惠普（HPQ）美股盘后跌幅扩大至超过 6.7%。

Aug 29 (Reuters) - OpenAI is currently on pace to generate more than $1 billion in revenue over the next 12 months from the sale of artificial intelligence software and the computing capacity that powers it, the Information reported on Tuesday.
The Microsoft-backed company is generating more than $80 million in revenue per month, the report added.

OpenAI on pace for over $1 bln revenue as big companies boost AI spending - The Information

New regulations require US banks with assets of at least $100 billion to issue sufficient long-term bonds to maintain the proportion of such debt to average total assets at 3.5% or to risk-weighted assets at 6%. This means that large regional banks in the United States will need to issue an additional $70 billion in bonds.

Regulatory tightening! The United States will strengthen the long-term debt standards for regional banks, aligning with global major banks through a "living will" approach.

美国 7 月 JOLTS 职位空缺超预期降至两年多最低，8 月咨商会消费者信心显著回落，均减轻美联储加息压力，货币市场对 11 月加息押注跌至 42%。美股三日连涨收于日高，道指涨近 300 点，纳指涨 1.7%，特斯拉涨近 8%，英伟达涨超 4% 创新高，现货比特币 ETF 获批希望蹿升令 Coinbase 涨 15%，财报后拼多多涨超 15%、老虎证券涨超 28%、蔚来汽车跌 14% 后收跌超 1%。两年期美债收益率从日高重挫 16 个基点，10 年期收益率最深跌 14 个基点。美元指数跌穿 104，日元失守 147 创九个半月最低后转涨，离岸人民币涨超百点上逼 7.28 元，比特币涨 7% 徘徊 2.8 万美元。

纳指 100 涨超 2%，中概指数涨近 4%，美债收益率全线跳水超 10 个基点

Wonderlust released a teaser image for its launch event, and the logo may hint at new colors for the iPhone 15. Apple may also unveil a new Apple Watch. According to Guo Mingchi, the periscope lens is the biggest selling point of the iPhone 15 series, and the market's shipment expectations for the iPhone 15 in the second half of the year are overly conservative.

iPhone 15 to be unveiled in two weeks! Apple officially announces September 12th as the date for the launch event.

During the performance meeting, Xiaomi responded to the freezing of funds by the Indian government, stating that its operations in India have always been legal and compliant, and it is actively communicating with local government departments. Despite the lengthy process, Xiaomi believes in the fairness and independence of the Indian judiciary.

Xiaomi Phone Conference: Significant Progress Made in the Past Few Years, Latest Release of 5G Chip by Competitors Will Not Have a Major Impact

Li Bin stated at the performance meeting that NIO has been comprehensively enhancing its sales capabilities since July, with an internal target of achieving monthly sales of 30,000 vehicles. The plan is to complete this sales capability construction by the end of September, and the results of the sales capability construction will gradually become apparent from October onwards.

NIO Conference Call: Aims to Achieve Monthly Sales of 30,000 Units, NIO Phones to be Delivered in September

Pinduoduo believes that competitors will increase subsidies. Healthy competition that starts from the perspective of consumers is beneficial to the industry's development. The key to responding to the industry's rapid changes is not to focus on changes in competitors' business strategies, but to focus on consumer needs, enhance one's own capabilities, face competition directly, and devote energy to implementing high-quality development.

Pinduoduo Phone Conference: Healthy low-price competition is beneficial to industry development, and high-quality development is the primary goal.

The field of medical aesthetics injections with higher thresholds and added value is the next battleground for Giant Bio.

Giant Life Sciences' Half-Year Report Exceeds Expectations: One Brand Sells 1.2 Billion, Next Target is Medical Aesthetics | Insight Research

NIO's Q2 revenue was RMB 8.77 billion, slightly below market expectations of RMB 9.15 billion. The Q3 delivery guidance is set at 55,000-57,000 vehicles, representing a year-on-year growth of 74.0%-80.3%. The revenue guidance for Q3 is expected to be between RMB 18.9 billion and RMB 19.52 billion, reflecting a year-on-year growth of 45.3%-50.1%, which is the highest in the company's history in terms of both delivery and revenue guidance.

NIO Q2 revenue reached 8.77 billion yuan, with record-high deliveries and revenue guidance for the third quarter | Earnings Report

在有关政策方案明确之后，农行将抓紧制定具体的操作细节，尽快完成合同文本的准备，加紧系统改造调整等方面的工作。

农业银行：将抓紧制定存量房贷利率调整具体操作细则

拼多多 2023 年 Q2 营收 522.8 亿元，市场预期 436.79 亿元，去年同期 314.4 亿元。

拼多多二季度业绩好到 “炸裂”！

拼多多美股盘前涨超 10%，公司二季度营收远超预期。

蔚来汽车 2023 年 Q2 汽车交付量为 23,520 辆。

蔚来美股盘前涨超 1%，三季度交付指引高于市场预期。蔚来汽车预计第三季度交付量为 55,000 至 57,000 辆，市场预测为 48,465 辆。

蔚来汽车预计第三季度交付量为 55,000 至 57,000 辆，市场预测为 48,465 辆。

香港证监会与廉政公署今天 (8 月 29 日) 采取联合行动，事件涉及两家在香港联合交易所有限公司上市的公司，其股份于 2022 年 12 月至 2023 年 8 月期间怀疑被操纵。

事关违规操纵股价！香港六家证券行客户账户被冻结

General Big Model -> Professional Small Model?

OpenAI's most powerful "Enterprise Edition" explodes onto the scene, will the B-side large model market be dominated by a single winner?

小米集团：智能手机分部收入由 2022 年第二季度的人民币 423 亿元减少 13.4% 至 2023 年第二季度的人民币 366 亿元，主要是由于智能手机出货量减少，部分被智能手机平均售价增加所抵销。

小米集团：2023 年 Q2 营收 673.5 亿元，市场预期 651.3 亿元，去年同期 701.7 亿元。

香港证券及期货事务监察委员会与廉政公署今天采取联合行动，事件涉及两家在香港联合交易所有限公司上市的公司，其股份于 2022 年 12 月至 2023 年 8 月期间怀疑被操纵证监会与廉署搜查了怀疑与该案件有关联的 14 个处所。廉署在联合行动中亦根据《防止贿赂条例》拘捕该怀疑市场操纵集团一名骨干成员。证监会已就上述的联合行动向六家证券行发出限制通知书，禁止它们处理或处置八个交易帐户内的资产。这些资产与上述其中一家上市公司股份的怀疑市场操纵行为有关。

香港证监会联同香港廉署采取行动打击怀疑市场操纵集团

金十数据 8 月 29 日讯，香港金融管理局与证券及期货事务监察委员会今日就场外衍生工具交易《结算规则》的建议修订，发表联合谘询总结。根据有关建议，在特定条件下，若干参照替代参考利率的掉期息率交易须进行结算。同时，监管机构将会删除现时要求若干参照银行同业拆息的掉期息率交易须进行结算的规定，因为那些拆息不再或即将不再予以发布或被视为具代表性。此举与全球利率基准改革一致，尤其是由银行同业拆息过渡至替代参考利率方面的安排。

香港监管机构就场外衍生工具《结算规则》的修订发表谘询总结

Founders and investors alike believe that generative AI will revolutionize the field of computing, which is enough to entice them to get a piece of the pie from NVIDIA.

Target NVIDIA! These eight startups are challenging the "GPU dominator"

Is the important reason for the failure of the monetary tightening policy the "abuse" of loose policies?

Nomura's Gu Chaoming: "Monetary Policy in Europe and the United States 'Fails,' QT Has No Effect, the Federal Reserve Will Continue to Raise Interest Rates"

请查收，2023 下半年的 AI 日历：Google Cloud Next、亚马逊云科技 re:Invent、Roblox 和 Unity 投资者日......

大摩：今年还有 13 个 “AI 时间点”，最近的就在今天

* 大和料比亚迪至今年底新能源车每月销售可达 30 万辆 可成股价催化剂

特斯拉 10000 块 H100 GPU 集群上线，加速 FSD V12 落地。拥有自家超算的和 H100 集群的特斯拉，正式入局算力军备竞赛！

3 亿刀，特斯拉 1 万个 H100 集群上线！超算 Dojo7 月已经开工，全力加速 L4 自动驾驶

恒生科技指数涨幅扩大至 2%，恒指涨 1.5%。比亚迪股份涨超 4%，碧桂园涨 3.7%。

新加坡股市 28 日报：扬子江船业被大规模买入

36 氪获悉，8 月 29 日 8 点，东方甄选在淘宝开启直播首秀。截至 9 点，销售额突破 1000 万元，在线人数突破 210 万。

东方甄选淘宝开播 1 小时 GMV 突破 1000 万元

回港中概股盘初走强，微博涨超 5%，腾讯音乐涨近 4%，网易、哔哩哔哩等多股跟随走强，隔夜纳斯达克中国金龙指数收涨约 2%。

中国恒大复牌第二日开盘续跌 14.29%，昨日大幅收跌 78.79%。

恒指高开 0.72%，恒生科技指数涨 1.04%。微博涨超 5%，网易、京东健康、碧桂园涨超 2%。

After launching ChatGPT Enterprise for large-scale enterprises, OpenAI will also introduce ChatGPT Business for smaller businesses in the future. This means that OpenAI will fully expand into the enterprise user market and directly compete with its biggest funder and partner, Microsoft.

ChatGPT's most important product release to date! OpenAI "enters the B-side, fully committed to making money," directly competing with Microsoft.

TOKYO, Aug 29 (Reuters) - Toyota Motor Corp (7203.T) has suspended operations at a dozen factories in Japan due to a system failure, public broadcaster NHK reported on Tuesday.

Toyota halts operations at 12 Japan factories due to a system failure - NHK

3-year 5-fold market value growth, why can weight loss drugs be so popular in the market?

Who will be the next "Medicine King"?

招商证券指出，转债中低价部分 8 月跌幅仅有 1% 左右，表现十分扛跌；中高价部分虽然跌幅不小，但是其幅度仍然远低于主要股指，受部分个券正股业绩不及预期的影响、8 月下旬开始高价转债加速调整，到 8 月 25 日累计跌幅超 4%，中价跌幅仅 3%。

来自价格的提示：“扛跌” 的转债

冲破价格舒适区，迎接海外市场挑战，变身赚钱机器的比亚迪翻开新篇章

毛利率首度反超特斯拉，比亚迪要的是量利齐升 | 见智研究

花旗认为，美联储应当有在 2025 年之前继续实施量化紧缩的明确路径，只要美国经济能避免严重衰退，银行体系的储备在此之前就不会稀缺。花旗利率策略师 Jason Williams 在报告中写道，最近美联储主席鲍威尔 “强调政策利率和资产负债表是两个单独的工具，因此我们认为如果宏观环境允许，将会继续量化紧缩”。报告表示，“假设量化紧缩持续进行，我们认为只有到 2025 年才会出现储备稀缺风险，除非出现硬着陆情形。

花旗：如果美国能避免硬着陆 美联储量化紧缩可能会持续到 2025 年之前

Citigroup strategist Scott Chronert said that the first wave of artificial intelligence (AI) technology breakthroughs boosted the stock prices of companies like Nvidia that are at the center of this trend. And the second wave of this trend will uplift the entire market.

US stocks "Fully Bullish" is here? Citi: The second wave of "AI Technology Boom" will boost the entire market

消息源 Majin Bu 发布推文，暗示苹果下月发布的 iPhone 15 和 iPhone 15 Plus 颜色阵容会新增绿色选项，随后这条消息得到了另一位消息源 Unknownz21 的确认。Majin Bu 在推文中还分享了浅绿色版 iPhone 15 可能的外观，表示其颜色接近于 iPhone 12 系列。

iPhone15 及 Plus 或新增绿色

Goldman Sachs said that if the Bank of Japan maintains a dovish stance, the yen will fall to levels not seen in over 30 years.

Goldman Sachs: If the Bank of Japan maintains a dovish stance, the yen will fall back to 1990 levels.

28 日上午，商务部部长王文涛在京与来访的美国商务部长雷蒙多举行会谈。有美媒称，雷蒙多是拜登派出的 “压轴” 访华官员，中美商务部长约两个小时的会谈谋求在逆境中稳定和促进这两个世界最大经济体之间的商业关系，并为两国领导人可能于 11 月举行的会晤铺路。美国《华尔街日报》称，现在是雷蒙多与中国对等官员商讨政策的好时机，这样他们就能了解政策的意图，以及政策的范围是如何确定的，从而避免对正常的商业活动造成不必要的限制。

美媒：雷蒙多是拜登派出的 “压轴” 访华官员，中美商务部长会谈约两小时

新款 iPad Pro 不会在即将于 9 月举行的新品发布会上发布，但有望于 2024 年春季或夏季首次亮相。新的升级包括新的妙控键盘、采用新的 M3 芯片以及 OLED 显示屏等。有分析认为，新款 iPad Pro 可能会出现大幅涨价，起价涨幅或达 700 美元，顶配版售价或将突破 3000 美元。

采用 M3 芯片、OLED 显示屏，苹果计划明年推出 iPad Pro 重大升级版本

European and American inflation and employment data were released before the European Central Bank's hawkish voting committee supported a rate hike in September, raising market expectations of a rate hike by the Federal Reserve in November to 51%. The Dow Jones Industrial Average rose more than 200 points on Monday, with chip stocks up more than 1%, NVIDIA up nearly 2% approaching its highest level, and XPeng Motors opening with a 6.7% jump and closing with a 5.6% gain. "Vietnam's Tesla" VinFast rose nearly 20% to a new high. Short-term US Treasury yields hovered at a six-week high, with the auction yield for two-year/five-year US Treasury bonds reaching the highest level in over a decade. The US dollar held steady at 104, its highest level in twelve weeks, while the yen hit a nine-and-a-half-month low and the offshore renminbi briefly fell below 7.30 yuan or 200 points. Crude oil rose above $80, reaching a three-week high for spot gold.

US stocks rose for two consecutive days, with Chinese concept stocks outperforming by more than 2%. Xpeng Motors took the lead, while European natural gas surged by 10%.

美国国会参议院民主党领袖舒默将在 9 月份主持有特斯拉 CEO 马斯克和 Meta Platforms CEO 扎克伯格出席的论坛。

This is the first large-scale test of US Treasury bond sales since Powell's speech last week. As market expectations for interest rate hikes this year heat up, the auction yield reached a new high not seen since 2006. The bid-to-cover ratio in this auction also reached a multi-year high. The strong auction results boosted market sentiment, leading to a rebound in bond prices and a decline in yields.

The hawkish stance of the Federal Reserve withstands the test: the yield on 2-year US Treasury bonds exceeds 5% for the first time since 2006, while demand remains strong.

Compared to VinFast, Boeing has a market value of about $140 billion, while Goldman Sachs has a market value of about $107 billion. VinFast's market value has surpassed $200 billion at a rapid pace, far exceeding the two popular stocks in the US stock market, Tesla and Nvidia. It took Tesla 3,600 trading days to reach this market value, while Nvidia took 7,700 trading days. The scarcity of circulating shares and the frenzy of retail investors are the reasons behind the abnormal movement in VinFast's stock price.

"Vietnam's Tesla" soared 35% in intraday trading, with a market value surpassing $210 billion, equivalent to two Goldman Sachs.

最近，IBM 推出一款 14nm 模拟 AI 芯片，能效已达最先进 GPU 的 14 倍。英伟达的芯片垄断，或许有望被打破了？