* 花旗对腾讯音乐开启 30 日下跌催化剂观察"Real estate benchmark" Blackstone has shifted its focus! Selling houses to invest in AI data centersUS oil rose 14% in a single month, Goldman Sachs: Record demand combined with Saudi production cuts, the oil market has emerged from pessimism.“一米八” 横空出世！马云要干农业？美国卡车运输巨头 Yellow 宣布倒闭，3 万员工失业Cloud computing as a whole is slowing down, but the "AI Cloud Battle" between Microsoft and Alphabet-C is just getting started.民生牟一凌：右侧已现，跟上指数China Galaxy Securities: Domestic Game Licenses Issued in July, Industry Fundamentals Continue to RecoverReal estate policy "attracting attention from all"! This weekend, Beijing and Shenzhen made announcements to implement new policies in Hefei.Tesla: Within two years, it will transition from "silicon shortage" to "power shortage," hindering the development of AI.Huatai Securities: Positive policy signals continue to be released, internet leaders are expected to burst with marginal improvement in growth momentum.Nomura's Koichiro Okamoto: Japan's Lessons from 30 Years of Loss
Nomura's Koichiro Okamoto recently shared his insights on Japan's economic stagnation over the past three decades. He emphasized the importance of learning from this experience and implementing necessary reforms to avoid similar pitfalls in the future. Okamoto's analysis report sheds light on the challenges faced by the Japanese economy and provides valuable recommendations for sustainable growth. With the earnings report now available, it is crucial for policymakers and stakeholders to carefully examine the findings and take appropriate actions to drive positive change.In the future, AI will be integrated into every chip platform! Intel CEO: AI doesn't need to be tied to the cloud.被罚超 70 亿后，20 多天时间蚂蚁集团都干了啥？接近监管人士：短期内蚂蚁集团重新上市的可能性不大恒大汽车计划引入战投，募资 5 亿美元Boot on the ground? Nomura: Bank of Japan's "sneak attack" is the "final bad news" for Japanese stocksActual Dovish Signal! "Real Change" from the Bank of Japan: Downward Revision of Next Year's Inflation Expectations"After the 'Super Week', the conclusion of the US stock market: Risk On!"Why does Apple talk so little about AI?Give robots an AI brain! Alphabet-C releases Visual Language Action Model to train robots to throw garbage.Oil prices break through $80! Hedge funds increase bullish bets in the energy sector.Super Central Bank Sunday "raid" only interlude, technology stocks support US stock rebound, Chinese concept stocks soar! Chinese concept index surges 7%Energy giants' earnings report this quarter is "a bit chilly": ExxonMobil and Chevron both saw their net profits cut in half.Microsoft Warning: Cloud services may experience interruptions if sufficient GPUs cannot be obtained.AI「未来指南」！OpenAI 安全团队负责人：AI Agent「详细教程」After the defeat of the advance consumer loan, Goldman Sachs CEO encountered another setback: key business asset management triggered a wave of executive departures.U.S. hedge funds sold $0.7 billion in Chinese stocks this month, while Goldman Sachs and BlackRock suggested increasing their holdings of "Chinese assets"Japan's central bank "raids" the global market: the bond market is in a state of mourning, and emerging market currencies have given back more than half of this week's gains.东方甄选遭抖音封杀？US stocks rose in early trading, with the three major indices gaining ground. The Chinese concept index rose by 3.22%, while Intel surged more than 6%.Increase holdings in TENCENT and MEITUAN-WR! Hong Kong active funds increased their positions in the TMT sector in the second quarter.Will US tech stocks continue to rise? Strategist: Believe in history, not intuition!Earnings Report Preview | Alibaba's e-commerce is expected to make a strong recovery, while its cloud business faces short-term pressure.农行又迎 1 新副行长，此前主管三农业务Analysis Report | Target price of Xiao Li from Longbridge Dolphin has been raised across the board! Bilibili once again faces "price cuts"US stocks pre-market | Chinese concept stocks surge across the board, is the bull here? Taobao user activity increases significantly, Morgan Stanley raises target price for WeiboRating upgraded significantly, target price doubled! Why is Wall Street so optimistic about XPENG-W?Intel's performance greatly exceeded expectations, AI is both a positive and a negative factor.Technical Analysis | U.S. stocks in deep overbought territory, focus on S & P 500 support 4330 pointsUS Stock Options | Meta, Intel, and RAM Research Options Trading Volume Amplified by Approximately Three TimesAfter three years of rising, Singapore housing prices have finally dropped.