Beishui Movement | Beishui's net buying volume reached 5.828 billion, domestic funds increase their holdings in Hong Kong stocks ETF on dips, rushing to subscribe to TRACKER FUND with over 6 billion Hong Kong dollars市场会为 iPhone 16 买单，但苹果 AI 依旧没戏Southbound funds net bought HKD 5.828 billion today, while Tencent Holdings Limited saw net selling of HKD 1.153 billion against the trend苹果、华为手机同日上新，分期乐商城推出 9.9 元超值预订大礼包Taiwan Semiconductor's first ASML High NA EUV machine will be installed this month? Both sides respond苹果发布新款智能手表 表盘尺寸更大且能检测睡眠呼吸暂停CPI becomes the last hope for the Fed's first 50 basis point cut? This may not be a good thing!On September 9th, Tencent Holdings Limited spent HKD 1.003 billion to repurchase 2.72 million sharesThe bond market's bet is too aggressive, be careful as the expectation of a Fed rate cut may rise again!苹果发布会前瞻 IDC 分析师：Apple Intelligence 很难直接驱动新消费者购买 iPhone 16Hong Kong Stock Market Closing (09.09) | Hang Seng Index fell by 1.42%, resource stocks, property stocks, etc. declined, while Nio-SW surged by 13% against the market trendWill the unveiling of iPhone 16 tonight trigger an "upgrade wave" for Apple?Today's Important News Review | Dolphin Investment ResearchiPhone 16 to kick off "super cycle" tonight? Well-known figure pours cold water: AI features delayedUS Treasury Bonds taking the lead? The speed of the Fed rate cut may determine the "life and death" of US Treasury Bonds going forwardAKESO defeats the "Medicine King"Will tech stocks suffer another blow? Google's "Second Antitrust Case" goes to trial todayNIO releases Q2 financial report, stock price soars: Three major positive factors behind the improving situationGF SECURITIES: Expectations of Fed rate cuts causing volatility in metal pricesOn the 8th, a total of $1.2 billion was withdrawn! US stock Bitcoin ETF sets the longest net outflow recordInvesco: Rate cuts bring limited upside to US stocks, overweight fixed income allocationBank presidents have laid their cards on the tableCICC: Maintains Tencent's "Outperform" rating with a target price of HKD 485Eurozone consumer spending weak, European Central Bank may need to cut interest rates significantly to "stabilize the economy"Waiting for a significant interest rate cut on the right side: What do we use to "counterattack"?The presidential election temporarily fades out of investors' sight, with the options market recently focusing on the Fed rate cutWill the yen's strength lead to a resurgence of arbitrage trading unwinding? Will the chaotic situation in August be repeated?Apple's new iPhone is reported to lack features such as ChatGPT in the initial AI versionThe Fed's action is imminent, and the "interest rate cut map" of global central banks has been laid out!Meta announced that it will open third-party app access to its messaging app in EuropeSamsung is collaborating with Taiwan Semiconductor to develop HBM4拼多多 “百亿减免” 再推新政，偏远地区物流中转费全部由平台承担【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 collapsed