Key Macro Chart: Gold Surge Indicates Fed Policy Mistake? (2024/9/25)On September 25th, Tencent Holdings Limited spent HKD 701 million to repurchase 1.73 million sharesPowell seems a bit dishonest, he will have to face three questions!Traditional off-season surge, everyone is bullish, UBS Group AG: It's time for gold to take a breakMorgan Stanley warns: Non-farm data may directly determine the future trend of US stocks!Meta stands firm against the European Union, refusing to join the "voluntary security commitment" before the AI Act is officially enactedJapan will welcome the second "Abe"? Prime Minister's popular candidate clearly opposes, casting a shadow over the Bank of Japan's rate hike pathJefferies: Gives Meituan a "Buy" rating, core local business operating profit steadily growingThe Future of Bitcoin: Can it Secure the "Throne" of Cryptocurrencies?午盘：美股涨跌不一 道指下跌逾 200 点The Fed significantly cuts interest rates, but US bonds become the biggest losersIntel launches new generation AI chips Xeon 6 and Gaudi 3 to challenge NVIDIA's dominant positionThe sentiment in the Hong Kong stock market has significantly improved, and FOSUN INTL is expected to see a surge in valueOutperforming Amazon with a 34% increase this year! Latin American e-commerce platform MercadoLibre receives recommendations from 90% of analystsJD.com enters offline outlets: the first store is located in Wuxi, and will expand its market presence in multiple cities nationwideCMB Securities: Intensive release of new products in autumn, focusing on the sales volume of new devices such as Apple and the pace of AI iterationNew York Fed: Market is ready to correctly interpret last week's rate cutMeta 涨超 1% 2024 年度开发者大会今日开幕Super Bull Market on the Horizon? Citigroup: US stocks could surge up to 10% by the end of the year开盘：美股周三开盘基本持平 昨日道指与标普创历史新高Goldman Sachs on US stocks after rate cuts: High volatility before the election, S&P to reach 6000 points next year, mid-cap stocks are the best choiceUnderstanding the Market | Chinese bank stocks rose across the board in early trading. The impact of interest rate cuts on net interest margins of banks is overall neutral. Improvement in economic indicators will drive sector recoveryThe Fed is close to overcoming inflation, but needs to be wary of a potential pitfall!The last AAA rating is not guaranteed? Moodys: Regardless of who is elected president, the US fiscal situation will deteriorate1. Today, the Fear and Greed Index rose to 59, changing from neutral to greedy. 2. Reflexivity Founder: Bitcoin breakthroughRobotaxi on the horizon + optimistic Q3 delivery expectations, is Tesla's "bull run" coming again?Understanding the Market | Oil Stocks Continue to Rise, Multiple Factors Support International Oil Prices, Institutions Optimistic about Profit Center Upside of the Three Oil GiantsGoldman Sachs internal bullish sentiment is rising! Consensus calls for US stocks to continue rising after the electionHong Kong Stock Concept Tracking | Existing Home Loan "Rate Cut" Imminent Real Estate Sector Accelerates Stabilization and Valuation Repair (Concept Stocks Attached)Meta stated that it will not immediately join the EU "Artificial Intelligence Convention" before the new law takes effectGoldman Sachs CFO "likes" the Fed's significant rate cut: A soft landing for the US economy is in sightMiniso bets 6.3 billion on a bold move, how did Ye Guofu help Yonghui create "Pang Donglai"56 Hong Kong stocks were repurchased by companies yesterday, with Tencent Holdings, WuXi Biologics, and Sinopec Corp. repurchasing the largest amountsWhere will the Federal Reserve go next? Traders join the "big bet" on rate cuts in NovemberCICC interprets the financial combination, convenient swaps may lead to the central bank expanding its balance sheetLast night, Goldman Sachs' conference call was overwhelmed! Regarding the outbreak of Chinese assets, Goldman Sachs answered the five most concerning questions from clientsIn less than a week, both China and the United States have made major moves, causing Chinese assets to explode and gold prices to soar!Traders increase their bets on the Federal Reserve, suspense over the size of the November rate cut intensifiesStrategic good news spreads to US stocks! Options traders are betting on the rise of Chinese concept stock ETFsChina Real Estate Research Institute: How will the implementation of multiple favorable policies by the central bank affect the real estate market?CSC: During this rate cut by the Federal Reserve, early signs of economic recession have emerged, which may not bode well for mid-term US stocks. It is recommended to reduce holdings at high levelsBreakfast | Chinese concept stocks soar to a two-year high! Jensen Huang cashes out and NVIDIA surges 4% afterwardsNVIDIA CEO completes 6 million shares selling plan, total revenue exceeds 700 million US dollarsReminder: Please pay special attention today (all times are in Beijing time)Rising inflation expectations! Federal Reserve Governor Bauman says the "struggle" is not over yetThe probability of the Federal Reserve cutting interest rates by 25 basis points in November is 43.9%The only dissenting member of the Federal Reserve speaks out again: must focus on inflation, neutral interest rates much higher than before the pandemicBank of America customers bought heavily in US stocks last week, with the net buying volume reaching a two-year high, led by smart moneyPiper Sandler: Tesla is expected to achieve its "best quarter in history" in China in the third quarter