Bullish on future transformation! Apollo Global plans to invest billions of dollars in Intel60 Hong Kong stocks repurchased by companies on September 20th, with Tencent Holdings, Sinopec Corp., and AIA Group Limited repurchasing the largest amountsHeavyweight week is coming! US PCE data with speeches from Federal Reserve officials taking turns, multiple central banks may join the rate cut waveNext week's heavy schedule: Will the MLF in September "cut interest rates"? Major US inflation indicators, Powell and other senior officials from the Federal Reserve will speak intensivelyTaiwan Semiconductor and Samsung Electronics are considering building a chip factory in the United Arab EmiratesBreakfast | The Fifth Meeting of the China-US Economic Working Group, HKEX's Bad Weather Trading to Take Effect SoonEconomic growth and rate cuts go hand in hand, posing investment strategy challenges for US stock tradersBitcoin touched $64,000 per coin upwards, rising 1.03% intraday前苹果首席设计师艾夫证实与奥特曼在 AI 硬件项目上合作Barclays: Don't go against the Federal Reserve, the opportunity for cyclical stocks has arrived!Qualcomm acquires Intel? Guo Mingchi said Qualcomm should not have a strong motivation to carry out mergers and acquisitionsTrack Hyper | What's the picture of Qualcomm's acquisition of Intel?iPhone 16 global sales: No super cycle, but don't overreact either?Can rate cuts solve the "overvaluation risk" of US stocks and bonds?The Future of AI Infrastructure: Competition between Google and Microsoft in Multi-Data Center TrainingBank of America's Hartnett: How to determine if a significant rate cut by the Federal Reserve is counterproductive?Analogy to the 2020-21 Chinese Internet, HSBC says: Another new trend emerges, Asian AI stocks peakTF SECURITIES: Fed cuts rates by 50bp, how to view the domestic bond market?After the resolution, the two heavyweight voters spoke out, Goldman Sachs: implying that the Fed may slow down the pace of rate cuts, hard to say in NovemberForty years of Federal Reserve monetary policy: "Volcker's inflation control" - "Greenspan's miracle" - "Bernanke's QE", what will Powell leave behind?这个节点，中美经济工作组会谈了一次Is KE really going to become a property developer?Chip industry revolution: Qualcomm wants to acquire Intel, "Arm vs X86" ushering in the final showdown?After the Federal Reserve significantly cut interest rates, Morgan Stanley CEO poured cold water: skeptical about the prospects of a "soft landing"NVIDIA CFO sells nearly $16 million worth of stockRate cut not here yet, will it still come?Exploring Huaqiangbei under the confrontation between Apple and Huawei: Some iPhone models are breaking prices, while Huawei's three foldable models are marked up by up to 26,000 yuanAs the US stock market hits a historic high, the President of the European Central Bank warns: the world economy is facing pressures similar to those of the Great Depression of the last centuryUp 27% year-to-date! Gold breaks through $2600 to hit a new high, analysts warn: a pullback is imminentApple releases iPhone 16 repair manualJPMorgan Chase CEO Jamie Dimon: The likelihood of a soft landing for the U.S. economy is lowNext-generation weight loss drug Monlunabant from Novo Nordisk shows poor weight loss effects, causing a 5% drop in stock priceStifel Chief Stock Strategist: Investor Overly Optimistic Sentiment May Have Negative ImpactOvernight US Stocks | Three major indices show mixed movements, with the Dow hitting another all-time highThe European and American stock markets paused their rise, with FedEx falling more than 12% and Mercedes-Benz European stocks dropping more than 7%. The Japanese yen reversed its decline, while gold hit a new highBitcoin options listing clears the most important obstacle! US SEC approves IBIT options listingA record-breaking fine of 2.4 billion euros is still not enough! The EU may sue Google again for search engine monopolyGoldman Sachs capital flow experts predict the trend for the remaining three months of this year: bearish at the end of the quarter, falling before the election, and rising before the end of the yearThe 10-year US Treasury yield rose by 9 basis points this week as the Federal Reserve cut interest rates, while the 3-month/10-year Treasury yield spread widened by over 31 basis pointsHighly possible that Qualcomm considers acquisition within two weeks! Intel's stock price surged more than 10% intradayS&P's new rules are on the way, benchmark index restructuring, Apple may become the biggest winner!"Unacceptable"! US regulators accuse social media giants such as Amazon, Meta of collecting and retaining personal information on a large scale, conducting "mass surveillance"Fed Governor Bowman explains dissenting vote: Concerned about inflation, 50 basis points may be seen as premature declaration of victory over inflationBank of America: Predicts the Fed's balance sheet reduction to be delayed until the end of March 2025一周外盘头条 | 美联储降息 50 基点开启宽松周期 美股创新高 日本英国央行均按兵不动 传高通寻求收购英特尔Federal Reserve Governor Bowman: We have not yet achieved our inflation targetAI's interest in nuclear energy is surging, Microsoft will receive Star Energy Nuclear Power Supply, North American uranium mining stocks and nuclear energy concept stocks are soaring!