Market Insight | Apple concept stocks perform poorly, SUNNY OPTICAL drops by 3%, Guo Mingchi predicts no significant change in iPhone 16 ordersCiti: OpenAI to become Broadcom's fourth largest customer, expected to deliver in the second half of next yearGoldman Sachs: NVIDIA's financial report is worth looking forward to and will shut up AI criticsMicrosoft says some 365 applications are still in a "degraded state"CrowdStrike responds to "computer blue screen": related to "content deployment"Microsoft customer service responds to blue screen"Microsoft Blue Screen" tops the hot search: Windows systems crash in multiple locations globally, antivirus software CrowdStrike to blame?What will Trump and Vance's economic agenda look like?Goldman Sachs: Raises Apple's target price to $265, expecting iPhone shipments to increase to 230 million in fiscal year 2024"Currency Doctor" criticizes the Federal Reserve: Monetary policy performance is unsatisfactory!Amazon: During Prime Member Day, global third-party sellers sold over 200 million itemsChinese investors are selling a record amount of US stocks and bonds, and the withdrawal of funds will continueNetflix: Advertising to become the main growth driver in 2026 (2Q24 earnings call)PIMCO Economist: US Debt Crisis Overhyped!CICC: Focus on the traditional cycle and long-term opportunities for the machinery industry overseasThe US Dollar Index rebounded this week and is expected to end two consecutive weeks of declineTwo Federal Reserve officials both hinted: the need to reform the discount window toolIs a rate cut possible?Apple expands Vision Pro headset immersive video resources covering action-adventure, documentaries, music, etcAnother important leading indicator has been triggered! How far away is the US recession?Google CEO sells 22,500 shares of company stock worth $4.11 millionThe answer is not bad, but the expectations are higher. Will Netflix be a preview of the Seven Sisters?Trump and Mnuchin hope for a weaker US dollar, but things are not that simple!Understanding the Market | CNOOC Falls Over 5%, Leading the Decline in Oil Stocks. Fourth Quarter Oil Prices May Come Under Pressure, Institutions Say Dividend Trading Heat is DecliningMarket Insight | CMOC falls more than 5%, leading the decline in non-ferrous stocks. Expectations for Fed rate cuts cool down, market focuses on copper demandTaiwan Semiconductor 2024Q2: Wafer fabrication 2.0 drives market doublingTrump Trade: Consensus and "Anti-Consensus"Nowhere to hide this time! Overnight, US stocks fell across the boardNetflix Q2 new user additions double expectations, but next quarter revenue guidance is not optimistic, dropping 6% after hours | Financial Report NewsIndustry trends indicated by TSMC's financial reportFed voting committee member Daley: Inflation data is "very good," but target has not been achieved yetTSMC reveals that the demand for AI chips is still hot, with NVIDIA rebounding by about 3% today after a sharp declineBreakfast | US stocks sell off more widely, all three major indexes fall together, chip stocks rise and fall unevenlyThe two major American "creditors" simultaneously sold off for the first time this year! With intervention in the foreign exchange market, Japan's holdings have decreased for two consecutive months, while China's bond holdings are approaching the lowest level since 2009Reminder: Please pay special attention today (all times are in Beijing time)Federal Reserve's Goolsbee: May need to cut interest rates quickly to avoid further deterioration in the labor marketAmazon Prime Day boosts US online consumer spending to $14.2 billion, reaching a record highOvernight US Stocks | Nasdaq falls for the second consecutive day, NVIDIA closes higher against the trendGoldman Sachs' top stock analyst: AI will not trigger an economic revolution, bubbles will always burst"Apple's Most Knowledgeable" analyst Ming-Chi Kuo: Expects no significant change in iPhone 16 ordersUltraman is building a 7 trillion semiconductor empire? OpenAI may collaborate with Broadcom to develop AI chipsNetflix Q2 new user additions double expectations, next quarter revenue guidance disappointing, after-hours trading down nearly 7% before reboundingAnother Federal Reserve official hinted at an interest rate cut: waiting too long to act poses risks of a recessionTesla's sales in California, USA plummeted by 24% in the second quarter of 2024Meituan Waimai Riyadh countdown: Ground promotion, rider training, and local restaurant access are nearing completionCM BANK announced that the sales commission rate for funds starts at one-tenth, promoting inclusive finance and expanding into a new battleground for major banksIs the labor market further softening? The number of initial jobless claims in the United States exceeds expectations again!Meta rises more than 1.5% to explore investing billions of euros in Ray-Ban eyewear manufacturerASML Q2 Earnings Call: AI and storage are currently the hottest, with a target revenue doubling by 2030US Stock Market News | Beyond Meat drops more than 11%, stock price nears historic low