1 Glorious Growth Stock That Could Beat Tesla to This $10 Trillion OpportunityNot just the highlights of July! Morgan Stanley: Apple's tariff relief, TSMC's Q4 and next year's performance will reach new highs1 Popular AI Stock to Sell Before It Falls 17%, According to Wall Street Analysts (Hint: It's Not Nvidia)Multinational pharmaceutical companies are more eager to buy Chinese innovative drugsThe expectation of a US dollar interest rate cut triggers arbitrage trading, with capital flowing into high-yield emerging market currenciesHong Kong Stock Market Review: The Hang Seng Index rose slightly by 0.19%, with the energy and metals sector strong throughout the dayPeter Schiff, The Kobeissi Letter Warn Of 'Federal Shakedown' Over Nvidia, AMD's 15% China Chip Revenue Deal With Trump AdministrationAs U.S. stocks hit new highs: Retail buying fades, hedge funds short at the fastest pace in four monthsElon Musk Seeks To Power British Homes And Businesses Amid Tesla's Dwindling EV SalesCICC: Lowers Xiaomi Corporation-W target price to HKD 70, maintains "Outperform Industry" ratingNasdaq Jumps Over 200 Points As Apple Shares Surge: Investor Sentiment Improves, Fear Index In 'Greed' ZoneElon Musk Says 'Epic Outcome' Ahead For Tesla As Company Scraps Dojo In-House AI ProgramNvidia's H20 Chips Under Fire In China Over Security Fears As US Export Deal Sparks Backlash: ReportAlphabet's New No. 1 Holding Is a Bona Fide Moonshot Stock, While Its Former No. 2 Holding Has Been Given the Heave-HoBitcoin is poised to hit a historic high, with speculative bulls dancing alongside interest rate cut expectations. The year-end target price is set at $150,000Betting on economic slowdown! Investors are heavily shorting high-priced corporate bondsBank of America: Coca Cola's fundamentals remain solid, reiterates "Buy" rating1.75% or the terminal interest rate? The market bets that the European Central Bank will end the easing cycle after a rate cut in DecemberBlackRock and Vanguard lead the way, as American asset management giants sweep through Europe with ETFs, doubling their scale in ten years!Meta Taps PIMCO, Blue Owl For $29 Billion Louisiana Data Center Buildout As AI Infrastructure Race Heats UpEarnings Report Preview | Macroeconomic market uncertainties remain, Wall Street expects Applied Materials to seek steady progressThe new Model Y is expected to boost sales, Wedbush Securities gives Tesla an "Outperform" ratingElon Musk Reacts To Rivian, Lucid Accruing Cash Burn Of $88 Billion As Tesla Remains Only Free Cash Flow Generating Company: 'Harder Than It Looks'U.S. companies are repurchasing stocks at a record pace!Reminder: Please pay close attention to the following (all times are in Beijing time)Industry insiders: Trump's tariffs are unlikely to drive a large-scale return of chip manufacturing to the United StatesThe market is "too certain" about the Federal Reserve's rate cut in September, Morgan Stanley: Future data is very important, especially the US CPIUnderstanding the Market | FIT HON TENG rises over 10% again, NVIDIA's GB200 has achieved ramp-up production, and GB300 will enter sample production in the second half of the yearFrom Shooting for the Moon to Failing: A Brief Discussion on the Fall of Tesla DojoHow much room is there for insurance funds to increase their holdings in bank stocks?Goldman Sachs Market Team Perspective: India has dropped significantly but has not reached a bottom, Japan faces short-term correction risks, considering the "underweight U.S. technology" strategyHigh valuations are not a problem! Bank of America: Strong corporate fundamentals are expected to support U.S. stocksNvidia Says There Are No 'Backdoors' In Its Chips As Beijing Demands Answers: 'No Kill Switches, No Spyware'Understanding the Market | Lens rises over 4% as Apple announces expansion of cooperation with Corning, the company is expected to benefit from the downstream processing of glass substratesThe divergence in the US stock market has reached its highest level in 30 years, and Goldman Sachs recommends 25 "character-driven stocks.""Index weight has fallen to its lowest point in decades"! US pharmaceutical stocks have been "abandoned" by the marketUnderstanding the Market | XPENG-W rose over 7%, with over 10,000 new P7 orders placed in less than 7 minutes; institutions are optimistic about the company's sales growthBitcoin Rises As Fed Governor Backs Three Rate Cuts In 2025; Ethereum, Dogecoin, XRP Correct: ETH May Have More Room To Run, Says AnalystAmazon Stock Slips 10%: Here's Why It Can Still Finish 2025 With a Market Cap of $3 TrillionUnderstanding the Market | Gold stocks fell in early trading as global central bank gold purchases slowed, institutions say the upward momentum for gold prices in the short term has weakenedCICC: 125% is the "invisible bottom" of the current AH premiumGoldman Sachs: 64% of tariff costs are "paid" by American companies, while consumers only bear 22%Since its listing in 2021, Palantir has risen by 2500%. Is a "245 times PE" expensive?Galaxy Securities: Expectations for personnel changes at the Federal Reserve heat up, market bets on a rate cut in SeptemberReports say: NVIDIA and AMD pay 15% of their AI chip revenue from China in exchange for Trump's "green light."BIS publicly announces the selection criteria for the "next Federal Reserve Chair": reduce functions, "look forward" rather than rely on "historical data"The Federal Reserve's interest rate cut expectations trigger carry trades, with emerging market currencies seeing significant accumulation by international capitalThe U.S. July CPI and other economic data will be released this week! The Federal Reserve's interest rate cut schedule may be reshaped