JPMorgan Chase and UBS Group AG lowered their target prices for Japanese stocks, will the yen rise further?Shipping giant A.P. Møller - Mærsk: There is no sign of decline in US freight demand, the interruption in the Red Sea will last at least until the end of this yearSensor Tower: Tencent's Honor of Kings, Peacekeeper Elite, and NetEase's LifeAfter Top the July Hot Game Download Chart Top 3Interest rate cuts meet global market turbulence, the road to pound appreciation is blockedChina Galaxy Securities: Macroeconomic expectations and fundamentals weaken, metal prices significantly decline, gold asset advantages are obviousMarket Insight | LI AUTO-W Up Nearly 5% as Company Sales Stabilize and Rebound in September and October, Expected to Continue to Rise in Golden September and Silver OctoberTSMC's July revenue surged 44.7% year-on-year, highlighting the continued strong demand for AI chipsGive up, Powell won't intervene to save the marketApple EU policy adjustment: Relaxing developer communication restrictions, new fee plan sparks heated discussionsTikTok partners with Amazon: Shop on Amazon without leaving the short video appTo what extent has the yen carry trade progressed?Demand remains strong! Taiwan Semiconductor's July sales surged 44.7% year-on-yearTop Economist: Beware of the "artificial consensus" created by the Federal ReserveAlibaba Cloud aims to disrupt the domain industry with AIPacific Securities: Energy storage costs are flat, prices and profits are expected to reach a turning pointAdvocating for consecutive emergency rate cuts of 75 basis points sparked panic, this big shot changed his tuneA XPeng car caught fire in WuxiSMIC: 12-inch wafer production capacity approaching full load (24Q2 conference call minutes)Citi: Don't panic over the sharp drop in chip stocks, now is a good buying opportunityTaiwan's weighted stock index rose by 3.1%, led by Taiwan SemiconductorHong Kong Stock Concept Tracking | National Bureau of Statistics: Strong demand for summer travel, OTA platforms are the absolute beneficiaries of the tourism market growth (with concept stocks)Goldman Sachs: Concerns about a US economic recession have been exaggerated, expecting 3 more interest rate cuts this yearThe Federal Reserve may end this round of balance sheet reduction by the end of this year, but the possibility of a sudden brake is lowIn 2025, the "hawkish" voices of the Federal Reserve FOMC voting members are loud and clear: not ready to support rate cuts yetPuris: The Bank of Japan may further adjust its monetary policy at a very slow pace1. Analysis: There is a 40% possibility of an economic recession in the second half of the year. Bitcoin may become a "safe haven asset," but it may not be favorable for altcoins. 2. BloombergMarket Insight | Gold stocks collectively rise, initial data eases recession worries, Middle East geopolitical situation remains tenseChina's July CPI rose by 0.5% year-on-year, while PPI fell by 0.8% year-on-yearBitcoin rebounds to the $60,000 mark, but JPMorgan Chase remains cautiousNot just rate cuts, Wall Street expects the Fed to pause its balance sheet reduction as wellJ.P. Morgan Asset Management: Bank of Japan to raise interest rates again depends on the "mood" of the U.S. economyAmbiguous remarks: Will the Bank of Japan, which traders cannot predict, face a credibility crisis?US stocks welcome the dawn! UBS Group AG is optimistic about the interest rate cut dividend, while Truist supports the long-term potential of technology stocksWith a more than 40% reduction in losses, "the number one innovative drug" BeiGene is exploring its next blockbuster productThe American game of e-commerce, Chinese players in the gameA mysterious buyer who splurged $2.7 billion bets on the decline of the United States has appeared! And warns that a recession is imminentIf the United States enters a recession, would India be a good hedge?Igniting a major rebound in US stocks! What does the overnight US jobless claims data reveal?Financial markets will welcome a "major positive"? The Federal Reserve may end this round of balance sheet reduction by the end of this yearCryptocurrencies rebound across the board, with Bitcoin briefly surpassing $62,000 USDThe king of automotive semiconductors is more dependent on China nowHow did the historical core asset bubble in the US stock market come to an end?Senior officials from the Federal Reserve speak in unison: US inflation significantly cools down, with plenty of time to assess interest rate cut decisionsBreakfast｜The Nasdaq surged nearly 2.9%, and Bitcoin rose 8%, surpassing $59,000Overnight US Stocks | Three major indexes rise together, recession worries ease, S&P sees its largest single-day gain in two yearsThe Fed hawks are on stage! They have time to assess the economy and are not yet ready to cut interest ratesChallenging the independence of the Federal Reserve! Trump openly stated that the president should have a say in monetary policySoundhound AI's Q2 revenue increased by 54%, but losses expanded by 30%, with a more than 10% rise in after-hours trading followed by a decline｜Financial Report InsightsTrump criticizes the Federal Reserve, hoping that the president will have some say on interest ratesS&P rose over 2%, the best in nearly two years, with the chip stock index up about 7%, the Nasdaq and Chinese concept stock index up 2.8%, and US Treasury yields against the Japanese yen falling for the third consecutive day