美国卡车运输巨头 Yellow 宣布倒闭，3 万员工失业Cloud computing as a whole is slowing down, but the "AI Cloud Battle" between Microsoft and Alphabet-C is just getting started.民生牟一凌：右侧已现，跟上指数China Galaxy Securities: Domestic Game Licenses Issued in July, Industry Fundamentals Continue to RecoverReal estate policy "attracting attention from all"! This weekend, Beijing and Shenzhen made announcements to implement new policies in Hefei.Tesla: Within two years, it will transition from "silicon shortage" to "power shortage," hindering the development of AI.Huatai Securities: Positive policy signals continue to be released, internet leaders are expected to burst with marginal improvement in growth momentum.Nomura's Koichiro Okamoto: Japan's Lessons from 30 Years of Loss
Nomura's Koichiro Okamoto recently shared his insights on Japan's economic stagnation over the past three decades. He emphasized the importance of learning from this experience and implementing necessary reforms to avoid similar pitfalls in the future. Okamoto's analysis report sheds light on the challenges faced by the Japanese economy and provides valuable recommendations for sustainable growth. With the earnings report now available, it is crucial for policymakers and stakeholders to carefully examine the findings and take appropriate actions to drive positive change.In the future, AI will be integrated into every chip platform! Intel CEO: AI doesn't need to be tied to the cloud.被罚超 70 亿后，20 多天时间蚂蚁集团都干了啥？接近监管人士：短期内蚂蚁集团重新上市的可能性不大恒大汽车计划引入战投，募资 5 亿美元Boot on the ground? Nomura: Bank of Japan's "sneak attack" is the "final bad news" for Japanese stocksActual Dovish Signal! "Real Change" from the Bank of Japan: Downward Revision of Next Year's Inflation Expectations"After the 'Super Week', the conclusion of the US stock market: Risk On!"Why does Apple talk so little about AI?Give robots an AI brain! Alphabet-C releases Visual Language Action Model to train robots to throw garbage.Oil prices break through $80! Hedge funds increase bullish bets in the energy sector.Super Central Bank Sunday "raid" only interlude, technology stocks support US stock rebound, Chinese concept stocks soar! Chinese concept index surges 7%Energy giants' earnings report this quarter is "a bit chilly": ExxonMobil and Chevron both saw their net profits cut in half.Microsoft Warning: Cloud services may experience interruptions if sufficient GPUs cannot be obtained.AI「未来指南」！OpenAI 安全团队负责人：AI Agent「详细教程」After the defeat of the advance consumer loan, Goldman Sachs CEO encountered another setback: key business asset management triggered a wave of executive departures.U.S. hedge funds sold $0.7 billion in Chinese stocks this month, while Goldman Sachs and BlackRock suggested increasing their holdings of "Chinese assets"Japan's central bank "raids" the global market: the bond market is in a state of mourning, and emerging market currencies have given back more than half of this week's gains.东方甄选遭抖音封杀？US stocks rose in early trading, with the three major indices gaining ground. The Chinese concept index rose by 3.22%, while Intel surged more than 6%.Increase holdings in TENCENT and MEITUAN-WR! Hong Kong active funds increased their positions in the TMT sector in the second quarter.Will US tech stocks continue to rise? Strategist: Believe in history, not intuition!Earnings Report Preview | Alibaba's e-commerce is expected to make a strong recovery, while its cloud business faces short-term pressure.农行又迎 1 新副行长，此前主管三农业务Analysis Report | Target price of Xiao Li from Longbridge Dolphin has been raised across the board! Bilibili once again faces "price cuts"US stocks pre-market | Chinese concept stocks surge across the board, is the bull here? Taobao user activity increases significantly, Morgan Stanley raises target price for WeiboRating upgraded significantly, target price doubled! Why is Wall Street so optimistic about XPENG-W?Intel's performance greatly exceeded expectations, AI is both a positive and a negative factor.Technical Analysis | U.S. stocks in deep overbought territory, focus on S & P 500 support 4330 pointsUS Stock Options | Meta, Intel, and RAM Research Options Trading Volume Amplified by Approximately Three TimesAfter three years of rising, Singapore housing prices have finally dropped.Hong Kong stocks violently rebounded in the afternoon: Hang Seng TECH Index surged by 3%! Who is the driving force behind it?Next Week Preview | Apple, Amazon, AMD Earnings Reports, US July Non-Farm Payrolls, Multiple PMI Data from China and the USHong Kong stocks traded nearly 70 billion in half a day! Continued surge in the afternoon, EAST BUY soared 20%From gimmick to label, automakers are all in for the era of intelligent driving | Insight ResearchMorgan 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