Meta and Google acknowledge that "there may be too much investment in AI," but "the risk of underinvestment far outweighs the risk of overinvestment."Bank of America: US stocks are in a 'bull' market, avoid holding too much cashCITIC Securities Co., Ltd.: No need to pay too much attention to the fluctuations in US stock performance. It is recommended to actively focus on information technology, communication services, and real estateAssuming collective overthrow! Market first reaches "stupid level" popular tradesWhy is the Renminbi appreciating? How sustainable is it?The AlphaGo moment in the mathematical world: Google's DeepMind AI solves an IMO geometry problem in 19 seconds, just 1 point away from winning the gold medalBreakfast | Investors are still dumping US tech stocks! After the "Seven Sisters" intraday V-shaped reversal, they generally fellTrump blasts strong US dollar, Yellen shifts blame: Market determines exchange ratesU.S. mortgage rates edge up slightly, continuing to put pressure on potential homebuyersUS GDP data beats expectations, gold falls to lowest level in over two weeksOvernight US Stocks | Nasdaq, S&P fell for the third consecutive day, "FAANG" except Tesla all fell, gold and silver plummetedMost US bank stocks rose, with Morgan Stanley up 1.55%Spot gold fell 1.4% on Thursday, silver fell 3.6%, and gold and silver mining stocks generally declinedIs the weight loss drug sector about to change? Viking Therapeutics soared nearly 40% intraday, while Eli Lilly's market value shrank by $120 billionNASDAQ fell nearly 1%, small-cap stock indices rose by over 1%, NVIDIA initially fell by about 7% before rebounding, while silver saw the deepest decline of 5%Defying luxury brands! Hermès' second-quarter revenue exceeded expectations, growing by 13%, while the Chinese market slowed down | Financial Report InsightsSelling for 6 consecutive days! Berkshire Hathaway holds a record amount of cash, still determined to reduce its holdings in beloved Bank of AmericaEthereum fell below $3,100 per coin, dropping 7.14% intradayMixed performance of popular Chinese concept stocks, JD.com rises more than 2%US Treasury prices surged and then fell back, with the 10-year US Treasury yield dropping by about 3 basis points. Traders are betting on an imminent interest rate cut by the Federal Reserve$13.4 billion! Meta will face the EU's first antitrust blow, the highest tech company fine in EU historyNovo Nordisk's weight loss drug Wegovy receives approval from the European Union, reducing the risk of major heart disease by 20%Xiaomi's Phase II factory for automobiles is hereBMO Capital raises Amazon's target price to $230U.S. Stock Market Update | New Energy Vehicle Stocks Rise, Tesla Surges Over 3%Dong Yuhui's solo journey is not easyDong Yuhui is flying solo: The dusk of the "top stream model" in live e-commerceUS Stock Market News | Stellantis drops more than 9% as first-half profit falls 48%, below expectationsUS Stock Market Morning Session: New Oriental EDU & Tech down about 4%, Ford Motor down about 14%, gold stocks generally downU.S. Stock Market Update | Electric vehicle sector continues to lose money, Ford Motor drops more than 17%The surge of the Japanese Yen affects global assets! How powerful is the reversal of arbitrage trading that once fueled the 2008 financial crisis?The number of initial jobless claims in the United States unexpectedly came in lower than expected, but there is one "bad news"!The US Q2 economic growth rate and PCE both exceeded expectations, pouring cold water on the Fed's rate cut expectationsAllianz's El-Erian: The Fed should not delay its "first cut" beyond September, otherwise it will repeat policy mistakesThe impact of hurricanes and temporary factory closures fades, with initial jobless claims in the United States falling more than expected last weekGlobal investors are scrambling to avoid the impact of the "US election"! Is gold one of the safe havens?BlackRock: How will the US election affect the US stock market in the second half of the year?Hong Kong Stock Market Review: Major AdjustmentBlackRock: Continues to Overweight US Stocks and Opportunities Related to Artificial Intelligence ThemesAfter reading the prospectus of Xiaocaiyuan, I realized that my old classmate is doing much better than I thoughtUS second-quarter GDP far exceeds expectations, market still firmly betting on rate cut in SeptemberAfter the release of data such as the US second-quarter GDP, futures for the three major US stock indexes turned higherPreliminary Estimate of US Second Quarter GDPUS Treasury leads global bond market, traders bet on imminent rate cutUBS 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 plansOn 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 load