Due to Huawei's adoption of the new Kirin processor, it is expected that Qualcomm's SoC shipments to Chinese smartphone brands will decrease by at least 50-60 million units in 2024 compared to 2023, and will continue to decline year by year. In addition, in order to maintain its market share in China, Qualcomm may initiate a price war as early as the fourth quarter of 2023.

Guo Mingchi: Huawei's smartphone shipments are expected to reach at least 60 million units in 2024, with Qualcomm being the main loser.

Included in the Hong Kong Stock Connect for three days, the market value has increased by over 7 billion. Can Zhenjiu Lidu welcome a valuation reconstruction?

腾讯集团高级执行副总裁、云与智慧产业事业群 CEO 在腾讯全球数字生态大会上宣布，腾讯混元大模型正式亮相。

腾讯混元大模型正式亮相

中国恒大、融创中国盘初快速走高，涨幅均超 20%；碧桂园涨超 9%。

Tesla is scheduled to halt production this quarter for factory upgrades, so both production and sales will face limitations. However, the management is very optimistic about the future performance of the all-electric pickup truck, Cybertruck, and the redesigned Model 3. In addition, the management expects the next generation of compact cars to be Tesla's "biggest growth opportunity."

After meeting with Tesla executives, Deutsche Bank concluded that the delivery volume and profit margin in the third quarter may be disappointing.

ChatGPT hopes to enhance people's interest in its products while facing increasingly fierce competition from other AI companies.

ChatGPT-5 is online? OpenAI will host its first Developer Conference on November 6th.

金十数据 9 月 7 日讯，天风证券分析师郭明錤今天再次分享了对华为自研麒麟（Kirin）处理器的分析报告，认为高通公司受到的冲击最大。预计高通在 2024 年对中国手机品牌的 SoC 出货量，将因华为采用新的麒麟处理器而较 2023 年至少减少 5000–6000 万颗，而且预计逐年减少。郭明錤称其最新的调查显示，高通为了维持在中国市场的市占率，最快可能会在 23 年第 4 季度开始价格战，从而带来不利利润。高通另外两个潜在的风险，分别是 Exynos 2400 在三星手机的比重预期，以及苹果预期将自 2025 年开始采用自家数据机芯片。

郭明錤：高通受华为麒麟芯片冲击影响最甚，或采取降价

据美国 SEC 文件，特斯拉 SVP 朱晓彤 9 月 1 日出售 2500 股特斯拉股票，价值 64.3075 万美元。

Bespoke 投资集团认为，美国的经济衰退可能推迟到 2024 年 6 月初才会发生。数据显示，规模约 25 万亿美元的美国国债市场大约在一年前开始显示出美国经济可能即将陷入衰退的迹象。2022 年 10 月下旬，3 个月期美国国债收益率首次超过 10 年期国债收益率，导致收益率曲线的关键部分出现 “倒挂”，这是过去经济衰退的可靠预测指标。分析师认为，截至周三的数据显示，下一次经济衰退仍可能在 275 天之后，即大约 2024 年 6 月初开始。

Bespoke 投资集团：美国衰退可能在明年 6 月发生

星岛日报援引中原地产的话报道，曾是全球店舖租金最贵的铜锣湾，一家时装店以每月 18 万港元（合 22,952 美元）的价格承租位于该地区的两间店铺，租金比高峰期低了约 95%。这两间店铺位于轩尼诗道 502 号，面积 1,325 平方英尺（123 平方米）。报道未提及这家时装店的名称。

媒体：香港铜锣湾商舖租金较高峰期剧降 95%

So far, India has made progress in the field of smartphone manufacturing, with companies like Samsung Electronics and Apple expanding production in India, although localizing the supply chain is still a long way off.

Can Apple replicate the success of its Chinese factories in India?

After the US stock market closed on Wednesday, Game Station released its second-quarter earnings report, which showed slightly higher revenue than analysts' expectations.

Software sales boost Game Station's Q2 revenue, exceeding expectations, but long-term prospects remain bleak.

The US August ISM Services Index unexpectedly rose to a six-month high, and there is further support from Federal Reserve officials for additional rate hikes if necessary, which has increased market expectations of a rate hike in November. Brent crude oil closed at $90 for two consecutive days, with concerns about inflation rebounding. The two-year US Treasury yield rose above 5%, while the yield on 10-year European and American government bonds reached a two-week high, putting pressure on risk assets. The Dow Jones Industrial Average fell another 200 points, the Nasdaq dropped 1%, and Apple saw its biggest monthly decline in a month, while Tesla's decline of 4.5% was cut in half. The China concept stock index initially rose against the trend but then fell, further deviating from its three-week high, while Luckin Coffee rose by about 5%. The US dollar index briefly broke through 105, stabilizing at its highest level in nearly six months, and the offshore renminbi fell sharply by 240 points and dropped below 7.32 yuan. Spot gold fell below $1920 to a one-week low, and London copper fell 1.4%, hovering at a two-week low.

Worries about the Federal Reserve raising interest rates caused the Nasdaq to drop 1%, while Apple and Nvidia both saw a 3% decline. Additionally, oil prices continued to rise, reaching their highest level in nearly ten months.

Former Federal Reserve Chair Brad stated that when policymakers update their forecasts later this month, they should continue to anticipate one more interest rate hike this year: "Based on the data we have obtained, from a risk management perspective, it may be wise and necessary to continue raising interest rates."

Former hawkish Fed member Brad: Should not abandon the plan to raise interest rates once more this year.

In recent years, Apple has achieved significant results by guiding consumers to purchase high-end models. Even if iPhone sales remain stagnant, Apple's revenue and profit have increased. Analysts warn that this strategy may reach its limit.

The moment of truth for Apple has arrived: iPhone 15 Pro may see a price increase of up to $100.

李强表示，搞 “脱钩断链” 违背经济规律和历史潮流，炒作所谓 “去风险” 本质上还是把经贸合作泛政治化、泛安全化，最终结果是损人损己。10+3 国家要秉持开放合作、互利共赢精神，继续发挥地缘邻近、经济互补等优势，推动地区产业链供应链在稳定畅通中优化升级，共同提升东亚经济竞争力。

李强在第 26 次东盟与中日韩领导人会议上的讲话 (全文)

Deutsche Bank analysts believe that there is a downside risk to the market's expectation of Tesla's flat QoQ deliveries in the third quarter, and there is also a risk to Tesla's profitability for the quarter. Tesla stated that there may be stable demand for the new version of Model 3 after the third quarter. Deutsche Bank believes that the new version could contribute to profitability. Tesla's stock fell more than 4% at one point during the trading day.

Tesla Warning: Global Factory Shutdown to Cause Decline in Third Quarter Production and Deliveries

这一次美国扛起了 “再工业化” 大旗。

汇率再迎 “索罗斯” 时刻

Tesla "Snipes" Xiaomi's Car Manufacturing

With concerns about the smartphone market and its exposure to China, Arm has a potential uphill battle to achieve its valuation.

Arm Holdings IPO: SoftBank’s Chip Maker Could Go Public As Soon As Next Week

瑞银认为，中国电车行业正处” 淘汰赛 “，而赢家将积极推行全球扩张战略。这意味着欧洲将 “被迫” 开启电车 “价格战”，比亚迪将成为行业领跑者。到 2030 年，中国电车品牌的全球市场份额将从如今的 17% 翻倍至 33%，欧洲品牌的市场份额或下降 20%。

瑞银拆了比亚迪 “海豹”，成本比特斯拉还低 15%，感叹 “颠覆全球车企的力量”

A 股三大指涨跌不一，沪指午后翻红收涨 0.12%；融创中国三天累计涨幅超 170%。

港股内房股狂飙，中国恒大涨近 83%，房地产午后拉升，芯片全线走强，游戏、传媒领跌

金十数据 9 月 6 日讯，乘联会表示，目前油价持续高位，有利于新能源车的增长。新能源车市场仍将全面加速，自主品牌经济型电动车（A00 级 +A0 级）持续放量，形成对传统燃油车市场在该领域的补位替代效应。新能源车新品持续推出，覆盖广泛的价位段和车型品类，产品特点覆盖各细分市场人群，各主流厂商推广积极性处于高位，尤其是増程和插混车型在车购税长期减免政策促进下成为车企必争焦点，带来新能源的同比较大增量。

乘联会：新能源车市场仍将全面加速

当地时间周二，在高盛集团举行的投资者会议上，AMD 董事长兼 CEO 苏姿丰表示，自上次财报电话会议以来的一个月里，AI 客户参与度持续升温，其中许多客户已决定许下承诺。另外，苏姿丰指出，中国市场有望占据 AMD 约 20%-25% 收入，“我们将继续投资中国，因为我们认为这是一个重要的市场。

AMD 苏姿丰：AI 客户参与度持续升温 将继续投资中国市场

据港媒引述消息指，专责小组于周三（6 日）下午首次召开会议，为香港股市流动性作全面检讨。报道指，专责小组可能会考虑放宽上市门槛等建议，因目前港交所相较全球其他地区，对上市申请人的盈利要求最为严苛。报道又指，专责小组将讨论市场成交量、吸引 IPO 赴港，以及削减股票交易印花税等问题。

促进股票市场流动性专责小组据报今天下午开会 或讨论放宽上市门槛

小米汽车已试生产近一个月、每周 50 辆样车，再招百名工人为量产做准备。

中信证券预计未来政策还将围绕 “扩大内需” 持续发力，股票从政策底到市场底，中长期债券回落趋势，商品定价逻辑重回需求端。

政策底后市场的演绎路径

9 月 6 日，在即将召开的外滩大会上，蚂蚁链将发布全新 Web3 品牌。该品牌将面向中国香港及海外市场提供 Web3 技术解决方案，聚焦安全合规类技术产品。

蚂蚁链将发布新 Web3 品牌，面向中国香港及海外市场提供技术方案

中信证券测算，每户贷款每年减少 5000 元利息支出，将可以带动 3000-3500 元的消费支出，全社会消费有望增加 1200-1400 亿元，对应 0.10-0.12 个百分点的名义 GDP 增速。

存量按揭利率调整的三个关键问题

随着 “1+N+X” 政策体系和重点举措落实落地，通过投融资两端的协同努力、共同推进，资本市场服务实体经济、服务建设现代化产业体系的质效将进一步提升。

证监会初步形成 “1+N+X” 政策框架  正抓紧制定投资端改革行动方案

港股中国恒大持续拉升，现涨超 70%。

36 氪获悉，金山办公与阿里云达成战略合作。据了解，双方将在云资源、AI 大模型、产品生态融合、联合解决方案等多个领域展开深度合作，实现生态协同发展。

金山办公与阿里云达成战略合作

腾讯文档 2023 年度新品发布会将于明日（9 月 7 日）11:30 举行，届时将分享腾讯文档发展方向并发布全新产品。此外，腾讯全球数字生态大会也将于明日同步开启。今日，腾讯云官方预热了自家的 AI 聊天机器人。

腾讯 AI 聊天机器人明日公布：官方展示写文案能力，有望命名 “混元大模型”

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.