"Luxiang" faces dual political pressure, Powell is "squeezed"!CICC: Maintains "Outperform the Market" rating on Meta, raises revenue forecast for this year and next yearHow will the market behave after the Fed rate cut? Let's take a look at the history of nearly 100 yearsAsian stock markets plummet, with the Japanese stock market falling by 4%Morgan Stanley: Optimistic about Meituan's core profitability, with a target price of HKD 120Roblox: Guidance raised, why is the market still dissatisfied?Tonight, will the non-farm payrolls foreshadow a "US recession"?A comprehensive overview: Key points of the non-farm payroll reportWestpac Banking Corporation: If non-farm payrolls support rate cut expectations, the yield on the 10-year US Treasury bond may fall to 3.8%Apple: ChatGPT will be integrated by the end of the year (FY24Q3 conference call minutes)US media: Harris campaign team to meet with cryptocurrency industry leaders in Washington next Monday10-year US Treasury yield falls below 4%! US Treasuries lead global government bonds, while 30-year Chinese government bond futures hit a new historical high againMalayan Banking Berhad: Long-term strategy remains to sell US dollars on ralliesBank of Japan's hawkish stance + worsening concerns of economic recession lead to consecutive second day of sharp decline in Japanese stocksMarket Insight | HK Based Banks collectively decline, STANCHART drops more than 4%, market concerns about interest rate cuts leading to narrowing net interest marginsInterest rate cut trading erupts, attracting $39 billion in a single month! Will tonight's non-farm payrolls report trigger another wave?Institution: If tonight's non-farm payroll report shows weakness, the Federal Reserve is likely to cut interest rates by 50 basis points in SeptemberMarket Insight | XPENG-W drops nearly 4% in July, delivery growth rate declines month-on-month, institutions optimistic about its sales improvement in the second half of the year1. In July, the total financing amount in the cryptocurrency market was $1.018 billion, an increase of 37% compared to the previous month. 2. In July, the monthly net inflow of the US spot Bitcoin ETF wasNVIDIA may face antitrust review by the US Department of Justice, exacerbating stock price volatilityNVIDIA's "Plan B" is going to IPOCITIC Securities: A Preview of the Adjustment of US Semiconductor and AI Computing PowerBond traders have already priced in three rate cuts this year. Tonight's July non-farm payroll data may "ring more alarm bells" for the Federal ReserveTonight, will the US non-farm payrolls "add fuel" to rate cut expectations?Understanding the Market | Non-ferrous stocks plummeted in the morning, domestic policy transmission still needs time, and overseas macroeconomic games intensifyUnderstanding the Market | Chip stocks collectively decline, Intel's performance collapses, US reportedly to introduce new measures restricting Chinese chipsIs Tesla becoming the "motorcycle killer"? Relatives of the deceased sueTrump economic adviser: The Fed has entered a "revolutionary moment"!The sharp drop in July ISM PMI, is the "soft landing" of the United States gone?Apple: The pillar of the US stock market has stabilizedSnap user growth, but Q2 revenue and guidance fell short of expectations, plunging more than 20% after hours | Financial report insightsGuo Mingchi's article analyzes NVIDIA GB200 NVL36/72 shipments: NVL72 single chassis version is unable to be mass-produced in the short term, while NVL36 faces unprecedented design and production challengesThe market is starting to anticipate a 50 basis point rate cut by the Federal Reserve in SeptemberThe U.S. economy is worse than expected, is the Federal Reserve lagging behind again this time?Key points of the Apple conference call: Very excited about "Apple Intelligence", will increase AI investment year by yearFacing cold sales pressure in China, Apple's Q3 revenue and EPS exceeded expectations, waiting for AI to drive the "upgrade wave"After-hours drop by nearly 7%! Profits temporarily give way to AI spending, Amazon's Q3 profit guidance lower than expectedAfter-hours plunge of 20%! Intel's Q3 performance outlook disappoints, announces layoffs of 15,000 employeesTF Securities: The Federal Reserve did not convey the urgency of rate cutsBreakfast | Dow Jones fell by about a thousand points during the day, NVIDIA plummeted, Apple, Amazon, and Intel all performed poorlyReminder: Please pay special attention to the following today (all in Beijing time)Weak economic data unable to further enhance rate cut expectations, Dow posts its largest single-day decline since MayOvernight US Stocks | Three major indices plummet, with Dow Jones falling by about 500 points and NVIDIA dropping by 6.67%The probability of the Federal Reserve cutting interest rates by 50 basis points in September has increasedUnder the pressure of AI investment, cloud demand shows a red light, Amazon's Q3 guidance falls short, and it fell more than 6% after hours | Financial Report InsightsApple's iPhone revenue declined in the third quarter, with the Greater China region being the only region to decline. However, iPad and services showed strength, with the stock falling more than 1% after hoursAmazon's after-hours stock price fell, disappointing profit outlook due to investment in artificial intelligenceValuation advantages combined with policy support, enhancing the attractiveness of Chinese assetsBig players are determined to "burn money"! After a sharp drop, NVIDIA's volatility has exceeded that of BitcoinWhat happened? U.S. stocks plunged during trading hours, with the Dow dropping nearly 1000 points at one point