Sea: Will the good growth trend of e-commerce and gaming continue?Manulife Asset Management: Maintains forecast of three interest rate cuts in the United States this year, expects Japan to raise interest rates at least twice next yearInvesco: Market overly concerned about the US economy falling into recession, Fed rate cut in September almost a certaintyCICC: Apple releases Apple Intelligence smart assistant, heterogeneous chips may become a new direction for AI computing powerCanalys: In the second quarter, AI PC shipments reached 8.8 million units, with Apple leading at 60% ahead of MicrosoftTencent denies rumors of massive data breach by hackers: False, black industry uses historical data to piece together and fabricate information富途控股：预计美股夜盘将于美东时间 8 月 18 日起逐步恢复交易Major earthquake in Japanese politics! Prime Minister Fumio Kishida announces: will not run for re-election! Who will be his successor?智能驾驶 IPO 狂潮：地平线、小马智行、文远知行谁能领跑？Pulishi: Japanese stocks were oversold earlier, and the yen's trend depends on US inflation, interest rates, and the Fed's policyFormer Prominent Short Seller at Morgan Stanley: Low Probability of a Comprehensive Collapse in US StocksTencent Music to dig deep into the gold mineTENCENT Performance Outlook: Games expected to see continuous quarter-on-quarter acceleration1. Analyst: The BTC market shows signs of being dominated by sellers, and the price may drop by $5000 in the short term.
2. Analyst: The price of BitcoinHackers claim to have stolen massive amounts of Tencent data: 1.4 billion records, 500GB, including email addresses, phone numbers, QQ numbers, and other informationCPI Outlook: Recession trade or re-inflation trade? Market bets on a huge market shake-up!Vanguard Group Q2 Holdings: Tech giants still the favorite, with Microsoft as the top holdingPPI data boosts US auto dealer stock Carvana up 10%Has the market gotten too excited again? The Fed's resistance to inflation is not all sunshine and rainbowsStock price soared by 24%, investment bank upgraded its rating... Changing captains in times of crisis, is Starbucks really welcoming a "heaven-sent hunk"?Market Insight | Tencent Music Entertainment Group's SW shares once fell by over 22%, Q2 revenue slightly decreased year-on-year, uncertainty remains in music subscription revenue growthMarket Insight | XPENG-W rises by over 3% as the milestones under the stock purchase agreement have been achievedMorgan Stanley issues a "tranquilizer": Nvidia is fine, Blackwell chip's fourth-quarter delivery schedule remains unchanged消息称苹果 iPhone SE 4 手机有望配备 8GB RAM 以满足 Apple Intelligence 性能要求Market Pricing: Probability of US Recession Rising, Goldman Sachs: 41%, JP Morgan: 31%The world's largest sovereign wealth fund reduces holdings in Meta and ASML, while increasing holdings in Shell and three other energy giantsBlackRock still loves tech giants: Q2 increased holdings in NVIDIA and Apple, with Microsoft remaining the top holding stockAccurately predicting after the July decline, well-known Wall Street short sellers: There are almost no signs of the US stock market entering a bear marketA Texas judge who owns shares in Tesla recuses himself from lawsuits against X, a subsidiary under Musk's nameGoldman Sachs, JP Morgan: Market is pricing in a higher probability of economic recessionConfident in weakening inflation! US stocks and bonds rise together, welcoming tonight's US CPITaiwan Semiconductor's US factory has not produced a single chip in 4 yearsBreakfast | NVIDIA, Tesla lead the surge in technology stocks! Starbucks soared 24.5%, marking the largest single-day increase in historyThe United States considers rare anti-monopoly measures: splitting up AlphabetGoldman Sachs: US July CPI highly anticipated but more sensitive to retail sales and jobless claims data this week星巴克炒了 CEO，股价暴涨 24.5%！Another strong evidence of weak US consumption: Home Depot lowers this year's same-store sales guidance, expecting a wider decline | Financial Report WatchThe US bond market faces a test of inflation data, with traders betting that the upward trend will continuePre-market trading in the US sees futures of the three major indices rising, with NVIDIA up 1.7%, while European stocks open higher but trend lower afterwardsFed policymakers are cautious: more data needed before rate cut, to ensure no forced rate hikes after the first cutReminder: Please pay special attention today (all in Beijing time)Wall Street Big Short: Unlikely for US stocks to collapse across the board, but limited upside potentialTraders expect the Federal Reserve to cut interest rates significantly, facing the risk of underestimated inflationOvernight US Stocks | PPI Data Boosts Rate Cut Expectations, Nasdaq Rises Over 2.4%, NVIDIA Rises Over 6%Atlanta Fed President: Expects the US economy to reach a rate-cutting state in the coming months谷歌元老施密特怒喷公司文化不够卷：所以在 AI 竞赛中落后了The probability of the Federal Reserve cutting interest rates by 50 basis points in September is 46%After being convicted of monopolistic practices, will Google follow in Microsoft's footsteps and face the fate of "breaking up"? The US Department of Justice is considering a splitBlackRock increases holdings in NVIDIA and Exxon Mobil in Q2Investors aggressively bought on dips before the financial report, NVIDIA rose by 17% in four days, increasing its market value by $420 billion