Citi Q2 Holdings: Reduce holdings in NVIDIA, increase holdings in Apple, and sell various ETF options in large quantitiesGoldman Sachs significantly increased its holdings in tech giants such as Microsoft and Apple in Q2, with investments in Bitcoin ETF exceeding $400 millionHong Kong Stock Market Closing (08.14) | Hang Seng Index fell by 0.35%, Tencent Music-SW plummeted by 18% after performance, WH Group led the blue chipsTencent Holdings Limited's second-quarter non-IFRS net profit attributable to equity holders of the company was RMB 57.313 billion, a year-on-year increase of 53%Tencent Holdings Limited: Repurchased a total of 155 million shares for approximately HKD 52.3 billion in the first half of the yearToday's Important News Review | Dolphin Investment ResearchTencent Holdings Limited's second-quarter revenue was RMB 161.12 billion, estimated at RMB 161.35 billionTencent Music slightly rose in pre-market trading after plummeting more than 15% yesterday following the release of its financial resultsUBS Group AG announced a second-quarter profit of USD 1.14 billion, significantly exceeding expectations, with progress made in cost reduction and integration effortsThe CPI night is coming, the market only sees two words: rate cut!Will July CPI completely trigger rate cut expectations? Tonight is bound to be very exciting!Fumio Kishida's unexpected resignation led to a plunge in the Japanese stock market and a rise in the Japanese yenWhat will happen if CPI exceeds expectations?What does Fumio Kishida's withdrawal from the election mean for the Japanese economy?谷歌 Pixel 新机性能太拉跨 跑分没打赢四年前 iPhone 12每日互动大数据发布 2024 半年度 5G 智能手机报告：苹果宝刀未老，OPPO 稳追猛打，AI 手机势头渐成Allianz Investment: Seizing the growth in the US market, consider adopting a diversified asset strategyShinzo Abe unexpectedly resigns. How do market strategists view the yen, Japanese stocks, and Bank of Japan policies?CPI Carnival Night? The market is "very dovish", gold may open up new territory!After tonight, there may be major changes at the Federal Reserve!Starting from 5717 yuan! Google rushes to launch AI smartphones, putting pressure on AppleJPMorgan Chase: Crude oil inventories sharply decline, exacerbating concerns over tight supplyDemanding compensation of one million RMB! Li Auto sues video blogger, claiming that his work "defames and insults MEGA"A major shift in stance! Recession looming + inflation easing, Reserve Bank of New Zealand unexpectedly cuts interest rates by 25 basis pointsBetting on inflation cooling down! US stocks and bonds rise together, "racing ahead" of tonight's CPI?Sea: Will the good growth trend of e-commerce and gaming continue?Manulife Asset Management: Maintains forecast of three interest rate cuts in the United States this year, expects Japan to raise interest rates at least twice next yearInvesco: Market overly concerned about the US economy falling into recession, Fed rate cut in September almost a certaintyCICC: Apple releases Apple Intelligence smart assistant, heterogeneous chips may become a new direction for AI computing powerCanalys: In the second quarter, AI PC shipments reached 8.8 million units, with Apple leading at 60% ahead of MicrosoftTencent denies rumors of massive data breach by hackers: False, black industry uses historical data to piece together and fabricate information富途控股：预计美股夜盘将于美东时间 8 月 18 日起逐步恢复交易Major earthquake in Japanese politics! Prime Minister Fumio Kishida announces: will not run for re-election! Who will be his successor?智能驾驶 IPO 狂潮：地平线、小马智行、文远知行谁能领跑？Pulishi: Japanese stocks were oversold earlier, and the yen's trend depends on US inflation, interest rates, and the Fed's policyFormer Prominent Short Seller at Morgan Stanley: Low Probability of a Comprehensive Collapse in US StocksTencent Music to dig deep into the gold mineTENCENT Performance Outlook: Games expected to see continuous quarter-on-quarter acceleration1. Analyst: The BTC market shows signs of being dominated by sellers, and the price may drop by $5000 in the short term.
2. Analyst: The price of BitcoinHackers claim to have stolen massive amounts of Tencent data: 1.4 billion records, 500GB, including email addresses, phone numbers, QQ numbers, and other informationCPI Outlook: Recession trade or re-inflation trade? Market bets on a huge market shake-up!Vanguard Group Q2 Holdings: Tech giants still the favorite, with Microsoft as the top holdingPPI data boosts US auto dealer stock Carvana up 10%Has the market gotten too excited again? The Fed's resistance to inflation is not all sunshine and rainbowsStock price soared by 24%, investment bank upgraded its rating... Changing captains in times of crisis, is Starbucks really welcoming a "heaven-sent hunk"?Market Insight | Tencent Music Entertainment Group's SW shares once fell by over 22%, Q2 revenue slightly decreased year-on-year, uncertainty remains in music subscription revenue growthMarket Insight | XPENG-W rises by over 3% as the milestones under the stock purchase agreement have been achievedMorgan Stanley issues a "tranquilizer": Nvidia is fine, Blackwell chip's fourth-quarter delivery schedule remains unchanged消息称苹果 iPhone SE 4 手机有望配备 8GB RAM 以满足 Apple Intelligence 性能要求