conservative outlook on future growthAsia-Pacific stock markets rose across the board, with the Japanese stock market up more than 2% and the South Korean stock market reclaiming lost ground since the sharp drop on August 5th特斯拉 Cybertruck 成为 7 月美国 10 万美元以上最畅销车型Market Insight | JD HEALTH Surges Over 8% with First-Half Net Profit Margin Reaching 9.3%, Third-Party Merchant Count Doubles全程高能！谷歌前 CEO 施密特最新演讲一顿输出后要求保密，被告知已经直播……The U.S. stock market has rebounded, data has improved, and the recession expectations have dissipated?Maintain the target of selling 250,000 units in 2024 with a full-year gross profit margin of 5% (Leapmotor 2Q24 conference call minutes)午评：港股恒指涨 1.68% 恒生科指涨 2.14% 京东系个股集体大涨Understanding the Market | Meituan-W rose more than 3% and reached a strategic cooperation with Midea Group. 25,000 Midea retail stores will settle in MeituanWeChat's Ant Group bets on AI App Store, giants vie for a billion-dollar "Apple tax"Hedge funds re-enter the market. Will the yen arbitrage trading that once caused a market explosion make a comeback?Night Trading | Alibaba, JD.com Hong Kong stocks soar! Is there arbitrage space in the US stock night market?快讯：港股三大指数高开高走 京东系个股集体走强Market Insight | Alibaba-SW rose nearly 4%, expected to complete dual primary listings in New York and Hong Kong by the end of this month1. NASDAQ withdraws the application for Bitcoin and Ethereum spot ETF options. 2. 701 new funds disclosed in the latest 13F reportWells Fargo: After the Fed rate cut, the stock market will see a once-in-30-years surgeHong Kong Stock Concept Tracking | JD LOGISTICS' net profit in the first half of the year increased by more than 26 times year-on-year, with the overall logistics sector seeing a significant increase in profits (including concept stocks)Bank of America significantly increased its holdings of Apple stock in the second quarterTesla's South Korean company disclosed the list of battery suppliers after undergoing a safety investigation by regulatory agencies苹果秘密研发桌面机器人 瞄准智能家居市场Market Insight | JD.com-SW Surges Over 7% in Q2, Profits and Buybacks Exceed ExpectationsNVIDIA's "faith differentiation": Before the big drop, Citadel and DE Shaw reduced their positions, while Renaissance increased theirs谷歌四款 Pixel 旗舰概括总结：AI 是重头戏淡马锡二季度持仓环比增 34 亿美元，重仓美股大型科技股Alibaba: GMV stabilized, next step "monetization" for profitabilityApple rose for seven consecutive days, Morgan Stanley raised iPhone third-quarter sales forecastJefferies: JD.com's second-quarter non-GAAP profit exceeded expectations, raising the company's target priceUS companies set off a wave of buybacks, trillions of "ammunition" to help US stocks reboundBreakfast | Alibaba and JD.com shake after earnings and close higher! Tesla and NVIDIA surge, leading the technology stocks"Cash is King" Resurges, U.S. Money Market Assets Hit Historic HighsStrong US economic data hits rate cut expectations, emerging market currencies sufferAlibaba-SW adjusts the conversion rate of convertible preferred notesBlackRock: US technology companies' earnings exceed expectations, maintaining overweight positions in US and Japanese stocksUS Stock Market Bullish: The largest scale of selling since the epidemic has ended, quantitative funds are preparing to return to the marketThe Federal Reserve is prepared to cut interest rates! St. Louis Fed President: Risks of high inflation and rising unemployment have become balanced