Samsung is collaborating with Taiwan Semiconductor to develop HBM4【IPO Tracking】The largest IPO of the year is here! Midea Group is now accepting subscriptions, and will be listed on September 17th!Red light is on! Citi warns: the US job market has signaled an impending recessionIs Sora stuck in the research quagmire? OpenAI loses 5 billion in a year, Goldman Sachs report mistakenly triggers AI stock earthquake!Don't be fooled! Bank of America warns: This wish of the bullish stock market is unrealistic!The US Treasury yield curve is no longer inverted, marking the end of an eraMarket Insight | Q TECH fell nearly 5%, leading the decline in Apple concept stocks. Apple's new product launch is imminent. Reports suggest that AI features may be slowly rolled out in stages1. Viewpoint: This year's Bitcoin price structure is similar to that of 2019.
2. NVIDIA's actual volatility index in the past 30 days has risen to 80Guosen Securities: Maintains Tencent Holdings "Outperform the Market" Rating, New Generation of Hybrid Turbo Large Model ReleasedNVIDIA-backed AI "rising star" Sakana is expected to seek more strategic partners in JapanThis week's heavy schedule: China and the United States impact the market, Huawei and Apple face off on the same dayJapanese stocks welcome another "Black Monday"! Japan's second-quarter GDP slightly revised downward, difficult to change the outlook for the appreciation of the Japanese yen. The Nikkei 225 index plunged by 3%The labor market has slowed down, is a 25 basis point rate cut by the Federal Reserve in September really enough?National Bureau of Statistics interpretation: CPI continues to rise in August, while PPI has declined slightlySemiconductor foundry "Waterloo"! Intel will fully outsource processes below 3 nanometers to Taiwan Semiconductor, planning to lay off 15% of its global workforceXAI is in negotiations with Tesla on revenue sharing. Musk responded: the report is inaccurate"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 day