Is the exchange rate relative to interest rates underestimated, and has the weak US dollar "reached the end"?On September 2nd, Meituan-W spent HKD 15.2045 million to repurchase 13.13 thousand sharesFasten your seat belts! Stocks, bonds, and gold will enter a stormy mode in SeptemberApple China responds that iPhone 16 does not support WeChat: actively communicating with Tencent on matters related to the App Store commissionThe US dollar may strengthen due to improved employment data, leading options traders to turn bearish on the EuroAI stocks "fluctuating up and down" mean what? Morgan Stanley: This round of the semiconductor cycle is about to peak!Selling properties "regardless of cost"! Discounts of up to 38.5% offered at the first phase of the Kai Tak Development in Hong KongThe Fed had better act quickly? Citi expects a 50 basis point rate cut in SeptemberWhere does IMEIK come from and where does it goHong Kong Stock Market Review: Losses exceed market capitalizationTencent denies rumors that WeChat will not be usable after Apple's upgradeFollowing the Japanese Yen, another large arbitrage trade may be on the verge of "exploding"!Tesla Shanghai factory delivered 86,697 vehicles in AugustMorgan Stanley Fund: Bullish on the AI terminal innovation cycle led by Apple in this roundAlibaba-W spent approximately USD 59.9767 million on August 30 to repurchase 5.7592 million sharesIntel "falls", Taiwan Semiconductor "eats full"?Northbound Movement | Northbound net buying of 11.939 billion yuan, domestic funds aggressively buying Hong Kong stocks, ETF net buying Tracker Fund nearly 6.8 billion Hong Kong dollarsXPENG-W delivered 14,036 smart electric vehicles in August, a year-on-year increase of 3%On September 2nd, Tencent Holdings Limited spent HKD 1.003 billion to repurchase 2.65 million sharesWill iPhone usher in a wave of upgrades? At the Glowtime conference, Apple's AI may determine the "life and death" of the deviceLimited "upside potential" for US stocks? The key lies in whether the Federal Reserve will cut interest rates "beyond expectations"The US Dollar Index hovers near a two-week high, with the market awaiting the US August non-farm payroll reportJP Morgan strategist: Even if the Federal Reserve cuts interest rates, US stocks may still stall near record highsToday's Important News Review | Dolphin Investment Research"The chill" has arrived! How will the U.S. stock market perform this year? Let's see in the next two months!The era of high interest rates comes to an end: Global central banks start interest rate cut competition, investors closely watch market new trendsWhat does the central bank's net purchase of 100 billion yuan in government bonds signify? CICC: Smooth transmission, maintaining steepnessIn the second quarter, AI server demand remained strong, with a 9.6% quarterly increase in the output value of the world's top ten semiconductor foundriesGoldman Sachs: Maintains "Buy" rating on Tencent and NetEase, each receiving two new game licensesA 25 basis point rate cut in September or 50 basis points? Non-farm payroll data this week may be decisiveIn the past 35 years, the five interest rate reduction cycles of the Federal ReserveMarket Insight | Gold stocks collectively decline, spot gold falls below $2500 mark, expectations for significant Fed rate cuts diminishFinancial Report Preview | Will the AI boom slow down? Can C3.AI's Q1 performance continue to exceed expectations?Countdown one week! Apple iPhone 16 is coming soon, is the largest-ever wave of phone upgrades about to begin?New World Development, "the most indebted" company in 20 years, suffers its first loss! Hong Kong real estate companies across the board are strugglingCRIC: 14 transactions recorded in the top 10 housing estates over the weekend, setting a new high in nearly half a year1. Analyst: The value of BTC may only see a significant increase after the U.S. presidential election.
2. Bitcoin miners face the toughest month in 2024NVIDIA's "Root Cause of Decline": Cutting-edge chips, the stronger the performance, the harder the manufacturingTrack Hyper | iPhone 16 Series: Insufficient AI Performance on the EdgeCICC: Maintains "Outperform" rating on Alibaba-W, target price of HKD 109Hong Kong-listed new energy vehicle stocks fell, with NIO and Li Auto dropping more than 5%Apple and OpenAI successively place orders! TSMC's "Emmy-level" A16 chip creates a sensation before mass productionThe U.S. interest rate cut cycle has begun, are you ready?55 Hong Kong stocks repurchased by companies on August 30th, with Tencent Holdings, AIA, and CSPC PHARMA repurchasing the largest amountsDeputy Governor Hauser of the Reserve Bank of Australia: RBA is expected to stand patCorporate profits, economic difficulties become "obstacles" European stocks outperforming US stocks hopes increasingly dimApple Inc. and OpenAI have placed orders with Taiwan Semiconductor for cutting-edge A16 chipsDaily Hong Kong Stock Market News Express (Monday, September 1)Breakfast | US stock market closed today! Xiaomi, NIO, and Li Auto to release August carmaking reportNext week's key agenda: US August non-farm payrolls, China August Caixin PMI, NIO financial report