"Selling Shovels" to NVIDIA! This South Korean chip giant's stock surged over 50% this year.桥水中国：我们没有看空中国股票 对中国资产依然较为乐观In a world where the real interest rate is 2%, is a P/E ratio of 19 reasonable? This is the "high dividend dilemma" in the US stock market.互联网这个行业，从来就不存在简单粗暴的规律财政部、税务总局：延续实施个人所得税综合所得汇算清缴有关政策蚂蚁集团：通过 “蚂蚁森林” 累计协议捐资 34.65 亿元Effect at its peak! Live streaming with Musk showcasing Tesla's autonomous driving, "roaming the streets" to challenge Zuckerberg one-on-one!Hong Kong Dollar Interest Rates Fall Across the Board for 3 Consecutive Days, Overnight Interest Rates Drop Below 2%AI 要被卡脖子了？训练大模型的数据或在 2026 年耗尽多个重磅事件来袭，美股 9 月反弹面临考验小鹏和滴滴，到底谁更需要谁？中国中免，何以复苏恒大开盘成 “仙” 目前港股内房股 “仙股” 扎堆，大约有 80 只地产股是 “仙股”花旗微降美团目标价至 214 港元 评级买入郭台铭宣布参加 2024 年台湾地区领导人选举何小鹏：MONA 车型是小鹏第二品牌、第三品牌的开始 年销量预期至少 10 万辆以上南向资金净流入超 30 亿元XPENG-WDiDi "marriage": XPENG-W manufacturing cars, DiDi operating王文涛会见美国商务部长雷蒙多Hong Kong Stock Market | XPENG-W Soars Over 14% and Forms Strategic Partnership with DiDi, Officially Entering the Multi-Brand Strategy PhaseEVERGRANDE resumes trading with a 86.7% opening drop.EVERGRANDE creditors voted today in Hong Kong and the British Virgin Islands on the restructuring plan.小鹏汽车：滴滴将成为小鹏汽车的战略股东，首批股份的锁定期为 24 个月历史首次！调降融资保证金 “活跃资本市场”，国君：政策效果大有可期小鹏汽车：拟 58.35 亿元收购滴滴智能汽车开发业务资产FENGXIANG CO plans to issue a maximum of approximately 183 million shares to two investors for subscription, raising a net amount of approximately HKD 272 million.投资大佬警告：市场狂热超过互联网泡沫时，未来几年美股或下跌 30%港交所：沪股通及深股通下交易印花税调整兴业证券：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.