华泰证券：港股多空力量持续拉锯快讯：港股恒指跌 0.25% 科指跌 0.11% 科网股普遍低开台积电 “狂飙”！盘中市值超万亿美元 大摩分析师预警：美股极有可能回调 10%Investors profit-taking leads to a drop in gold prices, ING predicts that the upward trend in gold will continue until the end of the yearBlackRock: Developed market central banks are expected to adopt a "Higher for Longer" interest rate strategy, similar to emerging marketsIs a strong rebound in Chinese consumption on the horizon? Morningstar names seven potential stocks to watchBreakfast | S&P, Nasdaq hit new highs with five consecutive gains, Goldman Sachs and Morgan Stanley sound the alarm for a US stock market pullbackHong 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 cooled周一热门中概股涨跌不一 台积电涨 1.4%，富途跌 7.4%The 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 high台积电市值突破 1 万亿美元 摩根士丹利料该公司上调营收展望Goldman 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?