Futu: Downgraded Xiaomi Corporation-W target price to HKD 69.85, maintaining "Buy" ratingMasayoshi Son bets on NVIDIA, Taiwan Semiconductor, and Oracle, making a staggering $4.8 billion in the second quarter, with SoftBank's profits exceeding expectationsTariff policy turmoil stirs semiconductor industry; SMIC financial report unveils tonight | Today's important news reviewThe People's Bank of China suspends gold purchasesTrump's tariffs are about to officially take effect, and the test for the global economy is just beginningNasdaq Surges Over 1% Amid Jump In Apple Shares: Fear & Greed Index Remains In 'Neutral' ZoneThe "import grabbing" effect in the United States is fading, and copper prices may continue to decline in the coming monthsTrump Calls Elon Musk A 'Good Person' Amid Backlash Over The Tesla CEO's PoliticsU.S. stock futures rise, European stocks open mixed, the dollar weakens, and gold breaks through $3,390Is Amazon Stock a Long-Term Buy?In the first fiscal quarter, SoftBank turned profitable, benefiting from its bets on Nvidia and other artificial intelligence sectorsGame + Music dual-engine drive! Sony raises profit forecast, stock price hits strongest increase in four monthsBillionaire David Tepper Is Selling Nvidia, AMD, and TSMC, and Loading Up On Shares of This Trillion-Dollar Artificial Intelligence (AI) Stock InsteadValuation and concentration both hit new highs, and the bubble risk in the US tech sector is accumulating!Apple's stock price rises as investment commitments ease tariff concernsInflation divergence masks superficial stability, increasing internal differences complicate the European Central Bank's interest rate decision-makingCATHAY PAC AIR launches the "Midfield Battle"Taiwan Semiconductor receives exemption from U.S. chip tariffs, stock price soars to a record highInflation risks linger, beware of the "false start" of the Federal Reserve's interest rate cut cycleChina's rare earth exports in July fell by 23% month-on-month, soybean imports hit a record high, and iron ore imports remained above 100 million tons for three consecutive monthsThe AI talent war, Apple is "bleeding" severely, the core team is being "emptied" by OpenAI and MetaThe Trump tariffs officially take effect, and the global economy faces a "stress test."Uber CEO Welcomes Tesla's Robotaxi Entry, But Says There Will Be No Winner-Take-All: 'Could Be A Competitor, Could Be A Partner'Uber (Minutes): Autonomous ride-hailing is far from profitability, 50% of cash flow will be returned to shareholdersWeak ride-hailing, strong food delivery, is Uber at another crossroads?Reminder: Please pay close attention to the following (all times are in Beijing time)Air Force Wants Tesla Cybertrucks For Target Practice—Praises Its Durability, Says No Comporable Vehicle ExistsApple's $100 Billion Manufacturing Push Likely Won't Raise Product Prices, Says Gene Munster — Made In USA iPhone Still Off The TableInterest rate spread advantage + policy space, Indonesian bonds may become the biggest winner of the Federal Reserve's interest rate cutsHong Kong Stock Market Midday Review: Hang Seng Index closed up 0.52%, Xiaomi Group fell over 4% against the trendShopify, the global business operating system in the AI era?Three Federal Reserve officials issue warnings: The labor market remains weak, and expectations for a rate cut in September are risingFollowing Taiwan Semiconductor, Samsung and SK Hynix also avoided Trump's 100% chip tariff thanks to American chip manufacturersIn addition to Cook, Trump also met with Jensen Huang yesterday, so the market is not afraid of "semiconductor tariffs"?Apple, Airbnb, TSMC, AppLovin Corp. And DraftKings: Why These 5 Stocks Are On Investors' Radars Today"Gig Economy"! The four major "freelance" platforms in the United States released their financial reports on the same day, with significant increases in free cash flowUnderstanding the Market | INNOSCIENCE rose nearly 8% again, the company is the world's largest GaN IDM company and recently became a partner of NVIDIA for 800V DC power supplyUnderstanding the Market | Xiaomi Corporation-W is currently down over 4%. Nomura states that the market has high expectations for the automotive business, while Credit Suisse indicates that the mobile phone business may drag down second-quarter performanceBitcoin, Ethereum, Dogecoin Jump Alongside Stocks Amid Apple's $100 Billion Investment Plan: Analyst Flags 'Massive Resistance Wall' For BTCGoldman Sachs Macro Trading Team: "A 50 basis point rate cut in September" should be the baseline scenario, and the market has underestimated this possibilityTrump will nominate a temporary Federal Reserve governor to save the situation. "Which of the two Kevins" will laugh last?Nomura raises Xiaomi's target price by 79%, expects future resistance, downgrades rating to Neutral"Fund Tokenization" is trending overseas, what has Wall Street seen?Applovin (Minutes): The self-service advertising platform will be launched in October this year.Understanding the Market | Apple concept stocks lead in gains as Trump imposes an additional 25% tariff on India, directly impacting Apple's manufacturing strategy in IndiaLarry Ellison Once Said He 'Had All The Disadvantages Necessary For Success' As He Aimed To Beat Amazon In Cloud — Where The Oracle CEO Stands TodayInterest rate cut expectations heat up again! Federal Reserve Governor Cook says non-farm payrolls indicate an "important turning point"