Alibaba-SW released its first-quarter financial results, with a net profit of 24.022 billion yuan, a year-on-year decrease of 27%Continuously consolidating user experience advantages, JD.com's net profit in the second quarter of 2024 significantly exceeded expectationsProfit growth exceeds 20 times, with profits for 5 consecutive quarters. JD Logistics enters a phase of sustained profit growth!Tencent Music: What supports performance after the net increase in members slows down? (2Q24 performance conference call minutes)JD HEALTH achieved a record high net profit margin of 9.3% in the first half of 2024 since its listingTencent Holdings Limited issued 21.3802 million shares based on the adopted share incentive planNorthbound Funds Update | Northbound Funds' net buying reached HKD 6.635 billion, Hong Kong Stock ETFs increased holdings, Tencent received over HKD 800 million in additional holdings after performance announcementUBS Group AG Q2 bets on funds continue to hold tech giants! Microsoft remains the top heavy stockBarclays Bank Q2 major portfolio adjustment: Heavy positions added to S&P and Nasdaq ETFs, while reducing holdings in Microsoft and AppleDuan Yongping also started selling Apple, reducing his holdings by 658,000 shares in the second quarterWall Street giants warn: The Fed must cut interest rates significantly in September!"Financial Giant" Soros doubles down on Apple, significantly increases holdings in AstrazenecaFor the first time in three years, the US CPI is below 3%, it's time to worry about other thingsRate cut green light is on! Is the Fed still likely to cut rates by 50 basis points in September?These two stocks surged before the market opened! Would Buffett rather sell Apple to buy them?FTC praises the significance of the "Google monopoly case" in its article, implying that "tech giants should be broken up."苹果的 “低价手机” iPhone SE 4：传言即将面世苹果在 iOS 18.1 中向第三方开发者开放 iPhone 的 NFC 芯片Fed "hawkish" voter turns "dovish": Action must be taken as soon as possible!Substantial interest rate cuts are just "nonsense"? Wall Street veteran: The Fed will only cut interest rates once this year!收评：恒指微跌 0.02% 恒生科指跌 0.33% 科网股普遍低迷 网易逆势涨近 4%Morgan Stanley: Raises Apple's fourth-quarter shipment forecast to 54 million units by the end of SeptemberCompared to the steadily slowing CPI, tonight's release of retail data is more closely watched by the market!The aftershocks of "Black Monday" have not yet dissipated! Is it the next trigger for a market crash?"Inflation resistance mission accomplished"! Experts call on the Federal Reserve to cut interest rates: Rent has begun to normalizeInvestors beware of the autumn stock market continuing to decline, with a larger-scale selling wave emerging after the summer crashiPhone reported abnormal temperature and paused charging, Apple customer service respondedWedbush: Google's split may be "difficult and prolonged," with no expected impact on its business in the near termGoogle may face a breakup, how do Wall Street analysts view it?Bank of America Securities: Reiterates Tencent Holdings "Buy" rating with a target price of HKD 480SoftBank once negotiated with Intel to cooperate in producing AI chips, joining forces to compete against NVIDIASoftBank Q2 Holdings: T-Mobile is the top holding, while Full Truck Alliance and NVIDIA positions remain unchangedTechInsights: Pixel 9 series devices expand market, predicting double-digit growth for Google in 2024-2025KGI Asia: Market volatility still exists, can increase defensive stocks"Stock God" second-quarter holdings revealed: selling off 400 million shares of Apple, betting on two new companiesHuafu Macro: Analyzing the logic behind Warren Buffett's significant reduction in Apple holdingsNet profit of 1 trillion in the first half of the year! Norway's Top3 holdings are Microsoft, Apple, NVIDIAThe strong rebound in the second quarter of the economy has given the Bank of Japan more confidence to raise interest rates again!Allianz Chief: Market's expectations for Fed rate cuts may be too aggressiveFederal Reserve Boston: The Federal Reserve cannot delay in implementing loose monetary policiesAnother blow from the antitrust big stick! US judge to order Google to open its app storeThe market that takes the lead and the calm CPIOn the eve of the US stock market's sharp decline, Temasek made a bold move of over $30 billion to bet on technology stocks暗讽苹果？谷歌首发 AI 加持的旗舰智能手机，抢占苹果先机！谷歌高管：Gemini 远不止英语和单一市场【附智能手机市场发展情况】