At the Munich Auto Show, Chinese car companies made Germany feel the "pressure of international competition."

Munich Auto Show: The "Red Carpet Moment" for Global Automotive "New Nobility"

亿达中国异动拉升，盘中一度涨 230%。

The performance of the service industry is putting pressure on the US dollar and may change the policy outlook.

Will the US dollar continue to rise? Tonight's data is crucial.

AMD CEO 苏姿丰近日表示，人工智能 AI 半导体需求依然热络，AMD 数据中心业务下半年非常强劲。她重申，预期数据中心的 AI 加速器市场规模到 2027 年时将达到 1500 亿美元，并证实 AMD 即将推出的 MI300 AI 加速器产品迈向第四季上市。

AMD 苏姿丰：数据中心业务下半年非常强劲

据腾讯云消息，腾讯全球数字生态大会将于 9 月 7-8 日举办。腾讯集团副总裁蒋杰将发布关于腾讯混元大模型的演讲。

腾讯混元大模型或于明日发布

滴滴租车和一嗨租车共同宣布，双方达成合作，将在车辆租用、网点服务、营销推广、新业务场景等多个领域携手探索，共同为用户提供更超值、更便捷的出行服务。

滴滴租车和一嗨租车达成合作

融创中国涨超 30%，连续三个交易日上涨，股价重回 2 港元上方，创 4 月份以来最高。

港股内房股集体走高，碧桂园涨近 13%，新城发展控股涨超 5%，中国金茂、绿城中国、越秀地产涨超 4%，龙湖集团、万科企业跟涨。

新加坡股市 5 日报：美团 5 倍做多权证遭遇抛售

从历史上来看，重要经济数据出现异常，往往都是在努力掩饰 “非正常情况”……

英美经济数据频频大幅修改背后 究竟在隐藏什么？

谷歌将于 9 月 6-7 日在上海举办开发者大会（I/O Connect China），主旨演讲、专题演讲和工作坊的内容覆盖机器学习、生成式 AI、大型语言模型等领域。将于十分钟后公布。

金十数据 9 月 6 日讯，当地时间 9 月 5 日，软银旗下芯片设计公司 Arm 向美国证券交易委员会（SEC）公开提交上市有关的 F-1 表格的注册声明。根据声明，该公司已与苹果公司达成一项延长至 2040 年之后的新版长期协议，继续其与苹果的长期合作关系，并使苹果能够使用 Arm 架构。

软银旗下 Arm 与苹果公司合作关系延长至 2040 年后

微信支付生活通宣布，微信刷掌正式登陆广东 711 便利店 1500 + 门店，全国零售行业首发上线。据介绍，该支付方式目前需要到店在微信刷掌支付设备上开通服务，用户暂时无法自行绑定。开通之后，用户只需将手掌放在带有圆环标志的专用设备上，即可完成支付，类似于扫描付款码，并且不需要携带手机等设备。

微信刷掌支付登陆广东便利店，全国零售行业首发上线

BMW and Mercedes-Benz's concept cars, known as the two giants, are considered the most significant moves in the field of electric vehicles to date. The two models are expected to go into production in 2025 and 2024, respectively. Analysts believe that the two giants may narrow the gap with Tesla and Chinese car companies, but they are still lagging behind.

Unfazed by BMW and Mercedes showcasing their "killer moves" in electric vehicles, Tesla's stock price staged a strong rebound, surging over 5% during trading hours.

Qualcomm will provide chips to BMW to enable in-car voice command functionality. They will also supply chips for the Mercedes-Benz E-Class model, which is set to be launched in the US next year. Qualcomm and Amazon AWS will offer comprehensive development infrastructure and tools to accelerate the transformation of autonomous driving and software-defined vehicles.

Open up a new battlefield for AI! Qualcomm bets on in-car AI, supplies BMW and Mercedes-Benz, and collaborates with Amazon Web Services to develop vehicle software.

Arm's ADS is priced between $47 and $51 per share, with a calculated valuation of up to $52.3 billion for Arm. Although there is still a significant gap from SoftBank's valuation of $64 billion, it still indicates that the market is quite optimistic about Arm's prospects.

This year's largest IPO reveals more details: ARM plans to raise up to $4.87 billion, with major investors including NVIDIA, Apple, Google, and others.

A two-week strike will cause Australia's liquefied natural gas production to decrease by 1.1 million tons, potentially exacerbating fluctuations in natural gas prices.

Gas prices set to skyrocket again? Australian LNG Union: Comprehensive strike to begin in mid-September

中国车企天团 “出兵” 慕尼黑

The Determination of European "Old Money".

Confronting Tesla! Mercedes-Benz and BMW Release Heavyweight Electric "Killer Moves"

The halt of half of the workers in the US automobile manufacturing industry for 10 days could potentially result in an economic loss of up to $5.6 billion.

On September 14th, a "black swan" event may impact the US stock market, and even the entire US economy.

VinFast 美股盘前跌 7.5%，此前四个交易日已累计跌超 64%。

杭州居民家庭 (包括借款人、配偶及未成年子女) 申请贷款购买商品住房时，家庭成员在本市名下无成套住房的，不论是否已利用贷款购买过住房，银行业金融机构均按首套住房执行住房信贷政策。

“认房不认贷”，杭州今日起实施！

工信部装备工业一司司长王卫明今日在新闻发布会上表示，下一步将统筹支持新能源汽车和燃油汽车两大市场主体消费，在燃油车消费方面，将鼓励实施汽车限购地区增加年度购车指标，加大高端化、定制化的房车、皮卡等产品供给。

工信部：鼓励实施汽车限购地区增加年度购车指标

天眼查 App 显示，近日，恒大地产集团有限公司新增多则被执行人信息，被执行金额合计 36 亿余元，涉及票据纠纷、票据追索权纠纷等，执行法院为深圳市中级人民法院、广州市荔湾区人民法院、深圳市南山区人民法院等。风险信息显示，目前，恒大地产集团有限公司存在超 560 条被执行人信息，被执行总金额 495 亿余元，此外还存在多条限制消费令、失信被执行人和终本案件信息。

恒大地产被强制执行 36 亿

香港特区政府财经事务及库务局局长许正宇表示，香港将发行至少 150 亿港元绿色零售债券，为合资格的绿色项目提供融资或再融资。票据期限为三年，“保底息” 为 4.75%，半年派息一次，票据将于 10 月 10 日发行。

香港将发行至少 150 亿港元绿色债券

Although Wall Street investment banks have increased their bets on the Federal Reserve guiding a soft landing for the US economy, there are still economists and strategists who stick to their recession forecasts.

Is the US economy still in recession? Wall Street is in an uproar.

On September 5th, Hang Seng Index Company pointed out that in the first eight months of 2023, the average daily turnover of the Hong Kong stock market was HKD 1.12 trillion, a YoY decrease of 12%, currently below the long-term upward trend.

Hang Seng Company: Hong Kong stock trading volume slows down, but trading activity remains robust.

9 月 5 日，华为官方账号发文称，网传 “美国邀请任正非去美国” 等信息，纯属造谣。

携程美股盘前跌超 4%，此前公布第二季度财报。

诺辉健康造假罗生门再生波折：做空方放出更多调查细节

一、事件：Meta 发布新一代头显 Meta 宣布将于 9 月 27 日正式发布新一代 VR 头显 Meta Quest...

苹果之后，又一巨头将发布头显新品

Longtime shareholders "lavishly" praise Buffett.

"The 'Stock God' faith is strong! Long-time shareholders praise Buffett: Berkshire (BRK) can still outperform the S&P 500 even if it falls by 99%."

Microsoft refuses to impose the same "gatekeeper" obligations on Bing as Google Search, citing Bing's much smaller scale. Apple believes that iMessage has not reached the threshold of user numbers required for the applicable rules, and therefore should not comply with such obligations.

"The era of 'strict regulation' has arrived! Europe is ready to 'hammer' the tech giants, with Apple and Microsoft raising the flag of resistance."

安信证券认为，本轮 “认房不认贷” 弱于 2014 年，限购区首付比例下限比 2015 年低 10%，但在因城施策背景下，一线城市未必会按照最低下限执行，当前按揭利率处于历史低位，但考虑到经济增长差异，预计未来还有继续下行的空间。

本轮房地产放松力度如何？

蓝月亮股价盘中跳水跌超 20%，是否遭遇机构砍仓成迷

Shenwan Hongyuan believes that the development of AI capabilities will still take a considerable amount of time, and it is recommended that proactive equity investors adhere to fundamental investment principles.

Can machines completely replace humans in stock investment?

美国 9 月大概率不加息，变局来自核心通胀快速走低后预期变化的契机，噪音来自油价推高整体通胀。中国市场政策继续推进，变局来自积少成多的累积，底部相对明确，空间仍待打开。

中金：中美市场的可能 “变局” 来自哪？

工信部、财政部联合印发《电子信息制造业 2023—2024 年稳增长行动方案》，提出六大增长点，其中包括 5G 手机出货量占比超过 85%。该行动方案还提到培育虚拟现实、视听产业、先进计算等六大新增长点。市场预计，新机发布潮和 AI 落地将刺激消费电子行业需求。

两部门重磅发文！涉及 5G、大模型、光储等

Cloud Weak Market "Building Muscles"

Morgan Stanley strategist warns that the US stock market is showing signs of complacency, with the volatility index nearing historic lows and positions increasing above average levels. For the US stock market, there is no longer a safety net, and a trend of retail investors entering the market in a frenzy is emerging due to the fear of missing out on the current US stock rally.

Morgan Stanley warns: Complacency in the U.S. stock market is worrisome.

香港特区行政长官李家超今日宣布，10 月 1 日国庆节当天，香港将举办烟花汇演，这是时隔 5 年后香港再次举办的烟花表演。

时隔 5 年后重启！李家超：香港将举办国庆烟花汇演

9 月 5 日，携程公布截至 6 月 30 日第二季度未经审计的财务业绩。携程联合创始人、董事局主席梁建章表示，中国消费者的需求开始从商品消费转向服务消费，因而旅游需求始终保持韧性。携程也将持续提升产品供应，并且以 AI 等创新方式增强用户体验，为抓住未来机遇做好充分准备。

携程梁建章：从 “商品消费” 转向 “服务消费” 旅游需求将保持韧性

融创中国涨超 20%，两日大涨 60%。原因是什么？

据瑞幸咖啡官方微博，酱香拿铁单品首日销量突破 542 万杯，单品首日销售额突破 1 亿元。

港股持续走低，恒指跌超 1%，恒生科技指数跌 1.21%。

市场消息：印度尼西亚为 ChatGPT 创始人 Altman 颁发首张黄金签证。

供应链近期传出，苹果有意开发更低价 MacBook 系列产品，借此与 Chromebook 一争教育市场。 但也有供应链表示，苹果确实还在开发该系列产品，只是按照目前进度，最快也要在 2024 年下半之后。苹果低价 MacBook 可能会另辟新产品线，与现有 MacBook Air 及 Pro 做出区隔，外观仍采用金属机壳，只是材质不同，机构件单价更低，售价更亲民。

消息称苹果开发更低价 MacBook

恒生科技指数盘初跌幅一度扩大至 1%。

市场消息：美国总统拜登将前往印度新德里参加 9 月 7 日的 G20 峰会，将于周五会见印度总理莫迪。

* 花旗普遍下调内地券商股目标价 首选华泰证券及中信证券