Understanding the Market | SUNNY OPTICAL Soars Over 8% in the Afternoon, Institutions Expect Company to Announce Profit Surge, Apple Enters Edge AI InnovationMorgan Stanley: US tech stocks fall out of favor, hedge fund holdings drop to multi-year lows last weekUS stocks "welcome" Trump's trade, Morgan Stanley warns of risks: Long-term political violence is "very unfavorable" to the marketWedbush once again shouts for "Tech Faith": US tech stocks' strong second-quarter earnings will rise by 15%!San Francisco Fed: The immigrant army may continue to "loosen" the labor marketThe arrival of a B-end artifact? Microsoft releases SpreadsheetLLM, which can significantly enhance AI capabilities in ExcelUnderstanding the Market | Chinalco fell nearly 4%, downstream aluminum processing leading enterprises' weekly operating rate continued to decline, aluminum prices still under pressureMarket Insight | Gold stocks rise again as Powell continues to "dove" with positive expectations for interest rate cutsCITIC Securities: US rate cut boosts precious metals and base metal prices, new quality productivity demand opens a new era for minor metalsHong Kong Stock Concept Tracking | Market Focuses on Fed Rate Cut Signals, Institutions Bullish on Long-term Trends in Precious Metals and Non-ferrous Commodities (with Concept Stocks)Apple Seeds First tvOS 18 Public BetaApple Stock Hits Record High as Analysts Hike Price Targets on AI OptimismApple's pivot from China to India is workingMarket Insight | Sunny Optical up nearly 4%, leading the Apple concept. Morgan Stanley estimates iPhone shipments to exceed 500 million in the next two yearsBlackRock CEO: Biden and Trump should pursue "economic prosperity"TD Cowen: AI Dominance Not Just NVIDIA, AMD, Broadcom and Other Companies Will Face Growth OpportunitiesHe Xiaopeng discusses large-scale model transformation in intelligent driving: Building a car is like swimming in a sea of blood, but I am more confident nowGoldman Sachs called the Fed's rate cut in July "more desirable," betting on three rate cuts this yearICBC overwhelms Moutai, the "Four Big Banks" soar, is it a new era for bank stocks?CICC: Fed rate cut expected to open up domestic rate cut space, focus on liquidity benefiting assets in short-term rate cut tradesNegotiations for Google's parent company's acquisition of Wiz are reportedly expected to take another week to ten days, and there is a possibility that they may fall throughBreakfast | Concept stocks related to blockchain surge, MSTR surges more than 15%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?