Wedbush: NVIDIA's Q2 financial report to be released next week will be the "most important" event of the yearThe signal of the Fed's rate cut hidden in US retail stock earnings reportsHong Kong Stock Market Review: Baidu falls below net asset value againHaike Aviation, another Berkshire HathawayWEIMOB INC bids farewell to "expansion in scale"Jackson Hole Annual Meeting Strikes Tonight, What Messages Will It Bring to the Market?Hong Kong Stock Market Closing (08.23) | Hang Seng Index fell by 0.16%, insurance stocks rose against the market, and Era Angel's performance surged by 17% after the bellTonight, the global market holds its breath, waiting for Powell!On August 23, Tencent Holdings spent approximately HKD 1.002 billion to repurchase 2.66 million sharesKey Moment! Federal Reserve "Megaphone": Powell may set the tone for the Fed's future actions tonight!Rate cut expectations are too aggressive! Allianz's El-Erian: A 75 basis point rate cut before the end of the year is more realisticMarket interest rate pricing issue? Investors should be "independent of" the Federal Reserve!Powell listens to advice: the more you say, the more mistakes you make!Will Powell's speech focus shift? That's the key!Gold and the US Dollar: From Rare Positive Correlation to Negative Correlation ReversionThe U.S. economy may be on the brink of a recession? Powell needs to be careful tonight!Market Insight | Gold stocks generally weaken, current rate cut expectations are already sufficient, international gold prices face the risk of a temporary pullbackHSBC reviews NetEase's financial report: Live streaming profits drag down with limited impact, the market may be overly pessimisticBuckle up! NVIDIA faces a "big test" next week after the August shock! Wall Street is unanimously optimisticGuolian Securities: Supply and demand orderly repair, leading US education stocks steadily enter a new cycleIssue resolved? Musk's Neuralink No. 2 patient's abilities soar! Smoothly breaks records in CS 2, can still use CADUBS Group AG: The market is gradually adapting to the $2500 gold price, with room for further allocation increases aheadiQIYI has been overshadowed by Tencent too muchSK Hynix, TSMC, and NVIDIA will collaborate to develop the next generation of HBMBullish signals flashing! Research firm: US stocks may see double-digit gains next yearObservations from the World Robot Conference: Dextrous hands, simulated skin, robots are becoming more and more human-likeTonight's Powell speech, is the Euro in danger?NetEase Cloud Music's profitability significantly improved in the first half of the year, with a net profit year-on-year increase of 165.4% | Financial Report WatchCan a monthly salary of 20,000 RMB afford PAGODA GP?"The Wall Street Oracle": Powell's over-reliance on data may delay decision-makingForcing profits, is DiDi also facing a decline?"AI World Android" Llama, no longer popular?Zhihu's Q2 net loss decreased significantly by 71.1% year-on-year, AI search product "Zhihu Direct Answers" received positive reviewsSignificant reduction in losses! Youdao, a subsidiary of NetEase, achieved a net operating cash flow of 250 million yuan in Q2 2024, an 88.2% year-on-year increase | Financial Report InsightsMoney market funds attracted $106 billion in August, with assets under management continuing to risePowell will send a strong signal! But the market may not be satisfiedBank of Japan Governor Haruhiko Kuroda suddenly "hawks" and the Japanese Yen surged in responseSaxo Bank: Yen still has upside potential but the pace is slowThe competition of being the worst is underway1. Deribit analyst: Bitcoin may soon break through the $61,800 supply zone after multiple tests.
2. Foreign media: Zhao ChangpengMicrosoft "adjusts its financial statements" just to make AI growth "look better"On the eve of the Jackson Hole meeting, Federal Reserve officials are singing dovish tunes! They are all advocating for an early rate cutUS stocks, US bonds, and gold all fell together, what happened?Alibaba-SW: Voluntarily converted to dual primary listing on the Hong Kong Stock ExchangeBreakfast | US stocks fell before Powell's speech, Jensen Huang's record reduction in holdings raised concernsPowell's Jackson Hole speech may not surprise the market, market is confident that the Fed will cut interest rates in SeptemberJackson Hole Conference Pre-Blow: Federal Reserve Officials Support Starting Rate Cuts Soon, Advocating for Gradual Rate CutsThis summer, an average of $14 million worth of NVIDIA shares were sold every day! Jensen Huang's record reduction in holdings raises concerns about corporate governanceReminder: Please pay special attention today (all times are in Beijing time)Wall Street Bulls: The Federal Reserve is behind the curve, more aggressive rate cuts are justified