潮水退去？3 万亿美元市值公司仅剩苹果一家Originator of "Sam Rule" echoes Goldman Sachs CEO: The Fed does not need to cut interest rates in advanceIf the Federal Reserve cuts interest rates urgently, it will make two "huge mistakes"!Just now, the Bank of Japan "surrendered"The dovish comments from the Bank of Japan can be described as a "tonic"! Asian stock markets collectively celebrate as the Japanese stock market goes from the ICU to the KTVSam Rule proposer: The Fed does not need to cut interest rates urgently中央广电总台联手爱奇艺及腾讯等 推出 “国漫经典共创计划”Market behavior is too abnormal! Many strategists are backing: now is the time of "greed"Liu Qiangdong wants to push low prices to the limitHong Kong Stock Concept Tracking | The gradual "public utility" transformation of the coal industry is reshaping sector valuations (with concept stocks attached)Why "halve" Apple? Buffett's rule for buying tech stocks: sell if it exceeds 30 times!苹果 AI 转型有望缓解谷歌裁决的冲击Nomura: BOJ's timing for rate hike is appropriate, arbitrage trading unwinding not yet completeGF Securities: Game version number released in August, Meta increases AI investment for 24 yearsMarket Insight | CKI Holdings rises by over 3%, Daiwa expects the remaining time of the year to highlight the hedging value of Hong Kong utility stocks, Morgan Stanley's view turns positiveMarket Insight | Tencent Music-SW surges over 6% again, Morgan Stanley expects its second-quarter performance and third-quarter guidance to slightly exceed market expectationsAfter "Black Monday" | Will the hottest sector in the Japanese stock market also rebound the strongest after a sharp decline?Where does the huge amount of money for the Japanese government's intervention in the foreign exchange market come from? The answer may be "selling US Treasury bonds"快讯：港股三大指数高开高走 科网股、光伏股、教育股集体走强Guotai Junan: Global perspective on the impact of the US economic downturn on Chinese coal industryAfter a big drop, Morgan Stanley calls for the Federal Reserve to step in!Will the "angel in white" Volkswagen's investment become the savior of "Tesla killer" Rivian?Northeast Securities: Declining trade expected to drive gold prices higher, limited decline in copper pricesHudbay Minerals, a sudden change overnightGuotai Junan Securities: The Advanced Path of Consumer Goods Investment - Viewing Consumption from a Demand PerspectiveDWS: No technical bear market in US stocks, closely monitoring market volatility risksFrom a sharp decline to a sharp rise, has the alarm been lifted?Market liquidity alarm bells ringing! The usage of the Fed's reverse repurchase tool has dropped to below $300 billion, hitting a three-year lowJapanese stocks "from ICU straight to KTV"! "Culprit" speaks for the first time: no rate hike in unstable marketMarket Insights | YOFC's fiber optic cable surged over 18% intraday, Lumen secured a $5 billion AI-related product order, and overnight US stocks rose by 90%The two main "culprits" of the market's violent fluctuations? The Federal Reserve and the Bank of Japan have been heavily criticized!Airbnb: Can't even be saved by the Olympics?After "Black Monday" | The cryptocurrency market is fierce, bullish options bottoming out Bitcoin"Black Monday" Follow-up | Senior Trader: Classic Pattern "Tense on Thursday, Hedge on Friday, Sell-off on Monday, then Rebound on Tuesday", butThe other side of "Black Monday": "Smart Money" pouring into the US stock market, interpreting what "buying on dips" meansAfter the Supermicro financial report plummeted, "AI servers" are really not profitable?CITIC Securities Co., Ltd.: The importance of domestic AI computing power is highlighted, and the investment opportunities in the data industry chain have not been fully recognizedMicrosoft hits back at Delta Air Lines lawsuit threat: Your technology is too outdatedSamsung Electronics' 8-layer HBM3E product is reportedly tested by NVIDIA and may start supplying in the fourth quarterBreakfast | US stocks rebound, NVIDIA rose more than 7% at one point, Chinese concept stocks index rose 3%Tech stocks have hurt major hedge funds, losing hundreds of millions of dollars by the end of July before this week's sharp declineEuropean and American stock markets stabilize, with investors' expectations still divergingFed rate cut is a double-edged sword, traders worry it will reignite the trend of high inflationMarket stabilizing? Japanese stock market surges 10%, US stock futures up over 1%, Japanese yen plungesThe "AI Monster Stock" experienced a huge shock, with Super Micro Computer's revenue doubling sharply last quarter, but profits falling far short of expectations, leading to mixed feelings. The stock surged nearly 20% after hours before turning lower | Financial Report InsightsThe probability of the Federal Reserve cutting interest rates by 50 basis points in September is 71.5%The U.S. Department of Energy lowers its forecast for Brent oil prices for the next two years, as well as lowering the GDP and oil production expectations for 2025Goldman Sachs CEO: US stock market correction is healthy, no risk of recession in the US economy, and the Federal Reserve is not expected to cut interest rates urgentlyApple AI failure? Writing tool struggles with profanity, "strike" on sensitive topicsInterContinental Hotels Group CEO: U.S. hotel demand unaffected by economic concerns