Why did Buffett significantly reduce his holdings in Apple and Bank of America?Exposed, Powell may now be just a "dove"!The full text is here! NVIDIA conference call: Hopper shipments will increase in the second half of the year, and Blackwell will be "in short supply" until next yearYUEXIU PROPERTY goes all out to strive for 147 billionNvidia: Blackwell shipments to start in the fourth quarter (FY25Q2 conference call)NVIDIA pours cold water on the AI boom, Asian chip stocks fall in unisonGoldman Sachs issues a warning: Market recovery from a sharp decline is happening too quickly, which is not a good thing!Regarding the rapid rebound of the US stock market, Goldman Sachs warns: Market confidence has recovered too quicklyRate cuts will only increase, not decrease? The Fed's focus shifts significantly!1. Donald Trump's son Eric Trump announced the official launch of the cryptocurrency project WLFI.
2. The fourth batch of NFT trading card series by Donald TrumpExpected third-quarter automotive gross margin to rise to over 19% (Li Auto 2Q24 conference call minutes)Daily Hong Kong Stock Market News Express (Thursday, August 29)Betting on Ai, Apple's iPhone orders are 10% higher than last yearJensen Huang: Mass production of Blackwell has already begun, with deliveries scheduled for the fourth quarterNVIDIA's industrial chain concept stocks pull back, with multiple stocks falling by more than 5%Charles Schwab Survey: Traders' bullish sentiment reaches the most optimistic level in two yearsNVIDIA: Is the AI faith collapsing, turning honey into poison?Market Insight | LI AUTO-W opens nearly 12% lower after earnings, second-quarter net profit halved, automotive gross margin down 2.3 percentage pointsYesterday, a total of 47 Hong Kong stocks were repurchased by companies, with Tencent Holdings Limited repurchasing the largest amountFederal Reserve Boston: Considering rate cuts, but seeking more dataCITIC Securities: US bond yields have entered a downward cycle. There is still room for US bond yields to decline after the first rate cutMeituan's net profit in the second quarter increased by 77% to USD 150 million per day, with an expected peak of over 100 million orders for food delivery next yearMeituan Q2 Financial Report Review: Unbeatable ResilienceMeta is considering launching mixed reality glasses with the internal codename "Seagull"CITIC Securities: How will the Fed's interest rate cut cycle affect the direction of Chinese assets?NVIDIA experienced a huge shake-up after hours, with Q3 revenue guidance falling short of the highest expectations, expecting Blackwell chip to bring in billions in Q4 | Financial Report InsightsSummary of NVIDIA's Q2 report and conference call: Supply will be better next yearNomura Securities: NVIDIA's stock price post-market decline is within the range of profit forecastsBreakfast | NVIDIA plunged 8% after financial report, revenue outlook falls short of analysts' upper limit forecastThe heavyweight financial report is coming, NVIDIA's pre-market stock price slightly rises, European stocks open generally higherUS stocks quickly recover from August volatility, economists warn: Investors may not be so lucky next timeReminder: Please pay special attention today (all in Beijing time)Apple to cut 100 jobs on a small scale, mainly focusing on the Apple Books teamElectric vehicle growth faces increasing challenges, Tesla's stock price continues to declineOvernight US Stocks | Three major indices fell, NVIDIA plunged 8% after hoursGoldman Sachs Asset Allocation Research Director warns: Market confidence is recovering too quickly!NVIDIA's revenue outlook falls short of the most optimistic expectations, facing obstacles in the production of the new Blackwell chipAI hardware stocks fell after NVIDIA, as NVIDIA's outlook did not meet the market's high expectationsBerkshire Hathaway's market value exceeds $1 trillion for the first time, becoming the first non-tech American company to do so! Buffett is still selling Bank of America to stockpile bulletsThe US Department of Labor acknowledges errors in the release of non-farm payroll revision data and will announce improvement measures in the coming daysBOSS Zhipin: No price war, focus resources on advantageous areasConsumer demand falls short of expectations, Mengniu Dairy's revenue and net profit both decline by double digits year-on-year | Financial ReportAI "Big Monster Stock" Super Micro Computer plummeted by 26% after Muddy Waters released a short report, causing the company to delay the release of its financial reportCNOOC achieves historically best performance in the same period, with a 25% year-on-year increase in net profit in the first half of the year | Financial Report InsightsHow did Meituan achieve growth against the wind?BYD: Struggling with high-end transformation, from king to mediocrity?U.S. Stock Market News | New Energy Vehicle Stocks Decline, Li Auto Drops Over 14%Kanzhun: Finally, "small and beautiful" can't withstand the "big hammer" of Beta anymoreA must-read: "The Leader of the Securities Industry" CITIC Securities releases its semi-annual reportDialogue with Deng Bin, Chief Investment Officer of Ping An: How over 5 trillion insurance funds are managed