Today's Important News Review | Dolphin Investment ResearchUS Stock IPO Preview | Will the autonomous driving unicorn WeRide, which has been losing 5.1 billion RMB in the past three and a half years, go to the US for a "blood transfusion"?Merger? CICC, CGS respondAfter the Bank of Japan raised interest rates, Japanese bank stocks surged, Japanese bond yields hit a 15-year high, and the yen rose above 151Companies lose pricing power, the Fed "won without doing anything"AI drives chip demand, Samsung's second-quarter operating profit surges 1458%After "retroactive subsidy", Q2 struggles to turn losses around, Luckin Coffee still focuses on "increasing market share"Microsoft's AI Bet: Massive Investment and Growth ChallengesVanguard Group "Singing a Different Tune": The Federal Reserve may not cut interest rates this year!Goldman Sachs CEO Solomon changes his tune! The Fed will cut interest rates once or twice this yearApple AI boosts Google TPU, behind-the-scenes killer OCS is also an important part of computing powerAnalyst: Bank of Japan's decision has a mixed impact on the Japanese Yen, attention shifts to the Federal ReserveWill there be a sharp rise after the Fed's decision? Wall Street bulls make another bold predictionAMD: 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 now