• Centennial asset management giant: Sold more than $2.3 billion of Nvidia in Q2
• "Central Bank Super Week" is coming! Traders bet on Powell's "dove"
• Cryptocurrency concepts generally rose before the market! Trump plans to build a strategic reserve of Bitcoin
• Apple smartphone release date delayed to October
• Wall Street's famous "Big Short" is betting big on gold's rise

The three major index futures rose before the market opened on Monday. As of press time, Nasdaq futures $NQmain rose 0.75%, S&P 500 futures $ESmain rose 0.49%, and Dow futures $YMmain rose 0.44%.

Cryptocurrency concepts collectively rose sharply, with MicroStrategy and Coinbase $COIN rising by more than 4%, and $MARA rising by more than 5%. On the news front, Trump is planning to build a strategic reserve of Bitcoin, and Bitcoin is strengthening and approaching the 70,000 mark.

• The century-old asset management giant "Baigi Investments": sold more than $2.3 billion of Nvidia in Q2, reducing its holdings for six consecutive quarters

The British century-old asset management giant Barings Investments disclosed its 13F U.S. stock holdings. During the second quarter, Barings Investments continued to significantly reduce its holdings of Nvidia, its largest holding, by more than 20% and more than $2.3 billion. This is the sixth consecutive quarter since 2023 that Barings has reduced its holdings in Nvidia. The latest holdings are worth nearly $9.3 billion, still the largest holding.

• Cryptocurrency concepts rose before the market opened! Trump: Seeking to build a strategic reserve of Bitcoin

Trump said at the Bitcoin 2024 conference that if elected president, he would fire the current SEC chairman Gary Gensler and hire a regulator who supports cryptocurrencies to ensure that the United States becomes the global cryptocurrency capital and the world's Bitcoin superpower, and to build a strategic Bitcoin reserve.

Related opportunities: $IBIT , MicroStrategy, Coinbase $COIN

• Will iPhone 16 not have AI features when it goes on sale? Apple's smartphone launch is reportedly delayed until October

According to foreign media reports, the Apple operating systems iOS 18 and iPadOS 18 released in September this year will not have Apple intelligence for the time being, and the company plans to launch AI features to users in the subsequent update of iOS 18 in October. According to people familiar with the matter, although the launch time has been postponed, Apple plans to open Apple intelligence to software developers through the iOS 18.1 and iPadOS 18.1 beta versions this week for early testing.

• Musk said that the FSD function is expected to be opened to Cybertruck next month

Tesla CEO Elon Musk revealed that the latest version of its FSD software, v12.5, is expected to be available on Cybertruck next month. Musk said: "I think it should be here in August."

• Philips rose more than 10% before the market opened, and its adjusted pre-tax profit in Q2 exceeded expectations

Dutch healthcare company Philips' US stock rose more than 10% in pre-market trading to $28.4. Philips announced its second-quarter results, with sales of 4.46 billion euros, compared with market expectations of 4.49 billion euros; adjusted pre-tax profit of 495 million euros, compared with market expectations of 426.3 million euros.

• Unions plan to reject BHP Billiton's new contract, the world's largest copper mine faces a strike and shutdown

The head of the union at Chile's Escondida copper mine has called on its nearly 2,400 members to reject BHP's final contract offer and prepare for a strike, the union president said.

• McDonald's second-quarter revenue fell short of expectations, with Q2 product sales down 1%

McDonald's (MCD) announced its second quarter revenue of $6.49 billion before the market opened, while the market expected $6.65 billion. McDonald's second quarter product sales fell 1%, while the market expected an increase of 0.84%. The second quarter adjusted earnings per share were $2.97, while the market expected $3.07.

• "Central Bank Super Week" is here! Some traders bet on the Fed to cut interest rates by 50 basis points in September

The central banks of the United States, Japan, Britain and other countries will jointly appear this week, and speculation about whether the Federal Reserve will significantly cut interest rates is rampant. In the bond market, some traders continue to increase their bets, betting that the Federal Reserve will significantly cut interest rates by 50 basis points in September. Previously, the market has fully digested the forecast that the Federal Reserve will cut interest rates by 25 basis points at least twice this year.

Related opportunities: $TLT , $QQQ

• The election suspense is back! Harris's approval rating is on par with Trump's

Most polls over the past week show Harris and Trump are now tied, setting the stage for the November election. Polls show Trump leading Harris by just two percentage points. Harris has already secured enough delegates to be the Democratic nominee.

Related opportunities: Harris concept stock $UB1554

Analyst: When the US stock market falls too much, you can intervene! Small-cap growth stocks have more opportunities

Ping An Securities released a research report saying that if the U.S. stock market experiences a significant correction in the short term, you can intervene if the market falls too much. Small-cap growth stocks will have more opportunities before the interest rate cut is implemented, especially the biotechnology sector.

Related opportunities: $IWM , $XBI

Wall Street's 'Big Short' is betting big on gold's rise

Collins, the prototype trader of the movie "The Big Short", said in his latest opinion that the massive purchases by global central banks and the US budget deficit are reasons to buy gold and will continue to hold a net long position in gold. He believes that the money earned on gold in many years will far exceed the money earned on US Treasury bonds.

Related opportunities: $GLD , $NUGT

Hedge funds cut yen shorts aggressively

Hedge funds rushed to exit short yen positions as the once-popular carry trade collapsed. In the two weeks to July 23, hedge funds reduced their net short yen positions by 56,639 contracts, the largest sell-off since early 2011, according to data from the U.S. Commodity Futures Trading Commission (CFTC).

Related Opportunities: $FXY

• Jefferies: Paypal's price target lowered to $65
• TD Securities: Raises Apple's price target to $250
• Argus: Raises Sanofi's price target to $60
• Jefferies: Raises Palantir's price target to $28

1. 3M: It surged 22.99% last Friday, and investors are optimistic about its short-term rise. Among them, MMM_240802_C_125.0 call options with an exercise price of $125.0 and an expiration date of August 2, 2024, traded 10,900 contracts.

2. NVIDIA: It rose 0.69% last Friday, of which NVDA_240802_C_195.0 call options with an exercise price of US$195.0 and expiring on August 2, 2024, traded 89,700 contracts.

3. Google: It fell slightly by 0.17% last Friday. Among them, 33,600 call options with an exercise price of US$167.5 and an expiration date of July 26, 2024, GOOGL_240726_C_167.5, were traded.

Related reading: Option Scan | Microsoft's pre-earnings call options account for more than 60%! Nvidia received a large call bet with an exercise price of $195

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