Song Xuetao: "Rate Cut Trade" may not be as you see it"No rate cut"! The central bank continues to maintain the same interest rate, injecting 100 billion yuan through MLF, marking the fifth consecutive month without net injection of funds through MLFMarket Insight | ASMPT rises over 3% as UBS expects to deliver more 2.5D packaging TCB to TSMC and other companies next year and beyondUS retail data is coming, Asmei and TSMC performance will be announced! How will interest rate cut expectations and "AI faith" unfold this week?快讯：港股恒指跌 0.5% 科指跌 1.21% 科网股普遍低开Top Technology Investor: Within ten years, NVIDIA's market value could reach $50 trillionApple plans to introduce M5 chips into TSMC's advanced SoIC packaging processThe US stock market welcomes the earnings season, can the uptrend continue? Five major themes worth paying attention toInterest rate hikes can't save the yen? Analyst: Even if the Bank of Japan raises interest rates this month, the appreciation potential is limitedThe moment the bullet grazed him, the outcome of the US presidential election was almost certain! "Trump Trade" may sweep through the financial marketsBreakfast | Trump's re-election rate soared after the attack! These concept stocks may be worth watchingOpen Source Securities: Probability of Fed rate cut in September increases, focus on non-bank sector beta catalystsCITIC Securities: Expectations of Fed rate cuts heating up, favorable for domestic easing expectations, awaiting important meetings this week分析师：鲍威尔可能要比 “特朗普交易” 更能推动美元TF SECURITIES: Expectations of US interest rate cuts increase, focus on whether Sino-US policies can resonateThe probability of the Federal Reserve maintaining interest rates unchanged in August is 93.3%Bitcoin broke through $61,000 per coin, rising 3.16% intradayBitcoin short-term rally up $600, approaching the $61,000 markAnalysis of New Stocks in the US Stock Market | A 38% Reduction in Xuhang Holdings' Marketing Team Due to the Loss of Small and Medium-sized Clients Leading to a Slowdown in Performance, What Signal Does It Send?特朗普遇刺，周一全球市场怎么走？The trajectory of the election after the gunshotsMinsheng Securities: The marginal changes in falling demand may have been fully priced in by the market, and the allocation strategy should not change blindlyHow will the "Fed rate cut expectations" affect the A-share market?Battle in the bottled water market! Nongfu Spring at 74 cents per bottle, Tingyi's Master Kong at 65 cents per bottle... Experts: Price reduction is not a long-term solutionThis week, the Federal Reserve released the clearest "interest rate cut signal" to date本轮 “特朗普交易” 的三大看点JD.com handed in a great performanceHaven Rush, Trump Trades on Investor Minds After ShootingUS official: Gunman who attempted to assassinate Trump is a white male, armed with AR-15 semi-automatic rifleAnalysis of New Stocks in the US Stock Market | Seizing the short video marketing dividend for high growth, the big data group with impressive performance still faces hidden risksTrump claims to have been shot in the upper right ear, US police say he was hit by a teleprompter fragment最多大砍一半！10 余家公募集体下调这只港股估值，发生了什么？Key to GuoLian: Market share misleads, user upgrade rate is the key, so Apple will be strong in this cycleMinsheng Securities: Upward trend in oil prices during the peak season remains unchanged, focusing on the weak expectations reversal pointOverseas market turning point? This is the interpretation from the head of Goldman Sachs hedge fundA 120-year in-depth study! Bridgewater: How did the leading US stocks rise and fall?CITIC Securities 2Q2024 US Internet Performance Outlook: Continuing in the prosperity cycle AI import acceleratesInvestors pour real money into CNI Mid-Small Cap. Is the US stock market switching styles with a high profile?宋雪涛：美国选举结果对美股影响有限What is the business model of "Carrot Run"? JPMorgan Chase has made a detailed calculationUp 12%! Legend Biotech receives acquisition invitation, potentially setting a new record for biotech acquisition amount in China!Recovering from the annual decline, are US bonds completely turning around?Key Driver of Bitcoin Rebound: US Stock Bitcoin ETF Sees Largest Weekly Inflow Since MayCITIC Securities Co., Ltd.: The second half of the year will mark the starting point of an annual-level uptrend in the A-share market