* 汇丰研究料未来数月美元兑人民币将在 7.3 附近波动 明年底或略回落至 7.2 水平Bank of America: US stock market direction is about to change, value stocks and small-cap stocks are expected to outperform the broader market.Apple's desired chips cannot be made in the United States.China and Japan take action to target the US dollar.Wall Street's top economists: The Federal Reserve has already ended rate hikes and will cut interest rates by 100 basis points next year.The dollar sees its biggest drop in two months, but analysts urge against selling.“认房不认贷” 落地后置业意愿提升：北京新房成交增 16.9%，上海二手房成交周期缩短Oracle Q1 cloud revenue growth slows to 30%, Q2 guidance falls short of expectations, stock price drops over 9% after hours.南向资金抄底 港股科网巨头前景向好高通：为苹果提供 5G Modem 至 2026 年，但供应量将减少Sentiment Snapshot: Hedge Fund Shorting Surges As Retail Refuses To Buy The DipJPMorgan CEO: Recession may be unavoidable, believing in the sustained prosperity of the US economy for many years would be a "huge mistake"The Nasdaq rose more than 1%, Tesla surged 10%, the yen soared 1%, and offshore renminbi jumped a staggering 670 points.Intraday Surge of 10%! Goldman Sachs Hails Dojo Supercomputer to Unlock AI Magic, Tesla Valuation Could Skyrocket by $500 Billion德国衰退担忧下 欧盟下调欧元区 GDP 预期Xiaoyaozi bids farewell to Alibaba Cloud8 月社融点评：提前还款暂止后需关注什么"Advanced packaging capacity shortage" will last another 18 months, TSMC's revenue in August, which "stalled Nvidia's neck," reached a 7-month high.The Hang Seng Index slightly declined, with Bilibili dropping 4.3%, Alibaba down 3%, and real estate stocks experiencing a downturn.Morgan Stanley: Dojo is Tesla's AWS, and the stock price could rise another 60%!华尔街头号多头：美国股市很可能进一步下跌接近监管人士：金融对实体经济支持总量是够的中国汽车出口来到临界点The large model consumes a lot of water? Microsoft's water usage soars by 34%!中国央行：金融管理部门有能力、有信心、有条件保持人民币汇率基本稳定中国央行：人民币汇率在合理均衡水平上保持基本稳定具有坚实基础Buy more H100 cards, Meta will train a new model in early next year, with capabilities comparable to GPT4.Fat-burning fever over AI! The unstoppable rise of the "dynamic duo" of weight loss drugsTesting the "temperature" of US tech IPOs, "American Meituan" Instacart will kick off its roadshow this week, with an estimated market value of "knee-cutting".腾讯云副总裁胡利明：大模型在金融领域正分场景落地 大模型对金融行业来说是革命性的变革阿里，彻底告别 “张勇时代”新加坡股市 8 日报：凯德雅诗阁信托成交暴增郭明錤：今年苹果不太可能发布 M3 芯片 MacBook Air 和 Pro俄气公司：壳牌退出后 “萨哈林 2 号” 维护工作不存在风险，已提高该项目 LNG 产能Why is the market so disappointed with the US banking industry when it has been given a "red light" by rating agencies?The US August CPI is about to be released. Huaxing Capital: CPI data may increase market volatility. It is recommended to focus on defensive measures in the US stock market.Hong Kong Stock Market | Hong Kong Property Stocks Plunge Across the Board, HSBC Plans to Raise H Share Lock-up Interest Rate, Hong Kong Property Market May Face Further Challenges* 高盛：阿里高管变动或令市场感惊讶 投资者将关注新任管理团队讲解最新组织战略及各分拆计划恒指低开 1.43%，恒生科技指数跌 2.3%