Intelligent Communication ADR Statistics | June 28thIMF criticizes the United States again, discussing deficits, debt, trade, and the banking industryAtlanta Fed President Bostic: Interest rates may start to decline in the fourth quarter of this year"Retail investors' leader" has a new target? Petco and Pet concept stock Chewy surgedCoinbase sues SEC and FDIC over cryptocurrency trading regulatory recordsWho is buying and who is selling in this round of the "bond bull" market?The final annualized seasonally adjusted real GDP for the first quarter in the United States was slightly revised up to 1.4%Why is the Fed's interest rate hike not high enough?Micron Tech plunges after earnings, several Wall Street banks remain bullishFinal values for US first-quarter GDP and core PCE expenditures both slightly revised upwardsBlackRock: Tactically overweight on US stocks, preferring opportunities related to the artificial intelligence themeSigns of a weakening labor market? The number of continuing jobless claims in the United States rose to a new high since the end of 2021Hong Kong Stock Market Review: Consumer stocks plummetUS stocks edged up slightly as first-quarter consumer spending and weekly jobless data were released2seventy bio rose nearly 4% in pre-market trading! Its type A hemophilia project was acquired by Novo NordiskNovo Nordisk: to limit the supply of weight-loss drug Wegovy in China to avoid global supply disruptionsVisa partners with Amazon on installment paymentsOn June 27th, Xiaomi Corporation-W spent HKD 96.091 million to repurchase 5.8 million sharesMeituan-W repurchased approximately 4.3777 million shares for about HKD 500 million on June 27thSUN HING VISION announces annual performance: a net loss of HKD 28.365 million, narrowed by 7.18% year-on-year. Special dividend at the end of the period is HKD 0.015 per shareMeituan establishes a new company in Taizhou with a registered capital of USD 10 millionFor the most sensitive issue regarding AI, there is considerable disagreement within Goldman Sachs, but "even if it's a bubble, it will last a long time."Faraday Future Intelligent Electric surged more than 20% in pre-market trading, while CASI Pharmaceuticals rose 35%Today's Important News Review | Dolphin ResearchCounterpoint Research: NVIDIA ranks second in global semiconductor company revenue in Q1 2024eToro Survey: US retail investors prefer financial stocks over tech stocksRare! Xiaomi, suddenly plungesA 10,000-word interview with Bill Ackman: If you can't afford to lose, don't invest, understand the corporate moat "above all else"Hedge Fund: NVIDIA is still very cheap, the stock price could double by the end of the yearMasayoshi Son "favors" Perplexity! A bold bet on the "Google Killer" to become the dominant force in the AI search fieldNot ruling out suing NYSE! Interactive Brokers: "Berkshire Hathaway zero-dollar purchase incident" resulted in a loss of 48 millionLow-key Jensen Huang, high-profile NVIDIAMicron: Gross margin will continue to improve in the second half of the year (3QFY24 conference call)JPMorgan Chase: Federal Reserve stress test results are more optimistic than self-estimatesHUAXI Securities: With the background of AI smartphones entering the native stage, Apple leading the AI smartphone era will accelerateHang Seng Index fell by 2% led by Xiaomi CorporationASMPT and Micron jointly develop the next generation HBM4 bonding equipmentPerformance cannot support "strong expectations"! Micron Technology's sharp drop after hours raises concerns about the "AI bubble"?Amazon may launch a discount store! Rolling up like Temu?On Friday, "Fed's favorite inflation gauge" is expected to cool down, with the market focusing on the latest interest rate cut signals!Financial Report Preview | Nike is about to "release" its report, can the Paris Olympics boost performance expectationsThe market ultimately chose "Strong Dollar"Understanding the Market | Concept stocks related to CRO collectively decline, short-term industry pressure still exists, industry consolidation is expected to increase the market share of leading companiesAn $8 billion valuation turned out to be a pipe dream, how long can Grail survive after being dragged down by Illumina?Dongwu Securities: Comparative analysis of autonomous driving road tests for automotive companies in Q2 2024, Tesla's overall performance is outstandingMorgan Stanley: In the next round of AI investments, Tesla is the key "ace in the hole"Understanding the Market | ASM Pacific Technology rose nearly 4% as TSMC accelerates CoWoS expansion. Industry insiders say there is currently a severe supply shortage for CoWoSXPeng Motors' financing leasing company increased its capital to USD 250 millionRivian teams up with Volkswagen, driving the rebound of US stocks in the charging pile concept sector! However, the fundamentals of charging piles are difficult to reverseThe bond market frenzy is back! Investors are pouring into long-term bond ETFs, betting on a 300 basis point rate cut by the Federal Reserve