Risk balance changes! The Fed must address this issue this weekXPeng: Facing challenges in sales volume, finally getting some hope?Statistician Xu Xianchun: Xiaomi can quickly transition from making phones to making cars, which is admirableXiaomi Group's Transformation: As long as Xiaomi's car sets off, it is on the road to victoryMarket sentiment index (MMI) fell slightly to 4.16% in June, with expectations of continuing to trade at high levels in the third quarterHong Kong Stock Market Review: China Resources Beer hitting a new lowInternet stocks actively rewarding shareholdersOn the eve of the separation of the two brands, XTEP INT'L seeks growth through "efficiency improvement" in the first half of the yearAnother move to reduce costs sustainably? HSBC HOLDINGS will seek to sell its South Africa business to focus on AsiaMorgan Asset Management: A-share valuation remains attractive, with the full-year earnings growth of A-shares expected to remain positiveTmall Beauty "Sharpening the Knife"Taiwan Semiconductor breaks ground on its first European wafer fab, receiving 5 billion euros in subsidies from the German governmentIn the 33rd week, Li Auto's weekly sales volume reached 10,700 vehiclesBeishui Movement | Beishui's net buying volume is 1.794 billion, Beishui funds are bottom fishing for coal stocks, CNOOC is being sold offOn August 20th, Tencent Holdings Limited spent HKD 1.001 billion to repurchase 2.7 million sharesXPENG-W releases second-quarter financial results, achieving total revenue of RMB 8.111 billion, a year-on-year increase of 60.22%, with gross profit margin further improving to 14.0%Liu Yuanhai: Electronic semiconductors may usher in a big market rally, lasting until 2025Employment data may be revised down by over one million! Is the "nightmare" of the Federal Reserve coming?Powell's speech is unpredictable, this data will bring dovish risks!Apple's conference will open next month, with several new products expected to be released. The new series may kick off a new wave of upgradesThe weakening of the US dollar has driven up major Asian currencies. These key levels are worth paying attention toKUAISHOU-W's revenue and profit continued to grow in the second quarter, with adjusted net profit reaching RMB 4.679 billion, a year-on-year increase of 73.7%The common point between "Harris Economics" and "Trump Economics": deficits, deficits, and deficits!Today's Important News Review | Dolphin Investment ResearchAR glasses continue to innovate, with two major blockbuster products expected to be launched in the second half of the yearThe turmoil in the US stock market subsides, but analysts warn: beware of aftershocks!What will Powell say at Jackson Hole, and how will the market react?Alibaba's Taobao Special Edition App integrates WeChat PayThe U.S. SEC approves the first leveraged long MicroStrategy ETFIs the "bullish" gold market continuing? Wall Street is bullish again, targeting $3000The Fed is poised to cut interest rates, US stock REITs embrace a good opportunity! Wedbush focuses on these targetsShifting from shareholder returns to expansion! US oil and gas M&A activities increased by 57% year-on-year last yearWedbush and Goldman Sachs both bullish on NVIDIA: AI spending wave still in early stages, Q2 performance expected to be outstandingCICC Securities: From Left Trading to Right Trading Focus on Seizing the Opportunity of Gold Price Increase Before and After the First Rate CutLi Ning stabilized in the sports big yearTechInsights: Since Q4 2020, Samsung's 5G smartphones have surpassed Apple's global market share for the first timePulasi: Maintains a high allocation to stocks, value stocks expected to benefit from loose monetary policyMost economists expect the Federal Reserve to cut interest rates three times this year!First Pacific Davis: Predicts that prices of Grade A office buildings and core street shops in Hong Kong will fall by 5-10% this yearUnprecedented differences, inevitable turbulence! This central bank annual meeting may only reach one consensusLabor market data overhaul imminent as Powell's speech may change due to "new numbers"AMD acquires NVIDIA's "core supplier", will the AI server landscape change drastically?亚马逊多仓库转内部仓，不再收货？Trump softens his stance: The Fed doesn't necessarily have to listen to meIs the Asian interest rate cut wave coming? Market closely watching South Korea, Indonesia, ThailandLearning from history, the Jackson Hole Symposium is more likely to help boost the stock market快讯：港股三大指数高开低走 煤炭股、啤酒股、石油股齐挫"Chinese Buffett" earns another 15 billion in six months!