SMIC: Spreading its wings against the wind, delivering satisfying guidanceTurbulent summer cannot hide the US stock market's Q2 earnings exceeding expectations. Profit growth remains robust this earnings seasonPre-market surges by 10%! Eli Lilly's second-quarter revenue and profit both greatly exceed expectations, raising full-year performance guidance | Financial Report InsightsAggressive capex, driving away the stock godAmerican companies "hoard labor" to buy time for the Federal Reserve, but more companies are approaching the brink of layoffsAs US Treasury Bonds Rise, Investors Await Job Data and Speeches by Federal Reserve OfficialsDriven by AI demand, the overseas CPU battle in the second quarter sees AMD outperforming Intel!The Bank of Japan's "back-and-forth" moves trigger market turmoil, with future policy decisions expected to become more complexJapanese stocks ride the "roller coaster": foreign investors withdraw first, retail investors rush inSMIC releases second-quarter results, with a net profit attributable to shareholders of $165 million, an increase of 129.2% quarter-on-quarterSchroder Investment: Optimistic about the overall profitability of Japanese companiesInternet companies are also pouring cold water on AI, Airbnb CEO: AI has not brought fundamental changes, this takes timeBeware of the Federal Reserve's "unfamiliar" rate cuts!Citi warns: After the initial jobless claims data tonight, US stocks may experience a 1.2% volatilityUnder the storm of the US stock market, zero-day options are no longer "popular"Apollo's Chief Economist: Beware of the "trap" of US unemployment rates!Jibang Consulting: NVIDIA will launch Blackwell Ultra and B200A next year, which will increase the consumption ratio of HBM3e 12hi to 40%Rising more than 150% in 2 days, AI new star stock Lumen "emerges slowly"Has the Bank of Japan "surrendered"? Can the market breathe a sigh of relief?Apple may charge up to $20 for Apple Intelligence to provide more advanced AI featuresThe first fatal accident involving Tesla's all-electric pickup truck Cybertruck has occurred"The Wall Street Wizard": The bottom of the US stock market has appeared!Details of Google's antitrust ruling exposed: Microsoft pays for Apple not to use Bing?FSD has accumulated over 1.6 billion miles of driving, once again surpassing the safety of ordinary vehicles by 10 timesManulife Asset Management: Expecting strong support for the Japanese stock market, pay attention to high-quality companies with strong pricing powerGoldman Sachs: The Federal Reserve must pay attention to the impact on US stocks!After the sharp drop in Japanese stocks, is it a good opportunity to "buy the dip"? Will Warren Buffett increase his holdings?Intraday surge of 93%, fiber optic company Lumen becomes the new darling of AI? | AI DehydrationAnother "big bargain" to pick up! Will Buffett take action this time?Joby Aviation, the leader in air taxis, is increasing its investment in low-altitude racing tracks, with plans to expand its business territory to Dubai next yearGoldman Sachs: The current market volatility does not worry the Federal Reserve, there is no need for an emergency rate cutCiti: Expects a 2.25% rate cut in the US in the next 12 months, Hong Kong utility stocks expected to undergo a valuation reassessmentWall Street big shots debate: Emergency rate cut "highly unlikely", can expect a 50 basis point rate cutMarket 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 ｜