自2024年9月以来，由于中国人民银行的货币宽松政策、中国领导层的支持以及房地产市场政策的放宽，恒生指数强劲反弹，这些因素共同促进了投资者对中国的信心恢复和改善市场情绪。

FirstNews marks the release of its 50th edition. This landmark edition of EquitiesFirst’s newsletter comes at an important time as professional investors consider the risks and opportunities posed by geopolitical uncertainty and market volatility around the world. Market insights have never been more valuable than they are today. In previous editions, we covered key market trends, including global reactions to recession concerns, the rise of altcoins, and a mid-year review of 2024 markets. In this edition, we are focusing on the key drivers of Japan’s 2024 Market Performance following a series of key developments in Asia’s second-largest economy.

This report evaluates how global markets are responding to recession fears, highlighting impacts from regional economic policies. It details Japan's Nikkei 225 downturn following a rate hike, labor market slowdown in the US, gold's increased stability value, major fluctuations in crypto and the correction of Chinese stock market amidst current global uncertainty.

The demand for crypto-backed financing is expanding as altcoins like Solana gain prominence, offering diverse opportunities beyond Bitcoin and Ethereum. These altcoins are attracting attention due to their innovative features and potential for high returns, supported by technological advancements and strategic partnerships.

2024年上半年，美国和日本经济表现强劲，而中国则面临挑战。下半年将关注利率变动和地缘政治影响。

这份报告探讨了人工智能（AI）的快速发展，特别是像OpenAI的ChatGPT这样的大型语言模型的出现及其对科技行业的影响。报告全面概述了这行业的领导者，并分析了他们对美国和中国股市的影响。在美国上市的著名AI股票包括英伟达、AMD、微软、Meta、谷歌和台积电，在香港上市的有商汤科技、百度和腾讯。