SK Hynix, TSMC, and NVIDIA will collaborate to develop the next generation of HBMBullish signals flashing! Research firm: US stocks may see double-digit gains next yearObservations from the World Robot Conference: Dextrous hands, simulated skin, robots are becoming more and more human-likeTonight's Powell speech, is the Euro in danger?NetEase Cloud Music's profitability significantly improved in the first half of the year, with a net profit year-on-year increase of 165.4% | Financial Report WatchCan a monthly salary of 20,000 RMB afford PAGODA GP?"The Wall Street Oracle": Powell's over-reliance on data may delay decision-makingForcing profits, is DiDi also facing a decline?"AI World Android" Llama, no longer popular?Zhihu's Q2 net loss decreased significantly by 71.1% year-on-year, AI search product "Zhihu Direct Answers" received positive reviewsSignificant reduction in losses! Youdao, a subsidiary of NetEase, achieved a net operating cash flow of 250 million yuan in Q2 2024, an 88.2% year-on-year increase | Financial Report InsightsMoney market funds attracted $106 billion in August, with assets under management continuing to risePowell will send a strong signal! But the market may not be satisfiedBank of Japan Governor Haruhiko Kuroda suddenly "hawks" and the Japanese Yen surged in responseSaxo Bank: Yen still has upside potential but the pace is slowThe competition of being the worst is underway1. Deribit analyst: Bitcoin may soon break through the $61,800 supply zone after multiple tests.
2. Foreign media: Zhao ChangpengMicrosoft "adjusts its financial statements" just to make AI growth "look better"On the eve of the Jackson Hole meeting, Federal Reserve officials are singing dovish tunes! They are all advocating for an early rate cutUS stocks, US bonds, and gold all fell together, what happened?Alibaba-SW: Voluntarily converted to dual primary listing on the Hong Kong Stock ExchangeBreakfast | US stocks fell before Powell's speech, Jensen Huang's record reduction in holdings raised concernsPowell's Jackson Hole speech may not surprise the market, market is confident that the Fed will cut interest rates in SeptemberJackson Hole Conference Pre-Blow: Federal Reserve Officials Support Starting Rate Cuts Soon, Advocating for Gradual Rate CutsThis summer, an average of $14 million worth of NVIDIA shares were sold every day! Jensen Huang's record reduction in holdings raises concerns about corporate governanceReminder: Please pay special attention today (all times are in Beijing time)Wall Street Bulls: The Federal Reserve is behind the curve, more aggressive rate cuts are justifiedTraders "hold their breath" waiting for the Powell Jackson Hole meeting, gold hits the largest single-day decline this monthOvernight US Stocks | Is the Fed's interest rate cut in September a certainty? The three major indexes fell, and US Treasury yields roseThere is a 75% probability of the Federal Reserve cutting interest rates by 25 basis points in SeptemberDeveloped countries' central banks collectively QT for the first time! The market faces a major test of tighteningThe US Dollar Index rose by about 0.5%, pulling away from the year's lowest level before Powell's speech, while the Japanese Yen fell below 145Analyst: The minutes of the Federal Reserve meeting make Friday's Powell a wilting flowerThe 2-year US Treasury yield rose by 7.5 basis points. Investors are focusing on Euro-American PMI data before Powell's speechBoth focusing on AI, Meta outshines the top five tech stocks this year, what did Zuckerberg do right?Originator of the "Powell Rule": The Fed's 50 basis point rate cut in September may not be a mistake, should have cut rates in July!Goldman Sachs refutes "AI Bubble"! Summary after participating in Hon Hai conference call: AI server demand continues to growTo avoid hefty fines, Apple will change the browsers and default app options in the European Union market by the end of the yearBaidu Conference Call: Intelligent Cloud revenue increased by 14% year-on-year in Q2, the search business is accelerating its transformation to AI, and the daily usage of the Wenxin large model exceeds 600 million callsFederal Reserve officials staged a Jackson Hole "dovish meeting": ready to start cutting interest rates quickly, taking orderly actions, with the magnitude of rate cuts determinedQ2 revenue falls short of expectations, advertising revenue declines year-on-year, Weibo drops more than 3% | Financial Report InsightsIs the "Buying Insurance Fever" in Hong Kong fueling it? AIA Group's new business value grew by over 20% in the first half of the yearBilibili: What will support growth in the second half of the year? (2Q24 earnings call minutes)Gold plunges sharply approaching 2470! Has the market's rate cut expectations gone too far?U.S. Stock Market News | Q4 Earnings Report Exceeds Expectations, Peloton Surges Over 20%Bilibili: Xiaohongshu is grabbing users, will gaming become Bilibili's destiny?Nio's ambition has sunk to the county levelUS Stock Market News | Thailand confirms the first case of a new monkeypox strain in Asia, stocks related to monkeypox treatment concept rise in early tradingWuXi Biologics: New projects exceed expectations, with the core logic of stable long-term development remaining unchangedShort sellers "least favorite" S&P 500 components revealed: Alphabet-C, Walmart, Phillip Morris