S&P 500 and Nasdaq had their best performance in April, with Microsoft and Nvidia reaching new highs, while US bond yields dropped more than 20 basis points.Global fund managers are going crazy buying bonds! Optimism reaches its highest level since the financial crisis.Goldman Sachs 2024 Global Macro Outlook: The toughest is behind usIEA: Raises oil demand expectations for the next two years, expects a small-scale supply surplus in the first half of next year.Internet giants are all joining HarmonyOS.Bridgewater's Q3 pursuit of the AI trend: Establishing positions in Nvidia and Broadcom, while "big consumer" stocks remain the ballast.特斯拉中国一个月内完成全系涨价，供不应求还是刺激成交？How far is the "last mile" for the Federal Reserve? Focus on tonight's heavyweight CPI data.Is it still worth buying Tesla on dips despite declining profits and Cybertruck production difficulties?大和：理想 Q3 盈利高于预期维持美股目标价 56 美元及买入评级Yellen "tough talk": Disagrees with Moody's downgrade of US rating outlook理想日销破千日赚三千万！李想：面对华为 0 抱怨Morgan Stanley: Generative AI to Land on Apple and Mac Next Year, Apple Will "Ride the Wind"New Stock News | It is rumored that Jinli Power will go public in Hong Kong as early as next year, just months after terminating its A-share IPO in September.阿里巴巴国际站收购欧洲 B2B 平台 Visable阿里智能信息事业群宣布发布自研大模型，夸克 App 将全面升级马斯克的 ChatGPT「Grok」，用起来到底怎么样？Yum! Brands doesn't want to become the next Starbucks?Nine consecutive increases! Is NVIDIA going to hit another all-time high?Whether the US government will shut down this week will depend on the next 24 hours.Stellantis offers "buyout-style" severance plan to approximately half of its salaried employees in the United States.The new champion of open-source large models: not Meta's Llama 2, but from this European company中信建投：Tesla Bot 与智能驾驶具备较强关联性 算法及 AI 软硬件有望支撑产品快速迭代分析师称存款利率仍有下调空间美股本次财报季，最大的亮点是什么？The boldest investment bank! UBS predicts that the Federal Reserve will "cut interest rates by 275 basis points" next year, four times the market consensus.老黄深夜炸场，世界最强 AI 芯片 H200 震撼发布！S&P and Nasdaq turned down, while Nvidia continued to rise for the ninth day in a row. Chinese concept stocks performed strongly, leading the way. The increase in US bond yields was erased during the trading session."The market is no longer booming!" The global electric vehicle industry has entered a "winter mode", with discounted sales to increase sales volume.NVIDIA launches new AI chip H200, performance soars, stock price expected to rise for the ninth consecutive time.TSMC sees a long-awaited surge! Is the semiconductor industry on the verge of a new dawn?US stock futures are down, while European stocks are generally up. Novo Nordisk rose 3% at one point, reaching a one-month high, and oil prices have seen a slight increase.Morgan Stanley: AI Ignites a "New Product Cycle" for Smartphones高盛：预计阿里、京东及拼多多 “双 11” GMV 分别同比增长 1%、3% 及 20%Fubon Wealth's Xu Qimin: Bullish on mobile gaming stocks in the short term, optimistic about A-share market in the medium and long term.Morgan Stanley's Global Market Outlook for 2024: Economic slowdown, monetary easing, and multiple challenges for the market.摩根士丹利看好美国资产 2024 年的表现Goldman Sachs significantly lowers the asking price for its holdings of Hong Kong office buildings.阿里、腾讯们财报前！市场反映了什么？未反映什么？2028 年人类将迎来 AGI：DeepMind 联合创始人长文预测未来 AI 发展日本大阪府部分居民血检异常 疑与水体受污染有关Home by the river: Hang Seng Index is waiting for the US stock market to provide guidance in the short term.