开盘：美股周四高开 市场关注英伟达财报与经济数据The full text is here! NVIDIA conference call: Hopper shipments will increase in the second half of the year, and Blackwell will be "in short supply" until next yearYUEXIU PROPERTY goes all out to strive for 147 billionNvidia: Blackwell shipments to start in the fourth quarter (FY25Q2 conference call)NVIDIA pours cold water on the AI boom, Asian chip stocks fall in unisonGoldman Sachs issues a warning: Market recovery from a sharp decline is happening too quickly, which is not a good thing!英伟达再次超出盈利预期，但投资者并不买账Regarding the rapid rebound of the US stock market, Goldman Sachs warns: Market confidence has recovered too quicklyRate cuts will only increase, not decrease? The Fed's focus shifts significantly!英伟达员工自曝日常工作至凌晨 2:00，每天要参加 10 次会议1. Donald Trump's son Eric Trump announced the official launch of the cryptocurrency project WLFI.
2. The fourth batch of NFT trading card series by Donald TrumpExpected third-quarter automotive gross margin to rise to over 19% (Li Auto 2Q24 conference call minutes)Daily Hong Kong Stock Market News Express (Thursday, August 29)Betting on Ai, Apple's iPhone orders are 10% higher than last yearJensen Huang: Mass production of Blackwell has already begun, with deliveries scheduled for the fourth quarter曝苹果将推出新一代 AirPods Pro 耳机！ANC 降噪效果大提升苹果宣布 Apple Music 已支持同步 YouTube Music 歌单NVIDIA's industrial chain concept stocks pull back, with multiple stocks falling by more than 5%Charles Schwab Survey: Traders' bullish sentiment reaches the most optimistic level in two yearsNVIDIA: Is the AI faith collapsing, turning honey into poison?消息称苹果第三代 AirPods Pro 将升级主动降噪功能 预计明年推出Market Insight | LI AUTO-W opens nearly 12% lower after earnings, second-quarter net profit halved, automotive gross margin down 2.3 percentage points英伟达二季度营收增 1.2 倍，四季度量产新 AI 芯片，投资者仍不满意车主称丰田 bZ3 开 153 公里耗电 65% 4S：标称续航只是理想状态苹果 iPhone 17 系列被曝升级 12GB 内存，能够更好地支持端侧 AI 大模型M4 Pro / Max 芯片版 MacBook Pro 被曝本月量产，苹果 2H24 产能逐步恢复中Yesterday, a total of 47 Hong Kong stocks were repurchased by companies, with Tencent Holdings Limited repurchasing the largest amountFederal Reserve Boston: Considering rate cuts, but seeking more dataCITIC Securities: US bond yields have entered a downward cycle. There is still room for US bond yields to decline after the first rate cutMeituan's net profit in the second quarter increased by 77% to USD 150 million per day, with an expected peak of over 100 million orders for food delivery next yearMeituan Q2 Financial Report Review: Unbeatable ResilienceMeta is considering launching mixed reality glasses with the internal codename "Seagull"CITIC Securities: How will the Fed's interest rate cut cycle affect the direction of Chinese assets?NVIDIA experienced a huge shake-up after hours, with Q3 revenue guidance falling short of the highest expectations, expecting Blackwell chip to bring in billions in Q4 | Financial Report InsightsSummary of NVIDIA's Q2 report and conference call: Supply will be better next yearNomura Securities: NVIDIA's stock price post-market decline is within the range of profit forecastsBreakfast | NVIDIA plunged 8% after financial report, revenue outlook falls short of analysts' upper limit forecastThe heavyweight financial report is coming, NVIDIA's pre-market stock price slightly rises, European stocks open generally higherUS stocks quickly recover from August volatility, economists warn: Investors may not be so lucky next timeReminder: Please pay special attention today (all in Beijing time)Apple to cut 100 jobs on a small scale, mainly focusing on the Apple Books teamElectric vehicle growth faces increasing challenges, Tesla's stock price continues to declineOvernight US Stocks | Three major indices fell, NVIDIA plunged 8% after hoursGoldman Sachs Asset Allocation Research Director warns: Market confidence is recovering too quickly!亚马逊获准在新西兰购地，用于卫星互联网项目NVIDIA's revenue outlook falls short of the most optimistic expectations, facing obstacles in the production of the new Blackwell chipAI hardware stocks fell after NVIDIA, as NVIDIA's outlook did not meet the market's high expectationsBerkshire Hathaway's market value exceeds $1 trillion for the first time, becoming the first non-tech American company to do so! Buffett is still selling Bank of America to stockpile bullets