Is the rotation of the US financial sector coming? Jefferies: Rate cuts have a greater impact on large banks, regional banks are "more attractive"曝印度制造 iPhone 零件仅一半合格！迫使苹果降价促销Viewing the current state of Chinese consumption from global consumer brandsWelcome to Super Data WeekExciting night! Wall Street bets on CPI, the market will shake greatly that nightAMD 部分处理器存 “Sinkclose” 高危漏洞，锐龙 3000 等老款芯片无缘补丁Shivering! The US CPI is coming on Wednesday, and the US stock market may face a new stormU.S. stocks and bonds return to negative correlation! Safe-haven assets are in demand, with U.S. bonds returning to a "defensive position."Will there be a second round of adjustments for US and Japanese stocks?Fed "Hawk King" warns of rising inflation risks, implying a cautious stance on rate cutsBreakfast | Alibaba, Tencent, JD.com lead the Chinese concept stock financial reports this week! Major macroeconomic data from China and the US is on the wayFormer Bank of Japan officials rule out the possibility of another rate hike this year, uncertainty remains until March next yearSurvey: The Federal Reserve will only cut interest rates by 25 basis points in SeptemberThe probability of the Federal Reserve cutting interest rates by 50 basis points in September is 48.5%Bitcoin fell below $59,000 per coin, down 3.20% intradayEthereum fell below $2600 per coin, down 0.42% intraday. Bitcoin fell below $60,000 per coin, down 1.53% intradayNext week's heavy schedule: China's July economic and financial data, will MLF cut interest rates? US CPI, Alibaba Tencent JD financial reportsThe four scenarios of "Yen Carry Trade" reversal, the worst one is: US stocks fall by 20%, and the Fed cuts interest rates by 75 basis points in September!US stocks staged a "roller coaster" ride, easing recession fears and soothing the impact of "Black Monday" | Overseas Major Asset Weekly ReportConsumer Insights | Starbucks "Anti-Internal Competition": How the coffee industry is navigating through the long winterFinally, there has been a change in the profit situation of the US stock market!When Trump says "I am stronger than Powell," Harris vows: will never interfere with the Fed持仓大调整！千亿私募景林美股最新操作曝光"Becoming the richest man made me lose my freedom"! Zhong Shanshan responds to everything!Federal Reserve Governor Bowman: Cooling labor market exaggerated, remains cautious on rate cutsUnity: Too early to talk about goals, execution is the top priority now (2Q24 conference call minutes)McDonald's launches a 9.9 yuan "Hamburger Revolution"Wall Street hotly debates: "Overvalued" VIX, a mistaken "buy signal"?Rapid and irrational surge, but the future of "new" Unity is promisingTF SECURITIES' Song Xuetao: AI remains the biggest macro narrativeSustainable Column | Is Microsoft greenwashing?Jiang Jinzhi "takes over" Buffett, "regrets" PDDMany new proposals - 6 key signals from the People's Bank of China's second quarter monetary policy reportJPMorgan Chase embraces AI first step: providing AI assistants for employeesTesla stops accepting orders for the cheapest version of CybertruckTCL's "Midfield Battle" in CentralHas the US stock market "finished adjusting"? Goldman Sachs, JPMorgan Chase are both very cautiousOverseas shocks may trigger a style change in A-sharesUS Stock IPO Preview | Yusheng Electronics' Liquidity Crisis: Sharp Decline in Net Profit, High Debt-to-Asset RatioAs the Fed cuts interest rates, Bank of America customers remain steadfast in shorting the US dollarTesla's low-cost version of the pickup truck has stopped taking orders, with a starting price increased to $100,000The "Black Monday" plunge, the US stock market "recovered" for the week, is the roller coaster ride ahead the new norm?Former US Treasury Secretary Summers: Fed policy should not be subject to political interference, emergency rate cuts make no senseBillion-dollar private equity firm Jinglin's Q2 major portfolio adjustment: significantly increasing holdings in TSMC and Pinduoduo, reducing holdings in Nvidia, and newly entering AppleAsian stock markets rose across the board, with the Nikkei Index closing up 0.6%, and Taiwan Semiconductor's stock on the Taiwan Stock Exchange rising by 6.13%This week, the U.S. bond market experienced intense volatility. What will be the next development?Fed rate cut is definitely good for the stock market? Analyst: Not necessarily! It depends on this factorOvernight US Stocks | Three major indexes closed slightly higher on Friday, with the S&P 500 and Nasdaq recording their fourth consecutive week of declinesThe fastest shorting in five years! Japanese stocks plummet as hedge funds accelerate betting on the downside