"European Core Assets" - European version of Mag 7 also collapsedU.S. CPI released on Wednesday! Inflation takes the "C position" from employment, traders bet on "CPI day" for less volatility in U.S. stocksPing An Securities: Fed rate cut turning point approaching, A-share liquidity expected to marginally improveBreakfast | This week's major events: US-China CPI pressures the market, Apple and Huawei go head-to-head on the same dayConcerns about recession dominate the trend of US stocks, the "September curse" may continueInflation is no longer a major issue, with CPI on the day possibly marking the smallest market fluctuation of the yearReminder: Please pay special attention today (all times are in Beijing time)There is a 71% probability of the Federal Reserve cutting interest rates by 25 basis points in SeptemberJP Morgan: Fed's 50bp rate cut in September is the "right thing to do"The "Apple Tax" game is in progress. Where should the domestic market go from here?The impact of the Fed rate cut on A-shares: 2 paths and 3 constraints"September Curse" Coming True? | Overseas Major Asset Weekly ReportHow will monetary easing proceed "in three steps" within the year?30-year mortgage vs. 30-year government bondSoochow Securities Co., Ltd.: Both US non-farm payroll data fell below expectations, with a weak labor market leading to a decline in industrial metals"One-dollar store" collapses, American low-income consumers "run out of money"Apple chose Arm for its chipsRate cut is imminent, can US bond yields continue to decline?Wayne Bush: iPhone 16 series will kick off Apple's largest upgrade cycle in historySpace for Currency and Fiscal Adjustments After Exchange Rate AppreciationMicrosoft Executive: Lenovo AI PC continuously breaks through technological bottlenecksBank of America's Hartnett: "Fed's first rate cut", sell!Guotai Junan: India's consumer industry enters a high-growth period, with strong performance from expanding and growth-oriented enterprises in three categoriesXiaopeng is going to sell a car that can go to the skyTencent Cloud Gaming "Leveling Up by Fighting Monsters"The US employment situation in August is neither good nor bad, and the extent of interest rate cuts still remains uncertainWeekly Outlook: The "big battle" of the Fed's September rate cut is coming! Are the gold bulls ready to ambush and buy the dip?Dialogue with Tencent's Li Qiang: "Don't engage in low-efficiency internal competition"Deutsche Bank: Non-farm "cliff-like" turning negative is the beginning of economic recessionThe "bad news = good news" theory is gradually collapsing, and US stock trading is returning to a classic framework: driven by performance and the economyRate cut or reserve requirement cut?US stocks plummet, risk assets plummet! Will August repeat itself? This time may be worseAnalysis of US August Employment Data: Non-farm data does not strengthen the necessity of a 50 basis point rate cut in SeptemberGoing head-to-head with Apple? Huawei's three foldable phones and Apple's iPhone 16 will be released and go on sale on the same dayTencent's Tang Daosheng: Large models should avoid "internal competition", AI investment should pursue "steady and sustainable development"Elon Musk shares a photo of Black Myth: Wukong AI: Impressive 3A game from ChinaThe return of the "leader of retail investors" in the US stock market! A single chart triggers fluctuations in multiple internet-famous stocks, with some accounts making nearly 4 million in profit quicklyHow do "the three heads" and Powell speak out? Goldman Sachs: The leadership of the Federal Reserve believes that a 25 basis point rate cut in September is the baseline scenarioAnalyst: Apple's self-developed 5G chip is expected to be launched in iPhones next yearInterest rate cut in August "Struggle"The suspense of the Fed's rate cut in September may have to wait until the last moment to be revealed! The US stock market is more hopeful to see a 25 basis point cutOvernight US Stocks | Tech stocks plummet, S&P 500 index records worst weekly performance since March last yearTesla plummeted more than 8%, with a market value evaporating by 440 billion yuan overnightNon-farm payrolls about to "explode", most Asia-Pacific stock markets closed lower, US bond yields continue to decline, US dollar weakensCopying Trump's homework? Biden was exposed to be studying the establishment of a US sovereign wealth fundThe 2-year US Treasury yield fell by about 10 basis points on non-farm payrolls day, and the 2/10-year yield curve ended its 26-month inverted stateNon-farm unemployment rate did not shock, important Fed officials were dovish, why did US stocks plummet on Friday?Record-breaking trading volume! Heavyweight employment report and senior officials from the Federal Reserve "stir up the wind and set the fire", futures trading betting on rate cuts skyrocketingUS Inflation Whistleblower: Fed's 25 basis points vs. 50 basis points rate cut probability in SeptemberGoldman Sachs found that the monthly traffic of ChatGPT has plummeted sharply, what does this mean?