Financial Report Preview | AI boom is in full swing, Taiwan Semiconductor is making a fortune! Q3 profits are expected to surge by 40%Nvidia ticks up as Wells Fargo sees DGX B200 pricing news as a positiveGreensKeeper Value Fund Q3 2024 LetterCitigroup: Maintains "Buy" rating on Tencent Holdings Limited, target price raised to HKD 573The market has become skittish, should the Federal Reserve abandon "data dependency"?Today's Important News Review | Dolphin Investment ResearchApple: Lock In Gains Before They EvaporateWhy Uber may have won Tesla's robotaxi eventDon't be misled by Shipo Mao, the market may be underestimating the probability of Japan raising interest ratesJP Morgan Stanley: Raises Tencent Holdings Limited's target price to HKD 520, raises adjusted earnings per share forecast for this year and next yearThe US stock earnings season kicks off, with AI leading the market. Is NVIDIA still the best investment target?The Fed's interest rate cut clouds the sky, traders prepare to deal with "major fluctuations"By 2030, the number of centenarians worldwide will exceed 1 million! Morgan Stanley: Aging population is good for the stock marketUBS: Raises JD.com H-share target price to HKD 250 Benefiting from macro stimulus factorsMedia: Alibaba-backed Qiniu Intelligent Technology raised HKD 439 million through Hong Kong IPOCiti: Expects Tencent's third-quarter performance to meet the bank's and market expectations, raising the target price to HKD 573Hong Kong Stock Market Midday Review: Hang Seng Index fell by 0.41% in the morning, Chinese brokerage stocks declinedHow to invest in US cloud software stocks? Piper Sandler strongly recommends "MAC"Earnings Preview: Bank of America Q3 profits expected to decline, will there be a surprise exceeding expectations?Earnings Report Preview | ASML Q3 Revenue Expected to Resume Growth, Analysts Firmly Optimistic about Long-term AI OpportunitiesGoldman Sachs raises China's real GDP forecast: 4.9% growth in 2024, 4.7% growth in 2025"Terror Data" joins hands with major bank financial reports this week! Expectations for interest rate cuts will face further testsDemand is sluggish, applications plummet! Apple's VR headset Vision Pro is "getting colder"New Stock News | Rumor: Xiaohongshu still intends to go public in Hong Kong, with first-quarter net profit soaring 4 times year-on-year1. Viewpoint: The trend of meme coins is inevitable, but further transparency and fairness are still needed.
2. Last week, the United States Bitcoin spot ETF increased its holdings in totalEarnings Preview | Netflix Q3 financial report to be released soon, market expects a 33% year-on-year increase in net profitMarket Insight | Chinese brokerage stocks continue to decline, with CMSC plummeting by 11% and CITIC SEC dropping nearly 8%Guosen Securities: Maintains Alibaba-SW "Outperform the Market" rating with a target price of HKD 120-127HKEX's Charles Li: Will publish a white paper on whether the Hong Kong stock market should implement T+1 settlement in the first half of next yearGoldman Sachs: Lowered Microsoft's target price to $500, maintaining a "buy" ratingCITIC Securities: Tesla "WE, ROBOT" Conference Held, Demonstrating Strong Robot Motion Control and DexterityApple's California testing permit for autonomous driving cars has been revoked, officially ending the self-driving car planInflation on track? Goldman Sachs predicts September PCE to approach the Fed's 2% targetExpectations of interest rate cuts have cooled rapidly, with the market starting to bet on "one more rate cut this year, and then no more rate cuts at the beginning of next year."FTSE China A50 futures experienced a short-term decline, but still rose by 1.2%, with a 2.33% increase in the previous night trading sessionDaily Hong Kong Stock Market News Express (Monday, October 14)"Economic Advisor" Aito: Trump will appoint a new Federal Reserve Chairman to defend the status of the US dollarAfter selling Bank of America, Berkshire Hathaway significantly increased its holdings in SiriusXMThe new round of US stock earnings season kicks off, these five major themes are worth paying attention toBreakfast | Korean Peninsula tensions rise; focus on US election; NVIDIA to hit new highs? Blackwell's supply for next year is already sold out!Latest! The Eastern Theater Command announces military exercises! The United Nations speaks out, attacking UN peacekeeping forces may constitute a war crime! Achieving a new high in the stock market, what is the strong "confidence" of aluminum oxide?Goldman Sachs raises China's GDP targets for 2024 and 2025Gurman: Apple to launch low-cost VR headset as early as next year, smart glasses in 2027Uncertainty over the Fed's rate cut prospects intensifies market volatility, investors turn to medium-term bondsPolicy "combination punch" brings about revaluation of Chinese assets, sustainable inflow of foreign capitalFiscal Policy: A Shift in Direction and LevelThere is a 95.6% probability of the Federal Reserve cutting interest rates by 25 basis points in November, with a 4.4% probability of no rate cutReminder: Please pay special attention today (all times are in Beijing time)Current Global Market: Forget hard landing, trade inflation again, beware of TrumpHow to view the impact of fiscal tilt towards consumer spending on people's livelihoods?