Market Overview - Major U.S. index futures are showing positive movement, with Dow futures up 0.20%, S&P 500 futures up 0.52%, and Nasdaq futures up 1.12% [1] Chinese Stocks - Chinese stocks are experiencing a pre-market rally, with Alibaba up 2.91%, Pinduoduo up 2.21%, NetEase up 4.6%, JD.com up 1.28%, Trip.com up 3.67%, Baidu up 1.91%, and Li Auto up 3.63% [2] AI Talent Acquisition - Microsoft is intensifying efforts to recruit AI talent from Meta, implementing a competitive hiring process to match Meta's lucrative compensation packages, including multi-million dollar signing bonuses [2] Economic Outlook - UBS has adopted a rare "firmly bearish" stance on the U.S. economy, the dollar, and U.S. equities, predicting a sharp slowdown in Q4 GDP growth to 0.9% from 2.0% in Q2, significantly below market expectations. UBS maintains a long-term bearish view on the dollar and warns of risks related to overvaluation in U.S. equities, particularly in tech stocks [2] Stock Price Adjustments - Morgan Stanley has lowered the target price for Eli Lilly from $1,135 to $1,028 while maintaining an "overweight" rating [2] Webtoon Entertainment - Webtoon Entertainment, a subsidiary of South Korea's Naver, saw its stock rise over 40% in pre-market trading after reporting better-than-expected Q2 earnings and announcing a partnership with Disney. JPMorgan has raised its target price from $9 to $14 per share [3] Apple Response - Apple has responded to Elon Musk's antitrust allegations, asserting that its App Store operates on fair principles without favoritism. Apple emphasized that its platform uses objective standards for app recommendations to ensure a safe environment for users and fair competition for developers [3] Cryptocurrency IPO - Bullish, a cryptocurrency exchange operator and owner of CoinDesk, successfully raised $1.1 billion through its IPO, selling 30 million shares at $37 each, exceeding the previously advertised price range of $32 to $33 [3] CoreWeave Financials - CoreWeave, known as "NVIDIA's favorite," saw its stock drop nearly 10% after reporting a significant increase in adjusted net losses for Q2, reaching $130.8 million compared to $5 million in the same period last year, with analysts expecting a loss of $96.3 million [4]
美股三大期指齐涨，中概股普涨；瑞银：看空美国经济、美元和美股；微软抢AI人才，瞄准Meta【美股盘前】