HK, US stocks top stories
Understanding the Market | Gold Stocks Rise Again as Weak Non-Farm Data Combined with Central Bank's Continued Gold Purchases Leads to Gold's Best Performance This YearTrendForce expects the cost of iPhone 18 Pro to rise by nearly 40%, and Apple may actively narrow its profit margins to stabilize shipmentsSamsung HBM4 Yield Reaches 80% "Golden Line," Accelerating Supply for NVIDIA Vera RubinStrong Demand for AI Chips Drives Taiwan Semiconductor's July Revenue Up 44.7% Year-over-YearReminder: Key Focus for the Day (All Times in Beijing Time)Swift Pivot! After a Historic "Short Squeeze Week," Hedge Funds Turn Bearish AgainRecord Equity Issuance, Yet Goldman Sachs Bullish on S&P 500 Hitting 8,000: Demand to Continue Outstripping SupplySony accelerates its asset-light transformation! It is reported that it may co-invest $6.4 billion with Taiwan Semiconductor to jointly build an image sensor factory in JapanSouth Korean stocks open high then retreat; KOSPI index rises over 2% at one point; stalemate in Hormuz negotiations pushes up oil pricesAberdeen Investment: The probability of a rate hike in September is similar, and the Federal Reserve does not rule out raising interest rates to demonstrate its determination against inflationSony and Taiwan Semiconductor are expected to mass-produce the next-generation image sensors by 2029The Bank of Japan's July meeting minutes released hawkish signals: inflation upward risks intensify, with some members calling for "accelerated interest rate hikes."US Fiscal Policy Enters a Phase of Passive Austerity; Gold's Investment Logic Shifts from "Trading" to "Asset Allocation"Morgan Stanley: Raises Z.AI target price by nearly 72% with strong growth supported by computing power acquisition and new financing