Citi: Why did Apple replace NVIDIA as the top AI stockCICC: Raises Meituan's target price to HKD 136, Raises net profit forecast for this year and next yearSchroder Investment: US economy is slowing down, will cut interest rates by 25 basis points for the first time in SeptemberDeep in the most difficult situation in 56 years! Splitting, financing, mergers and acquisitions, Intel seeks "self-rescue"The focus of the Federal Reserve's work has changed, will there be at least one "aggressive rate cut" this year?Ping An Securities: NVIDIA's Q2 FY2025 performance continues to grow rapidly year-on-year, with intense competition in the global large model fieldTechInsights: Samsung's market share leads the generative AI smartphone market in the second quarter, with Xiaomi ranking secondJuly PCE Outlook: Core PCE is expected to heat up, with gold poised to break through the range!恒指重回万八，科网行情火热，东方甄选接力领涨逾 8%，港股互联网 ETF（513770）飙涨 3．48%！Seizing the "shipping dividend", COSCO SHIP HOLD's revenue exceeded 100 billion in the first half of the year, with a year-on-year growth rate of over 10%Understanding the appreciation of the Renminbi in three chartsU.S. election approaching, Citigroup goes against the trend and is bullish on the U.S. dollarU.S. PCE may rise! Will Bitcoin and Ethereum face massive liquidation?Market Insight | FIT HON TENG surged more than 6% in early trading, NVIDIA GB200 will be delivered as scheduled, and the company's backplane connector products have been sampledWill PCE tonight add weight to rate cuts? The Fed may be determined this time!英伟达最新财报：中国市场贡献大1. Trump: Prepare to announce a plan to make the United States the global "crypto capital".
2. Musk and Tesla win dismissal of accusations of manipulating Dogecoin"Buffett's New Darling" and "Yoga Pants King" with dismal performance, is the trend of "consumer downgrading" in the United States becoming more prominent?英伟达二季报 亮眼但股价下跌The Fed's "favorite" inflation indicator is coming tonight, will it "add fuel" to the rate cut expectations?Jensen Huang: NVIDIA will maintain the annual upgrade pace of flagship AI chips快讯：港股恒指高开 0.05% 科指涨 0.43% 生物医药板块上涨紧随安卓步伐！苹果推出 AI 消除功能Up for four consecutive months! U.S. bonds strong in anticipation of Fed rate cutsChatGPT 即将登陆 iOS 18，消息称苹果正洽谈投资 OpenAI何小鹏：小鹏 MONA M03 即将开启全国大规模交付Boosted by expectations of a Fed rate cut, US bonds are expected to deliver their best performance in three yearsGoogle will build an $850 million data center in UruguayReasons for the appreciation of the Renminbi in this round and its impact on A-sharesRare decline, China Merchants Bank delivers its worst semi-annual report in 14 yearsBreakfast | 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 Blackwell