Why did Pacific Securities, AMS, which is in the same line as Asma, collapse?Risk aversion sentiment in the market recedes, European and American bonds fall one after anotherPowell won't let the market determine rate cutsProduction capacity returning from India to China, why can't Apple live without Chinese manufacturing?"Fade trade" overheated? Interest rate pricing does not show that the Federal Reserve is "behind the curve"ITOCHU Corporation seeks to privatize Descente, while the impact on Anta's domestic agency remains uncertain"Saw Rule" Proposer: The US job market has changed. The "Saw Rule" as a "recession indicator" has become ineffectiveThe recent sharp drop in US stocks may have revealed the beginning of the bursting of the AI bubble!Consumer giants seek growth in China, sports brands shineUS Stock IPO Preview | SmartCharge Technology: Delivery growth slows down, profit volatility "roller coaster""Wall Street" Soothes the Market: Recession Concerns Overdone, Risk Assets May See a ReboundNorthbound Fund Flow | Northbound funds net bought 11.673 billion Hong Kong dollars, domestic funds continue to increase their holdings in Hong Kong stocks ETF, rushing to subscribe to Tracker Fund with over 5.6 billion Hong Kong dollarsI've been saying that there will be a rate cut in July! Be prepared for bigger fluctuationsThe recession is just a "bogeyman," the Federal Reserve is not behind the curve at all?Airbnb: Is there a downgrade in travel consumption?Today's Important News Review | Dolphin Investment ResearchJD's billion-dollar subsidy will undergo a major adjustment: Beauty becomes a key subsidy categoryThe Federal Reserve will cut interest rates by at least 100 basis points this year? Analysts advise you to stay calmHuayuan Securities: New and old paradigms resonate, continue to be optimistic about the gold sector's allocation opportunities amid expectations of interest rate cutsNovo Nordisk's pre-market drop by 5.5% in US stocksUber: How big is the impact of autonomous drivingIt is expected that with the launch of the three-motor and four-motor versions, Rivian's Q4 single vehicle ASP will continue to rise (2Q24 minutes)The ladies are holding up Miu MiuGF Securities: Gold is expected to continue to hit new highs in August, while base metals are expected to stop falling and reboundThe root of "Black Monday": the moment of reckoning for loose policiesBank of Japan sends a dovish signal Analysts: The future upside potential of the Japanese Yen will weakenMarket Analysis | XPENG-W drops nearly 4% as car sales lag behind, with only a 23% achievement rate for the full-year delivery target"The Big Short on Wall Street": S&P 500 Index will fall to 5000 in October!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 urgentlyMarket 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!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"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 risks