Beishui Trends | Beishui net sold 4.66 billion Hong Kong dollars, domestic investors sold Hong Kong stock ETFs, and sold more than 2.1 billion Hong Kong dollars of Yingfu FundMarket bets on the Fed cutting rates in September! But there are still a few voices refutingMeta Performance Outlook: Will Capital Expenditure Increase? | AI DehydrationManipulating the Federal Reserve? The US President has limited options!The US second-quarter GDP data will be released tonight, with consumer spending and inventory expected to drive accelerated economic growthTonight's data may bring more good news! Will the Fed's first rate cut in September be steady?Today's Important News Review | Dolphin Investment Research6 位 80 后入选福布斯中国最佳 CEO：拼多多陈磊、泡泡玛特王宁、赛力斯张正萍等入选The "once-in-a-century" job market in the United States has come to an endGuotai Junan Securities: U.S. stocks fall, an adjustment unrelated to the macroeconomyReshaping US Utility Stocks - The Battle for AI in Land and EnergyBefore the release of the US GDP data, the calls for a rate cut in July are getting louderThe "Yield Dilemma" in the Semiconductor IndustryMicrosoft invites testing Bing AI abstract function to compete with Google's generative AI searchBank of America's board of directors authorized a $25 billion stock repurchase plan, with quarterly dividends increasing by 8%A golden opportunity has arrived! The second-to-last place in the G10 currencies is about to turn the tide?US GDP Outlook: Is the cooling economy good news?For the first time in nearly three months, breaking through the 153 level, has the yen reached a turning point?Apple's shipment volume increases, coupled with the demand boost from the Olympics, LG Display's losses narrowBank of America: Bull market is not over yet! Four bullish signals suggest US stocks will hit new highs againUBS: Maintains "Buy" rating on Meituan with a target price of HKD 158, citing attractiveness as an industry leaderBehind the Rise of Taiwan Semiconductor's CoWoS: Once Sat on the Bench for 10 YearsFirst Capital Securities: Industrial metals prices weaken in the non-ferrous industry, gold prices hit new highsNobel laureate Paul Krugman: Fed rate cuts have "little impact" on presidential electionsYen carry trade sees a major reversal as the hottest Carry trade experiences a stampedeMorningstar: It is expected that the US economy will achieve a "soft landing" and the Federal Reserve will cut interest rates soonFed rate cut will trigger a wave of dollar selling? Not that simple!TF Securities: The "rate cut trade" by the Fed may be too optimistic开盘：美股周四开盘涨跌不一 9 月降息预期未受影响Apple "doubles down" in Shenzhen to expand its applied research lab to ShenzhenReminder: Please pay special attention today (all in Beijing time)XPeng: Will hold an AI autonomous driving technology launch event on July 30thXPeng launches G6 model in SingaporeAMD 向 Arm 芯片开炮，英伟达回击Economists warn: The Federal Reserve has limited ability to control inflation!快讯：港股三大指数低开低走 黄金股、石油股、半导体概念股齐挫The largest IPO in the US this year is coming! Cold chain logistics giant Lineage is expected to have a market value of $19 billionMarket Insight | Chervon Holdings Soars Nearly 6%, First-Half Net Profit Expected to Increase by Over 20%, Channel Inventory at Relatively Low Levels1. JD.com: Will issue a stablecoin based on public blockchain in Hong Kong pegged 1:1 to the Hong Kong dollar.
2. Micro 500Gh household Bitcoin mining machineConsumer spending remains sluggish under high interest rates, with South Korea's Q2 economy unexpectedly contracting by 0.2%Former U.S. Treasury Secretary: Fed rate cuts need to be cautious, Republicans will create a "Tesla moment"!Expectations are high for the Fed to cut interest rates next week! Rapid changes in the US bond marketS&P 500 and Nasdaq face "Black Wednesday"! Even more frightening is that this round of US stock market correction may be "far from over"郭明錤：2026 年苹果 iPhone 将使用三星的 4800 万像素相机传感器二季度转投苹果 iPhone 的安卓用户比例创五年来新高，达到 17%From heaven to hell in a day! $2 billion "Leveraged ETF" bottoms out US tech stocks, blood flowing like a riverNasdaq collapsed! Technology stocks fell, defensive stocks rose, is everything following the script from 2000?"Apple's Most Knowledgeable" analyst Ming-Chi Kuo: Apple will halt production of iPhone 17 PlusIndustry Insider: TSMC's German factory will start construction at the end of the year and is expected to be in production by the end of 2027The call for interest rate cuts is growing! The US bond yield curve is sharply steepening, with the 2/10-year Treasury yield spread hitting the lowest level in nine months