Intelligence Hong Kong Stock Analysis | Fed Cuts Interest Rates by 25 Basis Points Consensus Reached, Big Players' Financial Reports Strongly BoostedSenior Fed Official Issues "Recession Warning": Warning Signals for Economy and Employment are Flashing!The summer selling wave is becoming more like a "little episode" in the midst of the bull market in US stocks中报业绩利好突袭，京东健康飙涨逾 8%，港股互联网 ETF（513770）涨超 2%，资金密集加码On August 16th, JD Logistics issued 3.9 million shares for its stock incentive planLuckin Coffee, striving to become the queen of milk teaFocus Media, against the macro growth trend?Alibaba's "Overseas Partner" to Accelerate ProfitabilityAlibaba no longer wants to learn from PinduoduoJD.com: Can the better-than-expected profits be sustained? How will the competitive landscape change?JD's "counterattack"? Overthinking!On August 16th, Tencent Holdings Limited spent approximately HKD 1.003 billion to repurchase 2.69 million sharesBavarian Nordic plans to expand the use of smallpox vaccines to adolescents, and smallpox concept stocks in the US stock market are rising before the market opensWhat signal? Goldman Sachs and Morgan Stanley both enter the spot Bitcoin ETF marketKey Three Keywords for Q2 Financial Reports in the US Stock Market: Labor Market, Consumption, and AIWells Fargo: Rate cut imminent, US stocks set for a "1995-style" surgeHeavy pressure on transformation! Goldman Sachs: By 2028, Saudi oil capital expenditure will decrease by $40 billionHong Kong Stock Market Closing (08.16) | Hang Seng Index rose by 1.88%, mid-year performance is hot, "JD Group" collectively surged, while "Hutchison Related" weakened after earningsExpectations of a "soft landing" in the United States are heating up, driving European stocks towards their largest weekly gain since MayMorgan Asset: Bullish on the future prospects of US technology stocks, focusing on opportunities in A-shares such as artificial intelligence and the low-altitude economy"The recession theory" is shattered by data! Is it now best to bet on a soft landing for the U.S. economy?Rongcheer Inc.: The main clients in the smart glasses field include Apple and MetaTrillion-dollar asset management giant: Even if the Federal Reserve cuts interest rates by 100 basis points, interest rates still remain tight!New Logic of AI Field Investment: Finding the Best Intersection of Certainty and Growth摩根大通 CEO 戴蒙：用 “巴菲特规则” 打击富人，或是美国债务问题解决之道The world is focusing on this meeting next week, what will Powell say?NVIDIA's AI core position highlighted! Former Google CEO reveals $300 billion investment blueprint, Goldman Sachs supports AI revenue prospectsMarket Insight | Tencent Music-SW drops nearly 4% as net member growth guidance is lowered, target price downgraded by multiple major banks after earningsMarket Insight | TECHTRONIC IND Surges Over 4% as First-Half Performance Slightly Beats Expectations, Prospects of US Real Estate Recovery Expected to Drive Industry Prosperity UpwardsHuachuang Zhang Yu: Conditions for a 50bp rate cut in September are not enoughTraders crushed expectations of a significant interest rate cut by the Federal Reserve this year!JD.com: Strong profits, conservative outlook on future growthAsia-Pacific stock markets rose across the board, with the Japanese stock market up more than 2% and the South Korean stock market reclaiming lost ground since the sharp drop on August 5th特斯拉 Cybertruck 成为 7 月美国 10 万美元以上最畅销车型Market Insight | JD HEALTH Surges Over 8% with First-Half Net Profit Margin Reaching 9.3%, Third-Party Merchant Count Doubles全程高能！谷歌前 CEO 施密特最新演讲一顿输出后要求保密，被告知已经直播……The U.S. stock market has rebounded, data has improved, and the recession expectations have dissipated?Maintain the target of selling 250,000 units in 2024 with a full-year gross profit margin of 5% (Leapmotor 2Q24 conference call minutes)午评：港股恒指涨 1.68% 恒生科指涨 2.14% 京东系个股集体大涨Understanding the Market | Meituan-W rose more than 3% and reached a strategic cooperation with Midea Group. 25,000 Midea retail stores will settle in MeituanWeChat's Ant Group bets on AI App Store, giants vie for a billion-dollar "Apple tax"Hedge funds re-enter the market. Will the yen arbitrage trading that once caused a market explosion make a comeback?Night Trading | Alibaba, JD.com Hong Kong stocks soar! Is there arbitrage space in the US stock night market?快讯：港股三大指数高开高走 京东系个股集体走强Market Insight | Alibaba-SW rose nearly 4%, expected to complete dual primary listings in New York and Hong Kong by the end of this month1. NASDAQ withdraws the application for Bitcoin and Ethereum spot ETF options. 2. 701 new funds disclosed in the latest 13F reportWells Fargo: After the Fed rate cut, the stock market will see a once-in-30-years surgeHong Kong Stock Concept Tracking | JD LOGISTICS' net profit in the first half of the year increased by more than 26 times year-on-year, with the overall logistics sector seeing a significant increase in profits (including concept stocks)