The weakening of the US dollar + global stock market rebound leads to emerging market currencies hitting a two-year highJust In! China's richest person, leadership change!Today's Important News Review | Dolphin Investment ResearchE-commerce platforms are crazily raising fundsTencent applies for the trademark "Talk Show and Friends"Rate cut frenzy envelops Wall Street, "recessionary rate cuts" have been fully priced in!Wall Street is betting heavily on rate cuts, is the market falling into another "trap"?Insufficient supply offsets the impact of high interest rates, with US house prices rising 7% year-on-yearGalaxy Securities: Food prices rebound driving the month-on-month CPI to turn positive in July, inflation to continue mild trend in the second half of the year交银国际：中国自主车企 6 月海外销量再创新高 看好蔚来、小鹏汽车表现Market Insight | XPENG-W is now up nearly 4% as the company adjusts the structure of its technical development department. XPeng Huitian will build a flying car mass production factory in GuangzhouJPMorgan Chase and UBS Group AG lowered their target prices for Japanese stocks, will the yen rise further?Shipping giant A.P. Møller - Mærsk: There is no sign of decline in US freight demand, the interruption in the Red Sea will last at least until the end of this yearSensor Tower: Tencent's Honor of Kings, Peacekeeper Elite, and NetEase's LifeAfter Top the July Hot Game Download Chart Top 3Interest rate cuts meet global market turbulence, the road to pound appreciation is blockedChina Galaxy Securities: Macroeconomic expectations and fundamentals weaken, metal prices significantly decline, gold asset advantages are obviousMarket Insight | LI AUTO-W Up Nearly 5% as Company Sales Stabilize and Rebound in September and October, Expected to Continue to Rise in Golden September and Silver OctoberTSMC's July revenue surged 44.7% year-on-year, highlighting the continued strong demand for AI chipsGive up, Powell won't intervene to save the marketApple EU policy adjustment: Relaxing developer communication restrictions, new fee plan sparks heated discussionsTikTok partners with Amazon: Shop on Amazon without leaving the short video appTo what extent has the yen carry trade progressed?Demand remains strong! Taiwan Semiconductor's July sales surged 44.7% year-on-yearTop Economist: Beware of the "artificial consensus" created by the Federal Reserve2025 年英伟达 HBM 采购比重有望突破 70%Alibaba Cloud aims to disrupt the domain industry with AIPacific Securities: Energy storage costs are flat, prices and profits are expected to reach a turning pointAdvocating for consecutive emergency rate cuts of 75 basis points sparked panic, this big shot changed his tuneA XPeng car caught fire in Wuxi“Robotaxi 赛道” 越来越卷！ 特斯拉危机感拉满SMIC: 12-inch wafer production capacity approaching full load (24Q2 conference call minutes)Citi: Don't panic over the sharp drop in chip stocks, now is a good buying opportunity午评：港股恒指涨 1.77% 恒生科指涨 2.93% 汽车股、内房股涨幅居前苹果 AI 或每月收费 143 元，“果粉” 会买单吗？特斯拉公布超算集群 Cortex 至少 10 万个英伟达芯片支持Taiwan's weighted stock index rose by 3.1%, led by Taiwan SemiconductorHong Kong Stock Concept Tracking | National Bureau of Statistics: Strong demand for summer travel, OTA platforms are the absolute beneficiaries of the tourism market growth (with concept stocks)Goldman Sachs: Concerns about a US economic recession have been exaggerated, expecting 3 more interest rate cuts this yearThe Federal Reserve may end this round of balance sheet reduction by the end of this year, but the possibility of a sudden brake is lowIn 2025, the "hawkish" voices of the Federal Reserve FOMC voting members are loud and clear: not ready to support rate cuts yetPuris: The Bank of Japan may further adjust its monetary policy at a very slow pace1. Analysis: There is a 40% possibility of an economic recession in the second half of the year. Bitcoin may become a "safe haven asset," but it may not be favorable for altcoins. 2. BloombergMarket Insight | Gold stocks collectively rise, initial data eases recession worries, Middle East geopolitical situation remains tenseChina's July CPI rose by 0.5% year-on-year, while PPI fell by 0.8% year-on-yearBitcoin rebounds to the $60,000 mark, but JPMorgan Chase remains cautiousNot just rate cuts, Wall Street expects the Fed to pause its balance sheet reduction as wellJ.P. Morgan Asset Management: Bank of Japan to raise interest rates again depends on the "mood" of the U.S. economyAmbiguous remarks: Will the Bank of Japan, which traders cannot predict, face a credibility crisis?US stocks welcome the dawn! UBS Group AG is optimistic about the interest rate cut dividend, while Truist supports the long-term potential of technology stocks