Rate Of ReturnBefore the Hang Seng Index breaks through
☕ The FIFA World Cup president wants to find a private company to long-term manage future World Cup business, truly greedy to the extreme. More ironically, it is closely related to Trump behind the scenes, with power and interests intertwined, making the whole matter increasingly absurd.
🔥 Non-farm payrolls + earnings season continue!
The US July non-farm payrolls are the focus of this week. If the data beats expectations, September rate cut expectations may cool down; if the data weakens, the market will again speculate on loose monetary policy hopes.
AAPL's earnings were bright overall, with revenue of $109.4 billion and EPS of $2.02, but service revenue and Greater China region were slightly lackluster. The stock price returning to around 300 is actually not a big drop. MSFT is still supported by AI + cloud computing and remains a market focus.
The Hang Seng Index for HK stocks looks at 26,300 first. It has accumulated significant gains in July, with opportunities to relay in early August; but September-October are traditional months for stock market crashes, so vigilance must be heightened.
Do you think capital this week will chase tech stocks, or hedge first?
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