Aug 17 (Reuters) - Singapore Exchange Ltd (SGXL.SI) :
* DERIVATIVES TRADED VOLUME WAS STEADY YEAR-ON-YEAR IN JULY AT 20.5 MILLION CONTRACTS
* JULY COMMODITY DERIVATIVES TRADED VOLUME ROSE 17% Y-O-Y IN JULY TO 4.3 MILLION CONTRACTS
* BENCHMARK IRON ORE DERIVATIVES VOLUME CLIMBED 16% Y-O-Y IN JULY
* TOTAL FUTURES TRADED VOLUME ON SGX FX CLIMBED 32% Y-O-Y IN JULY TO 3.3 MILLION CONTRACTS
* ON SGX SECURITIES, TOTAL MARKET TURNOVER VALUE INCREASED 19% Y-O-Y IN JULY TO S$21.5 BILLION

Singapore Exchange Says Derivatives Traded Volume Was Steady Year-On-Year In July

恒指、恒生科技指数盘初跌超 2%。

港股汽车股盘初走低，蔚来汽车跌超 4%，小鹏汽车跌近 2%，理想汽车、吉利汽车等跟跌。

恒生指数较 1 月份的高点下跌了 21％，恒生科技指数较 7 月 31 日高点下跌 11％。

腾讯游戏收入占到中国游戏市场的四成，在整个市场增长 12% 的情况下，腾讯游戏零增长，意味着腾讯比其他同行的增速慢了近 20%。

腾讯游戏有了「中年危机」

Zero-day expiration options (0DTE) are as risky as "picking up coins in front of a road roller". Nomura estimates that only half of August, there are four days of 0DTE trading volume among the top ten highest trading days. Citi found that the 0DTE option favored by traders recently shifted from bullish to bearish. UBS found that the recent sell-off coincided with a wave of zero-day option put option purchases.

Who caused the major drop in the US stock market in August? Goldman Sachs: "Zero-day options", UBS: I agree!

阿里电话会指出，淘宝和天猫集团将形成一个从用户投资、用户增长到商户增长、交易到交易的良性投资循环；此外，云基础设施渗透率的巨大潜力，阿里将继续模型开源策略，让更多伙伴部署到其云基础设施。

张勇：我的第 36 次财报会，也是作为阿里董事长兼 CEO 的最后一次

According to the calculation based on the lowest price, the H100 chip alone will bring NVIDIA a revenue of 16.5 billion US dollars, not including other AI chips such as A100. Some analysts even optimistically predict that NVIDIA may generate data center and AI chip revenue of 75 to 90 billion US dollars by 2024.

AI market is on fire? NVIDIA may sell 550,000 H100 GPUs this year.

TENCENT expects domestic gaming revenue to rebound in the third quarter. As for advertising revenue, TENCENT states that there is actually a significant market potential in e-commerce businesses related to lifestyle streaming media and videos. Regarding AI deployment, TENCENT emphasizes that they are taking multiple initiatives simultaneously, with the hope of bringing new growth opportunities to their cloud business.

TENCENT Q2 Conference Call: E-commerce Empowers Douyin's Advertising Revenue, Exclusive Infrastructure Large-scale Model May Upgrade in the Second Half of This Year

Institutional data shows that the price of gallium rose by $400 per kilogram a week ago, reaching a ten-month high. Gallium is known as the "new staple food" of the semiconductor industry. China has the largest reserves and production of gallium in the world. According to EU data, approximately 94% of global gallium supply comes from China.

After China announced export controls, the price of gallium has risen by over 50% since early July.

JD-SWR will continue to maintain its advantage in "fast and good" aspects, while enriching the platform ecosystem by introducing more merchants to enhance the diversity and richness of supply to meet the different needs of users.

JD-SWR conference call: The hundred billion subsidy has a significant boost effect on low-frequency users. The most important KPIs for the second half of the year are GMV, profit, and cash flow.

据央视新闻：国务院总理李强主持召开国务院第二次全体会议，李强强调，要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。

国务院总理李强 8 月 16 日主持召开国务院第二次全体会议，对做好下一步工作进行再部署、再推进。李强强调，要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费，调动民间投资积极性，扎实做好重大项目前期研究和储备。要着力构建现代化产业体系，加快用新技术新业态改造提升传统产业，大力推进战略性新兴产业集群发展，全面加快制造业数字化转型步伐。要着力深化改革扩大开放，深入实施新一轮国企改革深化提升行动，优化民营企业发展环境，推动外贸稳规模优结构，更大力度吸引和利用外资。要着力促进区域城乡协调发展，深化落实主体功能区战略，深入实施新型城镇化战略和乡村振兴战略，巩固拓展脱贫攻坚成果。要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。要着力强化防灾减灾救灾和安全生产监管，切实做好灾后恢复工作，深入开展安全生产风险隐患排查整治，最大限度保障人民群众生命财产安全。

国务院总理李强：要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费

京东美股盘前一度涨超 2%，公司二季度营收高于市场预估。

调整后每 ADS 收益 5.39 元人民币，上年同期 4.06 元人民币，预估 4.90 元人民币。执行费用 167 亿元人民币，同比增加 2.5%，预估 163.1 亿元人民币。调整后息税折旧及摊销前利润 104.0 亿元人民币，预估 100.7 亿元人民币。调整后运营利润率 3％，上年同期 2.1％，预估 3.1％。经调整 EBITDA 利润率 3.6％，上年同期 2.7％。

京东集团第二季度净营收 2,879.3 亿元人民币，同比增加 7.6%，预估 2,791.4 亿元人民币

SINO-OCEAN SERV has been given a chance to "resurrect".

Oscar Sheng, at the HKEX semi-annual media briefing, stated that the previous increase in stock stamp duty has boosted the tax revenue for the Hong Kong SAR government, serving as a measure to increase income during the pandemic prevention and control period. Whether the stock stamp duty will be reduced in the future depends on the Hong Kong SAR government.

European Champions League: Whether the future adjustment of stock stamp duty depends on the Hong Kong Special Administrative Region Government

NASPERS 股价转跌，此前腾讯业绩逊于预期。

腾讯控股：腾讯 QQ 的智能终端月活跃帐户 5.7 亿，市场预期为 5.9 亿。

腾讯第二季度净利润 262 亿元人民币，预估 323.4 亿元人民币，去年同期为 186.19 亿元。

腾讯第二季度净利润 262 亿元人民币，预估 323.4 亿元人民币

腾讯二季度营收、净利润均低于市场预期

中国首富的最强对手？怡宝筹划港股上市

腾讯音乐：成长的烦恼

Liberate each other and strive for the future.

On the eve of Alibaba Cloud's listing, DingTalk "takes off" independently.

Market forecasts generally predict that TENCENT's second-quarter revenue and net profit will continue to grow at a double-digit rate compared to the same period last year. The commercialization of Video Account is accelerating, driving the growth of TENCENT's advertising business. Embracing AI actively, TENCENT's cloud business is expected to generate additional revenue.

TENCENT Q2 Earnings Outlook: Video Accounts Expected to Boost Advertising Business, Gaming Business May Experience Seasonal Decline | Earnings Report

英特尔同意终止收购塔尔半导体，称无法及时获得监管批准。

据穆迪分析称，到 2023 年底，中国有望超越日本，成为全球最大的汽车出口国。该信用评级机构近日在一份报告中指出，中国在 2021 年超越了韩国，2022 年超越德国，并成为全球第二大汽车出口国。目前，中国的汽车出口量正在逼近日本，今年第二季度平均每月的汽车出口量只比日本少约 7 万辆汽车，而去年同期两国间的差距为近 17.1 万辆。“按照这种速度，中国有望在今年年底超过日本，” 穆迪的经济学家指出。这将是日本自 2019 年成为全球最大汽车出口国以来，首次被其他国家超越。

穆迪：中国 2023 年底将取代日本成全球最大汽车出口国

阿里云推出数字人视频生成工具 Live Portait，上传一张照片和一段文本或语音可生成一段开口说话的数字人视频，可应用于视频直播、聊天机器人、企业营销等场景。目前，该工具已在魔搭社区创空间开放体验。

阿里云推出 AI 视频生成工具 支持单图生成数字人视频

一位粉丝在社交平台 X（原推特）上发帖向马斯克称：“埃隆，先别管（在扎克伯格）家中格斗的事了。你什么时候在 X 上直播 FSD 测试版 V12？” 马斯克随后回应称：“下周”。

马斯克表示：下周将在 X 上直播 FSD V12

Tesla has just lowered the prices of its main vehicle models, and now it is wielding the "price butcher's knife" against its high-end models, the Model S / X.

Highest 70,000! "Price Butcher" Tesla keeps lowering prices

With a pragmatic approach and steady progress, Pan Riwang has turned his "dream of building cars" into reality.

On the first day of listing, the market value exceeded that of the three major American car manufacturers! The dreams of Xu Jiayin and Jia Yueting have been realized by this Vietnamese man.

Bitcoin has always been known for its high volatility, but this year the performance of this popular digital token has been different. Dolphin Research APP has noticed that according to the data, the indicator measuring the volatility of the original cryptocurrency prices has shown a downward trend, with a 90-day volatility at its lowest level since 2016.

Falling into a $29,000 predicament! Bitcoin price drops to the lowest volatility level in years.

CK ASSET's Oceanfront Station I (consisting of 228 units) has continued to release its Phase I pricing list since August 14th, with an additional 50 units being released on August 15th as part of the second pricing list.

CK ASSET's Oceanfront Station I has released an additional 50 units, and it is not ruled out that all units will be fully pushed.

摩根大通最新调查显示，AI 需求下半年持续强劲，台积电 CoWoS 产能扩张进度将超越预期，明年底前产能翻至每月 2.8 万-3 万片，尤其 2024 年下半年扩产速度值得期待。摩根大通估计，英伟达 2023 年就占整体 CoWoS 需求量的 6 成，台积电约可生产 180 万-190 万套 H100 芯片，接着需求量较大的则是博通，再来还有亚马逊云科技的 Inferentia 芯片与赛灵思。放眼 2024 年，因台积电产能持续扩张，可供应英伟达所需的 H100 芯片数量上看 410 万～420 万套。

摩根大通：台积电 CoWoS 产能明年底前或翻至每月 2.8 万至 3 万片

据美国有线电视新闻网报道，夏威夷州州长乔希·格林当地时间 8 月 15 日表示，毛伊岛大火的死亡人数已上升至 101 人。当地政府表示，由于目前仅搜查了毛伊岛约三分之一的烧毁区域，未来 10 天死亡人数仍可能大幅上升。毛伊县官员 15 日表示，已经确认了四名死者身份。乔希·格林表示，大多数遇难者都在毛伊岛西部的拉海纳地区。他还表示，因通信不畅，目前尚不清楚有多少人失踪。

美国夏威夷毛伊岛大火已造成至少 101 人死亡

In the current month, there were 20 cities with an MoM increase in the sales prices of newly-built residential properties and 6 cities with an MoM increase in the sales prices of second-hand residential properties, which decreased by 11 and 1 cities respectively compared to the previous month. As for the YoY comparison, there were 26 cities with an increase in sales prices for newly-built residential properties and 5 cities with an increase in sales prices for second-hand residential properties, both of which decreased by 1 city compared to the previous month.

July 70 City Housing Prices: Decline in Second-hand Housing Prices Widens, Rise in First and Second-tier New Housing Prices Falls, Chengdu Continues to Lead

恒生科技指数转涨，此前一度低开超 1%。

港股油气生产板块走低，中国石油股份跌近 3%，中国石油化工股份跌超 2%，中国海洋石油跌 1.56%。

港股汽车股盘初下挫，蔚来汽车跌超 5%，小鹏汽车跌超 3%，比亚迪股份、华晨中国均跌近 2%。

新加坡股市 15 日报：市场活跃度上升，多只个股成交激增

传统业务承压，新业务探索艰难，股东们纷纷用脚投票，在板块上演集体减持。现在，到底是步入了至暗时刻，还是那难熬的黎明前的黑暗？

电商链的诺基亚时刻

截至发稿，香港电视涨 13.23%。根据公告，该公司与华人文化集团公司及 Young Lion Holdings Limited 订立融资协议，涉及最高 7 亿港元的贷款融资，以支持其业务发展及营运。

香港电视高开超 13% 近日与华人文化订立融资协议

If Cleveland Cliffs successfully acquires US Steel, the US steel industry, which is already concentrated among the four major steel manufacturers, will further consolidate. Some downstream manufacturers have expressed that US steel is already the most expensive in the world, and further consolidation in the steel industry will give producers more leverage to increase prices, thereby putting greater pressure on downstream industries.

The acquisition case of the American Steel Company has far-reaching implications and may shake the foundation of the American manufacturing industry.

Since the beginning of this year, there have been at least 55 incidents in San Francisco where autonomous vehicles have interfered with the emergency response systems of the police and fire departments.

Robotaxi fully opened up for a day, and San Francisco experienced its first large-scale "network delay congestion".

信达证券认为，产能周期可能在明年初前后触底，对应本轮央行降息周期尚未结束；预计今年内可能还会降准 1-2 次，下一次降准在今年三季度末之前落地的可能性较大。

降息之后，可能还有降准、降息

当地时间 8 月 15 日，人工智能初创公司 OpenAI 在官网宣布其将 GPT-4 用于内容策略开发和内容审核决策，以实现更一致的标签、更快的策略优化的反馈闭环以及更少的人工审核人员参与。OpenAI 表示，使用 GPT-4 的内容审核系统能更快地迭代策略变更，将周期从数月缩短到数小时。任何拥有 OpenAIAPI 访问权限的人都可以采用这种方法创建自己的人工智能辅助审核系统。

OpenAI 宣布将 GPT-4 引入内容审核系统，减少人工参与

路透 8 月 15 日 - 两家券商周二上调了芯片制造商 Nvidia(辉达/英伟达) 的目标股价，在该公司下周发布季度财报之前，这进一步提高了本已很高的预期。此举带动该公司股价一度上涨超过 3%，成交量也十分可观。

Nvidia 股价周二一度飙升逾 3%，券商在其发布财报前纷纷上调目标股价

Driven by the abundant corn harvest in Brazil and the upcoming corn harvest in the United States, the futures price of corn in Chicago has reached its lowest point since December 2020. Argentina, one of the world's largest beef exporting countries, has temporarily suspended beef exports for 15 days due to currency depreciation and accelerated inflation.

A Mixed Bag in the Agricultural Market: Corn Hits a New Low Since 2020, Argentina Restricts Beef Exports for 15 Days

美国 7 月零售销售增超预期，进口价格显示通胀压力犹存，对欧美央行在更长时间内维持高利率的预期持续升温。惠誉不排除下调美国银行业评级，均打压风险偏好。道指跌 360 点，标普 500 指数跌穿 50 日均线至五周新低，但英伟达再涨 0.4%，理想汽车涨 1.6%。10 年期美债收益率转涨后创近十个月最高，10 年与 30 年期 TIPS 收益率创逾十年高位。油价收跌超 1% 逼近两周低点，欧洲天然气盘中跃升 15%。美元接近六周最高，离岸人民币一度跌 520 点跌穿 7.33 元，与日元齐创九个月新低。现货黄金一度失守 1900 美元至近七周最低。

美股齐跌超 1%，银行股指跌约 3%，中概指数跌 2%，美元美债收益率反弹

GPT-4 can be used to formulate content policies and also to enforce them by adding tags or making judgments on posts. OpenAI officials say that there is no need to hire tens of thousands of moderators; humans can act as advisors to ensure the proper functioning of the OpenAI system and make judgments in cases where the boundaries are not clear.