GMT EIGHT - OPPORTUNITIES IN CHINA

US Stock Market Move | Bristol-Myers Squibb Company (BMY.US) falls 3%, Chief Medical Officer to leave on August 1st.

On Friday, Bristol Myers Squibb (BMY.US) fell by 3%, closing at $47.43.

Goldman Sachs: Refining capacity is tight, diesel cracking profits will remain at high levels.

According to Goldman Sachs, diesel refining margins may fall from extremely high levels, but they are still expected to be higher than the long-term average.

"The era of quantum hegemony is approaching, with tech giants and investment institutions increasing their bets."

IonQ CEO Peter Chapman said in an interview with CNBC host Jim Cramer on Thursday that a major breakthrough in quantum computing is on the horizon. "The so-called era of quantum supremacy is just around the corner," Chapman said. "It will arrive in the next few quarters, or even just a few years."

The legend of 2nm technology is slowly fading! The new CEO emphasizes financial discipline, but the technological revival of Intel Corporation (INTC.US) appears to be a distant prospect.

After the financial report was released, Intel's stock price plummeted significantly, as the company struggled to prove that its turnaround plan was on track. The new CEO, Chen Liwu, vowed to implement "new financial discipline" at the chip manufacturer.

The market's patience is wearing thin! Intel Corporation's latest financial report urgently needs to present a roadmap to profitability.

When Intel releases its financial report this Thursday, its CEO must use a clear profit and revenue growth roadmap to convince the market, proving that the future stock price can achieve significant growth.

A-share morning market express | A-share trends diverge, Hainan free trade zone concept active, rare earth sector strong again.

Looking ahead, Oriental Securities stated that in the short term, the overall market will continue its upward trend as long as this rotation process is ongoing. The trend of large index gains with small pullbacks will not fundamentally change. Of course, it is also very necessary for short-term healthy fluctuations and retracements.

"Tit-for-Tat Tariffs 2.0" is coming: Starting at 15%, and could go up to 50%! As the market bets big, Trump's tariff strategy is also escalating.

Trump said that countries will face tariffs ranging from 15% to 50%. The higher the "TACO feast" gets, the higher the tariffs Trump will wield. Trump unveiled a global tax list of 15%-50%, and the stock market gamble instantly turned into a battlefield of demons.

Headline: IBM, surrounded by the aura of AI and quantum computing, failed to deliver impressive performance, the market returns to rationality from "technological frenzy".

AI+ quantum dual engine fails to exert force, software performance decelerates causing concern, IBM's stock price experiences a rapid rise followed by a sudden brake.

Cloud business surges by 32%! Alphabet Inc. Class C (GOOGL.US) throws 85 billion to expand AI infrastructure and predicts that spending will continue to increase by 2026.

Google announced that it will raise its annual capital expenditures plan to about $85 billion and announced that it will continue to increase investments next year. The company stated that this decision stems from strong demand for its cloud computing services.

The decision to go public was approved by nearly unanimous vote, and Guangdong Hec Technology Holding Co., Ltd. (06887) is entering its final countdown to list on the Hong Kong Stock Exchange.

On the evening of July 21st, Dongyang Sun Pharmaceutical and Dongyang Sun Changjiang Pharmaceutical jointly announced that the proposal resolution of privatizing Dongyang Sun Changjiang Pharmaceutical by way of absorbing and merging Dongyang Sun Changjiang Pharmaceutical by the offeror, subject to certain conditions, has been fully approved with over 99% of the total votes cast on the same day.

13 bullish + 2 bearish! Morgan Stanley reveals opportunities for the second quarter, with S&P earnings per share expected to increase by 5%

Morgan Stanley's strategy team focuses on 15 individual stocks with short-term catalyst potential and points out that the second-quarter earnings growth of the S&P 500 index may exceed expectations.

Chip giants stumbled at the start of earnings season, with simulation overlord Texas Instruments Incorporated (TXN.US) having their "tariff bluff" exposed.

Will the tariff windfall be short-lived? Texas Instruments Q3 outlook falls short of the most optimistic expectations, causing the stock price to plummet 11% after hours.

US Stock Market Move | General Motors Company (GM.US) fell 7.7% at one point, with the Chief Financial Officer predicting that the impact of tariffs could reach up to $5 billion this year.

As of the deadline for submission, the stock's decline narrowed to 6.78%, closing at $49.59.

US Stock Market Move | NIO Inc. Sponsored ADR Class A(NIO.US) rises more than 6%, the joy of the L90 will start the dynamic test drive experience tomorrow.

On Tuesday, NIO (NIO.US) rose more than 6%, to $4.82.

Ministry of Commerce: Over 66 million consumers have purchased more than 1.09 billion units of 12 categories of home appliances under the "trade-in old for new" program since the beginning of this year.

Since the beginning of this year, more than 66 million consumers have purchased over 1.09 billion units of 12 categories of household appliances through trade-ins, and more than 69 million consumers have purchased over 74 million digital products such as mobile phones. 8.2 million sales outlets nationwide have carried out trade-ins for electric bicycles, with a total of 9.056 million new bicycles purchased.

Overnight US stocks | Nasdaq and S&P 500 indices hit intraday record highs, spot gold briefly surpasses $3400.

As of the close, the Dow Jones fell 19.12 points, a decrease of 0.04%, to 44323.07 points; the Nasdaq rose 78.52 points, an increase of 0.38%, to 20974.17 points; the S&P 500 index rose 8.81 points, an increase of 0.14%, to 6305.6 points.

Selected A-share announcement | Guangdong Dongfang Precision Science & Technology (002611.SZ) and Lujia Siasun Robot&Automation have reached a strategic cooperation agreement.

Oriental Precision and Lujiao Robot sign a strategic cooperation agreement.

US stocks new stock preview | Conbet: revenue increased by 64% year-on-year, is the overlooked food packaging track leading the way overseas?

With the continuous growth of the global food packaging market, a wave of "pioneers going abroad" has emerged in this field.

Morgan Stanley reaffirms a Buy rating on AbbVie (ABBV.US): Low volatility + double performance support, target price of $250.

AbbVie recently received continued optimism from Morgan Stanley analyst Terrence Flynn, who reiterated a "buy" rating on the pharmaceutical giant and maintained a target price of $250.

Under the AI craze, technology giants are going their separate ways. Will the "fire of stock price differentiation" burn even hotter during the earnings season?

Technology giants are gradually moving away, and the winners of AI are beginning to make further breakthroughs.

Latest

4 m ago

Fitch: Tariff uncertainty is a significant downside risk for Finland.

5 m ago

Tesla: We will invite the first shareholder who submits a suitable proposal on this topic to personally attend our shareholder meeting.

7 m ago

On Friday's New York closing, the offshore Chinese yuan against the US dollar was reported at 7.1679 yuan, down 147 points from Thursday's New York closing, with overall trading during the day ranging from 7.1511 to 7.1706 yuan. This week, the currency saw a rebound after a high, reaching 7.1441 yuan after the opening of A shares on July 24th.

7 m ago

Tesla: has received multiple shareholder proposals regarding XAI.

10 m ago

Fitch: Finland's rating downgrade reflects high and rising government debt.

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