Goldman Sachs: US stocks in "bad news is good news" modeFrom the perspective of the US stock earnings season, which technology stocks are worth buying?Target price of $160! Alphabet-C's foundation is unshakable, cloud and AI are the long-term growth drivers.Apple's sales are not good? Analysts: Still optimistic about Apple!Technical Analysis | S&P 500 Breaks Key Retracement Level, Initiating a New Bull Market?Big Bank Quick Look | XPENG-W rating and target price have been significantly raised again! TENCENT still has 44% upside potential?Pre-market trading in US stocks: Tesla to further reduce prices in Hong Kong, Citigroup downgrades Tencent Music rating, Walmart increases stake in Indian e-commerce.Forward Looking | Target Price HK $510! Why did Tencent Video Number and AI Big Model win Wall Street's favor again?Lagarde Hawkish: Pause is not the end, further rate hikes may followMarket Focus: How are the four major policies being implemented?Tech giants are making efforts, will Apple and Amazon continue to boost the US stock market this week?Why is the Hong Kong stock market's consumer sector booming?The most important thing in the US stock market right now is not the Federal Reserve, but the earnings report!From LVMH to Prada, have the days of luxury brands "making money with their eyes closed" come to an end, and the merger battle begun?The stock market is "moving forward without hesitation," the bond market is "lying flat to the end," and the US market is unilaterally "all in" for a "soft landing."US Stock Options | Alibaba, XPENG-W, and NIO options trading volume increased 2-3 times, Roku options trading surged sevenfold"New Fed News Agency": This "Key Debate on Inflation" will determine whether central banks in Europe and the United States will raise interest rates.Short selling ratio quickly fell back! Why are foreign investors "excited" about Hong Kong stocks again "?"AI Faith" May Help Drive Technology Stocks Higher, But the Road to "Profitability Test" is LongBlackRock Chairman Tang Xiaodong's "New Trend": Wall Street Giant Castle SecuritiesHang Seng TECH Index soared 4%! Why did Hong Kong stocks violently rally?"Real estate benchmark" Blackstone has shifted its focus! Selling houses to invest in AI data centersUS oil rose 14% in a single month, Goldman Sachs: Record demand combined with Saudi production cuts, the oil market has emerged from pessimism.Cloud computing as a whole is slowing down, but the "AI Cloud Battle" between Microsoft and Alphabet-C is just getting started.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.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.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.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.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?