Jackson Hole: Optimists see rate cuts, pessimists see inflationMarket rebound is very fragile! Will Powell disappoint the bulls?中美金融工作组举行第五次会议Still relying on Foxconn in Zhengzhou? The truth about Apple's iPhone production capacity shifting between China and IndiaCICC International: Maintains Tencent Holdings "Buy" rating with a target price of HKD 488.5Worried about inflation "backfire", "smart money" quietly establishes hedge positions全线爆发！A 股、港股、人民币都在涨！"Going against market expectations"! Several asset management giants continue to bet that the Bank of Japan will raise interest rates again苹果将不支持微信抖音后续更新？原来是没收到 “苹果税” 急了英伟达股价反弹超 20%！机构：垂类大模型迎来新一轮算力需求Understanding the Market | WEIMOB INC. Surges Over 8% as Tencent's Video Accounts Commercialization Accelerates, the Company is Expected to Benefit from Structural Dividends快讯：港股三大指数冲高回落 京东系、黄金股、汽车股大涨1. Analyst: Bitcoin's dominance is expected to "ultimately reach" 60% in September or at the latest in December.
2. Data: 75% of Bitcoin is held byMorgan Stanley: Powell needs to think about this before speaking at Jackson Hole!Fidelity: It is expected that the Federal Reserve will only cut interest rates by 50 basis points by the end of 2024The U.S. stock market may be facing a tough period, but the "long bull trend" remains unchanged你要 iPhone 还是微信！腾讯回应苹果税问题：仍在磋商中Fed's Daly: Labor market not weak, time to "cautiously" adjust interest ratesWhy don't Japanese people buy into the bull market in Japanese stocks?Market Insight | LINGBAO GOLD Surges Over 6%, Leading Gold Stocks as Rate Cut Approaches, Gold Price Breaks $2500 to Hit New HighIntel 代工损失一大客户！软银 AI 芯片转投台积电Market Insight | LI AUTO-W Surges Over 5%, Leading the Auto Stocks with the Expansion of Subsidies for Trade-Ins, Expected to Boost Auto Sales in the Second Half of the YearIntelligent Decision Reference | Overall Market Sentiment Tends to be OptimisticGoldman Sachs lowers its forecast for US economic recession to 20% based on strong retail and employment data快讯：港股恒指涨 0.8% 科指涨 1.66% 京东集团涨超 5%Before the central bank annual meeting, the Fed's voting committee hinted: Inflation is under control, supporting gradual interest rate cutsOn August 16th, 16 Hong Kong stocks were repurchased by companies, with Tencent Holdings, AIA, and Kuaishou having the largest repurchase amountsThis week, global markets are holding their breath waiting for PowellInterest rate futures > Gold > Copper > US Treasury Bonds > US StocksOn November 29th, Amazon spent USD 80 million to acquire Xperi's subsidiary Perceive, deepening its strategic layout in edge AI technologyAfter a major rebound, global stock markets are facing the "Jackson Hole Moment"! The market is holding its breath for the final preview of the Fed's interest rate cutUS stocks see best week of 2024, global attention focused on Jackson Hole ConferenceEvercore ISI: These banking stocks may outperform when the Federal Reserve enters an easing cycleBreakfast | Powell to speak at the world's most critical meeting, Chinese concept giants such as Baidu, NetEase, Xiaomi to release financial reportsHong Kong Stock Concept Tracking | Spot Gold Breaks Through the Historical Barrier of $2500! Still has significant upside potential, Gold stocks may usher in a "double-click by Davis" (with concept stocks)What will Jerome Powell say at the Jackson Hole Symposium? Don't expect too muchBitcoin fell below $59,000 per coin, down 0.91% intradayThe top three leading private equity firms disclose their holdings in US stocks, "teaming up" to increase their positions in technology and Chinese internet companiesReminder: Please pay special attention today (all times are in Beijing time)Fed's Powell: Supporting gradual rate cuts as confidence in inflation strengthensThere is a 72.5% probability of the Federal Reserve cutting interest rates by 25 basis points in SeptemberFederal Reserve's Goolsbee: Maintaining high interest rates while inflation is falling is equivalent to tightening policyFed's Daly: Monetary Policy and Economic Mismatch Will Lead to Unexpected ConsequencesFed Voting Members: It's time to consider a rate cut谷歌垄断的缘由与反垄断的困境CICC Strategy: A-shares are bottoming out, focus on policy responsesIs "ground volume" followed by "land price"?Confidence in Soft Landing Returns, Will US Stocks Return to an Uptrend? | Overseas Major Asset Weekly ReportIs the core driving force behind the rebound in US stocks real? Stay tuned for next week's outcomeJackson Hole Roadmap: Understanding "The Most Critical Meeting Next Week" in One Article