GMT EIGHT - Economy&politics -

Hong Kong Stock Concept Tracker｜Oracle (ORCL.US) RPO Surge Ignites AI Computing Power Chain—Domestic Opportunities in Focus

Southbound Capital Flows Shift: Profit-Taking on High-Flying Stocks and Accumulating Alibaba and Tence

Anti-Involution Policies Deliver Results as August Price Indicators Improve

The U.S.–China Tariff Dispute Creates Unexpected Opportunities for Overseas Chinese Entrepreneurs

Chinese Assets Maintain Sizzling Momentum as IIF Records Nearly USD 40 Billion in August Net Foreign Inflows

Bank of America's Hartnett: The era of "buy everything except the dollar" begins with the start of a weak dollar cycle.

Bank of America strategist Michael Hartnett believes that the era of the "Anything But Bonds" (ABB) trade which dominated the market in the past will come to an end, to be replaced by a new paradigm of "Anything But Dollars" (ABD).

"Thunder loud, raindrops small!" Trump's "tariff war" has a far smaller impact than the "theoretical level", the key reason being "exemptions".

Citibank indicates that the actual effective tariff rate in the United States is only around 9% to 10%, far below the theoretical rate of about 18%. This means that the negative impact of tariffs on inflation and corporate profits is currently significantly exaggerated. The core reason behind this is policy exemptions, rather than the commonly believed transshipment trade.

Goldman Sachs TMT Conference: Wall Street's Enthusiasm for AI is on the Rise

Goldman Sachs conference revealed the AI divide in the tech industry: on one side, Oracle saw a huge increase in contract revenue by partnering with AI, leading to a sharp rise in stock price; on the other side, ordinary software companies are being harshly questioned by Wall Street on "how to monetize". Capital is flowing crazily towards NVIDIA and other AI infrastructure "shovel sellers", showing the stark contrast between success and failure.

Ministry of Commerce: Launches anti-dumping investigation into imported simulating chips from the United States.

The Ministry of Commerce has decided to initiate an anti-dumping investigation into imported analogue chips from the United States starting from September 13, 2025.

BlackRock executive Rick Rieder's ranking on the Federal Reserve Chairman candidate list has risen, and Treasury Secretary Besant has personally interviewed him.

BlackRock's Head of Fixed Income Business, Rick Rieder, is rising in the list of candidates to succeed Powell and become the next Chairman of the Federal Reserve.

Has the Fed's case against Koch now been reversed? Loan institution documents support that his Atlanta property is a "vacation home."

In a loan estimate document for a property purchased in Atlanta by Federal Reserve Board Governor Lisa Cook, Cook declared the property as a "vacation home."

76 trillion yuan funds stand by, how will the Fed's interest rate cut reshape the market pattern?

With the first rate cut by the Federal Reserve in a year fast approaching, Wall Street's focus is shifting from inflation pressure to a potentially larger market force.

The Fed is expected to start a rate-cutting cycle next week, with the market focusing on the direction of the 10-year US Treasury yield.

The market generally expects the central bank to initiate a new round of interest rate cuts, investors are closely watching the performance of the 10-year US Treasury yield, this key indicator is considered to be an important indicator for judging the loose monetary policy and inflation expectations.

Consumer confidence in the United States in September fell to a four-month low, while inflation expectations rose for the second consecutive month.

Consumer confidence in the United States unexpectedly dropped to its lowest level since May, with long-term inflation expectations rising for the second consecutive month, indicating ongoing concerns about the job market and prices are suppressing economic prospects.

Morgan Stanley predicts that the Fed will accelerate its pace of interest rate cuts, achieving four consecutive cuts from September to January of next year.

The latest forecast from the economists at Morgan Stanley shows that the Federal Reserve will implement interest rate cuts at the four consecutive meetings before January next year.

The Hong Kong Securities and Futures Commission is seeking a court order to freeze the assets of individuals suspected of manipulating the shares of Smartech up to a total of 82.4 million Hong Kong dollars.

The above action is part of the legal proceedings launched by the Hong Kong Securities and Futures Commission against Ding Yifeng Holdings Group International Limited (now renamed as Jia Wen Century Investment Company, stock code 00612), former chairman and non-executive director, 28 other suspects and a company entity.

BlackRock interprets bond market panic: The main reason for the skyrocketing yield is not a financial crisis, but the reconstruction of neutral interest rate expectations.

BlackRock stated that the rise in global government bond yields reflects market expectations that interest rates will remain high.

The United States plans to push the G7 to contain Russia's energy and impose a maximum 100% secondary tariff on China and India.

The United States has proposed that the G7 implement broad sanctions on Russia's energy sector to push for a complete end to the Russia-Ukraine war.

Risk aversion cools down, global equity funds see first net outflow in five weeks.

As of the week ending on September 10th, global equity funds experienced their first net outflows in nearly five weeks. This phenomenon is a result of investors choosing to take profits and reduce their own risk exposure.

Under the geopolitical storm, commodity volatility traders have become a hot commodity.

With the escalating trade war and military conflicts causing drastic fluctuations in raw material prices, traders who profit by betting on the volatility of the commodity market are becoming increasingly popular.

Trump rushes to demand the court to continue the impeachment of Cook before the Fed policy meeting next week.

The Trump administration has filed a request with the federal appellate court to suspend the lower court's ruling that blocked the firing of Federal Reserve Board member Lisa Cook.

"The golden age has arrived! UBS bullish on gold price rising to $3900"

UBS Group has raised its gold price forecast to reach $3,800 per ounce by the end of 2025 and $3,900 per ounce by mid-2026.

Ivory Coast and Ghana face pressure on future prospects as cocoa prices regain momentum.

Cocoa prices are expected to record a weekly increase due to the threat of droughts affecting the next season's harvest.

Most favored nation price countdown! Trump pressures major drug companies to lower drug prices in the United States by September 29th.

Trump has forced major pharmaceutical companies to significantly reduce drug prices in recent weeks.

Hong Kong Real Estate: Hong Kong Housing Rents Rise by Approximately 2.9% so far this year, with some residential estates in Tseung Kwan O outperforming the overall market in terms of rent per square foot.

Benefiting from the Hong Kong government's active talent acquisition in recent years, demand for housing in Hong Kong has been on the rise, driving up rental prices for over 2 years starting from 2023, with an increase of about 2.9% by August of this year.

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