Top hedge funds are eyeing the "AI hot trend"! Rumor has it that Point72 is planning to raise funds for a major investment in AIGoldman Sachs: It has indeed been a long time since the adjustment, but U.S. stocks are not expensiveThe US deficit greatly exceeded expectations, but "long US Treasury bonds" trading is still backThe market consensuses on two interest rate cuts by the Federal Reserve this year, prompting traders to heavily bet on a rebound in US bondsIntelligent Hong Kong Stock Connect Proportion Anomaly Statistics | June 19CICC estimates: The equilibrium interest rate for US bonds should be around 4%, corresponding to a rate cut of 100-150 basis pointsCMS: Private equity stock fund positions stabilize, high ROE, high free cash flow leading style expected to dominate in the medium termCITIC Securities: May Retail Sales Growth Rebounds Due to Holidays and E-commerce PromotionsCBO raises US 2024 budget deficit forecast by 27% to nearly $2 trillionFederal Reserve officials emphasize the need for more evidence of cooling inflation and remain cautious about the timing of interest rate cutsGuotai Junan's Chief Strategist Fang Yi: Currently, the investment focus is on blue-chip stocks, paying attention to two major investment themesZhiTong ADR Statistics | June 19Top American economists warn: If the Federal Reserve does not cut interest rates, it is "playing with fire" and may push the economy into a recessionTwo major American "creditors" diverge again: Japan's holdings of US Treasuries fell for the first time in seven months, while China's bond holdings hit a 15-year lowFor the first time in history! NVIDIA's intraday market value surpasses Microsoft, rising to the world's number one spotApple suspends the development of the next generation of high-end VR headsets, focusing on releasing a more affordable Vision Pro next yearBuffett's Berkshire Hathaway has been buying oil stocks every day recently! It has increased its holdings in Occidental Petroleum for nine consecutive trading daysBank of America institutional clients continued to increase their holdings in technology stocks and social media concept stocks last week, while reducing their holdings in financial stocksSenior officials from the Federal Reserve have spoken intensively: The anti-inflation measures have been effective, and interest rate cuts still depend on dataU.S. Stock Market Update | Chip stocks rise, Micron Technology surges over 5.6%NVIDIA executives cash out over $700 million, but can't stop the "most important stock on Earth" from soaring bullishlyWhere does TSMC's "confidence" come from? Citi: AI GPUs will shift to 3nm process on a large scale by the end of next yearWhere does TSMC's "confidence" come from? Citi: AI GPUs will shift to 3nm process on a large scale by the end of next yearFederal Reserve "Three Musketeers" Williams: US economy strong, rate cut needs more dataNIO sparks a battery swap "land grab" movementUS "horror data" in May sees almost zero growth, supporting the prospect of Fed rate cuts againTop-of-the-line iPhone 16 may break the 20,000 yuan mark! Chip price hikes are the main reasonUnder pressure from the European Union, Apple has made a series of concessions, allowing competitors to use more non-contact technologiesOn May, US retail sales rose by 0.1% month-on-month, falling short of expectations, with the previous value further revised downwardsBank of America Survey: Fund Manager Optimism Hits Two-and-a-Half-Year High, Bullish on "Seven Giants" for 15 Consecutive Months as the Hottest TradesAI Storage: HBM Grasping NVIDIA's Achilles' HeelMeituan-W spent approximately HKD 500 million on June 18 to repurchase 4.3098 million sharesUS retail sales data slightly below expectationsApple terminates "Buy Now, Pay Later" service after partnering with AffirmPre-market news flash on US stocksA loss of 1.1 billion in 3 years! "Chinese version of Lego" rushing to HKEX, will "Ultraman" recreate an IPO miracle?Stock King Moutai, where will the bottom be this time?PERFECT OPT: Huang Yizhong and Huang Zhichao resign as independent non-executive directorsXiaomi Corporation-W spent HKD 29.616 million to repurchase 1.7 million shares on June 18thWorld Gold Council: Dollar pessimism prevails, global central banks' willingness to increase gold holdings reaches a five-year high this yearBRAINHOLE TECH further sells 12,800 shares of NVIDIA and 2,580 shares of Super MicroHoward Marks: Overhyping artificial intelligence, having excessively high expectations for NVIDIA, when expectations are not met, will lead to disillusionment and disappointmentTrading Tip: The US stock market will be closed on June 19th for JuneteenthPharmaceutical stock NLS Pharmaceutics surged 200% in pre-market tradingBeishui Trend | Beishui's net buying reached 5.861 billion, domestic funds increased positions in domestic banks and chip stocks throughout the day, seizing the opportunity to buy Zijin Mining on dipsWhy Chegg Shares Are Trading Higher By Around 20%; Here Are 20 Stocks Moving PremarketPre-market three major US stock index futures are mixed, European stocks see narrowed gains, most Chinese concept stocks are down, while crude oil, gold, silver, and copper prices are decliningAmazon union joins forces with truck driver union, may jointly pressure Amazon to raise wages in the futureShould the Federal Reserve cut interest rates as soon as possible? Economists: The timing of the first cut is the most important, not the magnitudeJD.com: Taobao's Vision Pro can only be viewed but not purchased, but our version allows placing orders