On September 2nd, Tencent Holdings Limited spent HKD 1.003 billion to repurchase 2.65 million sharesWill iPhone usher in a wave of upgrades? At the Glowtime conference, Apple's AI may determine the "life and death" of the deviceLimited "upside potential" for US stocks? The key lies in whether the Federal Reserve will cut interest rates "beyond expectations"The US Dollar Index hovers near a two-week high, with the market awaiting the US August non-farm payroll reportJP Morgan strategist: Even if the Federal Reserve cuts interest rates, US stocks may still stall near record highsToday's Important News Review | Dolphin Investment Research"The chill" has arrived! How will the U.S. stock market perform this year? Let's see in the next two months!The era of high interest rates comes to an end: Global central banks start interest rate cut competition, investors closely watch market new trendsWhat does the central bank's net purchase of 100 billion yuan in government bonds signify? CICC: Smooth transmission, maintaining steepnessIn the second quarter, AI server demand remained strong, with a 9.6% quarterly increase in the output value of the world's top ten semiconductor foundriesGoldman Sachs: Maintains "Buy" rating on Tencent and NetEase, each receiving two new game licensesA 25 basis point rate cut in September or 50 basis points? Non-farm payroll data this week may be decisiveIn the past 35 years, the five interest rate reduction cycles of the Federal ReserveMarket Insight | Gold stocks collectively decline, spot gold falls below $2500 mark, expectations for significant Fed rate cuts diminishFinancial Report Preview | Will the AI boom slow down? Can C3.AI's Q1 performance continue to exceed expectations?Countdown one week! Apple iPhone 16 is coming soon, is the largest-ever wave of phone upgrades about to begin?New World Development, "the most indebted" company in 20 years, suffers its first loss! Hong Kong real estate companies across the board are strugglingCRIC: 14 transactions recorded in the top 10 housing estates over the weekend, setting a new high in nearly half a year1. Analyst: The value of BTC may only see a significant increase after the U.S. presidential election.
2. Bitcoin miners face the toughest month in 2024NVIDIA's "Root Cause of Decline": Cutting-edge chips, the stronger the performance, the harder the manufacturingTrack Hyper | iPhone 16 Series: Insufficient AI Performance on the EdgeCICC: Maintains "Outperform" rating on Alibaba-W, target price of HKD 109Hong Kong-listed new energy vehicle stocks fell, with NIO and Li Auto dropping more than 5%Apple and OpenAI successively place orders! TSMC's "Emmy-level" A16 chip creates a sensation before mass productionThe U.S. interest rate cut cycle has begun, are you ready?55 Hong Kong stocks repurchased by companies on August 30th, with Tencent Holdings, AIA, and CSPC PHARMA repurchasing the largest amountsDeputy Governor Hauser of the Reserve Bank of Australia: RBA is expected to stand patCorporate profits, economic difficulties become "obstacles" European stocks outperforming US stocks hopes increasingly dimApple Inc. and OpenAI have placed orders with Taiwan Semiconductor for cutting-edge A16 chipsDaily Hong Kong Stock Market News Express (Monday, September 1)Breakfast | US stock market closed today! Xiaomi, NIO, and Li Auto to release August carmaking reportNext week's key agenda: US August non-farm payrolls, China August Caixin PMI, NIO financial reportThe logic behind the rebound and style shift in the Hong Kong stock marketThe probability of the Federal Reserve cutting interest rates by 25 basis points in September is 67%Bank of America's "Big Turn": Bullish on commodities, bearish on US Treasuries, key data next weekBMW shines at Chengdu Auto ShowCITIC Securities Co., Ltd.: What policies are on the way?XPENG-W delivered a total of 14,036 new cars in August, an increase of 26% compared to the previous monthUS stock market rally slows, waiting for rate cut "shoe to drop" | Overseas major asset weekly reportOld British luxury car brand encounters headwindsHow much longer do we have to wait for policy changes to come?The last non-farm payroll before the September decision, will it be a 25 or 50 basis point rate cut? We'll have to wait until next week to find out!Track Hyper | Is there a missing piece in Intel's IDM 2.0 strategy?Is the US stock market currently in an "extreme" bubble?Li Auto delivered 48,122 vehicles in August, a year-on-year increase of 37.8%If the interest rate on existing home loans is lowered, what is the potential space?Gold, the "September curse"Local state-owned assets bought US stock ETFs in the domestic market, making a huge profit of 99% in four yearsWeekly Outlook: US ISM Data and Non-Farm Payrolls Report may trigger market volatility! Can gold overcome the "September curse"?ZEEKR is once again fully fired up