Singing bullishly for European stocks against the trend! Morgan Asset Management refutes the "three major doubts," stating that it's not too late to get on board nowThe US-EU tariff agreement is better than expected, Goldman Sachs raises European economic growth forecastsUnderstanding the Market | Li Auto-W rose nearly 3% as the launch of the Li i8 approaches; institutions believe that optimizing the product matrix is expected to improve salesTesla co-founder expresses dissatisfaction with Musk's cancellation of the affordable car projectGlobal stock markets continue to YOLO? Central bank hawkish statements may trigger a sell-offJapan's two-year government bond auction hits a nine-month high, with yields approaching 2008 levels attracting capital inflowNvidia Tops $4.3 Trillion Valuation, Surpassing Microsoft By $500B — 'The Craziest Part? The AI Revolution Has Barely Started'Not just selling inventory! Reports indicate that NVIDIA has placed a new order for 300,000 H20 units with TSMCCentral Plains Real Estate: Hong Kong property prices have successfully found a bottom and have entered a gradual upward phaseAfter holding for 13 years, Berkshire Hathaway significantly sold one-third of its position in VeriSignKingsoft does not want to follow Microsoft's old pathBitcoin Drops As Michael Saylor's Strategy Halts Accumulation Streak; Ethereum, Dogecoin Also Dip: Analyst Expects 'Violent' Week AheadRay-Ban Meta smart glasses sales are booming, helping EssilorLuxottica's total sales in the first half of the year exceed 14 billion eurosHong Kong Stock Market Mid-Review: Hang Seng Index Opens Lower and Continues to Decline, Biopharmaceutical Sector Strengthens Against the TrendTrump hasn't won yet! On Thursday, a U.S. court began oral arguments, facing "cancellation risks" for "reciprocal tariffs."The Chinese stock market has achieved a "summer breakthrough," and Goldman Sachs believes that in the future, it should "light on indices, heavy on individual stocks."UBS: Expects short-term consolidation in global stock markets, with rising probability of mid-term bubblesTariffs "pushed up inflation in the third quarter and lowered growth in the fourth quarter," the market is too complacent, Morgan Stanley recommends "long U.S. Treasuries, short U.S. dollars"Goldman Sachs: As US stocks hit new highs, hedge funds accelerate withdrawal from technology stocks and shift to consumer staples stocksRare presidential pressure, rare opposing votes, the market has no interest rate cut expectations, but Powell's press conference is a "must-watch show"America's "financial weapon"? ECB: The rise of dollar stablecoins will weaken the control of European monetary policyNew momentum for the U.S. stock bull market? Jefferies: Value stocks and small-cap stocks join the rallyIn the first half of the year, the total social logistics amounted to over 170 trillion yuan, a year-on-year increase of 5.6%120 billion every year! The macro impact of childcare subsidiesWill AI lead to massive unemployment? Goldman Sachs doesn't believe soTrade war alert downgraded! The impact of U.S. tariffs is less than expected, and Wall Street breathes a sigh of reliefBerkshire Hathaway plans to sell part of its stake in VeriSign, raising up to $1.25 billionNike's stock price continues to rise, JP Morgan: The World Cup in the United States is coming, buy!Trump and Bessen's specific tone: After the interest rate decrease, the U.S. will issue more long-term bondsShanghai becomes a major commercial hub! Goldman Sachs raises expectations for China's RoboTaxi market sizeWhy Is Wall Street so Bullish on Nvidia? Here's the $4.8 Trillion Reason"Strong on the outside, weak on the inside" American consumption?Why Krispy Kreme Stock Sank TodayIt is reported that the MI350 series AI chips may increase in price by 70%, and AMD's stock price responded by risingThe US and Europe reached a tariff agreement, US stock futures rose, and gold recovered after a lower openingWaymo, a subsidiary of Google, plans to launch an autonomous ride-hailing service in Dallas next yearCathay Securities: Dismissing Powell is high difficulty, low return, high risk, and has a low probabilityBreakfast FM-Radio | July 29, 2025Redesigning the Browser! Microsoft adds AI Agent to Edge for automated search, prediction, and integrationTrump supporters demand the Federal Reserve's closed-door meetings be made public, judge dismisses!A U.S. judge dismissed the request for the Federal Reserve to disclose interest rate decisions, calling it a publicity stuntEssilorLuxottica: Ray-Ban Meta smart glasses revenue more than doubled year-on-yearReminder: Please pay close attention to the following (all in Beijing time)The heavyweight financial report is coming! After a market value evaporation of nearly $270 billion, can UnitedHealth regain market confidence?Tesla Worth $30 Trillion? Elon Musk Says Yes But Investors Say NoWhy Alibaba Was Outpacing the Broader Stock Market TodayU.S. Judge: Lawsuit against the Federal Reserve's closed-door monetary policy meeting may be a publicity stunt by the plaintiffsCan Apple's Slim iPhone And Cheaper Macs Reverse The 2025 Stock Slump?Emerging market ETFs recorded inflows for the ninth consecutive week, with China’s capital inflow surging and maintaining the top position