Intel 代工损失一大客户！软银 AI 芯片转投台积电Market Insight | LI AUTO-W Surges Over 5%, Leading the Auto Stocks with the Expansion of Subsidies for Trade-Ins, Expected to Boost Auto Sales in the Second Half of the YearIntelligent Decision Reference | Overall Market Sentiment Tends to be OptimisticGoldman Sachs lowers its forecast for US economic recession to 20% based on strong retail and employment data快讯：港股恒指涨 0.8% 科指涨 1.66% 京东集团涨超 5%Before the central bank annual meeting, the Fed's voting committee hinted: Inflation is under control, supporting gradual interest rate cutsOn August 16th, 16 Hong Kong stocks were repurchased by companies, with Tencent Holdings, AIA, and Kuaishou having the largest repurchase amountsThis week, global markets are holding their breath waiting for PowellInterest rate futures > Gold > Copper > US Treasury Bonds > US StocksOn November 29th, Amazon spent USD 80 million to acquire Xperi's subsidiary Perceive, deepening its strategic layout in edge AI technologyAfter a major rebound, global stock markets are facing the "Jackson Hole Moment"! The market is holding its breath for the final preview of the Fed's interest rate cutUS stocks see best week of 2024, global attention focused on Jackson Hole ConferenceEvercore ISI: These banking stocks may outperform when the Federal Reserve enters an easing cycleBreakfast | Powell to speak at the world's most critical meeting, Chinese concept giants such as Baidu, NetEase, Xiaomi to release financial reportsHong Kong Stock Concept Tracking | Spot Gold Breaks Through the Historical Barrier of $2500! Still has significant upside potential, Gold stocks may usher in a "double-click by Davis" (with concept stocks)What will Jerome Powell say at the Jackson Hole Symposium? Don't expect too muchBitcoin fell below $59,000 per coin, down 0.91% intradayThe top three leading private equity firms disclose their holdings in US stocks, "teaming up" to increase their positions in technology and Chinese internet companiesReminder: Please pay special attention today (all times are in Beijing time)Fed's Powell: Supporting gradual rate cuts as confidence in inflation strengthensThere is a 72.5% probability of the Federal Reserve cutting interest rates by 25 basis points in SeptemberFederal Reserve's Goolsbee: Maintaining high interest rates while inflation is falling is equivalent to tightening policyFed's Daly: Monetary Policy and Economic Mismatch Will Lead to Unexpected ConsequencesFed Voting Members: It's time to consider a rate cut谷歌垄断的缘由与反垄断的困境CICC Strategy: A-shares are bottoming out, focus on policy responsesIs "ground volume" followed by "land price"?Confidence in Soft Landing Returns, Will US Stocks Return to an Uptrend? | Overseas Major Asset Weekly ReportIs the core driving force behind the rebound in US stocks real? Stay tuned for next week's outcomeJackson Hole Roadmap: Understanding "The Most Critical Meeting Next Week" in One ArticleThe impact of successive Fed rate cuts on asset pricesHAOHAI BIOTEC's high-end hyaluronic acid faces a slowdown, can the new product turn the tide?Goldman Sachs lowers its US recession expectations: "If the non-farm payroll data in early September is also strong, it will further lower the expectations."Xiaomi executives apologize for the live broadcast explosionGoogle requires bloggers to "give positive reviews"? Company response: It is an independent project, the wording of the agreement has defectsLei Jun said Xiaomi plans to make high-quality raincoatsBehind the "sharp drop and sharp rise" of the US stock market: Greed temporarily defeats fear, and the market is becoming increasingly fragileReview of the premium war in the first 7 months: Ping An, China Life surpass 500 billion yuan again, Sunshine's growth rate approaches 13%报告病例数超 1.56 万例 美股猴痘概念大幅冲高！这三类相关企业值得关注Gold hits a historical high for the 28th time this year! The central bank remains the main buyer of goldDuring the August stock market crash, hedge funds and retail investors aggressively "buy the dip" on tech giantsCITIC Securities: Trends in smart glasses development from Ray-Ban MetaThe concerns about recession have dissipated, and global stock markets have achieved the strongest weekly gain in 9 months!极氪换代风波：周期不断压缩，资源日渐紧张Gold breaks through the $2500 mark for the first time! After hitting a new high, will the next target be $2700?The influencer who became the third largest shareholder of Jetblue Airways self-exposes the secret to making money: trading stocks with aggressive investors!With revenue growth slowing to single digits, JD HEALTH aims to strengthen its omni-channel presenceFulfilling dual mandates, the Federal Reserve faces a dilemma: which is a greater risk, weak employment or terrifying inflation?Goldman Sachs top trader: Hold steady your investment portfolio, August liquidity is tight, we are entering a "busy autumn"