Beishui Movement | Beishui's net purchase volume reached 9.289 billion, Alibaba-W officially entered the Hong Kong Stock Connect, Beishui rushed to raise nearly 8.5 billion Hong Kong dollars throughout the daySouthbound funds net bought nearly HKD 9.3 billion today, with Alibaba leading in net purchasesEuropean stock market opens flat, market awaits the outcome of the "triple major test"The Ministry of Commerce: The case of electric car anti-subsidy is complex, and China is committed to properly resolving it through dialogue and negotiation with the European side"The Wall Street Whiz": U.S. stocks are expected to rebound by the end of the yearHuazhong In-V's stock price fell by more than 77%, official response: No significant adverse changesOn September 10th, TENCENT spent HKD 1.003 billion to repurchase 2.72 million sharesCICC: Apple releases new mobile phones and wearables, doubling down on AI terminalsRichard Yu wants to overturn TeslaEuropean interest rate cut, Euro expected to fall by 7%, not far from parity with the US dollar?Hong Kong Stock Market Closing (09.10) | Hang Seng Index rose by 0.22%, Stock Connect "new stars" performed well, while WuXi AppTec plummeted by 10%JD.com rose more than 1% in pre-market trading, Moody's upgraded its credit rating to "A3"Thirty Years of Japanese Monetary Policy: From Interest Rate Cuts to Zero Interest Rates-QE-Negative Interest Rates, Transition from Quantity Control to Price ControlToday's Important News Review | Dolphin Investment ResearchThe Federal Reserve is more than a beat behind on rate cuts? The bond market is sounding the alarm!Smartphone market recovery, AI chip demand surges, Taiwan Semiconductor's August revenue surges 33%Turning point or approaching! Will the interest rate cut bet soar soon?How will US large-cap tech stocks rebound? Goldman Sachs points the way: "Need a 'magical' moment to help"Goldman Sachs: Innovation + Low Interest Rates = "Miracle Moment" for Tech StocksCiti: "Biosecurity Law" Uncertainty Affects Investor Confidence in the CXO SectorZhou Hongyi: Only Apple truly has the potential to promote large-scale models to billions of usersJust now, Zhu Jian, the chairman of Guojun, publicly "spoke out"A 400 billion US dollar market value evaporated in a week, Goldman Sachs still "stands" by NVIDIA: it's an over-selling situationTaiwan Semiconductor's August sales surged 33% year-on-year, with iPhone 16 orders expected to further boost performanceEvercore ISI: Apple will usher in a strong upgrade cycle for the next two yearsLi Auto: Weekly sales reached 10,700 vehicles in the 36th week of 2024Experts discuss Apple's incremental upgrades: Apple's focus is not on innovation but stabilityIt's too early for a significant rate cut? Deutsche Bank does not see "widespread panic"!Short seller Wilson: If the Federal Reserve aggressively cuts interest rates, yen arbitrage unwinding may come back with a vengeanceCICC: Trade Recession or Trade Rate Cut?Tencent Games: During the period from September 10th to October 17th, the total gaming time for minors cannot exceed 18 hoursThe era of "Great Wait" economy has arrived, and the volatility in the coming months may be even more severe!Market Insight | LI AUTO-W Soars Nearly 7% in Afternoon Trading, August Delivery Volume Up by 37.8%, LI L6 Continues Strong PerformanceIf Trump returns to the White House, is it possible for Bitcoin to hit a new high?RDNA、CDNA 合二为一，AMD 将推出 UDNA 统一 GPU 架构ECB Meeting, a turning point for the Euro?Reminder: Please pay special attention today (all times are in Beijing time)Taobao Vision Pro version officially launches Xiaomi SU7, the world's first virtual test drive product for consumersAlibaba-W surges nearly 5% on high volume, with trading volume exceeding HKD 10 billionTencent releases Mid-Autumn Festival and National Day game limited play calendarGoldman Sachs: Nvidia's sell-off "overdone" in major technology transition period "calculating short-term cost returns is futile"Apollo's Chief Economist: The US economy is experiencing a "soft landing" with no signs of a recession快讯：港股三大指数探底回升 汽车股活跃 CXO 概念、内房股齐挫Societe Generale: US non-farm payrolls lower than expected, but the market has reason to reduce bets on a 50 basis point rate cutBeware! The previous "trigger for the crash" may strike back again!Market Insight | XPENG-W Surges Over 4% Intraday as MONA M03 Orders Soar, JP Morgan Bullish on Sales Growth1. Federal Reserve Survey: Cryptocurrency ownership rates have not increased with market recovery, but purchasing intentions are rising.
2. Bernstein: If Trump is re-electedMarket share rapidly increased to 30%! AMD will continue to focus on data center infrastructure药明系个股集体下挫，港股药明康德跌超 9%，药明生物跌超 7%News: NVIDIA's GB200 is expected to start mass production in December and deliver in large quantities to ODM in the first quarter of next year