Market Insight | Sunny Optical up nearly 4% as first-half earnings exceed expectations, market anticipates AI-driven iPhone upgrade waveMajor news! The Bank of Japan does not consider the July rate hike as policy tightening, with most members insisting on a loose frameworkGuojin Securities: Pharmaceutical sector shows strong performance, remains optimistic about pharmaceuticals reversing and rebounding in 2H241. Bitcoin's market share rises to 55.9%, hitting a new high since April 2021.
2. The Democratic Party of the United States initiates "Crypto foMarket Insight | Gold stocks continue to decline, PBOC suspends gold purchases for 3 consecutive months, Fed does not cut interest rates urgentlyNortheast Securities: The turning point of AI innovation on the terminal side has arrived, optimistic about the prosperity of the Apple supply chainRivian plans to sell electric trucks to customers other than AmazonMarket Insight | FIT HON TENG falls over 6% again, recent global technology sector correction, institutions optimistic about second half of the year AI edge and Apple upgrade cycleDuring the sharp decline of ARKK, "Wood Sister" bottomed out by buying Amazon, AMD, Meta, etcMarket Insight | YOFC Fiber Optic Cable rose nearly 4% in early trading, US fiber optic stock Lumen Technologies continues to soarDefense fully loaded! Buffett's holdings of short-term US Treasuries now exceed the Fed'sDisney, Airbnb, Hilton issue profit warnings, indicating a "definite weakening" in US consumer spendingNVIDIA Blackwell GPU delivery delay storm reemerges, Super Micro Computer CEO expects delay until early 2025The 'Global Storm Eye' Japan: The stock market collapsed so badly, what unknown black swans are there?The Bank of Japan unexpectedly "dovish", causing the Japanese Yen to plummet! However, the possibility of "arbitrage closing" may still stir up waves againDespite the declining trading volume, traders are still betting on a major shakeup in the US stock market tonightBreakfast ｜CICC: Low probability of US economic recession, but market volatility may persistJPMorgan Chase's Damon: The United States is still likely to experience a recession, with a 40% chance of a soft landing, and the Federal Reserve may not be able to reach its inflation targetJPMorgan Chase raises the probability of the US economy falling into recession by the end of the year, expecting rate cuts of 50 basis points in September and November respectivelyBank of Canada Meeting Minutes: Concerns about future consumer spending, job market may impact rate cut prospectsOvernight US Stocks | Three major indices lose upward momentum, Nasdaq falls more than 1%, Super Micro Computer drops more than 20%After rejecting Apple, did Intel make another foolish move? Missed the opportunity to acquire 15% stake in OpenAI seven years agoUS Stocks "Seven Sisters" | NVIDIA falls more than 5%, breaking below $100 psychological barrierRipple's gains have expanded to 13%, lower than expected after the company was ordered to pay a civil fine of $125 million in a case with the SECRobinhood's second-quarter cryptocurrency revenue was $81 million, with market expectations at $84.3 millionBuffett's Berkshire Hathaway holds more short-term US Treasury bonds than the Federal Reserve!XPeng's stock fell more than 5% during the trading dayTop three officials of the Federal Reserve turn dovish again: The "crazy journey" of the Federal Reserve is just beginning, with a possible 50 basis point rate cut in the September meetingThe U.S. mortgage rate has dropped to its lowest level in over a year, with refinancing demand soaring by 16% in a single weekThe lackluster auction of 10-year US Treasury bonds, coupled with low yields, has led to a lack of demand in the market, causing a widespread decline in US Treasury bonds and stocksGoogle Search Monopoly Case: Will history repeat Microsoft's fate?Disney: Expecting the Experience revenue to maintain flat next quarter (3Q24FY conference call)Shopify: Amazon "lying down", independent e-commerce "rising"?How big is the scale of yen carry trade: $1 trillion, $3 trillion, or $20 trillion?Disney: Theme park unexpectedly cooling down, can the reversal continue?U.S. Stock Market News | Second-quarter earnings fall short of expectations, Airbnb drops more than 12%US Stock Market Update | Large-cap tech stocks rise, Amazon up over 3%U.S. Stock Market News | Second-quarter GMV exceeds expectations, Shopify surges over 24%European and American markets are all rising, analysts: US stocks continue to plummet, Buffett may bottom fishUS Stock Market News | Q2 earnings exceed expectations, Upstart rises nearly 36%US Stock Market News | Q4 Revenue and Profit Below Expectations, Super Micro Computer Drops Over 15%Analysis of US Stock IPOs | As the fundraising amount continues to be lowered, the shareholders of Chuangzhi Global Holdings plan to cash outDisney turns losses into profits in the third quarter: streaming business is profitable for the first time, but theme parks become a "new trouble" | Financial Report InsightsJPMorgan Chase: How a typical U.S. stock market correction finds its bottomU.S. Stock Market News | Micron Tech considers resuming stock buyback plan, stock price rises more than 5% in pre-market tradingSam clarifies in the article: It's time for the Fed to cut interest rates!BlackRock: Bullish on short-term government bonds and credit bonds, maintaining overweight on Japanese stocksAnalysis of US Stock IPOs | Net profit drops by 40%, will Junyu Engineering's US financing also struggle to gain market favor?Why did Pacific Securities, AMS, which is in the same line as Asma, collapse?