For the first time in eight years, a net short position in commodities! What did the hedge funds sniff out?Northbound Funds | Northbound Funds' net buying reached 1.388 billion, market concerns about interest rate cuts affecting net interest margins, domestic selling of HSBC Holdings exceeded 600 million Hong Kong dollarsGlobal stock markets experience "Black Monday"! European and American stock markets plummet, with the Japanese stock market plunging by 13%The Federal Reserve's policy mistakes may cause the United States to lose its economic exceptionalism!Global stock markets, why did they crash?BOCHK: Market adjusting interest rate cut expectations, expected Hang Seng Index to stabilize and rise after reaching the 16,000 levelThe peso depreciates, the yen and the renminbi soar, global arbitrage trading faces a "major collapse"!Barclays lowers Apple's target price to $186Hong Kong Stock Market Closing (08.05) | Hang Seng Index fell by 1.46%, the market continues to be under pressure, while gaming stocks and Hong Kong property stocks rose against the trendStifel lowers Amazon's target price to $224 USDUS stocks face 3 major tests again this week! Volatility expected to continueJapanese stocks plummeted, UBS: Buying now is like catching a "falling knife"!Has the US stock market AI trading ended? Chip stocks "cooled down", while utility stocks did not!Berkshire Hathaway drastically reduced its holdings, causing Apple and its suppliers' stock prices to plummet together收评：恒指跌 1.46% 恒生科指跌 1.36% 石油股、苹果概念股跌幅居前JPMorgan Chase: NVIDIA GB200 production capacity may slow down in the second half of 2024, expected to significantly expand in 2025It's Buffett who "ignites" the Japanese stock market!Analyst: Why might the Federal Reserve be forced to cut interest rates urgently?"The Wall Street Whiz" Bullish on US Stocks: Buying Opportunity on DipsBlackwell Chip Delayed Delivery? NVIDIA Responds: Sample trials have already begun extensively, with production expected to increase in the second half of the yearWhy did the Japanese and US stock markets crash? CICC's interpretationSlowing market demand leaves Tesla's expansion plans for the Berlin factory in limboTrader data shows: a 60% probability of a rate cut within a week, the Fed may take early action due to the sharp declineGlobal stock markets are collapsing, how do frontline markets view this?Citigroup: Downgrades NVIDIA Blackwell GPU shipment forecast, maintains "buy" ratingBarclays: Expects the Federal Reserve to cut interest rates by 25 basis points in September, November, and December工商银行成上榜世界 500 强的最赚钱中国公司，利润约为腾讯 3.16 倍Financial Report Preview | "Small and Medium-sized Enterprise Hub" Shopify's Performance Expected to Improve, Will the Stock Price See a Rebound?Traders believe there is a 60% chance that the Federal Reserve will cut interest rates by 25 basis points within a weekUnderstanding the Market | ASMPT falls more than 7% in the afternoon, Nvidia's AI chip delivery delayed, SMT business under pressure dragging down first-half performanceA 20% plunge in three days! UBS warns that the sell-off in Japanese stocks will continue, now entering what is tantamount to "catching a falling knife" situationUS economic concerns trigger a flight to safety, with global bond markets regaining lost ground for the yearThe Yen's appreciation exacerbates the decline in the Japanese stock market! The Nikkei Index plummeted by 13% in a single day, entering a technical bear marketThe volatility index of US stocks is at a critical turning point. Will the S&P 500 index's decline continue?NVIDIA's new chip "delayed"? Don't panic, the impact is not that significantMarket Insight | Most Hong Kong property stocks rise, with renewed expectations of interest rate cuts rekindling the real estate atmosphere. Over the weekend, transactions in the top ten housing estates in Hong Kong increased by 80% compared to the previous periodSeveral US technology stocks plunged on the Tradegate trading platform in Germany, with NVIDIA falling more than 16%Taiwan Semiconductor leads the decline in Taiwan's stock market, with the weighted index hitting its worst performance in 57 yearsA super storm has swept through the cryptocurrency market, with the number of liquidated positions reaching 230,000早盘：美股大幅下跌 科技股跌幅领先Counterpoint Research: Samsung and Apple continue to dominate the top ten list of smartphone sales in the second quarter特斯拉投资格伯批评巴菲特不懂技术：在 AI 革命前抛售苹果是个错误Taiwan stock index and Taiwan Semiconductor record the largest decline, analysis suggests that short-term selling pressure may cause more market volatilityGuoJun Macro: All POPULAR TRADEs are UNWINDingThe price of the US Federal Funds Rate futures indicates that the Federal Reserve will cut interest rates by 125 basis points by the end of 2024Elon Musk lashes out at the Federal Reserve: Not cutting interest rates in July is really stupid!Circuit breaker again? Nasdaq futures plummet nearly 5%! Japanese and South Korean stock markets plunge 10%!亚太跌势继续加深！恐慌爆发、散户强制平仓，抛售潮还将延烧Another sell signal? "Old Bond King" speaks: Should consider selling on rallies!