Breakfast | Tech giants plummet after earnings: Tesla plunges 8% after hours, Google drops 2%!Overnight US Stocks | The three major US stock indexes fell together, with Tesla plunging 8% after hoursPowell to bring surprises next week? Strong demand for 2-year US Treasury bond sales, record overseas buying pressureTesla's Q2 profit drops by double digits, far below expectations, Robotaxi delayed, plunges more than 8% after hours | Financial Report InsightsSummary of Tesla's Second Quarter ReportReminder: Please pay special attention today (all times are in Beijing time)Google's Q2 revenue and profit growth exceeded expectations, with quarterly cloud revenue surpassing $10 billion for the first time, but advertising slowed down, leading to a post-market shake and decline | Financial Report InsightsThe three major US stock indexes fell in the final trading session, while small-cap stock indexes continued to rise by 1%. Tesla fell nearly 5% after hours, and US oil fell nearly 2%, marking a four-day declineUPS reported lower-than-expected earnings in the second quarter, lowered its full-year revenue guidance, and experienced a sharp drop of over 13% during trading hours | Financial Report InsightsUS Stocks "Seven Sisters" | Tesla fell more than 2% before the earnings report, while Alphabet rose about 0.1% before the earnings reportMarket firmly believes that the Federal Reserve will cut interest rates this year, leading to a surge in demand for two-year US Treasury bond sales and record overseas buyingHong Kong stocks see another spin-off listing in the US, WH Group plans to "send its child" to the US for an IPOLV and Dior are not selling well? LVMH's second-quarter sales slowed more than expected, dropping 14% in Asian markets such as China.丨 Financial Report InsightsAdobe releases new AI tool that can generate visual effects instantly, what used to take hours can now be done in one minuteThe U.S. stock market edged higher, with small-cap indices leading the way with a rise of over 1%. Tesla declined, while Chinese concept stocks index dropped by over 2%Spot Ethereum ETF officially begins trading! Is Grayscale selling again?Spotify: User Churn Rate Better Than Expected After Price Increase for Bundled Packages (2Q24 Earnings Call)Bank of America customers net sold over $7 billion in US stocks last week, the largest since November 2020Up to two rate cuts this year? Economists agree: the Federal Reserve will not cut rates too much!Lei Jun said that after being criticized by Dong Mingzhu, Xiaomi air conditioners became even more popularSpotify: The music giant provides the standard answerThe US IPO market is showing signs of recovery, with fundraising expected to reach a new high since September last year this weekJust now, Lei Jun talked about Xiaomi's car again, and the release date for the Ultra mass-produced car is confirmed!Meituan-W spent HKD 832 million on July 23 to repurchase 7.015 million sharesRate cuts are "poisonous"? The Fed may be underestimating the market's toleranceHas the US dollar reached a turning point? Strategist: It's time to be bearishXiaomi Auto responds to delivery cycle issues, stating that there will be no official queue-jumping or other phenomenaSingapore Bank: Expects the US to cut interest rates twice this year, Hang Seng Index target at 20,600 points in the next 12 monthsHaier splashes out 1 billion to increase investment in AfricaGuangdong Province: GDP grew by 3.9% year-on-year in the first half of the yearBe cautious! The US stock market is undergoing a "historic rotation"Amazon Overseas Purchase Settles in JDSMIC: 14.7881 million restricted shares planned to be allocatedThe ETF with the highest AI content: the concise and powerful AGIXWhere are large-cap tech stocks heading? Goldman Sachs: Keep an eye on this indicatorUBS raises AMD's target price to $210Tesla welcomes the AI eraManulife Investment: Expects the Federal Reserve to enter a loose monetary policy cycle later this yearXiaomi patents using solar energy to charge smart rings and braceletsEarnings Preview | Google's profit margin under pressure, AI and cloud business are the focusThe long-silent "fear index" soared, signaling a potential major shake-up in the US stock market?Taobao officially joins the ranks of companies expanding overseasTesla faces a financial report test this week, will there be more good news for the affordable Model 2 and Robotaxi?Adding fuel to inflation! Japanese Chief Cabinet Secretary calls for comprehensive wage increasesEuro hits 25-year high against the Japanese Yen! Citigroup warns: Approaching 180 may trigger interventionCITIC Securities: A new round of deposit rate cuts can be expected, providing strong support for investment in the banking sectorTrump may announce a historic plan: adopting Bitcoin as a reserve assetThe biggest beneficiary of the "Microsoft Blue Screen" has emerged东方证券：预计银行中季报或有边际向好趋势 关注 Q3 财政节奏提速可能性