Today's Important News Review | Dolphin Investment Research港股三大指数全日飘红 恒指收涨 1.38% 中国宏桥涨 4.96%JD's billion-dollar subsidy will undergo a major adjustment: Beauty becomes a key subsidy categoryThe Federal Reserve will cut interest rates by at least 100 basis points this year? Analysts advise you to stay calmHuayuan Securities: New and old paradigms resonate, continue to be optimistic about the gold sector's allocation opportunities amid expectations of interest rate cutsNovo Nordisk's pre-market drop by 5.5% in US stocksUber: How big is the impact of autonomous drivingIt is expected that with the launch of the three-motor and four-motor versions, Rivian's Q4 single vehicle ASP will continue to rise (2Q24 minutes)The ladies are holding up Miu MiuGF Securities: Gold is expected to continue to hit new highs in August, while base metals are expected to stop falling and reboundThe root of "Black Monday": the moment of reckoning for loose policiesBank of Japan sends a dovish signal Analysts: The future upside potential of the Japanese Yen will weakenMarket Analysis | XPENG-W drops nearly 4% as car sales lag behind, with only a 23% achievement rate for the full-year delivery target"The Big Short on Wall Street": S&P 500 Index will fall to 5000 in October!潮水退去？3 万亿美元市值公司仅剩苹果一家Originator of "Sam Rule" echoes Goldman Sachs CEO: The Fed does not need to cut interest rates in advanceIf the Federal Reserve cuts interest rates urgently, it will make two "huge mistakes"!Just now, the Bank of Japan "surrendered"The dovish comments from the Bank of Japan can be described as a "tonic"! Asian stock markets collectively celebrate as the Japanese stock market goes from the ICU to the KTVSam Rule proposer: The Fed does not need to cut interest rates urgently中央广电总台联手爱奇艺及腾讯等 推出 “国漫经典共创计划”Market behavior is too abnormal! Many strategists are backing: now is the time of "greed"Liu Qiangdong wants to push low prices to the limitHong Kong Stock Concept Tracking | The gradual "public utility" transformation of the coal industry is reshaping sector valuations (with concept stocks attached)Why "halve" Apple? Buffett's rule for buying tech stocks: sell if it exceeds 30 times!苹果 AI 转型有望缓解谷歌裁决的冲击Nomura: BOJ's timing for rate hike is appropriate, arbitrage trading unwinding not yet completeGF Securities: Game version number released in August, Meta increases AI investment for 24 yearsMarket Insight | CKI Holdings rises by over 3%, Daiwa expects the remaining time of the year to highlight the hedging value of Hong Kong utility stocks, Morgan Stanley's view turns positiveMarket Insight | Tencent Music-SW surges over 6% again, Morgan Stanley expects its second-quarter performance and third-quarter guidance to slightly exceed market expectationsAfter "Black Monday" | Will the hottest sector in the Japanese stock market also rebound the strongest after a sharp decline?Where does the huge amount of money for the Japanese government's intervention in the foreign exchange market come from? The answer may be "selling US Treasury bonds"快讯：港股三大指数高开高走 科网股、光伏股、教育股集体走强Guotai Junan: Global perspective on the impact of the US economic downturn on Chinese coal industryAfter a big drop, Morgan Stanley calls for the Federal Reserve to step in!Will the "angel in white" Volkswagen's investment become the savior of "Tesla killer" Rivian?Northeast Securities: Declining trade expected to drive gold prices higher, limited decline in copper pricesHudbay Minerals, a sudden change overnightGuotai Junan Securities: The Advanced Path of Consumer Goods Investment - Viewing Consumption from a Demand PerspectiveDWS: No technical bear market in US stocks, closely monitoring market volatility risksFrom a sharp decline to a sharp rise, has the alarm been lifted?Market liquidity alarm bells ringing! The usage of the Fed's reverse repurchase tool has dropped to below $300 billion, hitting a three-year lowJapanese stocks "from ICU straight to KTV"! "Culprit" speaks for the first time: no rate hike in unstable marketMarket Insights | YOFC's fiber optic cable surged over 18% intraday, Lumen secured a $5 billion AI-related product order, and overnight US stocks rose by 90%The two main "culprits" of the market's violent fluctuations? The Federal Reserve and the Bank of Japan have been heavily criticized!Airbnb: Can't even be saved by the Olympics?After "Black Monday" | The cryptocurrency market is fierce, bullish options bottoming out Bitcoin"Black Monday" Follow-up | Senior Trader: Classic Pattern "Tense on Thursday, Hedge on Friday, Sell-off on Monday, then Rebound on Tuesday", butThe other side of "Black Monday": "Smart Money" pouring into the US stock market, interpreting what "buying on dips" meansAfter the Supermicro financial report plummeted, "AI servers" are really not profitable?