The battle is intense, with a slight disadvantage

Track Hyper | Will Samsung be able to take the lead in the CXL market as planned?

Some analysts believe that the cause of market volatility is not concerns about a recession, but rather a strong job market, factory output data, and soaring oil prices, all of which raise doubts about whether the Federal Reserve has room to cut interest rates in the near term

A turbulent week! Oil prices and economic data rise together, will the US stock market bid farewell to "unilateral upward trend"?

随着摩尔定律走到极限，Chiplet 被行业普遍认为是未来 5 年算力的主要提升技术。各大厂商纷纷采用 Chiplet 技术，包括 AMD 在内的厂商已经推出了相关产品。Chiplet 技术是将多个小芯片通过内部互联技术封装在一起，形成一个性能更强的大芯片。这种技术已经被广泛应用于芯片领域，被认为是未来的发展趋势。

大算力芯片，正在拥抱 Chiplet

英伟达股价最近下跌 11%，引发市场关注。分析认为，与思科不同，英伟达具备良好的盈利基础，估值合理，历史不会重演。

比特币突破 68000 美元/枚，日内涨 0.47%。

Shengfeng Development(SFWL) rose 12.87%, with a trading turnover 2.4 Million USD, and a year-to-date fell 34.4%. Iczoom(IZM) rose 8.95%, with a trading turnover 3.3 Million USD, and a year-to-date rose 87.8%. Microvast(MVST) fell 10.91%, with a trading turnover 5.6 Million USD, and a year-to-date fell 64.8%. Canadian Solar(CSIQ) fell 7.5%, with a trading turnover 42.3 Million USD, and a year-to-date fell 34.6%.

Top 5 CDRs Gainers/Losers (>100M) (4.5)

GE Aerospace(GE) rose 6.05%, with a trading turnover 2.3 Billion USD, and a year-to-date rose 53.6%. ServiceNow(NOW) rose 3.43%, with a trading turnover 1.0 Billion USD, and a year-to-date rose 10.9%. Tesla(TSLA) fell 3.63%, with a trading turnover 23.3 Billion USD, and a year-to-date fell 33.6%. Intel(INTC) fell 2.57%, with a trading turnover 2.6 Billion USD, and a year-to-date fell 22.8%.

Top 5 US Stock Gainers/Losers (>100B) (4.5)

Ermenegildo Zegna Holditalia SpA(ZGN) fell 14.2%, with a trading turnover 59.6 Million USD, and a year-to-date rose 3.4%. Trump Media &amp; Tech(DJT) fell 12.05%, with a trading turnover 241.6 Million USD, and a year-to-date rose 131.9%. Microstrategy(MSTR) fell 10.92%, with a trading turnover 3.5 Billion USD, and a year-to-date rose 127.8%.

Top 10 US Stock Losers (4.5)

Destiny Tech100(DXYZ) rose 76.51%, with a trading turnover 300.5 Million USD, and a year-to-date rose 617.6%. Root(ROOT) rose 16.88%, with a trading turnover 85.4 Million USD, and a year-to-date rose 691%. Coeur Mining(CDE) rose 12.21%, with a trading turnover 84.3 Million USD, and a year-to-date rose 49.4%.

Top 10 US Stock Gainers (4.5)

Elon Musk predicts that by 2020, there will be over 1 million robotaxis driving on the roads

Counterattack "Tesla black"? Musk announced to launch self-driving taxis on August 8th

Amid the "hawkish" tone of the Federal Reserve, will this non-farm payroll data bring a "good news" to the market?

After ADP skyrocketed, can "non-farm payrolls" drop tonight?

Guangda Securities released a research report stating that the rapid development of data centers may exacerbate copper shortages, with copper prices expected to continue to rise. It is predicted that by 2023, the global demand for copper in data centers will reach 467,000 tons, accounting for 1.7% of global copper consumption. Guangda Securities believes that although the demand for copper from data centers is relatively small, the annual incremental supply is comparable to the supply-demand gap, which may exacerbate copper shortages. In addition, Nvidia recently released the GB200 super chip, significantly increasing market attention to copper connections, and the development of the AI industry will also drive the construction demand for AI data centers. It is expected that by 2026, the electricity consumption of data centers, cryptocurrencies, and AI will significantly increase, further boosting the demand for copper

Guangda Securities: Rapid development of data centers may exacerbate copper shortages, bullish on copper prices continuing to rise

CHINA OILFIELD(02883) fell 16.11%, with a trading turnover 601.7 Million HKD, and a year-to-date rose 3.8%. ALPHAMAB-B(09966) fell 12.04%, with a trading turnover 7.5 Million HKD, and a year-to-date fell 38.4%. H&amp;H INTL HLDG(01112) fell 11.35%, with a trading turnover 10.4 Million HKD, and a year-to-date fell 20.6%.

Top 10 HK Stock Losers (4.5)

NAGACORP(03918) rose 14.12%, with a trading turnover 31.7 Million HKD, and a year-to-date rose 29%. MICROPORT(00853) rose 13.59%, with a trading turnover 50.3 Million HKD, and a year-to-date fell 19.6%. CITIC RESOURCES(01205) rose 9.89%, with a trading turnover 20.2 Million HKD, and a year-to-date rose 42.9%.

Top 10 HK Stock Gainers (4.5)

HAIER SMARTHOME(06690) rose 2.6%, with a trading turnover 258.3 Million HKD, and a year-to-date rose 16.3%. STANCHART(02888) rose 2.31%, with a trading turnover 32.7 Million HKD, and a year-to-date rose 7.5%. WUXI APPTEC(02359) fell 5.51%, with a trading turnover 265.4 Million HKD, and a year-to-date fell 55.8%. CEB BANK(06818) fell 4.78%, with a trading turnover 39.8 Million HKD, and a year-to-date fell 5.6%.

Top 5 HK Stock Gainers/Losers (>100B) (4.5)

Goldman Sachs expects copper prices to rise by 65% by 2025

Supply tightens, copper prices reach highest level in 14 months

美股盘中跳水、掀抛售狂潮。明尼阿波利斯联储主席卡什卡利暗示今年可能不降息，加剧了地缘紧张局势。中东地缘局势紧张，以色列总理发出打击伊朗的警告，以及以色列驻外外交官担忧遭伊朗报复。这些因素导致美股大幅下跌。

发生了什么？美股盘中跳水、掀抛售狂潮

So far this year, both gold and US stocks have performed well, but each has its own strengths and weaknesses. Dongwu Securities tends to favor US stocks, especially focusing on non-tech stocks that are expected to rise. While the bull market in gold is not over, there may be adjustment pressure after a sharp rise. Looking back at the past few election years, gold has taken the crown as the best-performing asset, while in 2016 US stocks outperformed. With decreasing economic uncertainty and a globally policy-neutral bias towards easing, Dongwu Securities believes that there is more room for growth in US stocks

East Money Securities: After reaching a new high, which is more worthwhile to hold, US stocks or gold?

比特币失守 67000 美元/枚，日内跌幅 1.45%。

Elon Musk: "As OpenAI lures Tesla engineers with high salaries, Tesla is increasing compensation to counteract."

The giants are in an "AI talent war", Musk exclaims "the craziest in history"

在 2023 年 10 月的投资者会议上，Nvidia 展示了其全新的 GPU 发展蓝图，将推出 H200 和 B100 GPU，以及 X100 GPU。Nvidia 的战略核心是统一架构，支持在任何地方进行模型训练和部署。其 AI 芯片布局涵盖了训练和推理两个人工智能关键应用，并支持 x86 和 Arm 两种不同硬件生态。Nvidia 旨在通过全面的差异化的 AI 解决方案保持技术和市场的领先地位。

英伟达 AI 芯片路线图分析与解读

比特币突破 68000 美元/枚，日内涨 0.10%。

HDFC Bank(HDB) rose 5.11%, with a trading turnover 413.0 Million USD, and a year-to-date fell 11.7%. NOVARTIS AG(NVS) rose 2.67%, with a trading turnover 247.5 Million USD, and a year-to-date fell 0.4%. AMD(AMD) fell 8.26%, with a trading turnover 15.3 Billion USD, and a year-to-date rose 12.5%. Abbvie(ABBV) fell 5.32%, with a trading turnover 1.8 Billion USD, and a year-to-date rose 9.4%.

Top 5 US Stock Gainers/Losers (>100B) (4.4)

Macrogenics(MGNX) rose 30.07%, with a trading turnover 120.8 Million USD, and a year-to-date rose 84.8%. Tevogen Bio(TVGN) rose 29.78%, with a trading turnover 84.1 Million USD, and a year-to-date fell 24.6%. STAAR Surgical(STAA) rose 16.48%, with a trading turnover 106.6 Million USD, and a year-to-date rose 45.8%.

Top 10 US Stock Gainers (4.4)

Iczoom(IZM) rose 19.07%, with a trading turnover 3.6 Million USD, and a year-to-date rose 72.4%. Dogness(DOGZ) rose 17.73%, with a trading turnover 4.2 Million USD, and a year-to-date rose 87.8%. Jiuzi(JZXN) fell 40.94%, with a trading turnover 8.8 Million USD, and a year-to-date rose 1.1%. Microvast(MVST) fell 8.89%, with a trading turnover 3.9 Million USD, and a year-to-date fell 60.5%.

Top 5 CDRs Gainers/Losers (>100M) (4.4)

Lamb Weston(LW) fell 19.37%, with a trading turnover 1.9 Billion USD, and a year-to-date fell 24.3%. Avidity Biosciences(RNA) fell 11.07%, with a trading turnover 62.6 Million USD, and a year-to-date rose 161.8%. Canopy Growth(CGC) fell 10.19%, with a trading turnover 451.8 Million USD, and a year-to-date rose 91.4%.

Top 10 US Stock Losers (4.4)

美联储多位高级官员发言，意见不一，引发市场震荡。明尼阿波利斯联储主席卡什卡里表示，今年可能不需要降息，要看通胀进展。美联储老领导则认为未来利率可能不会下降。芝加哥联储主席担心劳动力市场问题。鲍威尔主席强调美联储会等待通胀下降明显后再采取行动。美联储官员预计今年将进行三次降息，但有 9 人预计降息两次或更少。美股盘中大幅下跌，标普 500 指数各板块全线溃败。

美联储多高官密集发声，有官员直言今年可能不降息，美股盘中急跌

On Thursday, stocks related to Bitcoin concept rose. As of the time of publication, MicroStrategy surged over 7%, Riot Blockchain surged over 4%, Marathon Digital and Canaan Technology surged over 3%, and Coinbase surged over 2%

U.S. Stock Market News | Bitcoin concept stocks rise, MicroStrategy surges over 7%

Refusing to be a small fry, Dell turns the tide with AI, surpassing Apple in stock price growth over the past 5 years

AI newcomer! Dell's closing price hits a new high, with a five-year increase surpassing Apple

Making money with "good companies and good stock prices"

Zhang Yidong: The historical rare adjustment amplitude of Hong Kong stocks, expected to bottom up in 2024, core assets become a new main line of high winning rate investment

The company's first US factory is expected to start mass production of the new generation HBM chips in the second half of 2028

SK Hynix's nearly $4 billion investment settles in Indiana, USA, focusing on HBM chip production

Einhorn 表示，由于面临控制通胀的巨大挑战，美联储可能无法如市场预期那样降息，甚至在年内不会进行任何降息操作。因此，他在最近的投资决策中明显倾向于增持黄金。

大佬 Einhorn 在 Sohn 大会发话：我重仓黄金，是押注美联储今年不降息！

A new medical discovery! A study published in the New England Journal of Medicine shows that weight loss drugs used to treat diabetes may have potential therapeutic effects for Parkinson's disease

Major breakthrough! GLP-1 can slow down the progression of Parkinson's disease, is the "miracle weight-loss drug" really omnipotent?

摩根大通分析师表示，全球人工智能相关投资的繁荣正在帮助推动电力需求，提振电力设备制造商，尤其是中国出口商的前景。未来十年全球电网资本支出可能以每年 5% 以上的速度增长，因为 “数据中心、加密货币和人工智能的激增可能导致更高的电力消耗。”

摩根大通：人工智能热潮提升了电力设备制造商的前景

NVIDIA's assessment indicates that the earthquake will not cause a chip supply interruption, and TSMC has also stated that the production capacity of its wafer fabs has nearly fully recovered in the short term, with key EUV equipment unaffected

Concerned about the impact of earthquakes, the market expects memory prices to rise. Nvidia stated: It is expected to have no impact on the supply chain

Powell's rate cut remarks boost: Gold price breaks through $2300 to hit a record high! The price of gold has once again hit a historical high, reaching $2301.04 per ounce, continuing its weeks-long rally. Powell emphasized the possibility of rate cuts starting this year, but the rate cut path remains unchanged. He stated that policymakers will wait for clearer signs of declining inflation before starting rate cuts. Federal Reserve officials maintain expectations of three rate cuts this year. Kugler believes that it would be appropriate to lower policy rates this year due to weak consumer spending. The rise in gold prices is related to Powell's rate cut remarks

Powell's rate cut remarks boost gold price to break through $2300, hitting a new all-time high!

"方舟投资管理公司创始人凯茜·伍德表示，比特币的反弹是人们逃向安全资产的结果，她认为比特币是一种避险行为，对货币贬值和财富损失构成了对冲。Ark 首次购买比特币时价格只有 250 美元。"

“木头姐” 称比特币是避险资产，自己首次购买时才 250 美元

比特币见顶预示着美国股市走弱，投资者对加密货币失去兴趣可能导致风险资产狂热情绪消退。根据 Stifel Nicolaus & Co.的报告，比特币和纳斯达克 100 指数在 2023 年第四季度可能成为 “投机热” 的代名词，而美联储的鸽派政策可能加剧市场狂热。

Stifel 策略师认为比特币见顶对美股不是好兆头

General Electric(GE) rose 6.7%, with a trading turnover 2.3 Billion USD, and a year-to-date rose 43.1%. Micron Tech(MU) rose 4.29%, with a trading turnover 5.1 Billion USD, and a year-to-date rose 50.2%. Intel(INTC) fell 8.22%, with a trading turnover 3.4 Billion USD, and a year-to-date fell 19.5%. Disney(DIS) fell 3.13%, with a trading turnover 2.7 Billion USD, and a year-to-date rose 31.8%.

Top 5 US Stock Gainers/Losers (>100B) (4.3)

Ulta Salon Cosmetics(ULTA) fell 15.34%, with a trading turnover 1.9 Billion USD, and a year-to-date fell 10.2%. ELF Beauty(ELF) fell 11.92%, with a trading turnover 686.6 Million USD, and a year-to-date rose 13.5%. Nikola(NKLA) fell 8.4%, with a trading turnover 116.5 Million USD, and a year-to-date rose 1.9%.

Top 10 US Stock Losers (4.3)

Canopy Growth(CGC) rose 30.42%, with a trading turnover 410.0 Million USD, and a year-to-date rose 113.1%. SNDL(SNDL) rose 22.55%, with a trading turnover 52.9 Million USD, and a year-to-date rose 52.4%. Mind Medicine MindMed(MNMD) rose 19.29%, with a trading turnover 75.5 Million USD, and a year-to-date rose 221%.

Top 10 US Stock Gainers (4.3)

Iczoom(IZM) rose 25.31%, with a trading turnover 3.7 Million USD, and a year-to-date rose 44.8%. GDS(GDS) rose 8.86%, with a trading turnover 15.9 Million USD, and a year-to-date fell 13.8%. Jiuzi(JZXN) fell 60.27%, with a trading turnover 37.3 Million USD, and a year-to-date rose 71.2%. Emeren(SOL) fell 16.95%, with a trading turnover 3.4 Million USD, and a year-to-date fell 28.2%.

Top 5 CDRs Gainers/Losers (>100M) (4.3)

Google is considering charging for AI-based search, which is a major change for its business model. Google is exploring various options, including adding some AI-based search features to its premium subscription service

Google's business model may face a major change! Reports suggest considering charging for AI-based search

With the cancellation of the electric car project and the first mixed reality product Vision Pro head-mounted device expected to take several years to become the main source of income, Apple is seeking new growth directions and choosing to focus on the smart home market

After giving up on making cars, Apple's next big event is brewing: reports say they are exploring home robots

Sources say that Tesla has long been seeking to enter the vast and rapidly growing market in India. At the same time, the Indian government has decided to reduce tariffs for some car manufacturers to attract international carmakers to establish factories in India. With both sides in agreement, the flames of cooperation are about to ignite

Continue to build factories? Report: Tesla will scout for a $2-3 billion electric car factory site in India

Data shows that as the profit-making department of Amazon and the largest provider of computing power and data storage leasing services in the industry, AWS saw its sales growth rate drop to a historic low last year, mainly due to enterprises cutting back on cloud spending in the face of rising interest rates. Over the past year, Amazon has laid off more than 27,000 people

Amazon layoff wave continues! As the cloud computing department faces growth bottlenecks, it will lay off hundreds of people

On Wednesday, stocks related to Bitcoin rose. As of the time of publication, MicroStrategy surged over 4.5%, Canaan Technology and Coinbase rose over 2%, Marathon Digital rose 1.8%, and Riot Blockchain saw a slight increase. Bitcoin surged over 1.5%, reaching $66,507.8

US Stock Market Update | Bitcoin concept stocks rise, MicroStrategy up more than 4.5%

Drop a nuclear bomb in the automotive industry

Lei Jun has stirred up a storm

Investors will vote at Disney's shareholders meeting on Wednesday local time: "Barbarian" Nelson Peltz has gained support from many shareholders, and current board members are also actively "defending the title"

"Mickey Mouse encounters barbarians at the door," Disney's agency rights dispute enters a critical moment

NVIDIA's 4nm chips are all produced at TSMC's South Science Park. Although the factory personnel have not been evacuated, some machines need to be shut down for inspection. TrendForce believes that operations can be quickly restored after adjustments, and the impact is manageable