After a week of "ups and downs", Goldman Sachs re-evaluates AI stocks: high-quality companies are very attractive"Doomsday Doctor" goes against the grain: No signs of a hard landing for the US economyMaybank anticipates US CPI: Inflation meeting expectations will reduce bets on aggressive rate cuts by the Federal ReserveTaiwan Stock Exchange index rose by 1.5%, led by Taiwan SemiconductorHuafu Securities: Google antitrust ruling highlights the value of edge entry, continue to focus on the trend of the fruit chain industryMorgan Stanley: The market will remain tense for a long timeRenowned tech journalist Gurman: iPhone 16 series will have minor adjustments, Apple's sales will remain stableU.S. CPI and Retail Sales Take Center Stage After "Fearful Week," U.S. Stocks Still Expected to Remain Volatile1. A professor at Cornell University warns that misleading promises and speculation are exacerbating the risks of cryptocurrencies. 2. Long-term holders of Bitcoin in the recent market downturnUnderstanding the Market | Q TECH rose more than 5%, leading the Apple concept. Apple shows a relatively positive attitude towards Apple IntelligenceReversing its relationship with the US stock market! US bonds once again become the favorite hedging asset in the marketING Group: Gold rally may not be over, Q4 expected to reach peak of $2450Reviewing the second-quarter report of Mag 7, has the bull market in technology ended?Is the rotation of the US financial sector coming? Jefferies: Rate cuts have a greater impact on large banks, regional banks are "more attractive"Viewing the current state of Chinese consumption from global consumer brandsWelcome to Super Data WeekExciting night! Wall Street bets on CPI, the market will shake greatly that nightShivering! The US CPI is coming on Wednesday, and the US stock market may face a new stormU.S. stocks and bonds return to negative correlation! Safe-haven assets are in demand, with U.S. bonds returning to a "defensive position."Will there be a second round of adjustments for US and Japanese stocks?Fed "Hawk King" warns of rising inflation risks, implying a cautious stance on rate cutsBreakfast | Alibaba, Tencent, JD.com lead the Chinese concept stock financial reports this week! Major macroeconomic data from China and the US is on the wayFormer Bank of Japan officials rule out the possibility of another rate hike this year, uncertainty remains until March next yearSurvey: The Federal Reserve will only cut interest rates by 25 basis points in SeptemberThe probability of the Federal Reserve cutting interest rates by 50 basis points in September is 48.5%Bitcoin fell below $59,000 per coin, down 3.20% intradayEthereum fell below $2600 per coin, down 0.42% intraday. Bitcoin fell below $60,000 per coin, down 1.53% intradayNext week's heavy schedule: China's July economic and financial data, will MLF cut interest rates? US CPI, Alibaba Tencent JD financial reportsThe four scenarios of "Yen Carry Trade" reversal, the worst one is: US stocks fall by 20%, and the Fed cuts interest rates by 75 basis points in September!US stocks staged a "roller coaster" ride, easing recession fears and soothing the impact of "Black Monday" | Overseas Major Asset Weekly ReportConsumer Insights | Starbucks "Anti-Internal Competition": How the coffee industry is navigating through the long winterFinally, there has been a change in the profit situation of the US stock market!When Trump says "I am stronger than Powell," Harris vows: will never interfere with the Fed"Becoming the richest man made me lose my freedom"! Zhong Shanshan responds to everything!Federal Reserve Governor Bowman: Cooling labor market exaggerated, remains cautious on rate cutsUnity: Too early to talk about goals, execution is the top priority now (2Q24 conference call minutes)McDonald's launches a 9.9 yuan "Hamburger Revolution"Wall Street hotly debates: "Overvalued" VIX, a mistaken "buy signal"?Rapid and irrational surge, but the future of "new" Unity is promisingTF SECURITIES' Song Xuetao: AI remains the biggest macro narrativeSustainable Column | Is Microsoft greenwashing?Jiang Jinzhi "takes over" Buffett, "regrets" PDDMany new proposals - 6 key signals from the People's Bank of China's second quarter monetary policy reportJPMorgan Chase embraces AI first step: providing AI assistants for employeesTesla stops accepting orders for the cheapest version of CybertruckTCL's "Midfield Battle" in CentralHas the US stock market "finished adjusting"? Goldman Sachs, JPMorgan Chase are both very cautiousOverseas shocks may trigger a style change in A-sharesUS Stock IPO Preview | Yusheng Electronics' Liquidity Crisis: Sharp Decline in Net Profit, High Debt-to-Asset RatioAs the Fed cuts interest rates, Bank of America customers remain steadfast in shorting the US dollar