智通港股解盘 | 全球股市遭遇 “黑色星期五” 巴菲特的动作在暗示什么？Amazon warns of weak consumer demand, will Walmart's low-price strategy work?Non-farm regains market dominance, will the door be knocked on for a 50 basis point rate cut in September?China's AI disrupts the Paris OlympicsBlock: Cost control can squeeze profits, but it is not a long-term solutionGlobal stock markets experience "Black Friday", will there be another drop after non-farm payrolls?Non-farm Payrolls Suspense: Between 70,000 and 225,000, which number is most likely to shake the market?Roblox: Guided cautiously, just to leave room (2Q24 conference call)DWS: The Federal Reserve did not explicitly commit to an imminent rate cut, but a first rate cut in September is still feasibleTCL Huaxing locks in another panel factoryTonight's non-farm payroll report, will the hurricane bring surprise or shock?Hong Kong Stock Market Review: Huge VolatilityLuzhou Laojiao, the top Baijiu with the highest decline this year"US Hard Landing" the preferred safe haven? US Treasury bonds have risen for seven consecutive times乘联会：7 月特斯拉上海超级工厂交付超 7.4 万辆，国内销量超 4.6 万辆Non-farm payrolls countdown! Will gold and US stocks ride the roller coaster again?Finally, Apple joins the "AI spending army"! But the "almost stingy" approach is highly favored by the marketGloomy second-quarter report: Intel is on the verge of being forgottenBank of America: Rising risk of a hard landing in the US economy, recommends selling stocks when the Federal Reserve cuts interest rates for the first timeDowling Securities: Expected to increase by 200,000 non-farm jobs in the United States in JulyGoldman Sachs raises Meta's target price to $555Worries about the Federal Reserve's "slow pace" trigger a stampede-style sell-off in global stock marketsTesla's domestic sales in July increased by 47% year-on-year, with Model 3 setting a historical delivery record在贵州乡村 见证苹果公司教育公平和科技普惠的成果Goldman Sachs: Why you shouldn't worry about the rise in US unemployment rate?Non-farm payrolls are coming! Will one of these two employment data points be wrong?With the financial report approaching and the stock price roller coaster, why does Morgan Stanley remain bullish on NVIDIA?Li Auto: Provided charging services 367,248 times at supercharging stations in JulyThe US dollar remains on the decline ahead of non-farm payroll data releaseBarclays: "AI splurging" is a big factory "FOMO", some will retreat next year, but in the long term still in the early stageUS chip stocks fell across the board before the market openedUS July non-farm payroll growth expected to slow steadilyROYAL BANK OF CANADA: US unemployment rate rising to 4.2% will exacerbate negative sentimentThese indicators indicate that the Federal Reserve has no reason not to cut interest rates in September!UBS: Maintains "Buy" rating on AMD with a target price of $210. Quarterly results and guidance in line with expectationsInstitution: Market may struggle to digest the bad news of weak non-farm dataBank of America economist: July non-farm payrolls will show a gradual cooling of the labor marketFidelity: Expects the Fed to Join the Rate Cut Ranks, Bullish on Japanese Stocks and Tech Stocks Long-Term OutlookTaiwan Semiconductor: Rumors of low-price subscription for treasury stocks are fraudulent, reserving the right to pursue legal actionPulles: The Fed may cut interest rates in September, asset allocation will be more inclined towards high-yield bondsNewbies are eyeing the Olympic economy againJP Morgan: Raises Meta's target price to $610, healthy advertising market trends continue into the third quarter"Luxiang" faces dual political pressure, Powell is "squeezed"!CICC: Maintains "Outperform the Market" rating on Meta, raises revenue forecast for this year and next yearHow will the market behave after the Fed rate cut? Let's take a look at the history of nearly 100 yearsAsian stock markets plummet, with the Japanese stock market falling by 4%Morgan Stanley: Optimistic about Meituan's core profitability, with a target price of HKD 120