Many recession forecasting indicators seem to have been wrong! Is this time really different?Property and life insurance driving together, CPIC's revenue exceeded 194.6 billion in the first half of the year, with net profit increasing by over 37%Alibaba-W spent approximately USD 79.9772 million on August 28 to repurchase 8.0136 million sharesChina Merchants Bank, the "leading player" in the joint-stock system, released its semi-annual report, with a profit of over 74.7 billion yuan in the first half of the year, and the sovereign wealth fund re-entered the top ten shareholder listBeishui Movement | Beishui net sold 1.838 billion, Li Auto received 700 million additional holdings, domestic bank stocks, Hong Kong stock ETFs were sold offTrack Hyper | NVIDIA's Q2 report explodes: Stock price unexpectedly plungesCitigroup: US-Japan interest rate spread breaks key level, will the yen repeat the dramatic surge of 1998?9 years later, Guotai Junan Securities announced its interim dividend in the semi-annual report, with a dividend of 1.5 yuan per 10 sharesNVIDIA unveils a new "money-making weapon": Sovereign AI is in full swing, with strong demand for government GPUsOn August 29th, Tencent spent approximately HKD 1.003 billion to repurchase 2.68 million sharesThe birth of the "Eighth Giant" in the US stock market! Berkshire Hathaway joins the trillion-dollar clubThe mastermind behind the "Black Monday" has not been eliminated yet, next time won't be so lucky!Hong Kong Stock Market Closing (08.29) | Hang Seng Index rose by 0.53%, Chinese banking stocks collectively fell, Meituan-W surged 12% after earnings releaseSlowing growth, hitting a ceiling? Jensen Huang's confidence is difficult to calm "public concerns"Is the market too complacent in its bets? Is a "big reckoning" on the horizon?The breakthrough opportunity is coming soon! Will Bitcoin hit a new all-time high before November?Today's Important News Review | Dolphin Investment ResearchWhy did Buffett significantly reduce his holdings in Apple and Bank of America?Exposed, Powell may now be just a "dove"!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!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!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 quarterNVIDIA'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?Market Insight | LI AUTO-W opens nearly 12% lower after earnings, second-quarter net profit halved, automotive gross margin down 2.3 percentage pointsYesterday, 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 team