The US Q2 economic growth rate and PCE both exceeded expectations, pouring cold water on the Fed's rate cut expectations外盘头条：OpenAI 叫板谷歌推出 SearchGPT 福特创 15 年来最大跌幅 哈里斯称已准备好 9 月 10 日跟特朗普辩论Allianz's El-Erian: The Fed should not delay its "first cut" beyond September, otherwise it will repeat policy mistakesThe impact of hurricanes and temporary factory closures fades, with initial jobless claims in the United States falling more than expected last weekGlobal investors are scrambling to avoid the impact of the "US election"! Is gold one of the safe havens?BlackRock: How will the US election affect the US stock market in the second half of the year?Hong Kong Stock Market Review: Major AdjustmentBlackRock: Continues to Overweight US Stocks and Opportunities Related to Artificial Intelligence ThemesAfter reading the prospectus of Xiaocaiyuan, I realized that my old classmate is doing much better than I thoughtUS second-quarter GDP far exceeds expectations, market still firmly betting on rate cut in SeptemberAfter the release of data such as the US second-quarter GDP, futures for the three major US stock indexes turned higherPreliminary Estimate of US Second Quarter GDPUS Treasury leads global bond market, traders bet on imminent rate cutUBS continues to "aggressively buy" Tesla: Stock price has overvalued AI, far exceeding reasonable valuation"Arch-rivals" are at it again? Trump may disrupt the Fed's plansEvercore 名誉主席：特朗普关税对美股构成威胁收盘：美股涨跌不一 纳指与标普三连跌On July 25th, Meituan-W spent HKD 495 million to repurchase 4.6 million sharesIs the era of self-driving GPT here?Proposed to sell 28.9 billion debt at a 40% discount, CBHB intends to lighten its loadNVIDIA partner SMC is reportedly raising $950 million, leveraging the AI server boom to stimulate business developmentSix major banks collectively cut interest rates! The era of "1" for five-year depositsEconomist "Confused": Why is every leading indicator of a recession failing?尾盘：美股涨跌不一 福特重挫逾 18%Investors reduce bearish bets on Asian currencies for the first time in 7 months, turning bullish on the Singapore dollarBeishui 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?