UBS continues to "aggressively buy" Tesla: Stock price has overvalued AI, far exceeding reasonable valuation"Arch-rivals" are at it again? Trump may disrupt the Fed's plansEvercore 名誉主席：特朗普关税对美股构成威胁收盘：美股涨跌不一 纳指与标普三连跌On July 25th, Meituan-W spent HKD 495 million to repurchase 4.6 million sharesIs the era of self-driving GPT here?Proposed to sell 28.9 billion debt at a 40% discount, CBHB intends to lighten its loadNVIDIA partner SMC is reportedly raising $950 million, leveraging the AI server boom to stimulate business developmentSix major banks collectively cut interest rates! The era of "1" for five-year depositsEconomist "Confused": Why is every leading indicator of a recession failing?尾盘：美股涨跌不一 福特重挫逾 18%Investors reduce bearish bets on Asian currencies for the first time in 7 months, turning bullish on the Singapore dollarBeishui Trends | Beishui net sold 4.66 billion Hong Kong dollars, domestic investors sold Hong Kong stock ETFs, and sold more than 2.1 billion Hong Kong dollars of Yingfu FundMarket bets on the Fed cutting rates in September! But there are still a few voices refutingMeta Performance Outlook: Will Capital Expenditure Increase? | AI DehydrationManipulating the Federal Reserve? The US President has limited options!The US second-quarter GDP data will be released tonight, with consumer spending and inventory expected to drive accelerated economic growthTonight's data may bring more good news! Will the Fed's first rate cut in September be steady?Today's Important News Review | Dolphin Investment Research6 位 80 后入选福布斯中国最佳 CEO：拼多多陈磊、泡泡玛特王宁、赛力斯张正萍等入选The "once-in-a-century" job market in the United States has come to an endGuotai Junan Securities: U.S. stocks fall, an adjustment unrelated to the macroeconomyReshaping US Utility Stocks - The Battle for AI in Land and EnergyBefore the release of the US GDP data, the calls for a rate cut in July are getting louderThe "Yield Dilemma" in the Semiconductor IndustryMicrosoft invites testing Bing AI abstract function to compete with Google's generative AI searchBank of America's board of directors authorized a $25 billion stock repurchase plan, with quarterly dividends increasing by 8%A golden opportunity has arrived! The second-to-last place in the G10 currencies is about to turn the tide?US GDP Outlook: Is the cooling economy good news?For the first time in nearly three months, breaking through the 153 level, has the yen reached a turning point?Apple's shipment volume increases, coupled with the demand boost from the Olympics, LG Display's losses narrowBank of America: Bull market is not over yet! Four bullish signals suggest US stocks will hit new highs againUBS: Maintains "Buy" rating on Meituan with a target price of HKD 158, citing attractiveness as an industry leaderBehind the Rise of Taiwan Semiconductor's CoWoS: Once Sat on the Bench for 10 YearsFirst Capital Securities: Industrial metals prices weaken in the non-ferrous industry, gold prices hit new highsNobel laureate Paul Krugman: Fed rate cuts have "little impact" on presidential electionsYen carry trade sees a major reversal as the hottest Carry trade experiences a stampedeMorningstar: It is expected that the US economy will achieve a "soft landing" and the Federal Reserve will cut interest rates soonFed rate cut will trigger a wave of dollar selling? Not that simple!TF Securities: The "rate cut trade" by the Fed may be too optimistic开盘：美股周四开盘涨跌不一 9 月降息预期未受影响Apple "doubles down" in Shenzhen to expand its applied research lab to ShenzhenReminder: Please pay special attention today (all in Beijing time)XPeng: Will hold an AI autonomous driving technology launch event on July 30thXPeng launches G6 model in SingaporeAMD 向 Arm 芯片开炮，英伟达回击Economists warn: The Federal Reserve has limited ability to control inflation!快讯：港股三大指数低开低走 黄金股、石油股、半导体概念股齐挫The largest IPO in the US this year is coming! Cold chain logistics giant Lineage is expected to have a market value of $19 billion