兴业证券：印花税调降后市场表现有何特征？Everyone is asking when the "bond market storm" will end? In this sensitive moment, the Governor of the Bank of Japan speaks out: We will maintain an accommodative policy!摩根士丹利：预计 7 月核心 PCE 将小幅反弹，但仍低于今年早些时候CSC: Merger of Two AI Labs under Alphabet-C Expected to Further Accelerate Progress in Robot Models滴滴造车 VP 投身大模型创业，瞄准交通领域，红杉已投天使Is SoftBank's Masayoshi Son going to "add fuel to the fire" for AI by spending $50 billion in the next few years?香港特区政府成立小组研究如何增加股票市场流动性Qualcomm: Running large models on mobile chips, this will be the "Holy Grail"NVIDIA says data center upgrade spending will reach $1 trillion in the next four years, but the question is: Who will foot the bill?NVIDIA is indeed powerful, and Powell didn't flip the table, but the debate over whether AI is still viable has become more intense.Overseas technology industry has two major focuses: "the monopolistic NVIDIA" and "the opening of the IPO window" for Arm.鲍威尔在 2023 年杰克逊霍尔会议上的演讲全文（中英对照）US "super unicorn" DataBricks' valuation raised again! The company is in talks for financing at a valuation of $43 billion.鲍威尔震动市场，美股 V 形反转，美债一度闪崩，英伟达财报周涨超 6%Bank of America: Tightening monetary policy will overshadow the AI boom and bring trouble to the stock market.What signal does Powell's heavyweight speech convey? The whistleblowers of high inflation in the United States and the "old bond king" summarize the implicit meaning.In the midst of bullish sentiment, Guo Mingji from Tianfeng International poured cold water on NVIDIA, while Wooden Sister also sold at high prices.EVERGRANDE temporarily lifts delisting crisis! Application for resumption of trading next Monday, EVERGRANDE's three listed companies will fully resume trading.利润同比增长 258%！蚂蚁基金业绩增速领跑代销巨头极氪科技完成境外上市备案，拟在纽交所上市行业整体仍处库存消化阶段 中芯国际上半年净利润同比下降 34.1% | 财报见闻“零售之王” 招行：上半年净利润增长 9.12%，净利息收入逆势增长李强主持召开国务院常务会议 审议通过《医药工业高质量发展行动计划（2023－2025 年）》《医疗装备产业高质量发展行动计划（2023－2025 年）》和《关于规划建设保障性住房的指导意见》COUNTRY GARDEN Yang Family Shows Sincerity in Debt Repayment鲍威尔将于今日 22:05 发表重磅讲话LIVE MARKETS-STOXX futures fall ahead of Jackson Hole财政部等三部门发布关于延续实施支持居民换购住房有关个人所得税政策的公告电商食用盐销量增 5 倍，京东超市：已提前备货，量大价稳消息称 SK 海力士为应对 HBM 需求激增 拟增加封装技术人员美股 8 月大跌后市场 “两极分化”：散户撤退，机构抄底Hong Kong stocks fluctuate | Property stocks surge in the afternoon, three departments promote the implementation of policies on purchasing first-time home loans, "recognizing houses without recognizing loans" measures.桥水中国：美联储转向宽松的条件尚未成熟Short-selling in Hong Kong stocks reached 8.1 billion yuan in the morning session, accounting for 24.2% of the total short-selling volume.AI Track Rising Star Hugging Face Secures Financing from Google and Amazon, Valued at $4.5 BillionHong Kong Stock Market Fluctuation | STAR CM Plunges Over 8%, "China's Good Voice" Program Temporarily Suspended"The Rise of 'Little Broken Station' in the E-commerce Wave"NVIDIA rides the AI wave to rake in huge profits. How much attention can Arm, which is about to go public, attract?网易跌超 5%，Q2 业绩不及预期高盛下调亚太股市预期目标美团盘中一度跌 7%Amazon and Disney are in negotiations for ESPN streaming media cooperation.新加坡股市 24 日报：恒生科技 ETF 涌入大量买单高盛发布研究报告称，维持友邦保险 “买入” 评级，目标价 101 港元