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 informationMajor earthquake in Japanese politics! Prime Minister Fumio Kishida announces: will not run for re-election! Who will be his successor?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 unchangedMarket 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 weekAnother 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 monthsThe 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 billionThe ICE US Dollar Index fell by about 0.5% before the release of US CPI, the Japanese Yen rose above 147, while the British Pound, Australian Dollar, and New Zealand Dollar all rose by at least 0.7%Fed voting members this year send cautious signals: Emphasizing the hope to ensure no forced rate hikes after starting to cut ratesThe 2-year US Treasury yield fell by about 8 basis points, as the US PPI data boosted market expectations for a rate cut by the Federal ReserveCatching up with Apple's intelligence: Google's Android system first equipped with Gemini AI assistant, releasing the most powerful AI Pixel flagship phoneBank of America customers bought heavily into US stocks last week, led by institutional investors, with accelerated buybacks