PDD pre-market decline expands to 15%! Performance falls short of expectationsProspect of rate cut boosts gold price, gold bulls cheerPDD Q2 revenue reached 97.1 billion RMB, continuing to increase investment to cope with industry competitionTemu-owner PDD Holdings misses quarterly revenue estimatesOn August 26, Tencent Holdings Limited spent approximately HKD 1.001 billion to repurchase 2.63 million sharesWhy is the hawkish signal from the Bank of Japan "ignored"?Hong Kong Stock Market Closing (08.26) | Hang Seng Index rose by 1.06%, pharmaceuticals, real estate, non-ferrous stocks and others rose, with WuXi Biologics leading the blue chipsDBS: Lowered XPeng's target price to HKD 40, lowered loss forecast for this year and next yearToday's Important News Review | Dolphin Investment ResearchHedge funds, mutual funds' favorite US stocks? Goldman Sachs provides a reference listSchroder Investment: Expecting 1-2 interest rate cuts by the Federal Reserve this year, investors should adopt a dumbbell investment strategyHSBC: Market concerns about recession are overdone, the US dollar will rebound in SeptemberTF Securities: Jackson Hole Conference leans dovish, commodity prices riseThe Fed is ready to cut interest rates, and the gold bulls are celebrating! Is it just a matter of time before the gold price breaks $3000?Expectations of Fed rate cuts + surging ETF inflows push Bitcoin to touch $65,000 for the first time in three weeksXiaomi Automobile registers Ultra artistic copyright"Wall Street Oracle" Optimistic Prediction: Fed Rate Cut Imminent, Tech Stocks Ready to SoarGlobal central banks collectively shifting, should financial markets be cautious instead?Powell "fully dovish", traders debate over the size of rate cutsMeituan establishes a new company in Suzhou with a registered capital of USD 20 millionCICC: Raises Xiaomi's target price to HKD 24.5, adjusts net profit forecast for this year and next yearBa Ling Fang Weichang: Hong Kong stocks will maintain range volatility, mid-term dividends will have a positive impact on CN Mainland BanksPing An Securities: AI development focus gradually shifting to the edge side, Apple is expected to kick off the wave of AI phone upgradesNVIDIA's financial report faces a major test this week, with the US July PCE set to make a big impactFollowing the "Central Mother"! Bank of America calls on investors: continue to buy goldSince the interest rate cut is certain, let's increase the bet a littleInstitution: Short-term 10-year US Treasury yield expected to stay above 3.7%Hong Kong Stock Concept Tracking | Apple is reportedly planning to release a new iPhone on September 10th, consumer electronics terminal demand is picking up (with concept stocks)Under the expectation of interest rate cuts, the resilience of Hong Kong stocks is still greater than that of A-sharesThe US softline consumer market is at a turning point, UBS lists winners and losersJackson Hole Conference Economists: No need to worry too much about the US economy!Huaxi Research: Federal Reserve Chairman's speech strengthens market expectations for a shift in monetary policyUnderstanding the Market | Concept stocks related to CRO rise in early trading, the Fed may start cutting interest rates in September, overseas innovative drug investments are gradually picking up1. The Trump family's new cryptocurrency project's official Telegram channel has been renamed "World Liberty Financial". 2Telegram founder France arrested, Musk reacts strongly, Sun Yuchen continues to "ride the wave"The market is digesting Powell's speech! The US dollar may become the preferred currency for carry tradesTaiwan's weighted stock index rose by 1.1%, led by Taiwan SemiconductorIntelligent Decision Reference | Hong Kong stocks continue to be relatively strong, waiting to see if trading volume can keep upOn August 23, a total of 20 Hong Kong stocks were repurchased by companies, with Tencent Holdings repurchasing the largest amountEarnings Preview | NVIDIA Q2 earnings report to be released soon, revenue and profit expected to double year-on-yearThe Jackson Hole conference concluded, with central banks in Europe and the United States beginning to feel optimistic, lowering interest rates to ensure a "soft landing."The United States enters an interest rate cut cycle, will China follow suit immediately?Next week's heavy schedule: NVIDIA welcomes the "big test" of financial report! China's August PMI, PBOC continues MLF, Fed's favorite inflation indicatorPowell "hints" at rate cut, will the market shift to "USD carry trades"?With a threshold of 500,000, retail investors can now join the high-frequency quantitative "battle group."XPENG-W Chairman and controlling shareholder He Xiaopeng increases his stake in the companyBreakfast | NVIDIA is about to release its earnings, institutions: stock price will fluctuate by about 10%The Federal Reserve sends a clear signal of interest rate cuts, with economic data this week expected to support policy adjustmentsReminder: Please pay special attention today (all in Beijing time)The probability of the Federal Reserve cutting interest rates by 25 basis points in September is 63.5%