Northbound Funds Update | Northbound Funds net bought 2.875 billion, Tracker Fund and domestic bank stocks increased their positions, while oil stocks showed differentiationRenowned American Think Tank: "US Dollar Hegemony" Faces Four ChallengesThis year, the outstanding performance of Southeast Asian currencies has risen to the "overbought" stage and may face a short-term pullbackGoldman Sachs Q2 Global Fund Holdings Report: Reducing technology and consumer holdings, increasing financial and industrial holdingsAfter three consecutive days of rising oil prices, Goldman Sachs and Morgan Stanley released pessimistic reportsExcessive inorganic arsenic content, Walmart in the United States recalls over 9500 boxes of apple juiceInvesco: Expects the US to cut interest rates twice by a total of 0.5% before the end of the year. Money market funds will not automatically shift to riskier assets such as stocksHong Kong Stock Market Closing (08.27) | Hang Seng Index rose by 0.43%, with strong performance from oil stocks. Trip.com Group-S surged 9% after earningsMonkeypox Ib mutant strain attracts global attention, first case confirmed in Thailand, US stocks related to monkeypox concept soarToday's Important News Review | Dolphin Investment ResearchGoldman Sachs: Significant downward revision in non-farm payrolls, what is the true situation of US employment?Top 5 HK Stock Gainers/Losers (>100B)NVIDIA unveils more details about the Blackwell architecture: capable of supporting models with up to 100 trillion parameters for AI training and real-time large language model inference英伟达公布 Blackwell 架构更多细节：引领 AI 与超级计算的新纪元Hundreds of billions of funds are eager to move! Goldman Sachs: US stocks can hit new highs this week$1 trillion funds may flow back to China? RMB appreciation warning soundedMarket Insight | Alibaba-SW falls more than 5% intraday, intensifying competition in the e-commerce industry. Large-scale investments may affect short-term performanceWill the US dollar soften with a soft landing? Goldman Sachs adds: Strong stock market returns may limit the decline of the US dollarApple's new iPhone release is imminent, Foxconn Chairman Young Liu: Optimistic about the consumer boom in the second half of the yearOppenheimer is bearish on the US energy sector, giving Occidental Petroleum and four other stocks a "sell" ratingMarket Insight | XPENG-W rose nearly 4% as Mona M03 is about to be listed, CEO He Xiaopeng increased holdings by over HKD 100 million华为将用 nova 13 迎战苹果 iPhone 16 Mate 70 暂定年底金子升级了！曝苹果 M4 系列 Mac 全面升级 16GB 内存起步今年股市最重要的一周？英伟达恐带来 “重磅炸弹”！Expectation of doubled revenue, 10% implied volatility! Is the market underestimating the risk of NVIDIA's financial report?Wall Street veteran: Bull returns quickly! The Federal Reserve has started a new bull marketPulitzer: It is expected that the Federal Reserve will cut interest rates by 25 basis points in September, with each remaining meeting this year also reducing by 25 basis pointsThe Fed's policy shift is imminent, regional banks may gradually emerge from the predicament新势力上周新增订单量：零跑直追理想 小米极氪持平Focusing solely on Tesla? If the automotive industry doesn't work out, Apple is eyeing roboticsCalling for faith in AI! NVIDIA's heavyweight financial report is coming, with a strong bullish sentiment on Wall StreetDaily Hong Kong Stock Market News Express (Tuesday, August 27)快讯：港股恒指跌 0.76% 科指跌 1.35% 科网股集体低开苹果和谷歌两大旗舰七轮对决 iPhone 15 Pro 以 4 分惜败苹果最亲民平板！曝 iPad mini 6 库存见底：iPad mini 7 正在路上谷歌 Pixel 9a 手机外观曝光：摄像头轻微凸起、底部设 SIM 卡槽Goldman Sachs remains bullish on PDD: Q2 growth rate still one of the fastest, PE ratio below 10 already reflects concerns, Temu has not provided a valuationPDD's Chen Lei: High income growth is not sustainable, no buybacks or dividends in the next few yearsUS Stock Market News | Monkeypox + HIV Product Demand Increases, Trinity Biotech Soars 44% After HoursThe Asia-Pacific markets are mixed, with the Japanese Yen strengthening and the Japanese stocks falling by 1%Trip.com's second-quarter profit exceeded expectations, surging by over 40%. Strong travel demand led to a nearly 4% increase in after-hours trading | Financial Report InsightsCiti: As US Treasury supply surges, repo rates to be "dominated" by Wall Street banksAs the time has come, interest rates are cut! Daley echoes Powell's dovish toneBreakfast | PDD plunges nearly 30%, causing Chinese concept stocks to collapse, the US discovers a 30% fatality rate for encephalitis, 4 cities urgently locked downBank of America: NVIDIA Q2 earnings may disappoint, consider this hedge for entry苹果年度发布有无惊喜The Fed's sharp interest rate cut is good for risk assets? Historical results are "counterintuitive"Reminder: Please pay special attention today (all in Beijing time)Overnight US Stocks | Three major indices mixed, Dow hits new high, Middle East tensions boost oil prices by over 3%Bitcoin touched down to $63,000 per coin, falling 1.95% intraday