Everything seems to be repeating last year, but will the Japanese stock market be different this time?With an average of 700 per person at its premium stores, does HAIDILAO still want to leap upward?Goldman Sachs warns: Tariff impact + dual weakness in consumption and investment may cause U.S. Q4 GDP growth to plummet to 1.1%App Store spending increased by 13%, setting a record, and Goldman Sachs supports Apple with a "Buy" ratingGoldman Sachs predicts: The Federal Reserve will start cutting interest rates in September, potentially by up to 50 basis pointsPrice cut by 70%! The "weight loss miracle drug" patent in Canada will expire next year, and generic drug giants are "eyeing" it, planning significant price reductionsThe retreat of the US dollar + the steep bull market in US Treasuries, the "narrative logic" of the financial market is undergoing a transformation! The "rate cut trade" has become the main lineWith a value of approximately 208.3 billion yuan, Musk receives a huge reward! Tesla's market value increased by more than 150 billion yuan overnightRepeated "significant revisions," what exactly is wrong with the U.S. non-farm payroll data?This Wall Street giant is "bullish in the short term" on gold prices, but the logic for being bearish next yearHong Kong Stock Midday Review: Hang Seng Index up 0.27%, EAST BUY up nearly 16%Morgan Stanley: Expects Tencent Holdings' mobile game "Valorant" annual revenue to reach 5 to 6 billion RMB, with an "Overweight" ratingNvidia Is Producing 'Unprecedented Wealth' For Its Employees, Nearly 80% Are Already Millionaires: ReportPalantir (Minutes): Projecting a 10-fold increase in U.S. revenue over the next 5 yearsInterest rate cut expectations escalate again! San Francisco Federal Reserve President Mary Daly shifts from wait-and-see to supporting a "three consecutive cuts" on the tableMorgan Stanley: U.S. stocks may correct by "5-10%" in the third quarter, but any correction is a good buying opportunityMercado (Minutes): It is not yet certain whether the free shipping threshold will be lowered in other markets.The difficulty of industry production cuts is high and costs are high! Goldman Sachs reiterates sell on "solar glass dual giants"Inflation cools down amid tariff increases! Expectations for South Korea's central bank to cut interest rates riseGrowth or Profit? The Dilemma of 'Latin America's Alibaba' MercadoAnother major bank supports! UBS: China's Robotaxi is on the eve of large-scale deployment, and leading companies are expected to achieve "single-vehicle profitability" by 2026Track Hyper | Gaode Map AI Transformation: Technology Drives Industry IterationUnder AMD, Qualcomm Competitive Heat, Intel Gets Hit With Fitch Credit DowngradeThe Bank of Japan's meeting minutes hint: If trade frictions ease, interest rate hikes may resumeChina's July S&P Global Services PMI rose to 52.6Cathie Wood Drops $8.3 Million On AMD And Nvidia In Monday Trading Blitz, Sells Robinhood Stock Amid 'Project Crypto' BuzzThe central bank's communication mechanism helps Japanese stocks make a comeback: the shadow of arbitrage trading unwinding gradually dissipates, and foreign capital accelerates its layoutExpectations for a Federal Reserve interest rate cut are rising, global stock markets are rebounding, S&P 500 futures are up more than 0.5%, and spot gold is hovering above $3,350Palantir: Deserving the Title of AI Application Leader, Guidance Flaws Are Not an IssueBuffett continues to "trim" bank stocks: Berkshire Hathaway Q2 likely further reduced its $6.9 billion position in Bank of AmericaTrump will significantly raise tariffs on India, causing Indian ETFs listed in the U.S. to turn negative"Stock God" Trump has spoken again: The US stock market is doing well today, and there will be more days like this in the futureThe total exposure of American hedge funds has seen the largest scale of liquidation since the COVID-19 pandemicThe United States released the "Tariff Implementation Guidelines," clarifying that the new tariffs do not apply to goods shipped before 12:00 AM New York time on ThursdayWill the S&P 500 Index Do the Unthinkable and Rise at Least 20% for the 3rd Consecutive Year? History Says It's Unlikely, but 1 Wall Street Analyst Thinks It Can HappenThe retreat of the US dollar and expectations of interest rate cuts by the Federal Reserve ignite risk appetite! Emerging market assets sound the horn for a counterattackMorgan Stanley: Remains bullish on the yen, as weak U.S. data reduces the attractiveness of arbitrage tradesZhitong Hong Kong Stocks Early Insights | The Timing of the Federal Reserve's Rate Cut Approaches, US Stocks Rebound CollectivelyThe difficulty of cooperative shipbuilding is "incomparable," massive investments exacerbate industrial hollowing, and the Korea-U.S. tariff agreement triggers new anxieties in South KoreaTrump praises the controversial "Sydney Girl" advertisement, American Eagle Outfitters becomes a meme stock with the largest increase in 25 yearsThanks to the "amazing" impact of AI, Palantir's revenue exceeded expectations, increasing by 48%, and the guidance for this year has been raised for the second time | Earnings Report InsightsTesla CEO Elon Musk receives another lucrative compensation package worth approximately $29 billion!Microsoft Stock Soars on the Back of AI. Can the Momentum Continue or Is It Too Late to Buy the Stock?San Francisco Federal Reserve President: The timing for interest rate cuts is gradually approaching, and there may be more than two rate cuts this yearTop 20 U.S. stock trading volumes on August 4: Tesla grants Musk $29 billion in stockWhy Apple Stock Lagged the Market on MondayThe shadow of the trade war reappears, emerging market ETFs see a nine-week streak of gains interrupted, with India experiencing an outflow of nearly $300 million in a single week, ranking firstHigh valuations meet a weak economy, Wall Street warns in unison: S&P 500 may drop by 10% to 15%