Tencent's Ma Huateng Writes: Striving to Achieve Greater Accomplishments in High-Quality DevelopmentTesla's second-quarter revenue exceeded expectations, surging by 47% to a historic high. However, due to price reductions, the gross margin hit a four-year low. | Financial Report NewsTesla's "Supercharger Alliance" expands to Japan: Nissan to adopt Tesla's charging standard from 2025 onwards.The fervor returns! Tech stocks lead the rise in risk assets, and retail investors are back in force. What does this signal?Analyst: Tesla's autonomous taxi has the highest value of $870 billion, which will disrupt the automotive industry!NVIDIA's biggest competitor has emerged.Tesla's "Earnings Day" is here! In addition to the profit margin under the "price war," the market is also concerned about these matters.Tencent's performance is expected to accelerate its recovery. Is a reasonable stock price of HKD 500?Copilot pricing exceeds market expectations by 200%! Microsoft's market value has increased by $100 billion.Pre-market US stocks | Alibaba, PDD up more than 2%, Tesla's sales in Europe double, EU to investigate Microsoft for antitrust next weekThe Central Committee of the Communist Party of China and the State Council have issued opinions on promoting the development and growth of the private economy.Big Moves | Alibaba, NVIDIA, Netflix, Meta Platforms! Target prices all raised!ASML, the giant in the lithography machine industry, has raised its full-year sales guidance, with an order backlog of 38 billion euros.Stop the "grand narrative," UBS: The story of central banks buying gold is over.How can a $700 billion Robotaxi valuation save Tesla?
MEITUAN-WR Steps Up AI Efforts: Invests in Prominent AI Modeling Company Zhipu AI, Holding Over 10% StakeAI Version of Office Pricing Released, Far Exceeding Expectations! Microsoft May Be Creating Another Microsoft!What's more important than Tesla's financial report: new production capacity, AI, Model 2, CybertruckValuations are expected to see a potential recovery, with top internet platforms receiving positive outlook.US Stock Options | Microsoft Options Trading Surges Over Threefold, Call Trading Active! Bank of America Options Trading Nearly TriplesTechnology is awesome! Credit Suisse: S&P 500 index year-end target raised to 4700 points.The end of the Federal Reserve's interest rate hike cycle does not necessarily mean a weakening of the US stock market! However...Investors must pay attention to the trading patterns: "Stocks tend to decline before holidays and rise after, and Wednesday and Friday are good days for trading Hong Kong stocks!"NVIDIA is expanding its presence in the GPU cloud market and is nearing the acquisition of LambdaLabs.Guo Jiayao: Hong Kong stocks may experience a short-term correction, possibly testing support at 18,800 points.Free and Open Source! Microsoft actually "cheated" on Meta, OpenAI "got robbed"Premium far exceeds expectations, how does Wall Street view Microsoft's AI pricing strategy?Qualcomm and Meta Platforms plan to run large AI models on mobile phones.Breakfast | US stocks rise across the board, with large-cap technology stocks being the most crowded tradesNo need to fear the sharp drop in US stocks anymore? The first ETF offering 100% downside protection is listed.Bank of America Survey: Betting on Soft Landing, Going Long on Large Tech Stocks Becomes the Most Crowded TradeThe worst period is over! CEO of Morgan Stanley says the decline in trading and investment banking business has bottomed out.Automotive Giant Semiconductor Procurement Manager: Surge in Demand for Electric Vehicles, Shortage of Chips Expected to ResurfaceMEDIA-Microsoft's latest layoffs hit more than 1,000 employees - InsiderThe Dow rose for seven consecutive days, with US stocks hitting a 15-month high. Microsoft and Nvidia reached new highs, while bank stocks were boosted by positive financial reports.Microsoft announces price list for enterprise AI software tools, stock price reaches historic high.A Snapshot of Bank of America's Q2 PerformanceWall Street is becoming more optimistic! Will Alphabet-C catch up?US Major Banks' Performance: Bank of America's Q2 net profit increased by 19% YoY, while Morgan Stanley's net profit declined by 13%. However, overall performance exceeded expectations.Bad News for US Tech Stocks: Large Funds Hit Holding Limits!BMW electric cars launched a major counterattack.打脸华尔街！标普 500 指数几乎高于所有目标价NASDAQ Composite Index "Special Adjustment" Approaching! Microsoft and NVIDIA Expected to Have the Largest Decrease, Broadcom and Adobe Could Be the Biggest WinnersThe Federal Reserve continues to reduce its balance sheet, and the upward trend of technology stocks may be difficult to sustain.Report: SpaceX expects its revenue to double to $8 billion this year, with its latest valuation approaching $150 billion.Pre-market trading in US stocks | Chinese concept stocks generally decline, XPENG-W prepares for flying cars, Morgan Stanley raises Apple's bullish target price to $270.Goldman Sachs is bullish on BIDU-SWR: It is the future AI traffic entrance and the stock price can rise another 31%!Between Disruption: 4 Speculations in the AI EraBig Moves | Apple, Tesla, Meta Platforms, Netflix, NetEase! Target prices all significantly raised!Samsung Electronics Will Likely Make Tesla's Next-Generation FSD Chips- Korea Economic Daily