Surpassing Coinbase, occupying a 16% position! Tesla's share in the flagship ETF ARKK managed by "Cathie Wood" hits a historical highZHONGTAI SECURITIES: US economy continues to cool down, driving force in the non-ferrous metal sector further boostedAI chip foundry "bursting with orders"! "Foundry King" TSMC's Q2 sales exceeded expectations, soaring by 40%!Antitrust scrutiny intensifies as Microsoft and Apple plan to withdraw from the OpenAI board贝佐斯出售更多亚马逊股票，持股降至 9% 以下台积电第二季度营收受人工智能提振大幅增长 远超市场预期Taiwan Semiconductor's sales in June reached NT$207.87 billion, a year-on-year increase of 33%Understanding the Market | Gold stocks continue to decline, Powell's testimony is neutral, the strong US dollar suppresses the gold priceOpenAI is completely surpassed: Claude is making great strides, and new features are coming again台积电 2nm，下周开始试生产JPMorgan Chase warns: Stock market turbulence is coming tomorrow nightFormer billion-dollar car-making star has fadedMicrosoft gives up the observer seat on the OpenAI boardHang Seng Index rose by 0.2%, led by MeituanTesla has risen for 10 consecutive days! The old bond king bluntly said "like a MEME stock"TF Securities: xAI will launch Grok-2 NVIDIA chip in August, and a wave of mass production and delivery may be comingBlackRock Think Tank: Expects the Fed to cut interest rates twice this year, with significant limitations on the extent of rate cuts due to large AI investments in the United StatesChina's June CPI rose by 0.2% year-on-year, while PPI fell by 0.8% year-on-year快讯：港股三大指数集体走强 科网股、锂业股、光伏股涨势活跃KUAISHOU joins the battle of large-scale model applicationsGoldman Sachs: It is expected that the US economic growth rate will slow down in the second half of the year, and interest rates may be cut by 25 basis points every quarter after SeptemberAmerican traders are closely watching this "key indicator", which will determine the next move of the US stock marketPulitzer: Expects the Fed to cut rates 1-2 times this year, inflation may remain highAnalysis of US Stock IPOs | China's e-sports industry produces its first IPO, can Star Esports tell a new story of success?Powell's first day of congressional testimony: Need "more good data" to strengthen confidence in inflation, high inflation is not the only riskWeight hits historic high! Tesla, after rebounding more than 80% from its low point, becomes the largest holding stock in "Wood Sister" flagship fundPowell's cautious remarks do not hinder US stocks from reaching new highs! Investors' focus has shifted to CPI45 Hong Kong stocks were repurchased by companies yesterday, with Tencent Holdings, Meituan-W, and AIA Group Limited repurchasing the largest amountsApple soared, while Berkshire Hathaway lagged behindBYD will invest $1 billion in Turkey to build a factory! Will Chinese car companies enter the European Union through Turkey?Yellen and Powell agree: US labor market weakening inflation push, inflation pressure may continue to easeSecond-quarter earnings of billions of dollars! The bullish trend in the US stock market does not hinder the steady profits of short sellersBreakfast | US CPI may cause significant volatility in US stocks, Jensen Huang, Bezos once again heavily reduce holdings to cash out苹果股价创新高，巴菲特股票投资组合突破 4000 亿美元"Rate cut trade" sweeps the U.S. bond market! Traders have been increasing their bets on a rebound in U.S. bonds since JulyWarning! "Buffett Indicator" Issues a Warning: U.S. Stocks Are Just Too ExpensiveReminder: Please pay special attention today (all in Beijing time)Shipments surged by 21% in the second quarter! Apple leads the global PC market recoveryA $10 billion deal falls through? Oracle plunges nearly 5% intraday, Musk's xAI negotiations reportedly terminatedThe highly anticipated US CPI report is coming, this is the trading guide provided by JPMorgan ChasePowell's testimony on the favorable impact on US bond yields was short-lived, as the two-year US bond yield fell againTesla's weight in ARKK reaches an all-time highMicrosoft buys hundreds of millions of dollars worth of carbon credits from Occidental Petroleum, a company heavily invested by Buffett, setting a record in transaction sizeIs the calm period of US stocks coming to an end? Morgan Stanley's trading department predicts that the S&P 500 index will experience significant volatility due to CPI fluctuationsThe US stock market hits a new high, with NVIDIA leading the technology stocks with a 4.4% increase, Tesla rising for the tenth consecutive day, and Apple becoming the top in market capitalization