Market Clubhouse Morning Memo - September 26th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META And TSLA)Wall Street tycoon David Tepper: Strongly betting on Chinese stocks, buying everything, not fond of US stocksThe "policy gift package" in China has triggered a luxury stock frenzy, with LVMH and Hermès both rising nearly 10%U.S. Stock Market Update | Chinese concept stocks continue to rise, domestic favorable policies "multi-pronged approach"Alibaba and JD.com shake hands and make peaceTop investment bank CICC appoints a "post-80s" female executiveHomebuyers return as Fed easing spurs surge in mortgage-rate locksAI newcomer SMCI plunged 15% in a straight line, facing investigation by the US Department of JusticeApple might release new 'HomeAccessory' product as soon as 2025: reportThe Federal Reserve hopes to gradually cut interest rates, Wall Street: Hurry up!The gains of Chinese real estate stocks listed in the US stock market continue to expandThe SOFR options market expects the Federal Reserve to implement two more 50 basis point rate cuts this yearThe truth that subverts cognition: Since the epidemic, the US economy has been incredibly strong! With a background of interest rate cuts, is a "soft landing" imminent?Meta rises more than 1.5% to continue hitting new highs, unveiling the latest VR headset at the developer conference and showcasing the prototype of AR smart glassesThe final annualized seasonally adjusted real GDP for the second quarter in the United States was 3%, while the PCE price index was 2.8%, both unchanged from the initial valuesBank of China Research Institute: The foundation for the recovery of the Chinese economy in the fourth quarter will be further consolidatedCompanies remain cautious ahead of the general election, with nearly zero growth in commercial equipment orders in the United States in AugustMeta's Connect showings brings it 'one step closer' to being AI company: Baird'Safety Disaster:' Tesla FSD 'Galaxies Away From Being Anywhere Close To Competition,' Says Bearish Analyst, As He Assigns Zero Valuation To The TechRosenblatt raises Meta's target price to $811The U.S. economy showed solid growth in the second quarter! Will the key to future interest rate cuts lie with the Federal Reserve?Intelligent Hong Kong Stock Analysis | Senior Management Calms the Market and Ignites the Market, Reversing Bearish Sentiment as Funds Rush to BuyGlobal headlines you need to know before Thursday's US stock market opensMeta To Rally Around 12%? Here Are 10 Top Analyst Forecasts For ThursdayCitigroup warns: Worsening employment exacerbates the risk of a "hard landing" in the United States, with a 50 basis point rate cut possible in NovemberGlobal easing expectations heating up! Silver hits a twelve-year high, gold rises above $2680Apollo's possible $5B investment likely not enough to solve Intel's issuesMeituan-W spent HKD 61.1632 million on September 26 to repurchase 426,800 sharesIs it a mistake to kill gold stocks that deviate from the price of gold?Appaloosa’s David Tepper says he is hesitant about investing in NvidiaThe U.S. bond market falls into "silence" as traders await Powell's speechFed's Cook weighs pros and cons of AI on the economyAlibaba-W repurchased approximately 1.99889 million US dollars worth of 1.6728 million shares on September 25thAnalyst: Powell is more decisive, not ruling out another 50 basis point rate cut this year!A large block trade appeared in the US short-term interest rate market, with the scale setting a record in the history of SOFR futuresKey Macro Charts: How to Allocate Assets Based on Liquidity? (2024/9/26)On September 26, Tencent spent HKD 151 million to repurchase 367,400 sharesCan't stop at all! Chinese concept stocks soar before the market, with YINN surging 18%Xiaomi Corporation 2024 Interim Report: Revenue in the first half of the year was 1643.95 billion yuan, a year-on-year increase of 29.6%After the job market cools down, could the US GDP face a significant downward revision tonight?Kerui: Real Estate Sets Tone for "Stabilizing and Rebounding"Microsoft rises even as Oppenheimer lowers Azure estimates, raises capex forecastPolicy Interpretation | Why is the stock market surging? Several unusual points about this meetingMinutes of the July meeting show huge committee divisions! Bank of Japan's rate hike process may continue to be blockedMeta is reportedly investing heavily to invite Hollywood stars to help promote its new AI productsSoochow Securities Co., Ltd.: Meta Orion prototype released, optimistic about the development trend of AI+ARToday's Important News Review | Dolphin Investment Research$100 billion tax credits! Harris wants to "revitalize American manufacturing"Nvidia in spotlight as Susquehanna calls out strong Hopper pricing ahead of BlackwellTesla Sends Out Invites For Robotaxi Event: Here's Everything You Need To Know