The 10-year US Treasury yield rose by 9 basis points this week as the Federal Reserve cut interest rates, while the 3-month/10-year Treasury yield spread widened by over 31 basis pointsHighly possible that Qualcomm considers acquisition within two weeks! Intel's stock price surged more than 10% intradayS&P's new rules are on the way, benchmark index restructuring, Apple may become the biggest winner!"Unacceptable"! US regulators accuse social media giants such as Amazon, Meta of collecting and retaining personal information on a large scale, conducting "mass surveillance"Fed Governor Bowman explains dissenting vote: Concerned about inflation, 50 basis points may be seen as premature declaration of victory over inflationBank of America: Predicts the Fed's balance sheet reduction to be delayed until the end of March 2025一周外盘头条 | 美联储降息 50 基点开启宽松周期 美股创新高 日本英国央行均按兵不动 传高通寻求收购英特尔Federal Reserve Governor Bowman: We have not yet achieved our inflation targetAI's interest in nuclear energy is surging, Microsoft will receive Star Energy Nuclear Power Supply, North American uranium mining stocks and nuclear energy concept stocks are soaring!Fed Governor Waller: Inflation slowdown faster than expected, prompting him to join the 50 basis points rate cut campUS Stock Market Update | Mixed performance in new energy vehicle stocks, Tesla down 1.9%U.S. Stock Market News | Chip stocks decline, AMD falls more than 2%US Stock Market News | GameStop surged over 6% after falling over 12% in the past monthU.S. Stock Market Movement | Uranium mining concept stocks all rise, Constellation Energy surges over 13%Microsoft reaches agreement to restart Three Mile Island nuclear power plant to meet AI power needsUS Stock Market News | Nike Surges Over 5% After Announcing New CEOU.S. Stock Market News | FedEx plunges over 14% on Q1 earnings disappointmentLeEco has decided to migrate IDC to Tencent CloudBofA's Hartnett: Rate cuts exacerbate US stock bubble risk, bonds and gold more attractiveUS stocks welcome "Quadruple Witching Day" again! $4.5 trillion options expire, Goldman Sachs warns of "gamma flip"Constellation Energy rose more than 12% in pre-market trading! Reached a 20-year power purchase agreement with MicrosoftGoldman Sachs and J.P. Morgan jointly issue a warning: the luxury goods industry's difficult situation will worsenThe Fed's interest rate cut cycle begins, but Powell's challenge is just beginningWith a single command from the Federal Reserve, mixed feelings in the commodity marketBritish Pound hits over two-year high against US Dollar, strategist warns: the rally may not be sustainableMorgan Stanley: Market disapproval, Google management has a responsibility, should do this!争端升级！三星警告印度工厂罢工员工 “不工作就没有工资”Faraday Future Intelligent Electric launches its second brand, Faraday X, targeting the mass marketPre-market news flash on US stocksMercedes-Benz plunges 8% intraday! The company issues profit warning, this year's profit may be "significantly lower" than last yearAlibaba-W repurchased 3.634 million shares for USD 39.9035 million on September 19thBeishui 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 Research