Hong Kong Stock Midday Review: Hang Seng Index Drops Over 1% in Half Day, Large Technology Stocks Generally Weak"September 50 basis point rate cut vs global economic recovery" Two major expectations coexist, and September's non-farm payrolls will falsify "one of the two"New Jersey Man Reportedly Dies Attempting To Meet A Meta AI Called 'Big Sis Billie'AI capital expenditures contribute 0.5% to U.S. GDP growth Pantheon Macroeconomics: Technology equipment and software investment will become a new engine for the economyIs the U.S. market facing a "September liquidity drain"?The Perfect Stocks Portfolio: August 2025 UpdateIn the "historic level" second quarter, how did hedge funds operate? Microsoft bought the most, Alibaba reduced its holdings the mostAttracting Buffett, Renaissance, and Tepper to bottom-fish together! The scandal-ridden insurance giant - UnitedHealthCITIC Securities: Raises Tencent Holdings Limited's target price to HKD 700, maintains "Buy" ratingCITIC International: Raises Tencent Holdings Limited target price to HKD 717, reiterates "Outperform" ratingOpendoor, Amazon, Unitedhealth Group, Applied Materials And Intel: Why These 5 Stocks Are On Investors' Radars TodayThe National Bureau of Statistics discusses the continuous expansion of the year-on-year growth rate of core CPI: mainly due to the effective implementation of special actions to boost consumption since the beginning of this yearUnderstanding the Market | Alibaba-W fell over 3% in early trading as renowned hedge fund Appaloosa LP reduced its holdings in the company in the second quarterSaudi Sovereign Wealth Fund PIF Q2 Holdings: Bought Call Options on Eli Lilly and Other Pharmaceutical Stocks, Liquidated MetaIntel Stock Trends, Jumps 4.5% After Hours As Analysts Digest Trump Administration's Potential Investment1.2%! Japan's GDP in the second quarter exceeded expectations for growthThe prototype of "The Big Short" perfectly timed the rhythm in Q2: "buying the dip" in US stocks, flipping short to long bets on Chinese concept stocks, and having a "tacit understanding" with Buffett to be bullish on UnitedHealthEli Lilly raises prices in the UK by up to 170% just because Trump complained that "weight loss drugs in London are much cheaper than in the US."Did Tencent make a T?Hedge fund mogul Tepper's Q2: Buying UnitedHealth with Buffett at the bottom, reducing holdings in Chinese concept stocks, but Alibaba remains the top positionDuan Yongping's Q2 big bet on AI: Google's holdings surged by 75%, NVIDIA increased its position by nearly 50%, while also adding to Apple and PDDBank of America sounds the alarm: Inflation is still rising, but the Federal Reserve is set to cut interest rates! The dollar may face a rare 20-year impactHedge fund mogul Ackman's Pershing Square established a position in Amazon and liquidated its holdings in Canadian Pacific Kansas City in Q2Intel's stock price surged as the U.S. government may take a stake, and Trump accelerates the "support strategy for strategic industries."XPENG-W signed an agreement with Volkswagen Group to expand strategic cooperation on electronic and electrical architecture technologyBuffett restarts Apple sell-off in Q2, further reduces stake in Bank of America, new investments in UnitedHealth, Nucor Steel, and other "mysterious" holdings revealedClaude Code has been updated again! AI programming has entered "reverse teaching" mode, stopping halfway to test you: you write this line of codeHedge fund mogul Ackman built a position in Amazon with 5.8 million shares in the second quarter and increased his stake in AlphabetU.S. stock futures fell slightly, European stocks opened mostly higher, the yen rose about 0.7%, the dollar turned to rise, and Bitcoin rose over 2%Breakfast FM-Radio | August 15, 2025The Federal Reserve's overnight reverse repurchase balance has plummeted to a four-year low, with the key liquidity buffer nearing "exhaustion."Zhitong Hong Kong Stock Early Knowledge | JD.com's second-quarter revenue increased by 22.4% year-on-year. The Hong Kong Securities and Futures Commission and the Hong Kong Monetary Authority issued a joint statement on stablecoinsElliott Management Bets Against S&P 500, Nasdaq 100, Nvidia Stock In Second QuarterFederal Reserve's Barkin: U.S. consumer spending may improve in JulyIn July, net inflows from foreign funds further accelerated, and foreign interest in Chinese assets reached a recent highReminder: Please pay close attention to the following (all times are in Beijing time)AI frenzy drives US stocks to new highs, experts warn of the risk of cooling sentimentBerkshire reduces its stake in Apple and increases its stake in UnitedHealth GroupStock Market Today: Intel Climbs as White House Mulls Strategic Stake in ChipmakerFederal Reserve voting member Musalem: It is still too early to determine whether to support a rate cut next month, pouring cold water on a 50 basis point rate cutThe three major U.S. stock indexes closed flat, as PPI wholesale inflation data dampened investor expectations for a Federal Reserve rate cutTop 20 trading volumes in U.S. stocks on August 14: Reports suggest the Trump administration wants to acquire a stake in IntelThe Trump administration is reportedly negotiating to acquire shares of Intel, and CEO Chen Liwu is expected to continue in powerIs market liquidity pressure approaching? The usage of the Federal Reserve's reverse repurchase tool hits a new low since 2021