Hang Seng Index soared to a record high of 23,000 points! Why is Hong Kong stock market expected to continue its "summer rebound" in August?Report: The sales revenue of the Eastern Selection App exceeded 110 million RMB in just four days.KUAISHOU-WR leads, Hang Seng TECH Index rose 2% at one point! Why does the Hong Kong stock market continue to rebound violently?The National Development and Reform Commission (NDRC) has issued a significant document: supporting private enterprises to participate in major technological breakthroughs such as cloud computing, artificial intelligence, and new energy storage.AT&THR department head Angela Santone has resigned, and the company is about to lay off thousands of employees.Citi sings high on US stocks and the US economy, is the "soft landing" destiny gear starting to turn?July, global stock markets in a frenzy"Only orders from Microsoft, Meta Platforms, ByteDance, and Google are enough to meet this quarter's target!" Wall Street finds Nvidia's demand "more optimistic than expected."Cross-border mining! ExxonMobil is in negotiations with car companies such as Tesla to supply lithium.The direction of the US stock market is about to change? Hedge funds rapidly reduce their positions in US stocks.Crude oil ETF cash-out reaches a record high as oil prices surpass $80Market expectations too optimistic? Dovish Fed committee member says they have not yet decided whether to support a pause in rate hikes at the September meeting.Morgan Stanley: Gold price to reach $2000 this year, set to break records next year!"Barbie" boosts sales, Bucken shoes rumored to be listed, valuation could reach up to 10 billion US dollars.Goldman Sachs: US stocks in "bad news is good news" modeFrom the perspective of the US stock earnings season, which technology stocks are worth buying?Target price of $160! Alphabet-C's foundation is unshakable, cloud and AI are the long-term growth drivers.Apple's sales are not good? Analysts: Still optimistic about Apple!Technical Analysis | S&P 500 Breaks Key Retracement Level, Initiating a New Bull Market?Big Bank Quick Look | XPENG-W rating and target price have been significantly raised again! TENCENT still has 44% upside potential?Pre-market trading in US stocks: Tesla to further reduce prices in Hong Kong, Citigroup downgrades Tencent Music rating, Walmart increases stake in Indian e-commerce.Forward Looking | Target Price HK $510! Why did Tencent Video Number and AI Big Model win Wall Street's favor again?Lagarde Hawkish: Pause is not the end, further rate hikes may followMarket Focus: How are the four major policies being implemented?Tech giants are making efforts, will Apple and Amazon continue to boost the US stock market this week?Why is the Hong Kong stock market's consumer sector booming?The most important thing in the US stock market right now is not the Federal Reserve, but the earnings report!From LVMH to Prada, have the days of luxury brands "making money with their eyes closed" come to an end, and the merger battle begun?The stock market is "moving forward without hesitation," the bond market is "lying flat to the end," and the US market is unilaterally "all in" for a "soft landing."US Stock Options | Alibaba, XPENG-W, and NIO options trading volume increased 2-3 times, Roku options trading surged sevenfold"New Fed News Agency": This "Key Debate on Inflation" will determine whether central banks in Europe and the United States will raise interest rates.Short selling ratio quickly fell back! Why are foreign investors "excited" about Hong Kong stocks again "?"AI Faith" May Help Drive Technology Stocks Higher, But the Road to "Profitability Test" is LongBlackRock Chairman Tang Xiaodong's "New Trend": Wall Street Giant Castle SecuritiesHang Seng TECH Index soared 4%! Why did Hong Kong stocks violently rally?"Real estate benchmark" Blackstone has shifted its focus! Selling houses to invest in AI data centersUS oil rose 14% in a single month, Goldman Sachs: Record demand combined with Saudi production cuts, the oil market has emerged from pessimism.Cloud computing as a whole is slowing down, but the "AI Cloud Battle" between Microsoft and Alphabet-C is just getting started.China Galaxy Securities: Domestic Game Licenses Issued in July, Industry Fundamentals Continue to RecoverReal estate policy "attracting attention from all"! This weekend, Beijing and Shenzhen made announcements to implement new policies in Hefei.Tesla: Within two years, it will transition from "silicon shortage" to "power shortage," hindering the development of AI.Huatai Securities: Positive policy signals continue to be released, internet leaders are expected to burst with marginal improvement in growth momentum.Nomura's Koichiro Okamoto: Japan's Lessons from 30 Years of Loss
Nomura's Koichiro Okamoto recently shared his insights on Japan's economic stagnation over the past three decades. He emphasized the importance of learning from this experience and implementing necessary reforms to avoid similar pitfalls in the future. Okamoto's analysis report sheds light on the challenges faced by the Japanese economy and provides valuable recommendations for sustainable growth. With the earnings report now available, it is crucial for policymakers and stakeholders to carefully examine the findings and take appropriate actions to drive positive change.In the future, AI will be integrated into every chip platform! Intel CEO: AI doesn't need to be tied to the cloud.Boot on the ground? Nomura: Bank of Japan's "sneak attack" is the "final bad news" for Japanese stocksActual Dovish Signal! "Real Change" from the Bank of Japan: Downward Revision of Next Year's Inflation Expectations"After the 'Super Week', the conclusion of the US stock market: Risk On!"Why does Apple talk so little about AI?