谷歌 DeepMind 首席科学家 Jeff Dean 表示，AI 硬件性能的下一个 100 倍将会更加困难，需要改变计算基础设施类型。

谷歌新一代 AI 芯片发布，Jeff Dean：AI 硬件性能提升更难了

摩根士丹利最近报告指出，英伟达认为，台积电的 CoWoS 产能不会限制下一季度 H100 GPU 出货量，预计明年每个季度供应量都有望增加。同时，台积电针对紧急订单将 CoWoS 价格提高了 20%，这也预示着 CoWoS 瓶颈有望缓解。

消息称台积电将急单的 CoWoS 报价提高 20%

美银证券下调蔚来汽车目标价至 116 港元，评级买入。

China's largest stock exchange-traded fund (ETF) is set to receive the largest monthly inflow of funds on record.

China's largest ETF is expected to see record-breaking monthly capital inflows.

凯茜·伍德在一次最新访谈中表示，人工智能交易仍然很好，而且将比人们想象的更快地扩展到大多数公司。当被问及现在投资人工智能股票是否太晚时，伍德的回答是 “不”。她说，任何拥有 “专有数据、自身业务领域专业知识以及人工智能专业知识” 的公司都可以利用人工智能提高竞争力，并举了 Twilio 的例子。英伟达目前的市盈率约为 25 倍，而 Twilio 的市盈率要低得多，只有 2.5 倍。伍德强调，Twilio 相对较低的估值是一个投资机会。伍德还说，虽然不同行业可能会随着人工智能的最初整合而出现裁员，但这一技术最终将会 “创造出我们现在甚至无法想象的其他新就业机会”。

“木头姐” 最新访谈：别只盯着英伟达，每只股票都可能成为 AI 股

港股汽车股走势分化，理想汽车涨超 3%，比亚迪股份涨超 2%，蔚来汽车跌超 5%。

路透 8 月 29 日 - Alphabet 旗下谷歌 (Google) 周二向企业客户推出人工智能 (AI) 工具，每个用户每月收费价格为 30 美元。谷歌希望在今年爆红的 AI 热潮中获利。

谷歌推出面向企业客户的 AI 工具，月费 30 美元对打微软同类产品

恒指高开 0.95%，恒生科技指数涨 1.54%。中芯国际涨超 4%，理想汽车涨近 4%；蔚来跌约 3%，上日公布财报。

AI 助手 Duet AI 全面进入 Workspace，打工人的生活迎来大变革；Duet AI 套件强势入驻谷歌云，能力再次大升级；全托管 AI 训练平台 Vertex AI 帮助更多人创建 AI。

这些大 “杀器” 一现身，谷歌的野心再藏不住了

Last year, OpenAI's revenue was only $28 million. Due to the development of GPT-4 and ChatGPT, the company incurred a loss of $540 million for the whole year. It was not until February this year that ChatGPT started to be charged.

Crazy Cash Out! Report: Open AI's Revenue to Reach $1 Billion in the Next Year

京东 618 之前仓促推出百亿补贴，某种程度上给了拼多多一记助攻——拼多多的消费者心智通过比较得到了强化，但京东又不得不做，否则它的低价心智将流失得更快。

拼多多漂亮的二季报，京东送来 “神助攻”？

NIO's second-quarter performance did not show significant improvement, but the better-than-expected sales and revenue guidance for the third quarter have raised market expectations.

NIO's Q2: Darkness Before the Dawn | Analysis by JZ Research

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%。