Economic outperformance boosts pound to near one-year high, Goldman Sachs predicts upward trend to continueRate cut expectations boost risk appetite, emerging market stocks hit a 2-year highNorthbound Funds | Northbound net buying of RMB 474 million, Meituan receives additional holdings, XPeng sold off after a sharp riseUS Stock IPO Preview | Xinghui Printing: Bad debt provisions surged 4.6 times dragging profits into losses. How difficult is it for Hong Kong printers to make money?Goldman Sachs Asset Management: Suggests moderately overweighting US stocks, bullish on technology, energy, and industrial stocksANZ Bank anticipates US CPI: US inflation back on trackHang Seng Index Company: During the four-year election cycle in the United States, the performance of Hong Kong stocks is similar to that of US stocksWill the interest rate cut in September be determined by tonight's CPI data?2300 or 2400? Gold is waiting for tonight's CPI!Powell is most likely to "show his cards" at this time!Today's Important News Review | Dolphin Investment ResearchJust now, Nvidia's rival Groq received a $300 million investment from BlackRock! The latest valuation is $2.2 billionSupplier Localization! Temu starts to encroach on Amazon's turfMicrosoft CTO: How far can the "Scaling Law" of AI large models go?American retail giant "rolls" up! Macy's joins the summer big sale lineup3 天 320%！蹭上百度 “流量”，这公司涨疯了！Elon Musk elaborates on "Brain-Machine Interface" for the first time: The ultimate goal is to "merge humans with AI and avoid being surpassed by AI"YuXin Bank: The market has already digested two interest rate cuts this year, and slowing inflation may not be so excitingNBA reaches a $76 billion agreement! Comcast and Amazon become new broadcasting partnersFrom gold to Bitcoin, why can't "mining" ever outpace the "ore" itselfMarket Insight | CIB Aircraft Leasing Soars Over 4% in the Afternoon, Aircraft Sales in the Second Quarter Exceed Expectations, Incremental Financing Costs Effectively ControlledFXStreet compilation: 24 institutions expect the US June non-seasonally adjusted core CPI annual rate to be announced tonight at 20:30 (previous value: +3.4%)A Federal Reserve Governor speaks out: If the unemployment rate worsens, swift action will be takenCPI Heavyweight Report: After tonight, does the Federal Reserve no longer need to wait patiently?Understanding the Market | Non-ferrous Stocks Strengthened, Powell's Dovish Speech Reinforces Rate Cut Expectations, Metals Expected to Welcome a New Cycle of ProsperityBYD's global expansion, with annual deliveries expected to reach 6 million vehicles in two years, approaching Toyota and VolkswagenFXStreet compilation: 24 institutions expect the US June non-seasonally adjusted CPI annual rate to be announced tonight at 20:30 (previous value: +3.3%)Will CPI or completely trigger the interest rate cut expectations in September? The gold bulls face a tough challenge!“木头姐” 再谈英伟达：短期内将面临挑战Reminder: Please pay special attention today (all times are in Beijing time)Schroder Investment: Probability of a "soft landing" for the US economy increases, global bond market unlikely to see structural rebound快讯：港股三大指数集体走高 汽车股、锂业股、苹果概念股强势Luobo Kuai Pao has already rolled out to the sky, will Robotaxi go further?Market Insight | CMOC rose more than 4% intraday, copper-related gross profit increased, Daiwa believes its attractiveness and competitive advantages will be gradually recognizedWill tonight at 8:30 PM CPI data embarrass Powell?Brokerage: Radish Run is expected to be profitable next year! Multiple regions support the commercialization of autonomous drivingUnderstanding the Market | CXO Concept Stocks Rebound in the Morning Overseas Easing Expected to Boost Investment and Financing Innovative Drug Support Policies Intensively IntroducedAnalyst: NVIDIA's stock price is expected to rise by nearly 40%, driven by new chips to boost revenue growthExpectations of interest rate cuts drive Asian stock markets higher, with the Nikkei reaching 42,000 points for the first time in history三星今年将发布全新 XR 平台，剑指苹果 Vision ProMarket Insight | XPeng Motors-W Surges Over 6% XPeng MONA M03 Recently Debuts Globally, Set to Launch in August苹果概念股早盘持续走高 丘钛科技涨近 15% 瑞声科技涨近 5%Market Insight | Apple concept stocks continue to rise as Apple plans to increase new iPhone shipments by 10%. Institutions are optimistic about Apple's entry into edge AI innovationLei Jun will return to the Xiaomi smartphone launch eventMarket Insight | LI AUTO-W Soars Over 5% at Opening, LI ONE Cumulative Deliveries Exceed 200,000 Units, LI AUTO-W Boosts June Sales SignificantlyBond King Gross: Tesla is becoming the new retail concept stockThe market continues to be "Risk On"! The Fed's lack of hindrance to rate cut expectations, tech giants driving US stocks to new highsHong Kong Stock Concept Tracking | The Fed does not need to wait for inflation to drop below 2% to cut interest rates Gold prices have further drive (with concept stocks)Once the biggest trend in electrification, now operating at a 36% capacity, with prices dropping to 30 centsApple vows to empower iPhone 16 with AI! Plans to increase shipments by 10% in the second half of 2024, breaking the gloom of 2023