Report: Spot Ethereum ETF may start trading on July 23"Trump Trade" restarts "steep curve trend" bet, but success depends on the Federal ReserveGoldman Sachs: The Federal Reserve has "good reason" to cut interest rates in JulyBlackRock CEO expresses concerns about the US government deficit, changes previous skeptical stance to bullish on BitcoinGuotai Junan Securities: Multiple chip design companies have released performance pre-increase announcements, optimistic about downstream companies in the Apple supply chain, etcPowell gives rate cut a "booster shot": Won't wait for inflation to drop to 2% before cutting ratesFed's Daly: Inflation has eased, more information needed before making interest rate decisionsReminder: Please pay special attention today (all times are in Beijing time)Bitcoin broke through $64,000 per coin, rising 5.40% intradayBets on the Fed cutting interest rates within the year continue to risePowell continues to "dove": The recent three inflation data are "quite good", no need to wait for it to drop to 2% before cutting interest ratesMacy's plunged nearly 16% in pre-market trading, deciding to terminate privatization acquisition negotiations with the aggressive investment groupETF fund inflows surged, BlackRock's asset management scale reached a record high of $10.6 trillion|Financial Report VisionThe first Copilot+ PC powered by non-Arm processors! HP launches OmniBook UltraU.S. Stock Market News | Affirm Holdings Surges Over 7% in Partnership with Canadian Company RONAMeta will release its second-quarter financial report on August 1stApple is expected to usher in a record upgrade cycle, with Wall Street raising its target price one after anotherApple rose 2.5% in early trading, with a total market value reaching $3.6 trillion2024 Amazon Prime Day is about to begin! Adobe: Major promotions are expected to drive this year's online consumption to a new highOn July 15th, Meituan-W spent approximately HKD 500 million to repurchase 4.1866 million shares"Apple's wave of phone upgrades is underestimated!" Morgan Stanley predicts that iPhone shipments will exceed 500 million in the next two years, with nearly 70% being new modelsHong Kong Stock Market Review: Stuck in a Growth DilemmaThe Fed's battle against inflation enters its final stage! But the risks should not be underestimated?NVIDIA suspected of anti-competitive behavior, French antitrust regulator officially launches investigationShanxi Fenjiu, with a ten-year low valuationXiaomi Corporation-W spent HKD 49.4079 million on July 15 to repurchase 3 million sharesMorgan Stanley considers Apple as its top pick, benefiting from the advantages brought by artificial intelligence platformsPowell takes the lead! Will the Fed's first rate cut in September be confirmed this week?Apple leads the way, AI smartphones are on the rise! Android camp hoards high-end chipsEuropean stocks fell, while the three major US stock index futures strengthened collectively. Companies under Trump's name surged more than 70% in pre-market trading, and Bitcoin rose by 5%Beishui Trends | Beishui's net buying volume reached 4.871 billion, domestic investors re-entered the Hong Kong stock ETF market, rushing to subscribe to Tracker Fund with nearly 1.2 billion Hong Kong dollarsThe Fed cuts interest rates, will the excitement continue? Or will it actually move?Chinese concept stocks weaken in pre-market trading, XPeng Motors falls more than 4%Cut rates before the election? Powell's answer may soon be revealed!Today's Important News Review | Dolphin Investment ResearchUBS: Gold still has room to rise, but silver is expected to perform betterApple's sales in India surged by 33% in the last fiscal year, reaching a record highHow to view the 4.7% GDP growth rate?Understanding the Market | HKEX fell more than 3% at the close, Hong Kong stock market turnover shrank in June, fundraising total still at historical lowsGoldman Sachs examines AI trading: Investors are increasingly concerned about "over-investment," and a downward revision of second-quarter revenue will severely impact valuationBefore the performance meeting, Taiwan Semiconductor's two major customers "gifted": NVIDIA increased orders by 25%, and Apple will be the first customer for 2nmIntervention can't save the yen, pressure on the Bank of Japan?"Trump Trade" Barometer: US Treasury Yield Curve!Goldman Sachs appeals to the Federal Reserve for capital increase after stress testAfter the sharp rise, which US chip stocks are worth investing in now?"The Wall Street Godfather" pours cold water: Inflation and interest rates may still be higher than market expectations!Elon Musk supports Donald Trump, what is his intention?Kaiyuan Macro Warning: Trump's return to the White House may burst the stock market bubble early!Bitcoin may experience an "explosive parabolic trend"!Earnings Report Preview | AI Chip "King of Foundry" Taiwan Semiconductor Q2 Surges in Orders, Profit Expected to Increase Sharply by 30%