各手机厂商毛利齐降！消息称华为手机回归让苹果中国份额一直降绿金周报 0826｜7 月中国光伏新增装机 21.05GW 特斯拉上海储能超级工厂建设进度已达 45% 左右Jackson Hole Conference Economists: No need to worry too much about the US economy!Huaxi Research: Federal Reserve Chairman's speech strengthens market expectations for a shift in monetary policyUnderstanding the Market | Concept stocks related to CRO rise in early trading, the Fed may start cutting interest rates in September, overseas innovative drug investments are gradually picking up快讯：港股三大指数涨幅收窄 科网股、铜业股、CXO 概念股活跃1. The Trump family's new cryptocurrency project's official Telegram channel has been renamed "World Liberty Financial". 2后置三摄升级 苹果 iPhone 16 Pro 影像规格遭曝苹果允许用户删除系统预装 App：仅欧盟地区可享苹果折叠屏设备又跳票 技术挑战太大 4 年之后见中芯国际代工站稳了 台积电依旧无敌苹果 M4 电脑将配备 16GB 内存！打破近 8 年传统Telegram founder France arrested, Musk reacts strongly, Sun Yuchen continues to "ride the wave"The market is digesting Powell's speech! The US dollar may become the preferred currency for carry tradesTaiwan's weighted stock index rose by 1.1%, led by Taiwan Semiconductor“不降息”！中国央行进行 3000 亿元 1 年期 MLF 操作，利率持稳Intelligent Decision Reference | Hong Kong stocks continue to be relatively strong, waiting to see if trading volume can keep up快讯：港股恒指涨 0.55% 科指涨 0.62% 科网股集体高开On August 23, a total of 20 Hong Kong stocks were repurchased by companies, with Tencent Holdings repurchasing the largest amountEarnings Preview | NVIDIA Q2 earnings report to be released soon, revenue and profit expected to double year-on-yearThe Jackson Hole conference concluded, with central banks in Europe and the United States beginning to feel optimistic, lowering interest rates to ensure a "soft landing."The United States enters an interest rate cut cycle, will China follow suit immediately?Next week's heavy schedule: NVIDIA welcomes the "big test" of financial report! China's August PMI, PBOC continues MLF, Fed's favorite inflation indicatorPowell "hints" at rate cut, will the market shift to "USD carry trades"?With a threshold of 500,000, retail investors can now join the high-frequency quantitative "battle group."XPENG-W Chairman and controlling shareholder He Xiaopeng increases his stake in the companyBreakfast | NVIDIA is about to release its earnings, institutions: stock price will fluctuate by about 10%The Federal Reserve sends a clear signal of interest rate cuts, with economic data this week expected to support policy adjustmentsReminder: Please pay special attention today (all in Beijing time)The probability of the Federal Reserve cutting interest rates by 25 basis points in September is 63.5%微软、英伟达纷纷押注小模型，大模型不香了？As the Federal Reserve prepares to ease monetary policy, Powell says a strategic review will be conductedJust tomorrow! NVIDIA will unveil the details of the Blackwell architecturePowell leads the market, will the US stock market return to an upward trend? | Overseas Major Asset Weekly ReportBank of America's Hartnett: Rate cuts are unlikely to shift funds to US stocks, whether a "soft landing" can determine whether the market avoids a crashCICC: Powell Sends Clear Signal, Fed Rate Cut in September a Done DealThe dynamics of American consumption from macro and micro perspectivesStrong mid-year performance proves high growth potential, does ZHAOJIN MINING embrace opportunities with certainty?The implications of the Fed rate cut on A-shares and a discussion on cross-border capital flowsEddie Brown from Paramount Global is reportedly planning to collaborate with Amazon or AppleNext week, NVIDIA will release "the most important technology financial report in recent years", can it debunk the "AI bubble theory"?Powell's Dovish TurnNetEase: How is the adjustment of old games going, and what new game reserves are there in the future? (2Q24 conference call minutes)After Powell's "bombshell", the market enters "NVIDIA time"Weekly Outlook: The Fed's favorite inflation gauge is coming, can gold fly higher?Baidu: How to unlock greater value in AI search? (2Q24 summary)Ethereum spot ETF has been listed for a month, with a mediocre response from investorsIn the era of foldable smartphones, can Samsung "sell" to the end with AI life?"In anticipation" of the Fed's rate cut in September, investors flock to money market funds