Key points of the Apple conference call: Very excited about "Apple Intelligence", will increase AI investment year by yearFacing cold sales pressure in China, Apple's Q3 revenue and EPS exceeded expectations, waiting for AI to drive the "upgrade wave"After-hours drop by nearly 7%! Profits temporarily give way to AI spending, Amazon's Q3 profit guidance lower than expectedAfter-hours plunge of 20%! Intel's Q3 performance outlook disappoints, announces layoffs of 15,000 employeesTF Securities: The Federal Reserve did not convey the urgency of rate cutsBreakfast | Dow Jones fell by about a thousand points during the day, NVIDIA plummeted, Apple, Amazon, and Intel all performed poorly亚马逊二季度净利翻倍，云业务增速超预期，下半年加大云设施投入Reminder: Please pay special attention to the following today (all in Beijing time)Weak economic data unable to further enhance rate cut expectations, Dow posts its largest single-day decline since MayOvernight US Stocks | Three major indices plummet, with Dow Jones falling by about 500 points and NVIDIA dropping by 6.67%The probability of the Federal Reserve cutting interest rates by 50 basis points in September has increasedUnder the pressure of AI investment, cloud demand shows a red light, Amazon's Q3 guidance falls short, and it fell more than 6% after hours | Financial Report InsightsApple's iPhone revenue declined in the third quarter, with the Greater China region being the only region to decline. However, iPad and services showed strength, with the stock falling more than 1% after hours受新款 iPad 提振苹果第三财季营收超预期Amazon's after-hours stock price fell, disappointing profit outlook due to investment in artificial intelligenceValuation advantages combined with policy support, enhancing the attractiveness of Chinese assetsBig players are determined to "burn money"! After a sharp drop, NVIDIA's volatility has exceeded that of BitcoinWhat happened? U.S. stocks plunged during trading hours, with the Dow dropping nearly 1000 points at one point让搜索更聪明！谷歌引入三大 Chrome AI 搜索功能Weak sales in Europe and the United States compounded by intensified competition, Moderna lowers its full-year sales forecast, plunging 21% at one point | Financial Report Insights亚马逊 2024 年二季度净利润翻倍，三季度展望却遇冷With sluggish sales in Europe and the United States compounded by intensified competition, Moderna lowers its full-year sales forecast, leading to a sharp drop of 21%Bond market expected to explode! Traders fully price in three rate cuts this year"New Fed News": Whether to cut interest rates or not, the Federal Reserve is inevitably drawn into the U.S. presidential electionThe contraction of the US manufacturing PMI reached its largest in eight months, with employment at its worst since 2009 outside of the pandemic periodUS Stock Market Update | New Energy Vehicle Stocks Decline, Tesla Falls Over 3%The "new effect" of the weight-loss miracle drug has been discovered, with Eli Lilly's Zepbound significantly reducing the risk of heart failureUS Stock Market Movement | Warning of Trade Restrictions Impact, Qualcomm Drops Nearly 7%, Chip Stocks Decline Across the Board美股盘中追踪 | 精密科学现涨 23.62%US Stock Market News | Moderna plunges over 17% on significant downward revision of full-year sales guidance新势力 7 月销量齐涨：理想 5.1 万辆创新高，蔚来连续 3 个月超 2 万辆US Stock Market News | Second-quarter report and next-quarter guidance exceed expectations, Meta Platforms surges nearly 10%"The first stock of the Metaverse" Roblox rises strongly? Q2 revenue surges 31% and annual bookings forecast raisedEuropean and American companies frequently mention the "Federal Reserve" in their earnings conference calls, with the number of mentions expected to reach a record highArm's performance guidance falls short of expectations, but does not affect Wall Street's bullish stanceLabor market shows signs of slowing down, with initial jobless claims in the United States soaring to nearly a one-year high last week, exceeding expectationsCan the next round of tech stock rally be triggered? It still depends on Apple and Amazon's financial reports?Japanese stocks experience "largest drop in four years", surging yen once again becomes the "center of attention", with 140 as the new market target?AMD: AI chip demand exceeds expectations, supply will remain tight until next yearThe July delivery list of new energy vehicles is out! Li Auto's monthly delivery volume hits a record highXPENG-W delivered a total of 11,145 smart electric vehicles in July, a year-on-year increase of 1% and a month-on-month increase of 4%苹果 2024 财年 Q3 营收 857.8 亿美元 市场预估 845 亿美元Starting the shareholder return of TINGYIHong Kong Stock Market Review: Gold prices riseThe Bank of England cuts interest rates for the first time in four years, avoids discussing the timetable for the next stepsThe Federal Reserve gave the green light for a rate cut in September. Will the non-farm payroll report "face slap" tomorrow? Can gold reach new heights again? Sasa teams up with senior analyst Jerry from IG for real-time analysis. Click to watch the live stream >>>Dunhe Asset Management: U.S. economy returns to low growth, more indicators approaching pre-pandemic levelsThe US investigates Tesla's fatal car accident, focusing on "fully autonomous driving" modeTikTok, Kuaishou to ride the wave of the Olympics