Tencent's European Roadshow Focus: How AI Drives Growth?NVIDIA, major announcement! Jensen Huang's latest statementSurprised? Whether it's public funds or hedge funds, U.S. institutions generally "underweight" technology stocksGoldman Sachs Silicon Valley AI Research Tour: The underlying models do not widen the gap, AI competition shifts to the "application layer," and "inference" leads to a surge in GPU demandThe signals from the Jackson Hole annual meeting are stirring global nerves, and the Federal Reserve's decision on interest rate cuts is caught in a complex chess gameDow Futures Drop Nearly 60 Points As Nvidia Earnings Loom: Nikkei Opens Higher, Dollar Inches UpUnderstanding the Market | YOFC surged over 20% in early trading, reaching a new high as NVIDIA released Scale-across networkElon Musk establishes a new company "Giant" to redo Microsoft products using AIPowell's "dovish" remarks ignite bullish sentiment, analysts shout that Asian stocks and currencies are set to riseAlphabet Just Scored Big With Meta: Is GOOGL Stock Poised for Another Leg Higher?Ye Guofu "heats up the stove," Miniso aims to play the "own IP" cardUnderstanding the Market | Gold stocks rise across the board as Powell states that restrictive policies may be adjusted, and interest rate cut expectations may drive gold prices to new highs"Not laying off people, but also not hiring people"! What employment risks is the Federal Reserve concerned about?"Wall Street Oracle" warns: the market is overly optimistic about the Federal Reserve's interest rate cutsEveryone is celebrating the interest rate cut in September. Was Powell's speech really that "dovish"?After the interest rate cut frenzy, the US stock market faces a series of "big tests": NVIDIA's earnings report and PCE data make a heavy debut this week!Trump's "Three-Step Method" to Control the Federal Reserve: Replace Powell, Take Control of the Board, Dismiss Regional Federal Reserve Presidents"AI Faith" faces a major test! The "heavy checkpoint" on the road to new highs for U.S. stocks: Can NVIDIA deliver a perfect earnings report this week?After Powell's "dovish" stance, the cryptocurrency market shows divergence: Ethereum strongly surged close to $5,000, while Bitcoin fell back below $112,000For the first time ever! Apple plans "three consecutive years of major revisions," successively launching new models such as foldable phones and curved screensHas the progress of AI "slowed down," should the market be worried?Emerging market assets are attracting significant capital! Fund managers are bullish: they will outperform developed marketsNext week's heavy schedule: "The most important financial report in the entire market" is comingNVIDIA's financial report and the Federal Reserve's decision are approaching, and hedging strategies are shifting towards U.S. stock options, while cheap VIX has become "yesterday's news."Breakfast FM-Radio | August 25, 2025Hong Kong Stock Concept Tracking | Major Catalyst! NVIDIA's Robot "New Brain" Set to be Revealed, Potential Beneficiaries Overview (Including Concept Stocks)Zhitong Hong Kong Stock Early Knowledge | Powell hints that the Federal Reserve may cut interest rates in September, China Telecom, JD LOGISTICS, and POP MART turn blueEuropean Central Bank Governing Council Member Kazaks: There is currently no need for further interest rate cutsShould You Buy Nvidia Stock Before Aug. 27? History Provides a Clear and Compelling Answer.Shenwan Hongyuan: Powell's speech has led to a significant increase in "rate cut trades," and whether expectations can materialize depends on the September non-farm payroll and inflation dataReminder: Please pay close attention to the following (all times are in Beijing time)Jeff Bezos Said He Would Have 'Felt Icky' Had He Taken Any More Shares Of Amazon: 'I Just Didn't Feel Good…'Apple Plans Major iPhone Redesigns For Three Consecutive Years5 No-Brainer Warren Buffett Stocks to Buy Right Now -- Including Amazon.com5 Monster Stocks to Hold for the Next 10 Years -- Including Nvidia and PalantirWill Tesla's Bet on Bigger Vehicles in China Pay Off?Think Amazon Is Expensive? This 1 Chart Might Change Your Mind.Consumer Tech News (August 18–August 22): Powell Turns Dovish As Walmart, Target Earnings Steer Sentiment, While AI Hangover Hits PalantirNVIDIA launches Spectrum-XGS Ethernet to help distributed data centers enter the billion-watt AI super factoryHere's How Many Shares of Apple Stock You'd Need for $10,000 in Yearly DividendsWhy Is Warren Buffett Dumping Apple Stock Right Now?1 Reason to Buy Amazon (AMZN) StockWhy Joby Aviation Stock Plummeted This WeekThe next stop after the "new high"Prediction: Nvidia Won't Be Able to Live Up to Wall Street's Sky-High Expectations on Aug. 27Shark Tank Star Kevin O'Leary Eyes Collectibles As Promising Alternative MarketJackson Hole RetreatPrice war reversal for large models? In-depth analysis of the latest pricing from 17 manufacturers reveals that over 70% are raising prices