Zhitong Hong Kong Stocks Early Insights | Tencent Q2 revenue increased by 15% year-on-year, M2 balance increased by 8.8% year-on-year at the end of JulyBreakfast FM-Radio | August 14, 2025MSCI global stock index hits a new high, European stocks open higher collectively, U.S. stock futures rise before the market opens, and the U.S. dollar index falls to a two-week lowU.S. stocks rise again unafraid of risks, with AI and fiscal stimulus as the engines of growthThe U.S. Treasury Secretary calls for a 50 basis point rate cut in September, with the futures market estimating the probability at only 0.1%Reminder: Please pay close attention to the following (all times are in Beijing time)Betting on Tech Giants: Bridgewater significantly increased its holdings in NVIDIA in the second quarter, adding positions in Alphabet and Microsoft, MetaU.S. wholesale inflation may rebound in July, consumers face greater price pressureOvernight U.S. Stocks | Three Major Indices Rise Bullish First Day of Listing Closed Up 83.78%Federal Reserve officials are cautious about interest rate cuts and continue to monitor inflation and employment dataPopular US stock Coreweave plummets nearly 21%! Losses exceed expectations, lock-up period about to expire, and market expectations are too highAugust 14th External Headlines: Trump reveals progress on the new Federal Reserve Chair, expectations for Federal Reserve interest rate cuts rise, Bessen calls for a 50 basis point cut, Apple plans to launch AI devicesTrump stated that he may appoint the next Federal Reserve Chairman slightly ahead of schedule, with the candidates narrowed down to three or fourAnother hot stock in the "crypto circle" has arrived, CoinDesk's parent company Bullish doubled in price during its debut on the US stock marketAmazon Gains As JPMorgan Backs Grocery Expansion, Reiterates 'Best Idea' Rating$100 Invested In Microsoft 20 Years Ago Would Be Worth This Much TodayReport: Apple's AI strategy will focus on robotics, realistic Siri, and home securityTesla's Chinese EV Rival Is So Popular, The CEO Is Actually Recommending Other Brands To ShoppersUndeterred by Trump's criticism, Goldman Sachs responds: Tariffs will begin to impact consumers' walletsWalmart Stock Slides As Amazon's Grocery Delivery Expansion Heats Up Price War And Challenges MarginsAmazon will provide same-day grocery delivery services in 2,300 cities to expand its coverageIs interest rate hike imminent? The Bank of Japan is urged to abandon vague inflation indicators and establish a clear interest rate hike pathPerplexity Pulls A Tesla: All Talk, No Deals...YetClocktower: Far-reaching impact! Trump reshapes the triple order of global security, trade, and currencyTencent (Minutes): Management confirms that high growth in core business benefits from AIBerkshire Hathaway 13F Preview: Did Buffett Trim Apple—And Will The Mystery Stock Be Revealed?Federal Reserve Chairman potential candidate Bullard: If elected, will seek to break the "groupthink"Assessing Meta Platforms's Performance Against Competitors In Interactive Media & Services IndustryTencent executives interpret Q2 financial report: Will continue to increase AI investmentCan Spend and Earn More! Is Tencent's Meta Moment Coming?SOFR options traders hedge against the prospect of a larger rate cut by the Federal Reserve in SeptemberThe pool of candidates for the Federal Reserve Chair has expanded from 4 to 11, covering the White House, the Federal Reserve, and Wall StreetHow To Trade SPY, Top Tech Stocks Using Technical AnalysisSee the chart: Tencent's revenue in the second quarter was 184.5 billion yuan, with R&D investment reaching 20.25 billion yuanTencent: Has enough chips for AI training and model upgrades, with multiple options for AI inference chipsAs expectations for a Federal Reserve interest rate cut rise, mortgage rates plummet by 10 basis points, igniting a refinancing frenzyGlobal news you need to know before the U.S. stock market opens on WednesdayRisks not eliminated, volatility first decreases! The US stock, bond, and currency markets collectively enter an "abnormal calm period."Zhitong Hong Kong Stock Analysis | Funds Actively Enter the Market to Snatch Shares, Tencent Hits a Four-Year HighAfter the release of the US CPI, the market is "euphoric," wildly chasing high-risk assetsU.S. Treasury Secretary Janet Yellen: We may now enter a series of interest rate cuts, and the Federal Reserve should cut rates by 150 to 175 basis pointsU.S. Stock Market Outlook | Three Major Index Futures Rise Together, Nomura Securities: Core CPI Trends Moderately, Fed May Cut Rates in SeptemberUBS Asset Management communication meeting revealed: China's bond market will be a global capital "money magnet"Apple, PG&E, D.R. Horton And An Industrial Stock On CNBC's 'Final Trades'Japanese bonds encounter coldness again: 10-year "no one cares," 5-year demand hits lowest since 2020