AMD: MI350 to compete with Blackwell (24Q2 conference call minutes)Taiwan Semiconductor's German wafer fab held a groundbreaking ceremony on August 20thFarmers Credit: The Federal Reserve could cut interest rates in July, but it won't do soFOMC Meeting Preview: Whether a rate cut in September depends on this! Will gold "take off"?Microsoft: How to control the pace of AI investmentHawkish Surprise! Bank of Japan Unexpectedly Raises Interest Rates by 15 Basis Points, Reduces Quarterly Bond Purchases by ¥400 BillionZhou Hongyi talks about Microsoft's Blue Screen: There is a snowball effect inside, not just affecting individualsMeta agrees to pay $1.4 billion to settle biometric data lawsuit in TexasHe Xiaopeng reveals his cards: "Fully autonomous" driving from door to door by the end of the year!Economists: Tonight, waiting for the Fed's signal to cut interest rates in SeptemberConsumer giants collectively disappoint in performance!Microsoft: Great efforts but no miracles, is the AI dream stranded?Market Insight | JIUMAOJIU Surges Over 7%, Reaches Strategic Cooperation with Taier and Meituan, Plans to Open 50 Brand Satellite Stores Within the Year1. Bitcoin dominance hits highest level since April 2021.
2. The Wall Street Journal: Trump plans to use Bitcoin as a strategic reserve assetAMD: Major manufacturers hoarding goods, AI guidance to move up againNVIDIA stock price violently fluctuates, analysts say it may touch further downside support levelsWhat's good about AMD's financial report? Data center chip doubled, AI chip quarterly revenue exceeded 1 billion, supply shortage by 2025Global same-store sales fell for the second consecutive quarter, with a 14% decline in China. Starbucks' financial report is lacklusterMiddle East situation triggers safe-haven demand, gold breaks through $2400 approaching historical highsMicrosoft missed expectations, or did Wall Street run out of patience?Microsoft: Azure outage caused by DDoS network attack"Harris Trade" coming? The latest poll shows Harris's approval rating has surpassed Trump'sBreakfast | Tech stocks plummet, NVIDIA drops more than 7%, Pinduoduo responds to hundreds of merchants gathering at Temu headquartersUS investigators confirm a Tesla vehicle using FSD function hit and killed a pedestrianAI boom boosts Arista's Q2 revenue and guidance to exceed expectations with double-digit growth, V-shaped rebound after hours | Financial Report InsightsMicrosoft's revenue in the fiscal year 2024 increased by 65% year-on-year, with a net profit of $88.1 billion USDReminder: Please pay special attention today (all times are in Beijing time)The Fed should not cut interest rates too late or too early, unexpected early cuts may trigger market volatilityThe probability of the Federal Reserve maintaining interest rates unchanged this week is 95.9%AI disappoints, Microsoft's cloud revenue unexpectedly slows in the second quarter, plunging 8% after hours, "bleeding" 250 billion｜Financial Report InsightsL'Oreal's sales slowed in the second quarter, with a decline of over 2% in North Asia, including China, falling short of expectations｜Financial Report InsightsAMD's AI revenue doubled year-on-year in the second quarter, raising its annual sales outlook for MI300 and rising 9% after hours | Financial Report InsightsRussia will launch cross-border cryptocurrency payment services by the end of the yearAccording to The Block, the Trump campaign team raised $21 million at the 2024 Bitcoin conferenceJust days after the Blue Screen incident, Microsoft reported partial disruptions in its office applications and cloud servicesLuckin Coffee Q2 revenue increased by 35.5%, but expansion slowed down, causing US stocks to plummet by over 7% | Financial Report InsightsMercedes-Benz Group AG is also not making money easily nowUS Stock Market News | Delta Air Lines Claims Against CrowdStrike Leads to Nearly 10% DropU.S. Stock Market News | Dominant Position at Risk, NVIDIA Falls Over 5%The three major US stock index futures rose slightly, with Tesla rising more than 1% in pre-market trading. French and German GDP data released, with most European stocks opening higherLuckin Coffee: Will adjust store opening speed according to competition (2Q24 conference call)US Stock Market Movement | Merck falls more than 10% after lowering adjusted earnings per share expectationsThe Fed is meeting again, will the "stocks and bonds soaring together" show be staged again?Cotti "not dead", Luckin "already old"?U.S. Stock Market Update | Airline stocks rise, Jetblue Airways surges over 21%Alibaba fires the first shot against "involution"U.S. Stock Market News | Affirm surges over 4.6% after receiving a rating upgrade from Bank of AmericaThe Federal Reserve is about to start "preheating" rate cuts, pay attention to these details!Bank of America: Clients have been net selling US stocks for three consecutive weeks, but ETF funds are pouring in against the market trendDominant position facing challenges from SearchGPT? Wedbush supports Google's moat as impregnable, reiterates "outperform" rating against the market