HK, US stocks top stories
Key Events Next Week: China's July Economic Data, Earnings from Alibaba, Xiaomi, TFC, GigaDevice, and YOFC, UNITREE IPO ImminentThe bull market is back, and market speculation has returned! As the semiconductor sector rebounds and restarts the main upward trend of the stock market, FOMO may trigger significant volatilityGoldman Sachs dissects the Q2 earnings of US stocks: AI infrastructure is making a fortune, while profitability on the application side still feels like "drawing a pie"Goldman Sachs: Fed Will Not Hike Rates in September; Market Pricing Remains HawkishUS Debt Nears $40 Trillion; BofA's Hartnett: Going Long Gold Is the Optimal Strategy"Money Can't Buy It"! Deepening Supply-Demand Imbalance Sparks Largest-Ever Price Surge in Indium PhosphideTriple Whammy of Stubborn Inflation, Fiscal Expansion, and AI Boom Fades the Safe Haven Halo of Global BondTesla Roadster May Debut This Month: A "Flying" Supercar Equipped with SpaceX ThrustersShort-term or Long-term Contracts? Emerging Cloud Providers and AWS Take Divergent Paths20-Year U.S. Treasury Auction Takes Center Stage This Week; Yield May Hit Highest Level Since 2020 RelaunchCITIC Construction Investment: LME spot prices surge, copper prices approach historical highsZhongtai Securities: As the global AI capital expenditure paradox sparks heated debate, four key variables determine the adjusted interpretation pathOn August 14th, Li Auto-W spent USD 2.6765 million to repurchase 435,500 sharesReminder: Key Intraday Focus Points (All Times in Beijing Time)