CHINAHONGQIAO: Opportunities brought by high dividends and missed expectationsGoldman Sachs: Hedge funds rapidly sold industrial stocks last week and bought energy stocks for the fourth consecutive weekUS Stocks: Was scary, but now back to normal?表面搞实业，实际靠收租！麦德龙供应链港股 IPO：“中国超市之父” 的商业版图正在崩塌Another torn report! After raising it a week ago, Goldman Sachs lowered the likelihood of a US recession again"The data wave" points to the prospect of a soft landing, the bull market in US stocks is not over yet!Defensive + AI faith double blessing, Asian utilities stocks achieve the best performance in 20 yearsOn August 19th, Tencent spent HKD 1.001 billion to repurchase 2.68 million sharesTop Economist: Powell should seize the "golden opportunity" of Jackson HoleJP Morgan warns: "Black Monday" may just be a dress rehearsal! The real show is yet to comeWanLian Security: Google Gemini integrated into AI phones, DRAM industry revenue expected to continue growing外媒：苹果在 AI 领域远远落后于谷歌European stocks performed poorly on Monday, failing to continue last week's gains. Investors are waiting for more economic dataThe father of the "yield curve inversion": Top recession indicator now slowing down the economyThe consumer electronics industry is constantly catalyzing, with another wave of new products expected to be launched in SeptemberGoldman Sachs strongly supports NVIDIA: Profits will significantly exceed market expectations by 2025Earnings Preview | "Consumer Downgrading" Spreading, How Will Discount Retailers Perform in Q2? Keep an eye on Ross Stores this weekUS Monkeypox stocks rise in pre-market tradingXPeng establishes a new sales and service company in Hefei《2024 世界品牌 500 强》发布，苹果卫冕英伟达台积电亮眼国人真该对苹果税说不了：苹果在中国一年收 400 亿！中金：料逾亿资金流入国指新贵，阿里或纳入港股通European bond market enters a warm period after the summer, with the weekly bond issuance expected to reach 20 billion euros苹果将开放 iPhone NFC 芯片 这些事情需要你知晓When Buffett and Soros are both "cutting their positions"?JP Morgan: Raises JD LOGISTICS' target price to HKD 20, entering a long-term revaluation trackUS tech stocks rebound after the crash, traders remain cautiousInvestors misunderstood! Buffett's huge cash reserves may not be a bearish signalHow the market will trade "Harris Economics"Jackson Hole: Optimists see rate cuts, pessimists see inflationMarket rebound is very fragile! Will Powell disappoint the bulls?中美金融工作组举行第五次会议Still relying on Foxconn in Zhengzhou? The truth about Apple's iPhone production capacity shifting between China and IndiaCICC International: Maintains Tencent Holdings "Buy" rating with a target price of HKD 488.5Worried about inflation "backfire", "smart money" quietly establishes hedge positions全线爆发！A 股、港股、人民币都在涨！"Going against market expectations"! Several asset management giants continue to bet that the Bank of Japan will raise interest rates again苹果将不支持微信抖音后续更新？原来是没收到 “苹果税” 急了英伟达股价反弹超 20%！机构：垂类大模型迎来新一轮算力需求Understanding the Market | WEIMOB INC. Surges Over 8% as Tencent's Video Accounts Commercialization Accelerates, the Company is Expected to Benefit from Structural Dividends快讯：港股三大指数冲高回落 京东系、黄金股、汽车股大涨1. Analyst: Bitcoin's dominance is expected to "ultimately reach" 60% in September or at the latest in December.
2. Data: 75% of Bitcoin is held byMorgan Stanley: Powell needs to think about this before speaking at Jackson Hole!Fidelity: It is expected that the Federal Reserve will only cut interest rates by 50 basis points by the end of 2024The U.S. stock market may be facing a tough period, but the "long bull trend" remains unchanged你要 iPhone 还是微信！腾讯回应苹果税问题：仍在磋商中Fed's Daly: Labor market not weak, time to "cautiously" adjust interest ratesWhy don't Japanese people buy into the bull market in Japanese stocks?Market Insight | LINGBAO GOLD Surges Over 6%, Leading Gold Stocks as Rate Cut Approaches, Gold Price Breaks $2500 to Hit New HighIntel 代工损失一大客户！软银 AI 芯片转投台积电