Berkshire Hathaway drastically reduced its holdings, causing Apple and its suppliers' stock prices to plummet togetherJPMorgan Chase: NVIDIA GB200 production capacity may slow down in the second half of 2024, expected to significantly expand in 2025It's Buffett who "ignites" the Japanese stock market!Analyst: Why might the Federal Reserve be forced to cut interest rates urgently?"The Wall Street Whiz" Bullish on US Stocks: Buying Opportunity on DipsBlackwell Chip Delayed Delivery? NVIDIA Responds: Sample trials have already begun extensively, with production expected to increase in the second half of the yearWhy did the Japanese and US stock markets crash? CICC's interpretationSlowing market demand leaves Tesla's expansion plans for the Berlin factory in limboTrader data shows: a 60% probability of a rate cut within a week, the Fed may take early action due to the sharp declineGlobal stock markets are collapsing, how do frontline markets view this?Citigroup: Downgrades NVIDIA Blackwell GPU shipment forecast, maintains "buy" ratingBarclays: Expects the Federal Reserve to cut interest rates by 25 basis points in September, November, and DecemberFinancial Report Preview | "Small and Medium-sized Enterprise Hub" Shopify's Performance Expected to Improve, Will the Stock Price See a Rebound?Traders believe there is a 60% chance that the Federal Reserve will cut interest rates by 25 basis points within a weekUnderstanding the Market | ASMPT falls more than 7% in the afternoon, Nvidia's AI chip delivery delayed, SMT business under pressure dragging down first-half performanceA 20% plunge in three days! UBS warns that the sell-off in Japanese stocks will continue, now entering what is tantamount to "catching a falling knife" situationUS economic concerns trigger a flight to safety, with global bond markets regaining lost ground for the yearThe Yen's appreciation exacerbates the decline in the Japanese stock market! The Nikkei Index plummeted by 13% in a single day, entering a technical bear marketThe volatility index of US stocks is at a critical turning point. Will the S&P 500 index's decline continue?NVIDIA's new chip "delayed"? Don't panic, the impact is not that significantMarket Insight | Most Hong Kong property stocks rise, with renewed expectations of interest rate cuts rekindling the real estate atmosphere. Over the weekend, transactions in the top ten housing estates in Hong Kong increased by 80% compared to the previous periodSeveral US technology stocks plunged on the Tradegate trading platform in Germany, with NVIDIA falling more than 16%Taiwan Semiconductor leads the decline in Taiwan's stock market, with the weighted index hitting its worst performance in 57 yearsA super storm has swept through the cryptocurrency market, with the number of liquidated positions reaching 230,000Counterpoint Research: Samsung and Apple continue to dominate the top ten list of smartphone sales in the second quarterTaiwan stock index and Taiwan Semiconductor record the largest decline, analysis suggests that short-term selling pressure may cause more market volatilityGuoJun Macro: All POPULAR TRADEs are UNWINDingThe price of the US Federal Funds Rate futures indicates that the Federal Reserve will cut interest rates by 125 basis points by the end of 2024Elon Musk lashes out at the Federal Reserve: Not cutting interest rates in July is really stupid!Circuit breaker again? Nasdaq futures plummet nearly 5%! Japanese and South Korean stock markets plunge 10%!Another sell signal? "Old Bond King" speaks: Should consider selling on rallies!Global turmoil, can the stock market catch a break this week? These heavyweight events may be the keyBitcoin's major crash, what happened?Guotai Junan: All POPULAR TRADEs are UNWINDing2024 Fortune Global 500: Walmart remains the world's largest company, with Amazon returning to second placeMarket Insight | Q TECH falls more than 5%, leading the decline in Apple concept stocks. Buffett sells nearly half of his Apple shares. Fuli Rui claims that the Q3 growth of the fruit chain may fall short of expectationsGolden Horse Capital: Predicting that the Hang Seng Index will fluctuate between 16,000 and 19,000 in the second half of the year. Seize the opportunity to pick up technology stocks for a rebound at a low levelMarket Insight | Gold stocks collectively fell, CHINAGOLDINTL dropped more than 5%, deteriorating expectations of recession putting pressure on gold pricesCSC Securities: Risky asset prices are volatile, seeking opportunities in logical sectors amidst the crisis1. Trump proposes repaying $35 trillion in US national debt with Bitcoin or "crypto checks". 2. Bitcoin once plummeted by 10%, global risk aversionMarket Insight | Cryptocurrency ETFs Plunge Across the Board as Safe-haven Sentiment Hits the Market, Cryptocurrency Decline ContinuesMarket Insight | STANCHART falls more than 6%, leading the decline in Hong Kong bank stocks. Rate cut expectations raise concerns about narrowing net interest margins for banksMarket Insight | FIT HON TENG falls over 4% again, NVIDIA delays shipment of B200, Morgan Stanley says Hon Hai's short-term stock price may be affectedCICC: Mainland China's July car sales performance varies, Li Auto's monthly delivery volume hits a historical highBuffett "abandons" Apple, Wall Street rushes to reassure: Don't panic, it's just a technical adjustment!Understanding the Market | Petroleum stocks continue recent declines as US non-farm payroll data significantly below expectations; institutions say oil price upside is highly limitedExclusive from Zhitong | U.S. stock market crash! Is the domino effect here? Can Hong Kong stocks seize the opportunity for wealth? What to buy?A cry of sorrow! Bitcoin short-term plummeted nearly $4,000, is the bull about to leave?Inflation remains high and struggles to keep up with global easing, will the Reserve Bank of Australia maintain a hawkish tone at the August meeting?JPMorgan Chase explains in detail the "NVIDIA chip issue": What is the problem? How long is the delay? How much impact on TSMC?