Finally, Apple joins the "AI spending army"! But the "almost stingy" approach is highly favored by the marketGloomy second-quarter report: Intel is on the verge of being forgottenBank of America: Rising risk of a hard landing in the US economy, recommends selling stocks when the Federal Reserve cuts interest rates for the first timeDowling Securities: Expected to increase by 200,000 non-farm jobs in the United States in JulyGoldman Sachs raises Meta's target price to $555Worries about the Federal Reserve's "slow pace" trigger a stampede-style sell-off in global stock marketsTesla's domestic sales in July increased by 47% year-on-year, with Model 3 setting a historical delivery record在贵州乡村 见证苹果公司教育公平和科技普惠的成果Goldman Sachs: Why you shouldn't worry about the rise in US unemployment rate?Non-farm payrolls are coming! Will one of these two employment data points be wrong?With the financial report approaching and the stock price roller coaster, why does Morgan Stanley remain bullish on NVIDIA?Li Auto: Provided charging services 367,248 times at supercharging stations in JulyThe US dollar remains on the decline ahead of non-farm payroll data releaseBarclays: "AI splurging" is a big factory "FOMO", some will retreat next year, but in the long term still in the early stageUS chip stocks fell across the board before the market openedUS July non-farm payroll growth expected to slow steadilyROYAL BANK OF CANADA: US unemployment rate rising to 4.2% will exacerbate negative sentimentThese indicators indicate that the Federal Reserve has no reason not to cut interest rates in September!UBS: Maintains "Buy" rating on AMD with a target price of $210. Quarterly results and guidance in line with expectationsInstitution: Market may struggle to digest the bad news of weak non-farm dataBank of America economist: July non-farm payrolls will show a gradual cooling of the labor marketFidelity: Expects the Fed to Join the Rate Cut Ranks, Bullish on Japanese Stocks and Tech Stocks Long-Term OutlookTaiwan Semiconductor: Rumors of low-price subscription for treasury stocks are fraudulent, reserving the right to pursue legal actionPulles: The Fed may cut interest rates in September, asset allocation will be more inclined towards high-yield bondsNewbies are eyeing the Olympic economy againJP Morgan: Raises Meta's target price to $610, healthy advertising market trends continue into the third quarter"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 report午评:港股恒指跌 2.09% 恒生科指跌 2.32% 东方甄选逆势大涨近 13%Westpac 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 rallies苹果营收重回增长轨道,大中华区跌幅开始收窄全文 | 亚马逊 Q2 业绩会实录:相信自研芯片回报可观 并赋能 AWSiPhone 营收下滑 但分析师纷纷上调苹果目标价Bank 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 September快讯:港股三大指数低开低走 科网股、教育股、黄金股齐挫