"Selling Shovels" to NVIDIA! This South Korean chip giant's stock surged over 50% this year.Microsoft Starts the Growth Curve of AI+ ProductivityBig Bank Quick Look | MEITUAN-WR, BIDU-SWR, CLOUD MUSIC! Target prices all raised! LEAPMOTOR faces significant "price cut"How can we improve the liquidity of Hong Kong stocks besides reducing stamp duty?Technical Analysis | Are US stock valuations too high, but with limited downside potential? Southbound funds may start bottom fishing in Hong Kong stocks!
Is NVIDIA too expensive? No! Its valuation is lower than in January this year.In a world where the real interest rate is 2%, is a P/E ratio of 19 reasonable? This is the "high dividend dilemma" in the US stock market.Hong Kong stock market's bottom support line has once again withstood the test! Why is the market so resilient?US Stock Options | Trading volume of Nvidia and Boeing options doubles, Affirm options surge fivefoldEffect at its peak! Live streaming with Musk showcasing Tesla's autonomous driving, "roaming the streets" to challenge Zuckerberg one-on-one!Hong Kong Dollar Interest Rates Fall Across the Board for 3 Consecutive Days, Overnight Interest Rates Drop Below 2%XPENG-W + DiDi: Annual sales of new car MONA to reach at least 100,000, discussion underway for the second model!Chinese assets across the board surged! XPENG-W soared 12%, brokerage stocks exploded, and Hang Seng Technology rose over 3%!XPENG-WDiDi "marriage": XPENG-W manufacturing cars, DiDi operatingXPENG-W and DiDi's Collaboration DetailsHong Kong Stock Market | XPENG-W Soars Over 14% and Forms Strategic Partnership with DiDi, Officially Entering the Multi-Brand Strategy PhaseEVERGRANDE resumes trading with a 86.7% opening drop.EVERGRANDE creditors voted today in Hong Kong and the British Virgin Islands on the restructuring plan.Breakfast | Hong Kong government studies increasing liquidity of Hong Kong stocks, halving transaction stamp duty coverage of Shanghai and Shenzhen Stock Connect.FENGXIANG CO plans to issue a maximum of approximately 183 million shares to two investors for subscription, raising a net amount of approximately HKD 272 million.Everyone is asking when the "bond market storm" will end? In this sensitive moment, the Governor of the Bank of Japan speaks out: We will maintain an accommodative policy!CSC: Merger of Two AI Labs under Alphabet-C Expected to Further Accelerate Progress in Robot ModelsIs SoftBank's Masayoshi Son going to "add fuel to the fire" for AI by spending $50 billion in the next few years?Qualcomm: Running large models on mobile chips, this will be the "Holy Grail"NVIDIA says data center upgrade spending will reach $1 trillion in the next four years, but the question is: Who will foot the bill?NVIDIA is indeed powerful, and Powell didn't flip the table, but the debate over whether AI is still viable has become more intense.Overseas technology industry has two major focuses: "the monopolistic NVIDIA" and "the opening of the IPO window" for Arm.US "super unicorn" DataBricks' valuation raised again! The company is in talks for financing at a valuation of $43 billion.Bank of America: Tightening monetary policy will overshadow the AI boom and bring trouble to the stock market.What signal does Powell's heavyweight speech convey? The whistleblowers of high inflation in the United States and the "old bond king" summarize the implicit meaning.In the midst of bullish sentiment, Guo Mingji from Tianfeng International poured cold water on NVIDIA, while Wooden Sister also sold at high prices.EVERGRANDE temporarily lifts delisting crisis! Application for resumption of trading next Monday, EVERGRANDE's three listed companies will fully resume trading.NVIDIA is very powerful, but it is also unable to counter the actions of the Federal Reserve.Is it the turn for value stocks after the explosive rise of technology growth stocks this year?Pre-market US stocks | Powell to deliver a major speech tonight, LI AUTO-W to release MEGA electric vehicle model in DecemberAnalysis Report | CLOUD MUSIC and Kuaishou's target prices raised after their performance! MEITUAN-WR faces "bargaining", but still manages to rise by 40%?XPENG-W + NVIDIA = ?Jackson Hole Central Bank Symposium Preview: Will Powell "Wait and See" Again?Will the US stock market reach new highs? The key lies in AI trading.How exaggerated is the game of "NVIDIA's End Date Options"?The second-largest pension fund in the United States increased its holdings in Rivian Automotive, Nikola, and Lucid during the second quarter, while selling Workhorse.COUNTRY GARDEN Yang Family Shows Sincerity in Debt RepaymentUS stocks are expected to continue their upward trend in the second half of the year. However, the pace of growth may not be as strong as in the first half.Apart from NVIDIA and AMD, is the valuation of AI stocks in the US stock market still rational? Long-term opportunities are here!US Stock Options | Trading volume of options for Nvidia and Snowflake triples, active trading of bullish options for AI concept stocks
LIVE MARKETS-STOXX futures fall ahead of Jackson HoleNext Week Preview | US August Non-Farm Payrolls Report, BYD, NIO-SW, PDD, XIAOMI-W Earnings ReportHong Kong stocks fluctuate | Property stocks surge in the afternoon, three departments promote the implementation of policies on purchasing first-time home loans, "recognizing houses without recognizing loans" measures.Short-selling in Hong Kong stocks reached 8.1 billion yuan in the morning session, accounting for 24.2% of the total short-selling volume.AI Track Rising Star Hugging Face Secures Financing from Google and Amazon, Valued at $4.5 Billion