Breakfast | Did Buffett make a mistake? Newly purchased beauty stock ULTA fell more than 8% after hoursTF Securities: Marginal improvement in the European and American photovoltaic market, Hoymiles, deeply cultivating Europe and America, is expected to benefit fullyMorgan Stanley Fund: Will the Fed's rate cut heat up? Is it time for pharmaceutical stocks to "counterattack"?CMS: Expectations for Fed rate cuts to rise, high-quality leading A-share stocks in September are expected to have a relatively dominant positionAI demand exceeds expectations, driving Dell's second-quarter server revenue to surge by 80%, with shares jumping more than 8% after hours | Financial Report InsightsDragged down by technology stocks, Asian markets generally fell, with Taiwan stocks leading the declineReminder: Please pay special attention today (all in Beijing time)The US Dollar Index rose by about 0.3% on Thursday, with the Japanese Yen briefly falling below 145US Treasury yields generally rose by more than 2 basis points, with investors focusing on the US government's upward revision of GDP dataTrump borrows from the currency circle again to campaign: wants to make the United States "the global capital of cryptocurrency"Warren Buffett's new holding, beauty retailer ULTA, reported unfavorable financial results, causing the stock price to drop more than 8% after hours | Financial Report InsightsFitch Ratings: It is expected that the Federal Reserve will cut interest rates for the first time in SeptemberUS consumer spending shows signs of weakness again, with the largest discount retailer Dollar General's performance plummeting, causing its stock price to hit the largest drop in history | Financial Report Insights英伟达财报逆天却股价下跌，只因黄仁勋也说不清 AI 的未来了消息称 iPhone 16 系列初期需求旺盛 苹果增加备货以应对华尔街对英伟达期待太高市场需求进入合理期，英伟达业绩增长放缓！黄仁勋透露新款 AI 芯片量产时间提振信心NCI releases mid-year performance report, with double-digit growth in revenue and profit｜Financial report insightsBefore Dell released its financial report, Morgan Stanley warned that AI server production would be dragged down by Nvidia BlackwellGreat Wall Motor's revenue in the first half of the year increased by 30.7% year-on-year, while net profit increased by 420% | Financial Report Insights"The consumption giant" continues to exert force, the US Q2 economic growth rate unexpectedly revised upwards! Is a "soft landing" becoming more likely?The job market is gradually cooling down, with the number of initial jobless claims in the United States falling slightly to 231,000 last weekA difficult-to-summarize luxury goods Q2 report: zero revenue growth, price hikes and promotions together, Hermès "holding up the sky"Another institution warns the Federal Reserve: Without further interest rate cuts, the United States may fall into recession!Apple becomes Citigroup's top AI pick, new iPhone expected to trigger a wave of upgradesUnder pressure, Haitong Securities announced a bold dividend with a net profit of 953 million in the first half of the year, with a dividend ratio of 40.88%Still receiving rave reviews! NVIDIA's performance is highly praised on Wall Street: AI "train" is still steadily moving forwardUS Stock Market Morning Session: The three major stock indexes are all rising, with NVIDIA falling more than 3% in early trading外盘头条：美国加州推进人工智能安全法案 紧随苹果微软 英伟达商洽投资 OpenAI 戴尔 AI 服务器订单大增After a night of shock, the market regains faith in AI. Expectations of interest rate cuts are expected to continue to drive the rise of US stocksEB SECURITIES released its half-year report, which business made money?NVIDIA starts "De-Mystifying"8 月 29 日美股成交额前 20：美国达乐业绩不佳，股价暴跌 32%SMIC's revenue in the first half of the year increased by 23.2% year-on-year, while net profit decreased by 45.1% year-on-year | Financial Report InsightsRegional Fed survey reveals risks in the job market, further strengthening expectations of a Fed rate cutHong Kong Stock Review: BYD and BYD ElectronicHigh-quality newcomer in the Hong Kong Stock Connect, SF INTRA-CITY with dual driversAlibaba has gained greater freedomWall Street supports NVIDIA: Second-quarter results are very good, market expectations are too high!Taikoo Li and SKP compete for FILAXPeng wants to "grab food" from BYD's mouthFollowing the ruling of monopolizing the search market, Google is now facing anti-monopoly accusations from YelpMany recession forecasting indicators seem to have been wrong! Is this time really different?Property and life insurance driving together, CPIC's revenue exceeded 194.6 billion in the first half of the year, with net profit increasing by over 37%Alibaba-W spent approximately USD 79.9772 million on August 28 to repurchase 8.0136 million sharesChina Merchants Bank, the "leading player" in the joint-stock system, released its semi-annual report, with a profit of over 74.7 billion yuan in the first half of the year, and the sovereign wealth fund re-entered the top ten shareholder listBeishui Movement | Beishui net sold 1.838 billion, Li Auto received 700 million additional holdings, domestic bank stocks, Hong Kong stock ETFs were sold off