FUTU Morning Post

Futu Morning News | Key week of Mag 7! Technology stock financial reports are coming in hot; Trump claims that if he takes office, he will fire the SEC chairman and appoint someone who loves crypto to regulate.

热点要闻

“央行超级周”来了，美联储的C位可能被日本央行抢去

笨拙全球市场迎来“央行超级周”，美日英等多国央行将联袂登场，而这次美联储的C位可能被日本央行抢去。目前市场普遍预测，随着就业增长趋于温和，美联储即将暗示降息可能性，与此同时，周三日本央行的政策会议决议或将成全市场的焦点。日本央行可能在缩表的同时加息，可能抢去美联储的C位。

特朗普称若上台会解雇SEC主席，承诺将比特币列为美国战略储备资产

在美国田纳西州纳什维尔举行的比特币2024大会上，美国共和党总统候选人特朗普出席并发表了主题演讲。特朗普表示，如果他当选，对加密行业的“迫害”将结束，当选第一天就会解雇美国证交会主席Gensler，将任命一位“喜欢”数字货币的人；如果当选，他将建立一个战略性国家比特币储备。政府将100%保留其拥有的比特币。

美国6月份通胀温和上升，美联储或在9月开始降息

美国6月物价温和上涨，突显通胀环境改善，可能令美联储在9月开始降息。美国商务部经济分析局上周五表示，PCE物价指数在5月份持平后，在6月小幅上涨0.1%。PCE物价指数年率从5月的2.6%降至6月份的2.5%。美国6月核心PCE物价指数月率为0.2%，5月份未经修正的数据为增长0.1%。总体而言，价格压力正在消退，可能有助于下周开会的美联储官员增强对通胀正朝着2%目标迈进的信心。

美国密歇根消费者信心创八个月新低，继续受高物价的拖累

上周五公布的数据显示，美国密歇根大学消费者信心指数在7月跌至八个月低点，因为高物价继续影响人们对个人财务的态度。自今年第一季度以来，消费者信心一直在下降，反映出高昂的生活成本和高企的借贷成本导致人们对个人财务状况的看法和预期悲观。虽然通胀开始降温，但工资增长幅度不大，许多美国人已经耗尽了疫情期间的储蓄。

被指放松金融环境来助力大选，耶伦否认操纵美债市场

“末日博士”鲁比尼新近论文称，过去一年，美国财政部激进发行国债造成了超过8000亿美元的中长期息票债务缺口，效果相当于美联储降息100个基点，几乎抵消去年所有加息。耶伦对媒体表示，鲁比尼所发布论文提出了“一种旨在让金融状况宽松的策略”，“我可以100%向你保证，这种策略根本不存在。我们（美国财政部）从来没有讨论过任何类似的事。”

美股复盘

上周五，三大指数收盘均涨逾1%，3M大涨23%

上周五，美股高开高走，三大指数集体收涨。道指涨1.64%，上周累涨0.75%，录得周线四连涨；标普500指数涨1.11%，上周累跌0.85%；纳指涨1.03%，上周累跌2.08%。

大型科技股多数上涨，Meta涨超2%，微软、亚马逊涨逾1%，苹果、英伟达、英特尔小幅上涨；3M涨约23%，创至少1980年以来最大单日涨幅。

热门中概股普涨，小鹏汽车、蔚来涨超3%，哔哩哔哩涨超2%，阿里巴巴、百度涨超1%。

单周暴跌，Mag 7牛市终结？接下来，重磅一周要来了

经历了上周的暴跌之后，Mag 7中已有4只股票从最近的高点下跌超过10%，投资者已经开始将资金转移到更具价值导向的行业，这一现象被媒体描述为“历史上规模空前的股票市场轮动”。本周，预计有40%的标普成分公司公布财报，包括Mag 7中的$微软 (MSFT.US)$和$苹果 (AAPL.US)$，这无疑将在市场掀起新一轮腥风血雨。业内人士分析称，对于下周公布二季度业绩的科技巨头来说，要平息轮动，“他们必须在每一个项目上都超出预期。”

苹果即将推出的AI功能将晚于iOS 18的首次发布

$苹果 (AAPL.US)$即将推出的人工智能功能将比预期的要晚，无法在iPhone和iPad软件更新的最初发布时间发布，但会给该公司更多时间来修复漏洞。据知情人士透露，苹果计划在10月份之前向客户推出Apple Intelligence，作为软件更新的一部分。知情人士表示，这意味着AI功能将在原定于9月发布的iOS 18和iPadOS 18发布后几周推出。

3M大涨近23%，Q2业绩超预期

$3M (MMM.US)$大涨近23%报127.16美元，股价创两年多来新高。公司公布最新财报显示，第二季度净销售额62.6亿美元，虽然同比下降21%，但好于分析师平均预期的58.8亿美元；调整后的每股收益为1.93美元，好于分析师平均预期的1.68美元。与此同时，3M上调了全年盈利指引，公司预计，2024年调整后的每股收益将在7.00美元-7.30美元，高于此前预期的6.80美元-7.30美元。

中国电竞第一股诞生，何猷君成亚洲最年轻纳斯达克上市公司创始人

7月26日，星竞威武集团在纳斯达克证券交易所挂牌上市，股票代码为“$NIP Group (NIPG.US)$”，公开发行价为9美元/ADS，中国电竞第一股正式诞生。星竞威武集团董事长兼联席CEO何猷君、联席CEO Hicham Chahine、总裁孙力伟等出席敲钟仪式。据悉，何猷君成为亚洲最年轻的纳斯达克上市公司创始人。当天该公司收涨0.22%，盘中一度大涨逾30%。

特斯拉、CrowdStrike大跌，科技股大多头Cathie Wood大举抄入

Ark Invest的Cathie Wood在$特斯拉 (TSLA.US)$和$CrowdStrike (CRWD.US)$最近遭遇抛售后迅速买入了这两股，这位创新投资者加倍押注了她最青睐的科技股。这位备受关注的投资者上周三为$ARK Next Generation Internet ETF (ARKW.US)$增持了33,143股特斯拉的股份。而在几天前，CrowdStrike导致全球故障致使数百万微软Windows设备宕机后，木头姐还连续两天买入了这家公司的股票。

FDA就“减肥神药”的错误用量发出提醒

美国食品药品监督管理局（FDA）7月26日警告称，在使用$诺和诺德 (NVO.US)$的减肥和糖尿病药物的复方版本时，可能会出现剂量错误。FDA表示，他们已经收到了有关不良事件的报告，其中一些需要住院治疗，这些事件可能与患者错误地自行服用复方药物以及医疗保健工作者计算剂量错误有关。

美股成交额TOP20

港市前瞻

北水甩卖中国移动超9亿港元，大幅加仓盈富基金约60亿港元

7月26日（上周五），南下资金净买入港股87.74亿港元。

$盈富基金 (02800.HK)$、$恒生中国企业 (02828.HK)$、$南方恒生科技 (03033.HK)$分别获净买入60.1亿港元、12.48亿港元、10.39亿港元；

$中国移动 (00941.HK)$、$建设银行 (00939.HK)$、$中国联通 (00762.HK)$分别遭净卖出9.05亿港元、7.16亿港元、9,615万港元。

恒大汽车附属公司遭申请破产重整

$恒大汽车 (00708.HK)$：附属公司恒大新能源汽车及恒大智能汽车收到通知。个别债权人于2024年7月25日向相关地方法院申请对相关附属公司进行破产重整，将对本公司和相关附属公司的生产经营活动产生重大影响。关于潜在股份转让的讨论仍在进行中，但潜在卖方与潜在买方尚未订立买卖协议。潜在交易尚待进一步尽职调查，包括潜在买方的资金证明及对集团资产、负债、业务等全方位的调查。

今日关注

关键词：美国7月达拉斯联储商业活动指数

周一，经济数据方面，美国将公布7月达拉斯联储商业活动指数。

财经事件方面，国新办举行“推动高质量发展”系列主题新闻发布会，国家知识产权局局长出席介绍情况，并答记者问。

财报方面，$麦当劳 (MCD.US)$将于美股盘前公布财报。

新股方面，$M3-Brigade Acquisition V Corp. (MBAVU.US)$将于今日上市。

牛牛晨读：

平常时间，最好静坐，愈少买卖愈好，永远耐心地等候投资机会的来临。
——罗杰斯

编辑/new

Hot news

"Super Week of Central Banks" is coming, and the C position of the Fed may be taken over by the Bank of Japan.

The clumsy global market welcomes the "Super Week of Central Banks", and central banks of multiple countries such as the United States, Japan, and the United Kingdom will jointly appear. At the same time, this week's policy meeting of the Bank of Japan on Wednesday may become the focus of the all market as the U.S. employment growth trend is mild, and it is widely predicted that the Fed will hint at the possibility of lowering interest rates. The Bank of Japan may take the C position of the Fed by raising interest rates while reducing the balance sheet.

Trump said he will fire the SEC chairman if he comes to power, and promised to list Bitcoin as a strategic reserve asset of the United States.

At the Bitcoin 2024 conference held in Nashville, Tennessee, U.S., the Republican presidential candidate Trump attended and delivered a keynote speech. Trump said that if he is elected, the 'persecution' of the cryptocurrency industry will end, and will dismiss the Securities and Exchange Commission Chairman Gensler on the first day of being elected and appoint someone who 'likes' digital currency. If elected, he will establish a strategic national Bitcoin reserve. The government will retain 100% of its Bitcoin holdings.

Moderate inflation in the United States in June, and the Fed may cut interest rates starting in September.

The moderate rise in U.S. prices in June highlights the improvement in the inflation environment, which may lead the Federal Reserve to start lowering interest rates in September. The Bureau of Economic Analysis of the U.S. Department of Commerce stated last Friday that the PCE price index rose slightly by 0.1% in June after remaining flat in May. The PCE price index fell from 2.6% in May to 2.5% in June. The monthly rate of core PCE price index in June was 0.2%, and the unadjusted data in May showed growth of 0.1%. Overall, price pressures are easing, which may help increase the confidence of Fed officials in achieving the target of moving towards 2% inflation in the upcoming meeting next week.

Consumer confidence in Michigan, USA, hit an eight-month low, continuing to be dragged down by high prices.

Data released last Friday showed that the University of Michigan's Consumer Confidence Index fell to an eight-month low in July, as high prices continued to affect people's attitudes towards personal finance. Since the first quarter of this year, consumer confidence has been declining, reflecting the pessimistic outlook of people on their financial situation due to high living costs and high borrowing costs. Although inflation is starting to cool down, wage growth is not significant, and many Americans have depleted their savings during the epidemic.

Yellen denies manipulating the U.S. bond market to help the election, as alleged.

"Doomsday Doctor" Roubini's recent paper states that in the past year, the U.S. Department of the Treasury's aggressive issuance of government bonds has created a gap in medium-and long-term coupon debt of more than $800 billion, which is equivalent to a Fed rate cut of 100 basis points and has almost offset all interest rate hikes last year. Yellen told the media that Roubini's published paper proposed "a strategy designed to make financial conditions looser," and "I can guarantee you 100% that this strategy does not exist. We (the U.S. Treasury Department) have never discussed anything similar."

Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

Last Friday, the three major indices closed up more than 1%, with 3M soaring 23%.

Last Friday, the U.S. stock market opened high and rose, and the three major indices collectively closed up. Dow rose 1.64%, up 0.75% last week, recording four consecutive weekly gains; S&P 500 rose 1.11%, down 0.85% last week; Nasdaq rose 1.03%, down 2.08% last week.

Most of the large-cap technology stocks rose, Meta rose over 2%, Microsoft, Amazon rose more than 1%, Apple, Nvidia, and Intel rose slightly; 3M rose about 23%, the largest single-day increase since at least 1980.

Popular Chinese concept stocks generally rose, Xpeng, NIO rose more than 3%, Bilibili rose more than 2%, Alibaba and Baidu rose more than 1%.

After the crash last week, four of the stocks in Mag 7 have fallen more than 10% from their recent highs, and investors have begun to transfer funds to more value-oriented industries. This phenomenon has been described by the media as a "historically unprecedented stock market rotation." This week, 40% of S&P constituent companies are expected to release financial reports, including Mag 7,

which undoubtedly will kick off a new round of turmoil in the market. Analysts in the industry believe that for technology giants that will announce their second-quarter performance next week, to quell the rotation, "they must exceed expectations on every project."$Microsoft (MSFT.US)$And.$Apple (AAPL.US)$Apple's AI features will be released later than the first release of iOS 18.

Apple's upcoming AI features will be released later than the initial release of iOS 18.

$Apple (AAPL.US)$The upcoming AI feature will be later than expected, and cannot be released at the initial release time of iPhone and iPad software updates, but it will give the company more time to fix bugs. According to sources, Apple plans to launch Apple Intelligence to its customers before October as part of a software update. This means that the AI function will be released a few weeks after the release of iOS 18 and iPadOS 18, originally scheduled for September.

3M rose nearly 23%, with Q2 earnings exceeding expectations.

$3M (MMM.US)$The stock rose nearly 23% to $127.16, hitting the highest level in more than two years. The latest financial report released by the company showed that the second quarter net sales were $6.26 billion, down 21% year-on-year, but better than the analysts' average expectation of $5.88 billion; the adjusted earnings per share were $1.93, better than the analysts' average expectation of $1.68. At the same time, 3M raised its full-year profit guidance. The company expects adjusted earnings per share to be between $7.00 and $7.30 in 2024, higher than the previous expectation of $6.80 to $7.30.

China's first e-sports company was born, and He Youjun became the youngest founder of a Nasdaq-listed company in Asia.

On July 26, Star Esports & Martial Arts Group was listed on the Nasdaq Stock Exchange, with the stock code as "nviv", and the public offering price was $9/ADS. The chairman and joint CEO of Star Esports & Martial Arts Group, He Youjun, joint CEO Hicham Chahine, President Sun Liwei and others attended the bell ringing ceremony. It is reported that He Youjun became the youngest founder of a Nasdaq-listed company in Asia. The company rose 0.22% that day, and rose more than 30% at one point in the day.$NIP Group (NIPG.US)$Tesla and CrowdStrike fell sharply, and most tech stocks plunged. Innovative investor Cathie Wood doubled down on her favorite tech stocks by buying these two stocks after the recent sell-off. Cathie Wood, the head of Ark Invest, increased her holdings of Tesla shares by 33,143 last Wednesday. Meanwhile, after CrowdStrike caused millions of Microsoft Windows devices to crash due to a global failure, Wooden Sister bought the company's stock for two consecutive days.

The U.S. Food and Drug Administration (FDA) warned on July 26th that there may be dosing errors when using the combination versions of anti-obesity and diabetes medicines. The FDA said that they have received reports of adverse events, some of which require hospitalization, which may be related to patients self-administering combination drugs and healthcare professionals miscalculating doses.

Cathie Wood of Ark Invest doubled down on her favorite tech stocks by buying Tesla and CrowdStrike after the recent sell-off.$Tesla (TSLA.US)$And.$CrowdStrike (CRWD.US)$The innovative investor bought 33,143 shares of Tesla last Wednesday. Meanwhile, after CrowdStrike caused millions of Microsoft Windows devices to crash due to a global failure, Cathy Wood bought into the company's stock for two consecutive days.$ARK Next Generation Internet ETF (ARKW.US)$During ordinary times, it is best to sit still and buy as little as possible, patiently waiting for investment opportunities to come.

FDA issues warning on incorrect dosage of 'miracle weight-loss drug'.

Assets of the pharmaceutical industry in the United States and China were bought or sold on Tuesday's exchange.$Novo-Nordisk A/S (NVO.US)$Everg vehicle affiliated with Evergrande Group received notice of bankruptcy and reorganization application on July 25, 2024. Individual creditors applied to the relevant court to initiate bankruptcy reorganization proceedings against the relevant affiliates. This will have a significant impact on the production and operation of this company and its related affiliates. Discussions on potential stock transfers are still ongoing, but potential sellers and buyers have not yet entered into a purchase and sale agreement. Further due diligence is needed on the potential transaction, including fund verification and comprehensive investigation of the Group's assets, liabilities, and operations.

If you want to play this game, you must believe in yourself and your judgment.

BeiShui crazily bought China Mobile for nearly HKD 1.8 billion and sold Tencent for about HKD 200 million. On Monday (June 3rd), Southbound funds net purchased HKD 3.4 billion of Hong Kong stocks.

Northbound funds sold China Mobile for more than HKD 0.9 billion and substantially increased their holdings of Tracker Fund of Hong Kong to about HKD 6 billion.

On July 26 (last Friday), southbound funds net bought HKD 8.774 billion of Hong Kong stocks. They respectively received a net purchase of HKD 6.01 billion, HKD 1.248 billion, and HKD 1.039 billion; they respectively suffered a net sale of HKD 0.905 billion, HKD 0.716 billion, and HKD 96.15 million.

$TRACKER FUND OF HONG KONG (02800.HK)$,$Hang Seng H-Share Index ETF (02828.HK)$,$CSOP Hang Seng TECH Index ETF (03033.HK)$Buying a net of HKD 6.01 billion, HKD 1.248 billion, and HKD 1.039 billion, respectively; Selling a net of HKD 0.905 billion, HKD 0.716 billion, and HKD 96.15 million, respectively.

$CHINA MOBILE (00941.HK)$,$CCB (00939.HK)$,$CHINA UNICOM (00762.HK)$Net sold respectively HKD 0.905 billion, HKD 0.716 billion, HKD 96.15 million.

The affiliated companies of Everg Vehicle, Evergrande New Energy Vehicle and Evergrande Intelligent Vehicle, received notice. Individual creditors have applied to the relevant court for bankruptcy and reorganization of the relevant affiliated companies, which will have a significant impact on the production and operation of the company and its relevant affiliated companies. Discussions on potential stock transfers are still ongoing, but potential sellers and buyers have not yet entered into a purchase and sale agreement. Further due diligence is needed on the potential transaction, including fund verification and comprehensive investigation of the Group's assets, liabilities, and operations.

$EVERG VEHICLE (00708.HK)$The affiliated companies of Everg Vehicle, Evergrande New Energy Vehicle and Evergrande Intelligent Vehicle, received notice. Individual creditors have applied to the relevant court for bankruptcy and reorganization of the relevant affiliated companies, which will have a significant impact on the production and operation of the company and its relevant affiliated companies. Discussions on potential stock transfers are still ongoing, but potential sellers and buyers have not yet entered into a purchase and sale agreement. Further due diligence is needed on the potential transaction, including fund verification and comprehensive investigation of the Group's assets, liabilities, and operations.

The company's overall sales volume in 2023 was 18,000 kiloliters, with a year-on-year increase of 28.10%, indicating significant growth. In terms of product structure, the operating income of products worth 10-30 billion yuan were 401/1288/60 million yuan respectively.

Keywords: US July Dallas Federal Reserve Business Activities Index

On Monday, the United States will release the July Dallas Federal Reserve Business Activities Index for economic data.

The State Council Information Office held a series of themed press conferences on "Promoting High-Quality Development", which was attended by the Director of the State Intellectual Property Office to introduce the situation and answer questions from reporters.

Regarding financial reports,mcdonald's (MCD.US) The financial report will be released before the pre-market trading in the U.S.

Regarding IPOs,$M3-Brigade Acquisition V Corp. (MBAVU.US)$Will be listed today.

Futubull Morning News:

During ordinary times, it is best to sit still and buy as little as possible, patiently waiting for investment opportunities to come.
yes

Editor/new

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