# Daily short comments

**Published by:** [wangmingqing](https://paragraph.com/@wangmingqing/)
**Published on:** 2024-08-15
**URL:** https://paragraph.com/@wangmingqing/daily-short-comments-1

## Content

Information (1) Huang Renxun continues to reduce his Nvidia stock holdings and has cashed out nearly US$580 million since June. The average selling price per share that Huang Renxun cashed out was approximately US$120.78 per share, which was higher than Nvidia's average closing price in the past 60 days. Buffett directly reduced his holdings of Apple shares by half. Huang Renxun has also begun to reduce his holdings in Nvidia stocks. Although the reduction is very small and is only a drizzle compared to Huang Renxun's shareholding scale, the focus is on the signal of this reduction. These industrial capitals are very honest and vote with their feet. Personal comment: Reuters quoted a number of senior Iranian government officials as saying on the 13th that whether Iran will directly attack Israel will depend on the direction of ceasefire negotiations in the Gaza Strip. Previously, the United States and other countries called on Israel and Hamas to restart negotiations on the 15th. One of the senior Iranian officials said that if the negotiations fail or it is discovered that Israel is deliberately delaying the negotiations, Iran will directly attack Israel together with the Lebanese Shia organization Hezbollah and others. It is impossible for Israel to have sincerity in negotiating. Iran's statement is just a statement in the war of public opinion to add some reasons for its revenge. Iran knows that Israel will not cease fire, so saying this will give it more reason to retaliate later. It saves the United States from putting the blame on Iran for sabotaging the peace talks as soon as it comes up. The U.S. CPI increased by 2.9% year-on-year in July, falling for the fourth consecutive month. It is the first time since March 2021 that it has returned to the "prefix 2". It is expected to increase by 3%, and the previous value increased by 3%; The CPI in July increased by 0.2% month-on-month, and was expected to increase by 0.2%, while the previous value fell by 0.1%. Information (2) After this data was released, the market's expectations for the Federal Reserve to cut interest rates changed little. According to the CME Group's Fed Watch Tool, the current market expectation is that the probability of a 25 basis point interest rate cut by the Federal Reserve in September is 58.5%, and the expected probability of a 50 basis point interest rate cut is 41.5%; the market expects a probability of no interest rate cut of 0. However, it should be noted that the next Federal Reserve interest rate meeting will be in the early morning of September 19. Before that, CPI data will be released. If next month's CPI data does not rebound significantly, then the Fed's interest rate cut in September should be a certainty.

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