Investment Guide in the Fog of Policy: UBS Predicts Fed Rate Cut in September, S&P Aiming for 6200 Points by Year-EndDid Trump get his wish? OPEC launches a new round of supply shocks, and the global oil market may face a "supply surplus wave."JD.com and Meituan ramp up efforts as new retail street battles reigniteAmazon "battles" Walmart, as the U.S. retail industry also engages in a price war!Understanding the Market | CHALCO is down over 3%, the supply and demand pattern in the off-season is weak, institutions say low inventory helps maintain high aluminum pricesDespite the impact of the "tariff deadline," investors are betting that the market will "not fluctuate much.""Dr. Doom" Nouriel Roubini: Core inflation rate will reach 3.5% in the second half of the year, which may trigger an economic recessionRetail investors achieve epic victory! Aggressive "buy the dip" strategy drives the stock market to new highs repeatedlyUnderstanding the Market | Gold stocks fell again, with SD GOLD dropping over 5%, and spot gold briefly falling below the $3,310 markGoldman Sachs discusses "anti-involution": profits in the steel and cement industries are expected to improveJapan's real wages unexpectedly recorded the largest decline since September 2023, but expectations for interest rate hikes by the central bank remain undisturbedThis week's key agenda: July 9th "Reciprocal Tariff" deadlineCICC: Maintains XPENG-W target at HKD 108, maintains "Outperform Industry" ratingThe Battle for Pricing Power in US Stocks: Retail Investors WinDaily Hong Kong Stock Market News Briefing (July 7, Monday)Guangfa Securities: The "Great Beauty" Act will further loosen U.S. fiscal policy, leading to a short-term rise in U.S. stocks and a demand for a rebound in the U.S. dollarNvidia vs. Microsoft Stock: Which Will Be the First $4 Trillion Company?Prediction: Alphabet's Stock Will Deliver Monster Performance Over the Next 2 YearsAmazon vs. Microsoft: Which Cloud Computing Giant Is the Better Buy?After six months of ups and downs, the belief in the U.S. stock market bull market is becoming increasingly strong! In the second half of 2025, will "Buy America" continue to sweep the globe?Prediction: Nvidia Will Soar in the Second HalfReminder: Please pay close attention to the following (all times are in Beijing time)Cathie Wood Just Went Bargain Hunting: 2 Artificial Intelligence (AI) Chip Stocks She Just Scooped Up (Hint: Nvidia Isn't One of Them)Where Will Nvidia Stock Be in 1 Year?What will the next year have in store?Why Citizens Financial Group Stock Soared in JuneHere's Why Navitas Semiconductor Shares Soared in June (Hint: It's Nvidia Related)China Merchants Securities: The tax reduction bill will still have a positive boost on the US stock market in the next two yearsHon Hai's second quarter report meets market expectations, with strong demand for AI serversWho is the first company with a market value exceeding $4 trillion: NVIDIA or Microsoft?Where Will Tesla Stock Be in 3 Years?Here's Why This Nvidia Partner's Stock Surged in JuneSenior central bank reporter warns: Trump pressures the Federal Reserve to cut interest rates to cover the fiscal deficit, consequences could be very seriousCATL: With H-Share Premium Surpassing 20%, Is the Global Lithium Battery Leader Poised for a Value Re-Rating?Intel Could Still Be a Big Winner in the AI Server BoomElon Musk Thinks Tesla Will Become the World's Most Valuable Company. Here's Why Its Stock Could Plunge by 70% (or More) Instead.Better Artificial Intelligence Stock: Nvidia vs. Meta PlatformsIs there still a 0.3% upside in the US stock market? Bank of America Hartnett: Sell when the S&P breaks 6300 points!"Export Grab" Boosts Vietnam's Q2 GDP Growth by 7.96% Year-on-Year, Exceeding ExpectationsTrade conflict escalates again, U.S. stock futures and European stocks both decline, while the Japanese yen, Swiss franc, and gold see slight increasesBank of America warns: S&P 500 approaches sell signal, 6300 points is the key thresholdApple's "F1" achieves great success, but the AI dilemma remains to be resolvedSpot gold rose over 1.9% this weekThe two-year German bond yield fell more than 4 basis points this week, while the 30-year German bond yield rose nearly 2 basis pointsForget Robotaxis - Ford Just Drove Straight Into Tesla's Valuation ProblemWall Street institutions establish "wellness planners": Are they the "insiders" of the bosses or the "harbor" for employees?