Morgan Stanley's Pair Trade Recommendation: Buy iQiyi, Short Bilibili! Buy KUAISHOU-WR, Short Tencent Music!A New Beginning for Chinese Concept Stocks: First U.S.-bound Project Xin Jun Cashmere IPO Approved上证 50 大涨超 2% 大金融板块集体爆发 汽车、地产表现活跃There is hope for the US stock market in the second half of the year! But why might the increase be lower than in the first half of the year?Saudi Arabia "spreads money globally" and has just invested in its first mining project, giving Vale $3.4 billion.Hong Hao: US stocks will reach new highs before declining, optimistic about technology, pharmaceuticals, and consumer stocks!新加坡股市 27 日报：金光农业资源成交量暴增Ford Motor slows down electric vehicle production, warning that the acceptance in the United States is "slower than expected," and the electric vehicle industry is at a critical moment of "life or death".大众重仓中国新能源Alphabet-C and Meta Platforms, can they have the last laugh? | [Hard AI]苹果收紧 App Store 审核政策：App 调用部分 API 需说明原因民生牟一凌：对待 AI 浪潮，当下最重要的是区分 “革命” 与 “革新”China's automotive industry welcomes a milestone moment! Another heavyweight collaboration among leading car companies! This time, it's SAIC Motor and Audi.欧盟对微软 Office 应用捆绑 Teams 行为展开反垄断调查苹果供应链渠道消息称苹果或今秋推出搭载 M3 芯片 Mac 设备英媒：谷歌微软等 AI 四巨头成立 “前沿模型论坛”，倡议自我监管数据利好不敌日央行 “转向” 恐慌，道指终结 1987 年来最长连涨，欧股欢庆欧央行放鸽Computer industry recovery may have begun! Intel's second-quarter performance and third-quarter guidance exceeded expectations, with the stock price rising more than 7% after hours | Earnings Report Insights福特：电车相对油车的溢价在 Q2 下降超 3000 美元Microsoft's venture capital division continues to sell its holdings, with a large scale and high discounts.从严新规来了！美国八家最大银行的资本金要求或提升 19%，地区银行也不例外Gucci's parent company, Kering Group, released its Q2 earnings report, which showed a decline in performance. The company acquired a 30% stake in Valentino. | Financial Report InsightsUS durable goods orders in June increased by 4.7% MoM, exceeding expectations, marking the fourth consecutive month of growth.GDP and durable goods data are great! The US economy is stronger than expected, and US stocks are steadily rising.Netflix further bets on the advertising business and seeks to adjust its partnership with Microsoft."Energy Super Giants" Encounter Performance Setback! Shell and Total's Net Profits Halved in the Second QuarterTechnical bull market reappears! Is the real big rebound of Hong Kong stocks still ahead?就业数据决定美联储政策，谷歌广告业务超预期复苏，城中村改造力度较温和——宏观脱水 0727Microsoft's AI commercialization can increase revenue by how much? $50 billion!Turning point? Samsung Electronics expects consumer electronics demand to rebound in the second half of the year.Pre-market trading in US stocks | Meta Platforms surges over 8%, poised to reach a year and a half high! Apple to raise starting price of iPhone 15 Pro by $200?Analysis Report | Is the market overreacting to XPENG-W? Institutions maintain "sell"! B station rating and target price slashed
Hong Hao: US stocks hit new highs before fallingVolkswagen invests in XPENG-W: one seeks technology, the other seeks fundingIntel Earnings Report Day: Is Artificial Intelligence a Negative for It?一块炒到 50 万元，大厂疯狂囤芯，批量买要走后门，中国版英伟达在哪？Be cautious! The pricing logic of US stocks has started to change!Hong Kong stocks welcome an important rebound window, with the Hang Seng Index expected to reach 21500-22000 points.Has the Fed's interest rate hike cycle ended? Don't underestimate Powell!