Subprime "Big Short" makes big moves in the second quarter! As the stock investment portfolio is halved, it increases its stake in Alibaba to the top positionBitcoin futures fell more than 3% on Wednesday, giving back gains after the release of US CPI dataFederal Reserve's Goolsbee: Increasingly concerned about employment rather than inflationBowing to regulation! Apple opens NFC payment for the first time in history, no longer sticking to the iPhone click-to-pay cakeThe 2-year US Treasury yield rose more than 2 basis points, and the yield curve flattened on the US CPI release day, with the "Fed rate cut premium" fading after the data releaseAfter not making cars, transforming into robots? Former Apple automotive business leader leads the development of desktop home robots"The Big Short" Michael Burry increased his holdings in Alibaba and Baidu, while significantly cutting his position in JD.comTencent Q2 Conference Call: Rapid Growth in Chinese AI Demand, Currently Negotiating iOS Mobile Game Revenue with Apple, Planning to Release "Fearless Contract" Mobile VersionWall Street Review CPI: Housing inflation heating up does not hinder the trend of interest rate cuts, still uncertain about a 50 basis point rate cut in SeptemberMacro pressures exist, but Tencent is not lacking in profit adjustment points (2Q24 conference call minutes)Global ophthalmic leader Alcon "joins hands" with OCUMENSION, the inside story revealed (including dialogue records)German bond yields surged and then fell back, as investors' confidence in the Fed's rate cut in September was reinforced after the release of US CPI dataThe medium and long-term UK bond yield fell more than 6 basis points, and the US CPI release day remained in a downward trend all day"New Federal Reserve News Agency": The path to rate cuts in September has been paved, the focus is on the size of the rate cutTencent: A detailed analysis of the "awesome" performanceU.S. Stock Market News | "Splitting Up" Spells Trouble? Alphabet, Drops Over 3%U.S. Stock Market News | Kellogg's Soars Over 7.6% on Premium Acquisition by MarsTencent Music's performance fell by more than 18% after the earnings, the company responded: may be due to different market views on its operational paceWhy is the market reducing bets on interest rate cuts despite CPI being lower than expected?U.S. inflation has cooled for four consecutive months in July, with employment data becoming the final "roadblock" for the Fed's rate cutUBS Group AG's US stocks rose more than 4%US Stock Market Morning Session: Semiconductor stocks lead the gains, with NVIDIA up about 2%Intelligent Hong Kong Stock Analysis | Waiting for US CPI Data, New Trends in Norway Government Pension Global FundA visual guide to understanding the US July CPI series data | Cailiao2024 Interim Report | Subsidy decline, net profit growth rate falls to 3.3%, CZBANK's expansion pace slows down againU.S. CPI returns to the "2% range"! The Fed's rate cut in September is basically stableUS July CPI Flash EstimateAfter the release of the US CPI data in July, the US dollar index saw a short-term riseDid the sharp drop in US stocks at the beginning of the month come as a "surprise"? Wall Street is in an uproarAs the CPI drama unfolds, will the Fed policy shift accordingly, and will gold reach a tipping point? How should trading be arranged? Sasa teams up with senior analyst Jerry from IG for real-time analysis. Click to watch the live stream >>>Tencent's Q2 revenue increased by 8% year-on-year, with a net profit soaring by 82%, far exceeding expectations! Domestic games resume growth | Financial Report InsightsBond market sharply rebounds, is confidence still there? Market participants: the strong trend will continueUBS warns: The Federal Reserve will cut interest rates by at least 50 basis points this year, and the market will embark on a "roller coaster" ride!Funds flow from high places, Hong Kong stocks only lack catalysisCountdown to CPI: Which data is key for the gold and USD index trends?Will tonight's CPI stimulate the Fed to cut interest rates by 50 basis points in September?ZEEKR is in a hurry to launch a new carMarket bets on the Fed cutting rates faster than the ECB, with the Euro nearing its high for the yearKerry Q2 aggressively buys Pinduoduo! Hot AI stock Dell in newly established positionBeishui Movement | Beishui net sold 1.041 billion Tencent shares after hours, Tencent's pre-performance was sold off by over 100 million Hong Kong dollarsAnother Bull Market Ignored! Legendary investor recommends buying in "unnoticed areas"New Recession Indicator Issues Warning: The possibility of a recession in the US is around 40%!Tencent: R&D expenses in the second quarter were 17.3 billion yuan, with R&D investment exceeding 300 billion yuan over the past six yearsCiti Q2 Holdings: Reduce holdings in NVIDIA, increase holdings in Apple, and sell various ETF options in large quantitiesGoldman Sachs significantly increased its holdings in tech giants such as Microsoft and Apple in Q2, with investments in Bitcoin ETF exceeding $400 millionHong Kong Stock Market Closing (08.14) | Hang Seng Index fell by 0.35%, Tencent Music-SW plummeted by 18% after performance, WH Group led the blue chipsTencent Holdings Limited's second-quarter non-IFRS net profit attributable to equity holders of the company was RMB 57.313 billion, a year-on-year increase of 53%Tencent Holdings Limited: Repurchased a total of 155 million shares for approximately HKD 52.3 billion in the first half of the yearToday's Important News Review | Dolphin Investment ResearchTencent Holdings Limited's second-quarter revenue was RMB 161.12 billion, estimated at RMB 161.35 billion