Beishui Movement | Beishui's net purchase amount is 3.399 billion, domestic funds bought Alibaba again by over 3.8 billion, with a net purchase of nearly 24 billion Hong Kong dollars in two weeksOn September 20th, Tencent Holdings Limited spent HKD 1.003 billion to repurchase 2.58 million sharesDirect hit on Guolian Securities performance briefing: Continuously sticking to annual targets, and the acquisition of Minsheng Securities is still ongoingDon't rush to celebrate! "Wall Street Oracle": Uncertainty still exists before the electionMorgan Stanley: Short-term bearish on memory rather than AI chips, underweighting Micron but still overweighting TSMCKey Macro Charts: Do not underestimate silver's performance during rate-cut cycles (2024/9/20)2500 亿美元指数基金再平衡 苹果料成为大赢家Expert: Stimulating the economy by the Federal Reserve near the election may lead to political "backlash""Racing ahead" of the Federal Reserve, has the U.S. stock market's rally been overdrawn?Evidence-based | Xiaomi's new product launch next week will pay attention to call options and put optionsApple customer service responds to user being charged 23 times in 7 minutes: No comment on the authenticity, suggest users to protect their personal propertyHong Kong Stock Market Closing (09.20) | Hang Seng Index rose by 1.36%, property and automotive stocks rose, CRO concept stocks surged at the end of the day on heavy volumeKazuo Ueda: The Bank of Japan may continue to raise interest rates, focusing on the prospects of a "soft landing" for the US economyMinsheng Securities: Policy signal that LPR will not be loweredAlibaba rose more than 1% in pre-market trading, management optimistic about the development of generative AIToday's Important News Review | Dolphin Investment ResearchOne word that ignited the global market, Powell said it ten times yesterday!After the rate cut, the sharp rise is just a flash in the pan? Singapore's GIC investment chief warns: inflation may come back fasterInstitution: Apple's AI is struggling to drive the iPhone 16 series into a "super cycle"CICC: Maintains Alibaba's "Outperform" rating with a target price of HKD 109The Fed's big move disrupts the global market, prosperity or recession? Investors are anxious!Understanding the Market | Concept stocks related to CRO surged in the final trading session with heavy volume. Market rumors suggest that the US Senate NDAA did not include the biosecurity proposalMarket Insight | Gao Wei Electronics Surges Over 4% Apple May Launch New Products Next Month, Company's Performance Expected to See Significant Growth in the Second Half of the YearTop strategist: Economic data makes Powell breathe a sigh of relief, the market will usher in a "rebirth"!Guo Mingqi predicts: iPhone 18 series may introduce chip tiering, with all models adopting Taiwan Semiconductor's 2-nanometer technologyAfter the Federal Reserve significantly cut interest rates, Goldman Sachs changed its tune: interest rates will be cut by 25 basis points at each meeting before June next yearCan the Federal Reserve accomplish its mission? The next six months are crucial for investors!Singapore's GIC Investment Chief: Market Prosperity After Fed Rate Cut May Be Short-livedApple and Huawei both launched on the same day: iPhone 16 Pro scalpers increased the price by 300 yuan for acquisition, while Huawei's official website sold out of foldable phones in secondsFormer New York Fed President: The Fed is more concerned about the labor market than Powell said!Meituan officially opened sales of iPhone 16 at nearly 7000 Apple authorized storesThe Bank of Japan stands pat, giving a boost to the soaring global stock marketsDon't be fooled by the Fed's statement! Many committee members may not agree to a large 50 basis point cutAI has created the intelligent driving "veteran driver"Bitcoin touched $64,000 per coin, the first time since August 26th, with a 1.67% increase intradayMarket Insight | FANGZHOU JIANKE Surges Over 12% and Reaches Strategic Cooperation with Tencent in Multiple Areas such as Digital HealthcareThe logic behind a 50 basis point rate cut: Beveridge curve returning to normalcyMarket Insight | Chervon Holdings Surges Over 9% in the Morning Overseas Rate Cuts Boost Real Estate Demand, Domestic Repair and Maintenance Demand Expected to EmergeMarket Insight | CN Mainland Real Estate Stocks Strengthen Again, Positive Impact of Fed Rate Cut on Domestic Mortgage Policies, Increased Probability of LPR Rate Cut Within the YearHuawei and Apple's new phones go on sale on the same day, "epic battle" Huawei's foldable phone sold out in secondsMarket Insight | Home Appliance Stocks Continue to Rise, Chinese Household Appliance Exports Achieve Positive Growth for 18 Consecutive Months, Industry Domestic Sales Expectations May See a ReversalAlibaba rose nearly 4% to a 1-year high, with net inflows from the south exceeding 20 billion in the past 5 daysNasdaq surged, defensive stocks stagnated, long-term bonds fell, and the Federal Reserve ignited the U.S. market's "risk appetite"US job wage growth continues to rise, with technology and financial sectors leading the wayAsset management giant BlackRock joins forces with Microsoft for a major move! Lenovo's liquid cooling technology saves AI power consumption1. BlackRock: The attractiveness of Bitcoin as a reserve asset has increased due to the US Federal deficit and debt situation.
2. Standard Chartered Bank: After the Fed rate cut, BitcoinAI features are delayed, how does Apple convince consumers to buy the new iPhoneUnderstanding the Market | Gold Stocks Rise Across the Board, Fed Starts Rate Cut Cycle, Long-term Gold Price Still Has Room to RiseWhat signal? After the Fed rate cut, many "big shots" warn of the risk of inflation rebound!Understanding the Market | Hong Kong Property Stocks Continue to Rise, Big Morgan Stanley Points to Fed Rate Cuts as Positive for Most Hong Kong Property Developers, Expecting Hong Kong Property Prices to Rebound Next Year