Goldman Sachs: If the Bank of Japan maintains a dovish stance, the yen will fall back to 1990 levels.美媒：雷蒙多是拜登派出的 “压轴” 访华官员，中美商务部长会谈约两小时采用 M3 芯片、OLED 显示屏，苹果计划明年推出 iPad Pro 重大升级版本US stocks rose for two consecutive days, with Chinese concept stocks outperforming by more than 2%. Xpeng Motors took the lead, while European natural gas surged by 10%.The hawkish stance of the Federal Reserve withstands the test: the yield on 2-year US Treasury bonds exceeds 5% for the first time since 2006, while demand remains strong."Vietnam's Tesla" soared 35% in intraday trading, with a market value surpassing $210 billion, equivalent to two Goldman Sachs.挑战英伟达 H100 霸权！IBM 模拟人脑造神经网络芯片，效率提升 14 倍ChatGPT Enterprise is here! It offers twice the speed of regular GPT-4, a larger window, enhanced security and privacy, and the ability to customize your own exclusive GPT.Is Xiaopeng Motors really going to achieve what Elon Musk boasted about?Profitability has significantly improved, with BYD Electronics' net profit in the first half of this year increasing by 139.15% YoY | Earnings Report"The Dual Life of the 'Wall Street Guru'"Wang Xing still won Zhang YimingAfter the Jackson Hole Conference, will the US stock market rise by 3% in the next three months?Earnings Report Preview | Xiaomi's Q2 Revenue to Improve MoM, Profitability Continues to IncreasePre-market US stocks | XPeng rises 5%, strategic cooperation with Didi, Apple's iPhone 15 series to have a stockpile of 85.5 million units by the end of the year."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!
桥水中国：我们没有看空中国股票 对中国资产依然较为乐观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.互联网这个行业，从来就不存在简单粗暴的规律财政部、税务总局：延续实施个人所得税综合所得汇算清缴有关政策Hong Kong stock market's bottom support line has once again withstood the test! Why is the market so resilient?蚂蚁集团：通过 “蚂蚁森林” 累计协议捐资 34.65 亿元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%AI 要被卡脖子了？训练大模型的数据或在 2026 年耗尽多个重磅事件来袭，美股 9 月反弹面临考验小鹏和滴滴，到底谁更需要谁？中国中免，何以复苏恒大开盘成 “仙” 目前港股内房股 “仙股” 扎堆，大约有 80 只地产股是 “仙股”XPENG-W + DiDi: Annual sales of new car MONA to reach at least 100,000, discussion underway for the second model!花旗微降美团目标价至 214 港元 评级买入郭台铭宣布参加 2024 年台湾地区领导人选举Chinese assets across the board surged! XPENG-W soared 12%, brokerage stocks exploded, and Hang Seng Technology rose over 3%!何小鹏：MONA 车型是小鹏第二品牌、第三品牌的开始 年销量预期至少 10 万辆以上南向资金净流入超 30 亿元XPENG-WDiDi "marriage": XPENG-W manufacturing cars, DiDi operatingXPENG-W and DiDi's Collaboration Details王文涛会见美国商务部长雷蒙多Hong 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.