NVIDIA 创始人兼首席执行官黄仁勋：欧盟是芯片制造商未来的 “美好地方”。

The pension investment portfolio is being rebalanced, which means there will be stock sales. Most S&P 500 companies have recently entered a period of banning stock buybacks. The liquidity this summer may decrease, and the market environment after this week will become more difficult.

Goldman Sachs warns: Ban on buybacks is coming, but everyone is going long.

Several Wall Street giants, not just Goldman Sachs, are continuing to lay off employees. Earlier this month, JPMorgan Chase announced that it would lay off about 40 investment bankers, while Citigroup began cutting hundreds of jobs across the company and plans to eliminate 30 investment banking positions and 20 institutional business positions in its London operations.

Wall Street's major banks continue to lay off employees! Goldman Sachs alone has cut 125 managing directors.

美国证券交易委员会（SEC）13D/A 文件显示：腾讯控股对蔚来汽车的持股比例为 8.0%。

在 “AI 概念股” 甲骨文公司股价创下历史新高后，拉里·埃里森本周行使了即将到期的期权并出售了 6.4 亿美元的股票。目前，甲骨文的历史高点为 6 月 15 日创下的 127.54 美元。

马斯克旗下的太空探索公司 SpaceX 正提出出售内部股票，初步寻求 7.5 亿美元的融资，售股价超过每股 80 美元，从而使这家尚未公开上市的公司估值提升至 1500 亿美元。

媒体：马斯克的 SpaceX 将出售内部股票，公司估值料增至 1500 亿美元

报道中指出苹果首席执行官蒂姆・库克（Tim Cook）在今年 4 月访问印度期间，会见了 HDFC 银行首席执行官兼 MD Sashidhar Jagdishan，讨论将信用卡业务 Apple Card 和 Apple Pay 一起引入到印度的可能性。

消息称苹果和多家银行磋商，计划在印度推出 Apple Card 信用卡业务

The US government once claimed that the Federal Deposit Insurance Corporation's (FDIC) measure to protect all deposits of Silicon Valley Bank was to protect American workers and small businesses, and to ensure the safety of the US financial system. However, a list "unintentionally disclosed" by the FDIC has revealed that many taxpayers' money has flowed into the pockets of large companies that do not need protection.

FDIC Accidentally "Mistakenly" Discloses List of Giants Rescued in Silicon Valley Bank Crisis

Janet Yellen said the possibility of a US economic recession is decreasing because the labor market is resilient and inflation is falling. The profitability of small and medium-sized banks has been weakened, which may be reflected in the bank's financial reports next month. Analysts say regulators are prepared for the turbulence in the banking industry's Q2 financial reports.

US Treasury Secretary Yellen: US recession risk is decreasing, consumer spending is expected to slow down, and there will be more bank mergers.

NIO-SW has teamed up with a major Middle Eastern investor

英国等欧洲地区央行不约而同加息且近期加息前景高涨，鲍威尔等联储官员一再强调致力于降低通胀。纳指开盘即跌超 1%。

加息风暴激化经济担忧，美股低开，纳指跌超 1%，势将终结八周连涨

小鹏汽车跌近 5%，阿里巴巴跌超 1%，京东、爱奇艺、理想汽车、拼多多、蔚来汽车跌约 2%，百度跌近 1%，哔哩哔哩跌超 1%，贝壳跌 2.5%。特斯拉跌 0.8%，微软、苹果、奈飞、Meta 跌 0.4%，谷歌跌 0.6%。

美股盘前 | 热门中概股全线走低，大佬预计特斯拉 2025 年达 500 美元，花旗预计国内千款网游可获批

高盛表示，腾讯大模型是中国大型互联网公司迈出关键的一步，相信通用模型和行业模型将相互补充，使企业客户能够针对每个特定场景选择最佳选择，能够跨场景执行各种复杂任务或采用组合方法的参数。

大行速睇 | 腾讯大模型很关键，股价还能涨 30%？特斯拉评级遭下调，目标价却获大幅上调！

张勇卸任，蔡崇信归来：阿里的深层危机是没人可接班

英特尔，比台积电还疯狂

OpenAI CEO Sam Altman said he is "not short of money" and his motivation for entrepreneurship is not economic benefits, but to become a useful person and devote himself to "important things". In his view, artificial intelligence will be the most important step that humans must take in technology, which is his top priority.

OpenAI CEO: Artificial intelligence is the most important technological step in human history

Amazon Web Services (AWS) Center is a project rather than a physical entity. Its aim is to enable Amazon experts to assist enterprise customers in launching generative AI products and services. Currently, two customers, Highspot and Twilio, have already partnered with AWS Center.

Amazon Cloud invests $100 million to launch a generative AI innovation center, competing against Microsoft and Alphabet-C.

若涨势维持至收盘，美股有望止步三日连跌，欧股同样开盘普跌，英国富时 100 指数、德国 DAX 指数、欧元区斯托克 50 指数跌 1%、西班牙 IBEX35 指数均跌 1%。美元指数 DXY 失守 102，为 5 月 12 日以来首次。美国国债收益率在美联储主席鲍威尔即将开始问答环节时持于日内高位附近。美油 WTI 跌约 3%，重新下逼 70 美元整数位。

美股开盘一小时集体转涨，特斯拉和英伟达再跌，美元近六周最低

美联储主席鲍威尔：今年再次加息两次将是适当的。

Against the backdrop of severe losses in ESG funds, many ESG funds have begun to adjust their positions this year, heavily investing in AI-related stocks. Although NVIDIA is not related to issues such as climate change, it does not prevent it from becoming the darling of ESG investment.

Who is the top streamer? Nvidia is more popular than Tesla! ESG funds are also bullish.

特斯拉跌 1.6%，英伟达跌 1.2%，奈飞跌 0.4%，Meta 跌近 0.6%，谷歌、亚马逊跌 0.5%，苹果跌 0.2%。

美股盘前 | 特斯拉创建 Tesla AI 的推特账户，英特尔拟独立运作芯片代工业务

特斯拉 CEO 马斯克称，Tesla 的人工智能，无论是软件还是硬件，都比大多数专家意识到的要先进得多。此前特斯拉公司创建了一个 Tesla AI 的推特账户，并称 “特斯拉正在制造自主机器人的基础模型”。

老龙头打了一场漂亮的翻身仗，可见 AI 取代垂直应用，还是有点儿难。

不到三个月，Adobe 摇身一变：从 “AI 大输家” 成了 “AI 大赢家”，AI 时代 “谁是赢家” 有答案了？

将视线放大，可以看到，今年京东与阿里的人事变动，都带有浓郁的创始人 “幕后治理” 特点，尤其是针对顶层架构的调整中，诸多迹象表明，刘强东和马云皆是最终拍板人。创始人幕后操控的另一个表征是创始团队成员复归，从而重新进行权力分配。

逍遥子追云，“罗汉们” 出山

转自：雷达财经 为了实现 “做一家活 102 年的好公司” 的目标，24 岁的阿里近来频频放大招。

阿里 “崇信”，不再 “逍遥”

找人买单这件事，不能再耽搁。

大模型之争，腾讯假装不急

Goldman Sachs found that the net selling scale of US stocks by hedge funds in the past ten trading days was the largest in the past year, exceeding 99% of the level in the past five years. At the same time, the net buying scale of European stocks in the past ten days was the highest, and the over-allocation level of European stocks was the highest on record.

Hedge funds bailed out early! Sold US stocks for 9 out of the past 10 trading days.

On Wednesday, Alphabet-C accused Microsoft of using unfair licensing terms to "lock in customers" and control the cloud computing market in a letter to the Federal Trade Commission (FTC). Alphabet-C claims that through its Windows Server and Microsoft Office products, Microsoft makes it difficult for its large customer base to use any cloud product other than Azure cloud infrastructure products. Alphabet-C believes that this control poses significant potential network security risks.

Two giants' battle spreads! Alphabet-C accuses Microsoft Azure cloud department of anti-competitive behavior.

Harvey believes that the current strong rebound of US technology stocks will not stop until the Federal Reserve becomes more aggressive and damages the US economy. The current market is similar to the technology boom of 1999. The sensitivity of the US economy to interest rates is much lower than expected.

Head of Stock Strategy at Rich Nation Bank: Only the Federal Reserve can suppress US stocks now.

在马斯克去年宣布收购推特几周后，Meta 就开始开发预计将被称为 Threads 的新款应用，希望借助它趁机击败推特。Threads 像推特那样拥有连续滚动的文本，并带有类似于” 点赞 “和” 转发 “等功能的按钮，预计最快将于本月底或下月初发布。扎克伯格长期以来始终对推特痴迷，他曾在 2008 年试图以 5 亿美元收购当时刚刚起步的推特。

趁他病要他命：扎克伯格 “捅刀” 推特，正开发类微博应用

With a market value of $100 billion, Tesla surpasses many mainstream car companies such as BMW and Hyundai. However, Morgan Stanley analyst Adam Jonas, who made this estimate, has long been the most bullish analyst on Tesla on Wall Street.

Tesla's Supercharging Network is worth what? Morgan Stanley: $100 billion!

TM ADR US previously announced that it will achieve the commercialization of solid-state batteries in 2027 or 2028, and launch pure electric vehicles equipped with all-solid-state batteries to the market. Will it arrive as scheduled?

Electrification "laggard" TM ADR US makes a comeback! Analysts are bullish on all-solid-state batteries and have raised their target prices one after another.

After retreating from the spotlight for 7 months, SoftBank founder Masayoshi Son has returned to the forefront. He stated that during the huge losses, he had "cried for several days in a row", but now the AI wave has provided new opportunities, and SoftBank will shift from "defense mode" to "attack mode". He is optimistic about the revolutionary nature of AI and claims that the SoftBank Group will "eventually dominate the world".

"I chat with ChatGPT every day," Masayoshi Son: A huge revolution is coming, SoftBank will eventually rule the world!

“资源和人工重新匹配之后，旧工作消失和新工作产生的过程就是动态的过程，而且经年累月都是如此。

阿里张勇对话诺奖得主：AI 能否创造更多工作岗位？

鲍威尔重申官员们预计年底前利率会有所上升。

美联储主席鲍威尔：将通胀降至 2% 还有很长的路要走。

又一个挑战马斯克的人出现了

小摩表示，张勇角色转变至专注云智能集团发展，将大力支持阿里云增长潜力；该行相信，阿里云正被低估，其可见于阿里巴巴股价之中，并分部估值估算约 790 亿美元，约占集团当前市值 35%。该行预计，阿里云分拆将成为阿里巴巴未来 6 至 12 个月股价催化剂。

大行速睇 | 阿里换帅是利好！股价还能涨 60%？亚马逊目标价获大幅上调

尽管 4200 点已成为标普 500 指数支撑位，但可能很难向上突破 4400 点。估值过高、流动性糟糕，大市会跌回 4000 点吗？美股投资者该采取防御措施了！

大涨过后是大跌？！华尔街高呼：美股可能已阶段性见顶！

金十数据 6 月 21 日讯，高盛策略师表示，投资者应考虑在标普 500 指数上涨之际对冲与衰退相关的风险。Cormac Conners 和 David JKostin 等策略师表示，看涨期权头寸看起来已经过于拥挤，涨势狭窄，估值仍然很高，过于乐观的增长预期正在被消化，整体投资者的态度也不再乐观。他们表示：“我们倾向于保持股票的上行敞口，同时利用期权市场对冲在经济衰退情况下可能出现的 23% 的下行风险。未来 12 个月美国有四分之一的可能性出现衰退，如果这个前景变得更加可能，标普 500 指数可能会下降到 3400 点。”

高盛：投资者应考虑利用标普 500 指数的涨势对冲衰退风险

尽管目前仍然无法判断今年港股最低点在几月出现，但当前港股的核心要义是未来国内经济政策能否超预期，关键是能否扭转市场对实体经济预期，时间点上通常 7 月下旬召开的政治局会议较为重要！

港股下半年，可能有跌出来的机会！

Raymond James 的分析师仍在指出那些有望从目前水平推高的股票——他们确定了两只在当前环境下值得 “强烈买入” 的股票。

Raymond James：牛市需谨慎 可 “强烈买入” 这两只美股

金十数据 6 月 21 日讯，大摩发研究报告指，国内延长新能源车购置税政策至 2025 年底，大致上符合市场预期。虽然该政策能为行业提供短期支持，但大摩预料，新能源汽车销量或利润率并不会有任何明显变化，主要因市场竞争仍然激烈及经济前景仍不明朗。市场现时期待进一步刺激经济政策会在下半年出台，尤其是利好新能源汽车的政策。所以除了潜在需求复苏外，政策将会主导行业进一步跑赢大市。

摩根士丹利：内地延长新能源车购置税政策符预期 或令短期行业情绪有支持

B. Riley 的五星分析师 Bryce Rowe 认为，标普 500 指数目前看起来估值过高，高于 50 日和 200 日移动均线。做好防御措施，转向高股息收益率的股票，因为这类股票可以带来稳定的收入流和可靠的回报。

投行 B. Riley：准备迎来标普 500 大幅下跌吧，是时候投资防御股了

根据彭博统计的数据显示，2023 年彭博富豪榜 TOP10 大部分来自于科技领域。由于 AI 技术的不断发展，美股在 2023 年年内出现了一波反弹，这使得科技领域的富豪们的总财富合计增加了超过 4000 亿美元（约合人民币 28600 亿元）。这其中，Facebook 创始人扎克伯格、Oracle 公司创始人 Larry Ellison、微软公司创始人比尔盖茨以及华为公司创始人黄仁勋这四位富豪的财富合计增长了 1500 亿美元（折合人民币超过 10000 亿元）。

扎克伯格、比尔盖茨等四位富豪因 AI 暴赚 1 万亿元

金十数据 6 月 21 日讯，美联储主席鲍威尔将于今晚 22:00 出席众议院金融服务委员会听证会，并将于明晚 22:00 出席参议院银行委员会听证会。市场对美联储将今年利率中值预期上调至 5.6% 困惑不已，鲍威尔能否对此给出有信服力的解释，并让参众两院相信美国经济仍具有韧性？鲍威尔讲话开始后，行情恐剧烈波动，敬请投资者留意相关风险。

鲍威尔将于今明两晚在参众两院作证词

Behind the nearly 70% increase in EVEREST MED-B's price last week: Who will pay for the over 200,000 treatment costs?

高盛将未来 3 个月、6 个月和 12 个月标普 500 指数的预测值分别修正至 4300 点、4500 点、4700 点。

通胀缓解 +AI 热潮 高盛上调未来 12 个月标普 500 目标位至 4700 点

小摩称，全球 long only 已经不怎么交易电商板块，投资者对阿里、京东最关心的还是战略问题：淘宝如何与其他低端电商平台竞争？天猫怎么办？云业务呢？京东如果要开始以降低服务质量和品质来做中低端市场，怎么做？会如何？

小摩锐评港美股互联网：首推腾讯！拼多多最受市场认可，关注阿里、京东战略

36 氪获悉，2023 年亚马逊 Prime 会员日将于 7 月 11 日至 12 日举行。本次活动覆盖的国家达到了 25 个，较去年继续扩大，包括美国、英国、澳大利亚、奥地利、比利时、巴西、加拿大、中国、埃及、法国、德国、意大利、日本、卢森堡、墨西哥、荷兰、波兰、葡萄牙、沙特、新加坡、西班牙、瑞典、土耳其、阿联酋，而印度的活动将在今年夏天稍后举行。