Hong Kong Stock Concept Tracking | Apple raises iPhone 16 series stocking target to around 90 million units this year! AI initiates a new round of replacement cycle (with concept stocks)Hong Kong Stock Concept Tracking | TSMC's market value breaks $1 trillion during trading hours, industry prices may enter an upward phase (with concept stocks)US stocks hit new highs again, Apple's market value surpasses Microsoft, Tesla rises for the ninth consecutive day, silver futures once fell by 3%, French stocks opened high and fellReminder: Please pay special attention today (all times are in Beijing time)Investors flock to the bond market! Bond funds rake in nearly $400 billion in the first half of 2024Morgan Stanley's Chief Equity Strategist: Investors need to prepare for market adjustments, US stocks may pull back by 10% in Q3Emerging market currencies have risen for four consecutive days, with little movement in the US dollar before Powell's testimony and the release of US CPI data2019 Money Crunch Redux? Key Indicators Warning of Scarcity in the US Financing MarketFederal Reserve: Short-term inflation expectations of American consumers have declined for two consecutive months, and expectations for housing price increases have cooledThe two-year US Treasury yield rose by about 2.1 basis points as investors await Powell's testimony and US CPI dataThe first oil giant's financial report guidance! Exxon Mobil: Refining profit margins and natural gas prices decline, impacting profitabilityMorgan Stanley and Goldman Sachs both speak out: Beware of a third-quarter pullback in US stocks!From Microsoft to Qualcomm, technology companies are setting off a new wave of "AI PC" marketing frenzyIs the AI PC "much ado about nothing" for Microsoft and Qualcomm? Shipments this year will only account for 3%Morgan Stanley strategist Wilson: US stocks are very likely to pull back by 10%The U.S. SOFR benchmark falls, and the financing market stabilizes after the U.S. holidayU.S. Stock Market Update | Cruise sector rises, Norwegian Cruise Line surges over 4%US stocks opened slightly higher, with TSMC rising more than 3.3%, hitting a record highGoldman Sachs' Rubner expects a significant outflow of funds from US stocks in AugustU.S. Stock Market News | Intel rises nearly 5% for the fourth consecutive trading dayU.S. Stock Market Update | TSMC surged over 4% at one point, with a market value exceeding $1 trillion USDHighly regarded by major banks, sparking market discussions! This is probably the most important deal in the second half of the yearJust one cooling CPI data away from the Fed's rate cut in SeptemberST Lianluo Interactive issues a profit warning, expecting a net loss of RMB 260 million to 380 million in the first half of the yearPowell's testimony is coming this week! Rate cuts and new banking regulations are the focus of attentionPre-market news flash on US stocksFrom "to cut or not to cut interest rates" to "who will be elected", predicting this business, it's on fire!UBS joins Morgan Stanley in bullish chorus: Raises NVIDIA target price to $150Who is the king of the white label between Zhang Yiming and Huang Zheng?Hong Kong Stock Market Review: Adding Insult to InjuryXiaomi Corporation-W spent HKD 49.345 million on July 8 to repurchase 3 million sharesDividend stocks that outperformed in the first half of the yearThe earnings season is about to kick off. Can the US stock market hit new highs again?A niche but high-growth semiconductor industry | AI DehydrationOfficial announcement! "Post-70s" Hao Cheng appointed as the President of CEB BankCan't stand it anymore! Father of MMT, Mosler, angrily retorts: US government spends money like a "drunken sailor"Intel rose nearly 4% in pre-market trading, unveiling a new generation of data center immersion liquid cooling solutionsUS Stock IPO Preview | Latch Service: Financial data cannot hide customer dependency dilemma. Is profit growth all dependent on its internal accounting staff?Today's Important News Review | Dolphin Investment ResearchLi Auto: Li ONE cumulative deliveries exceed 200,000 unitsTSMC's Taiwan stock hits a new high! Morgan Stanley: Under the "scarcity marketing" strategy, there will be a shortage of high-end foundry services by 2025Tao Chuan: The New Meaning and Significance of the Central Bank's "Temporary Repurchase""The Short Seller Killer" Returns! Tesla rebounds over 80% to hit a new high for the year, causing heavy losses for short-selling hedge fundsJust today and on Wednesday, the Japanese stock market is preparing to deal with "trillion yen massive sell-off"Political risks are being ignored! Can the bull market in US stocks be unstoppable?TSMC's stock price soared to a record high, with securities firms praising it as the "king of negotiations," aiming for a new global market cap highSustainable Column | Fair Question: Should Airlines Impose a "Climate Tax" on Passengers?Schroder Investment: How to manage bond portfolio risks in the face of changing interest rate expectations?Fidelity International: Cash enthusiasm among Asia-Pacific investors gradually waning, stocks emerging as the preferred choice for the next market cycleSamsung employees go on strike for three days