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Mother Of All Reports Disappoints Both Bulls And Bears – Critical Waller Remarks Ahead
DocuSign Rises After 'Solid' Q2, but Future Growth Keeps Analysts' Ratings Intact
Microsoft, Bank of America And 2 Other Stocks Executives Are Selling
Goldman Sachs: US technology stocks have no "valuation risk", but have "concentration risk", and it is recommended to diversify investments.
Goldman Sachs believes that the fundamentals of technology stocks are strong, and the valuation of the AI industry is much lower than that of other bubble periods. However, the concentration of technology stocks is currently the highest in decades. In history, if other fast-growing companies emerge and outperform the market, the returns of leading companies usually turn negative.
Futu Morning News | Fed officials' dovish tone: Economic data support multiple rate cuts; Tesla's two-day cumulative increase of 9%! FSD is expected to be launched in China and Europe next year.
On the eve of the release of the key employment report in the USA, the ADP non-farm payrolls reached the lowest level since January 2021, while initial claims remain stable. Yellen: The labor market in the USA is still robust and continues to create employment opportunities. The Federal Reserve should not delay any longer! Economists at Morgan Stanley have changed their stance: there must be a major move in September.
OpenAI's commercial subscribers have exceeded 1 million, with stunning rumors of a price hike for the new model.
① After the monthly active users of ChatGPT exceeded 200 million last week, the number of commercial subscribers of OpenAI has also surpassed 1 million; ② Commercial ChatGPT is slightly more expensive than personal subscriptions, costing around $25-60 per month, but it also provides more services; ③ As the number of users continues to increase rapidly, there have been some surprising rumors of price increases on Thursday.