Be cautious! The US dollar is heavily surrounded by short interestMicrosoft's Relationship with Inflection AI "Dodges" UK Antitrust InvestigationNVIDIA invests in Japanese AI company Sakana AIOn September 5th, Tencent Holdings Limited spent HKD 1 billion to repurchase 2.68 million sharesThe potential trillion-dollar market continues to catalyze, and the low-altitude economy will usher in another grand event next monthExpectations for a Fed rate cut further heat up, with increased bullish bets on most Asian currenciesOpenAI's "GPT Search" trial feedback: Far from replacing Google, not as good as PerplexityThis round of US stock market correction is far from over? Strategist: It may fall another 10%Tesla: Expected to launch Full Self-Driving (FSD) system in China in Q1 next yearTaiwan Semiconductor rose more than 1% in pre-market trading, expected to achieve CoW-SoW mass production by 2027Today's Important News Review | Dolphin Investment ResearchAnalyst: Even with interest rate cuts, the global real estate market still struggles to break free from its predicamentOn the eve of the non-farm payroll release, what signals will the ADP data release provide?Alibaba Cloud's Wang Jian: The key to AI+ lies in innovative mechanismsExpectations of interest rate cuts suppress the strong US dollar, and the Federal Reserve's policy direction may determine future trendsThese four companies about to debut on the US stock market are worth focusing on as they may reverse the Biotech IPO downturnJP Morgan: Fed rate cuts may not be able to drive a new round of stock market gainsEU's new regulations have limited impact, Apple App Store revenue in August increased by 12% year-on-yearCiti: Fed rate cut imminent, bullish on prospects of green energy stocksReminder: Please pay special attention today (all times are in Beijing time)Market Insight | Hong Kong Property Stocks Generally Rise, Rate Cut Expectations Heat Up Again, Morgan Stanley Expects Hong Kong Residential Prices to Rebound by 5% Next YearMarket Insight | COWELL falls more than 3%, leading the decline in the Apple concept. The AI function may not be sufficient to stimulate phone upgrades. Debate sparked by rumors of two choicesTSMC's core suppliers support the AI boom: the application of artificial intelligence will flourishCollapsed, nearly 50% plunge in 6 months! Another "disaster" on Friday's non-farm payroll report?Oaktree Capital's Max: The Federal Reserve is expected to cut interest rates, but rates are not expected to fall below 3%Tencent Cloud has accumulated over 10,000 overseas customers, with revenue growth of 85% in the Middle East regionLooking forward to the Fed's "aggressive" rate cut? Daly: Wait for the outlook to be clear before commenting!1. U.S. Senator Lummis: The Bitcoin Strategic Reserve Act could cut U.S. debt in half by 2045.
2. CoinbaseAggressive rate cut bets sweep the financial markets! More and more traders are betting big on the Fed cutting rates by 50 basis pointsC3.AI's subscription revenue for the last quarter fell short of expectations, the timing of profitability remains unknown, and the stock fell nearly 20% after hours | Financial Report Insights"The Fed's favorite employment indicator" collapsed, will there be a 50 basis point rate cut?The US Treasury yield curve has ended its inversion, is the recession trigger officially activated?"Dr. Doom" warns: The oil crisis of the 1970s may repeat itself!"Huang Jiaozhu" continues to sell NVIDIA shares, cashing out $27.6 million at the end of August and early September62 Hong Kong-listed companies repurchased shares, with Tencent Holdings, Meituan, and ANTA SPORTS having the largest repurchase amountsDaily Hong Kong Stock Market News Express (Thursday, September 5)Safe-haven assets are heating up, with US bonds and the Japanese yen rising, as the market awaits the non-farm payroll dataThis year's 30% increase, market value surpassing one trillion, is Berkshire Hathaway overpriced?CEO of TSMC supplier XinYun Enterprise: Bullish on Artificial Intelligence, the prosperous scene has just begunLabor weakness drives expectations of rate cuts, and the US bond yield curve briefly ends its inversion! Friday's employment data becomes crucialThe bet on the Federal Reserve cutting interest rates by 50 basis points in September has surged!Breakfast | US stocks rebound failed: NVIDIA, PDD fell, US Steel plunged 17%After-hours plunge of over 16%! Affected by companies tightening spending, C3.ai's Q1 subscription revenue and full-year guidance fall short of expectationsUS Media: Tesla achieves its best sales performance in China in August this yearFed Beige Book: Economic activity in most parts of the United States is stagnant or decliningFacing antitrust investigation, NVIDIA denies receiving a subpoena from the US Department of JusticeFed Beige Book: Most Districts Report Economic Stability or Decline, Increasing Difficulty in Finding JobsInvestors expect the Federal Reserve to start a rate-cutting cycle, wiping out the US dollar's full-year gain in 2024Overnight US Stocks | S&P 500 Index, Nasdaq fell for the second consecutive day, NVIDIA dropped by 1.66%, US oil fell below $70The "curse" of September is unstoppable! Goldman Sachs fund flow experts turn bearish on US stocks starting September 16th