Breakfast | NIO soared 14% after earnings! Buffett sells Bank of America again, Wall Street bullish on Tencent, NVIDIAThe Hong Kong Observatory expects the strong wind signal No. 8 to remain in force until at least 12 o'clock. Hong Kong Exchanges and Clearing Limited: If it is still in effect at 9 o'clock, trading will be suspended in the morningHong Kong Stock Concept Tracking | Will Tesla FSD enter China in the first quarter of next year? Or will it trigger a domestic smart driving "catfish effect" (with concept stocks attached)Jensen Huang sells NVIDIA stocks again, cashing out $633 million in the past three monthsPotential Treasury Secretary Paulson: Trump expects the Fed to cut interest rates to 2.5% by the end of 2025"Mini non-farm" suppresses US stocks and the US dollar, Nasdaq rises by over 1% before sharply narrowing, NIO surges by over 14%, RMB hits a 16-month high欧盟何以重手治理 “苹果税”Reminder: Please pay special attention today (all times are in Beijing time)Is Japan's monetary policy more important than the Federal Reserve's? "Wall Street's oldest trade" still poses significant risks to the global marketYellen: US labor market remains robust, still creating job opportunitiesOvernight US Stocks | "Mini Non-Farm Payrolls" Intensify Concerns about Labor Market Slowdown, S&P 500 Index Declines for the Third Consecutive Trading DayThe probability of the Federal Reserve cutting interest rates by 25 basis points in September is 59%Broadcom's Q3AI product revenue fell short of expectations, with Q4 revenue guidance disappointing, causing a drop of over 7% in after-hours trading | Financial Report NewsThe US dollar fell by 0.3% on the "eve of non-farm payrolls", with market fluctuations driven by "small non-farm payrolls" and US ISM non-manufacturing dataThe US telecommunications industry's $20 billion mega-merger! Verizon seeks to cash acquire FrontierMusk's big move is coming, Tesla announces FSD roadmap to China and Europe next year, surges over 7% intradayThe 30-year US Treasury bond yield fell by 3.7 basis points on the "mini non-farm payroll" release day, with the 2/10-year yield curve inverting three times in the past monthThe Federal Reserve seeks public comments to reform the discount window operationsNIO conference call: Long-term goal is to sell 40,000 vehicles per month, with a gross profit margin of 25%, and the third factory will start production in September next year | Financial Report InsightsEuropean sovereign bond yields generally fell by about 2 basis pointsGoldman Sachs is bullish on Tencent: one of the most promising Chinese internet giants with strong confidence in its management teamTrump campaign office bugged? US police speak outGeely's Lynk & Co is going head-to-head with XiaomiThe birth of a giant, Guotai Junan acquires Haitong Securities late at night, ending the era of the "Three Central and One Hua" in the securities industryLi Bin strives to charge towards the new worldThe U.S. ISM non-manufacturing sector has seen mild expansion for two consecutive months, while the Markit services sector has reached its highest level in nearly two and a half yearsUS Stock Market News | Chewy drops more than 5% as RBC analyst suggests the stock may be overvaluedU.S. Stock Market Movement | Cruise and airline stocks rise, with United Airlines up more than 4.2%U.S. Stock Market Update | New Energy Vehicle Stocks Rise, Tesla Up Nearly 7%On the eve of the non-farm payroll showdown, Citigroup and Morgan Stanley continue to bet that the Federal Reserve will cut rates by 50 basis points in September!The lowest level since early July! The number of initial jobless claims in the United States last week was 227,000 peopleHoward Marks: The Fed will cut rates soon, but rates will not fall below 3%A 50 basis point rate cut = signaling panic? A significant rate cut by the Federal Reserve this month could be "very dangerous"?US Stock Market Morning Session: Mixed performance of the three major indices, NIO surges over 4% after earnings reportThe number of initial jobless claims in the United States dropped last week, easing concerns about the deterioration of the job marketUS August ADP new job additions unexpectedly dropped to 99,000, hitting the lowest level in a yearEconomists warn: Violent rate cuts by the Federal Reserve will scare the market外盘头条：特朗普聘请马斯克审查联邦支出 ChatGPT 企业版付费用户破 100 万 美银料新品发布会将推升苹果股价"Starlink" faces fierce competition! The UK considers approving Amazon to provide satellite broadband servicesNio: Rarely not collapsed, happy to support the future?Lower-tier cities become the new battleground for the catering sectorHong Kong Association of Banks Acting: The downward trend of Hong Kong Interbank Offered Rate (HIBOR) is obvious. Whether to adjust the interest rate is determined by the banks themselvesAfter the release of ADP data in the United States, short-term U.S. bond yields fell