EB SECURITIES: Significant growth in the European and American mobile gaming market in the second quarter, focusing on the top game companies in the US stock marketPolestar still wants to stay at the tableJPMorgan Chase: Trend reversal faster than expected, hedge funds return to Japanese stocksContinuing to spend money to catch up with NVIDIA! AMD splashes out $4.9 billion to acquire the leading AI server manufacturer ZT SystemsNet profit soared 8 times! Willsemi achieved revenue of RMB 12.09 billion in the first half of the year, a year-on-year increase of 36.5% | Financial Report InsightsCHINAHONGQIAO: Opportunities brought by high dividends and missed expectationsGoldman Sachs: Hedge funds rapidly sold industrial stocks last week and bought energy stocks for the fourth consecutive weekUS Stocks: Was scary, but now back to normal?Another torn report! After raising it a week ago, Goldman Sachs lowered the likelihood of a US recession again"The data wave" points to the prospect of a soft landing, the bull market in US stocks is not over yet!Defensive + AI faith double blessing, Asian utilities stocks achieve the best performance in 20 yearsOn August 19th, Tencent spent HKD 1.001 billion to repurchase 2.68 million sharesTop Economist: Powell should seize the "golden opportunity" of Jackson HoleJP Morgan warns: "Black Monday" may just be a dress rehearsal! The real show is yet to comeWanLian Security: Google Gemini integrated into AI phones, DRAM industry revenue expected to continue growingEuropean stocks performed poorly on Monday, failing to continue last week's gains. Investors are waiting for more economic dataThe father of the "yield curve inversion": Top recession indicator now slowing down the economyThe consumer electronics industry is constantly catalyzing, with another wave of new products expected to be launched in SeptemberGoldman Sachs strongly supports NVIDIA: Profits will significantly exceed market expectations by 2025Earnings Preview | "Consumer Downgrading" Spreading, How Will Discount Retailers Perform in Q2? Keep an eye on Ross Stores this weekUS Monkeypox stocks rise in pre-market tradingXPeng establishes a new sales and service company in HefeiEuropean bond market enters a warm period after the summer, with the weekly bond issuance expected to reach 20 billion eurosWhen Buffett and Soros are both "cutting their positions"?JP Morgan: Raises JD LOGISTICS' target price to HKD 20, entering a long-term revaluation trackUS tech stocks rebound after the crash, traders remain cautiousInvestors misunderstood! Buffett's huge cash reserves may not be a bearish signalHow the market will trade "Harris Economics"Jackson Hole: Optimists see rate cuts, pessimists see inflationMarket rebound is very fragile! Will Powell disappoint the bulls?Still relying on Foxconn in Zhengzhou? The truth about Apple's iPhone production capacity shifting between China and IndiaCICC International: Maintains Tencent Holdings "Buy" rating with a target price of HKD 488.5Worried about inflation "backfire", "smart money" quietly establishes hedge positions"Going against market expectations"! Several asset management giants continue to bet that the Bank of Japan will raise interest rates againUnderstanding the Market | WEIMOB INC. Surges Over 8% as Tencent's Video Accounts Commercialization Accelerates, the Company is Expected to Benefit from Structural Dividends1. Analyst: Bitcoin's dominance is expected to "ultimately reach" 60% in September or at the latest in December.
2. Data: 75% of Bitcoin is held byMorgan Stanley: Powell needs to think about this before speaking at Jackson Hole!Fidelity: It is expected that the Federal Reserve will only cut interest rates by 50 basis points by the end of 2024The U.S. stock market may be facing a tough period, but the "long bull trend" remains unchangedFed's Daly: Labor market not weak, time to "cautiously" adjust interest ratesWhy don't Japanese people buy into the bull market in Japanese stocks?Market Insight | LINGBAO GOLD Surges Over 6%, Leading Gold Stocks as Rate Cut Approaches, Gold Price Breaks $2500 to Hit New HighMarket Insight | LI AUTO-W Surges Over 5%, Leading the Auto Stocks with the Expansion of Subsidies for Trade-Ins, Expected to Boost Auto Sales in the Second Half of the YearIntelligent Decision Reference | Overall Market Sentiment Tends to be OptimisticGoldman Sachs lowers its forecast for US economic recession to 20% based on strong retail and employment dataBefore the central bank annual meeting, the Fed's voting committee hinted: Inflation is under control, supporting gradual interest rate cutsOn August 16th, 16 Hong Kong stocks were repurchased by companies, with Tencent Holdings, AIA, and Kuaishou having the largest repurchase amountsThis week, global markets are holding their breath waiting for PowellInterest rate futures > Gold > Copper > US Treasury Bonds > US StocksOn November 29th, Amazon spent USD 80 million to acquire Xperi's subsidiary Perceive, deepening its strategic layout in edge AI technology