美元或至 “强弩之末”，人民币有望延续回升。

易纲发文！人民币千点大反攻

针对今日媒体消息称淘宝天猫集团启动人力制度改革，涉及员工绩效、层级体系等多个核心事项，淘天集团回应表示，改革是一定的也是必需的，方案仍在调研阶段。早前据媒体报道，淘天集团将取消 P 序列，改为 14-28 级，对应原 P4-P8，每三个层级对应一个 P 级；原 P8 以上员工走组织任命的形式，不再有职级的晋升和降级，而根据业务规模和团队规模来决定薪资和奖金。

淘天集团回应 “取消 P 序列”：改革是一定的也是必需的，方案仍在调研阶段

Fidelity International Asia ex Japan Investment Strategy Director Jian Liheng believes that the US interest rate hike cycle seems to be coming to an end, but the pace of inflation decline is limited. It is difficult to cut interest rates in the short term, and it is expected that government bond yields will remain relatively high for a long time. In addition, the sustained high inflation has tightened US financial liquidity and made funding tight, which may lead to another increase in policy interest rates. He believes that an immediate recession is not necessarily imminent, but there are still related risks until next year. He said that US stocks have seen an upward trend in the first half of the year, driven by the artificial intelligence theme of technology and internet stocks.

Fidelity International: End of Rate Hike Cycle, Short-Term Bullish on US Stocks

BENGALURU, July 13 (Reuters) - Teslahas started discussions with the Indian government for an investment proposal to set up a car factory in the country, with an annual capacity of as many as 500,000 electric vehicles, the Times of India reported on Thursday.

Tesla in talks with India to set up factory with up to 500,000 annual capacity - report

中国 6 月贸易帐 (按美元计) 706.2 亿美元，预期 749 亿美元，前值 658.1 亿美元。

近期淘宝天猫集团启动了近年来最大的人力制度改革，涉及员工绩效、层级体系等多个核心事项，目前已形成一个...

淘宝天猫启动重大人力体系改革：取消 P 序列，P8 以上改为组织任命

中国 6 月进口同比 (按美元计) -6.8%，预期 -4.1%，前值 -4.5%。

中国 6 月出口同比 (按美元计) -12.4%，预期 -10%，前值 -7.5%。

京东涨超 4%，网易涨超 3%，阿里、腾讯涨近 3%，蔚来涨超 1%，理想一度涨超 1%，小鹏汽车一度跌超 3%，现跌幅收窄至 1% 左右。今日上市的周杰伦概念股巨星传奇一度大涨近 50%，现涨幅收窄至 29%。

港股彻底疯狂：B 站涨超 8%，快手、美团涨 6%，恒生科技指数涨近 4%！

传冬海集团已解散旗下投资部门

7 月 13 日上午，京东在 2023 京东全球科技探索者大会暨京东云峰会上正式发布京东言犀大模型，同时发布言犀 AI 开发计算平台。该平台已经启动预约注册，预计 8 月正式上线。（中证报）

京东大模型正式揭晓：言犀，预计 8 月正式上线

36 氪获悉，近日美团 APP 首页针对直播固定入口和聚合页开始进行 ab 测试，部分用户已经可以在美团 APP 首页看到直播入口。进入美团直播板块可以看到，除了美团外卖官方直播间 “神枪手” 以外，美团买菜、美团买药、美团旅行业务均已开始了直播带货。此外，美团也开始尝试商家外卖自播。

美团开始灰度测试直播一级入口

路透 7 月 12 日 - Adobe Analytics 周三的数据显示，亚马逊 (Amazon.com) 为期两天的 “Prime Day” 购物活动首日，美国网上销售额比去年同期增长近 6%，达到 64 亿美元，因大幅折扣吸引了捡便宜的顾客，他们大买家电和玩具，花钱毫不手软。

亚马逊 “Prime Day” 诱人折扣吸引消费者出手，电器和玩具销售畅旺

港股生物技术股走强，北海康成涨超 9%，云顶新耀、荣昌生物涨超 8%，药明生物涨 7%，泰格医药、康希诺生物跟涨。

凯茜·伍德的方舟投资管理公司周三卖出了 20874 股特斯拉股票，按收盘价计算价值约 570 万美元。这是自 6 月以来，伍德的基金第十次减持特斯拉股票。在特斯拉股价去年大幅下跌后，伍德的基金自去年年底以来一直在逢低买入该公司的股票，但最近随着特斯拉股价持续走高，伍德的基金开始逢高减仓。特斯拉股价周三涨 0.82%，收于 271.99 美元。

“木头姐” 继续减仓特斯拉，卖出逾 2 万股

新加坡股市 12 日报：胜科海事成交量连续第二日狂飙，价格大涨

据报道，知情人士称，总部位于洛杉矶的饮料品牌 Liquid Death 已聘请高盛牵头安排潜在 IPO，最快于 2024 年春季进行。Liquid Death 成立于 2018 年，主要产品为罐装阿尔卑斯山脉矿泉水。

美媒：饮料品牌 Liquid Death 聘请高盛计划明年春季 IPO

巨星传奇上市首日开涨 35%，发行价 4.25 港元。

港股开盘，恒指开涨 1.7%，科指开涨 2.5%。科技股强势，哔哩哔哩涨 5.5%，美团涨 3%，京东涨 3.7%，腾讯控股涨 3%。

July 12 (Reuters) -

* MCDONALD'S CHINA OWNERS CARLYLE, TRUSTAR PLAN $4 BILLION EXIT- BLOOMBERG NEWS Source https://tinyurl.com/5brcxwen Further company coverage:

McDonald's China Owners Carlyle, Trustar Plan $4 Billion Exit- Bloomberg News

ChatGPT's user base and user engagement have recently started to decline. It seems that retail investors in the US stock market are beginning to realize that artificial intelligence is not as intelligent as they thought, and that the era of artificial intelligence has not yet begun. Nowadays, research institutions have found that retail investors are more interested in sectors such as electric vehicles rather than artificial intelligence.

Has the hot trend of AI in the US stock market started to fade? Retail investors are beginning to distance themselves from AI.

当地时间 7 月 12 日，英伟达向生物技术公司 Recursion 投资 5000 万美元。两家公司表示，将加快该生物技术公司用于药物发现的人工智能模型的开发。Recursion 使用人工智能驱动的模型来识别和设计新的疗法，并将这些模型提供给包括罗氏、拜耳等在内的其他制药商。

英伟达向生物技术公司 Recursion 投资 5000 万美元，用于人工智能药物研发

牛津经济研究院首席美国分析师 John Canavan 表示，如果标普 500 指数突破 4500 点，也不要过于兴奋，因为美国经济仍有可能陷入衰退。他在 6 月 CPI 数据公布后表示，对美联储实现软着陆，以及通过加息抑制高通胀的可能性的乐观情绪，可能在未来几个月将标普 500 指数推升至 4500 点上方。但今年晚些时候开始的经济衰退将阻止该指数重返 2022 年的历史高点。股市可能在 2023 年晚些时候下跌，并在未来 10 年艰难回升。Canavan 说，如果美国经济陷入衰退，标普 500 指数可能会回落，“测试自去年 10 月以来反弹的 50% 回档位，目前是略低于 4000 点。

牛津经济研究院：标普 500 可能短暂突破 4500 点，但不会持续太久

美国 6 月消费者价格通胀水平降至 3%，仅为去年创下 40 年峰值水平的三分之一。而且 6 月数据的细节也比预期要好，关键的基础通胀指标低于市场所料。之前，市场普遍认为，美联储决策层本月晚些时候将再次加息。不过现在看来，在 7 月 26 日上调美国基准利率至 5.5% 后，美联储已经非常大概率在之后相当长一段时间不再加息。这就是市场在周三数据发布后押注的方向。这令短期美国国债收益率暴跌，股市上涨，美元一项指标跌至一年多来的最低水平，这些市场波动都显示，投资者预计美联储可能会放松政策。

美国通胀降至 3%，美联储紧缩政策拐点或近在眼前

WASHINGTON, July 12 (Reuters) - The U.S. Federal Trade Commission said in a court filing on Wednesday that it would appeal a federal judge’s ruling that Microsoftcould go forward with its $69 billion purchase of “Call of Duty” maker Activision Blizzard.

U.S. antitrust enforcer says will appeal loss in fight to stop Microsoft buying Activision

The US June CPI inflation came in lower than expected, leading the market to speculate that July will be the last interest rate hike by the Federal Reserve. Expectations for interest rate hikes by other central banks in Europe and the US have also been revised downward. As a result, risk assets across the board have surged. The NASDAQ Composite Index closed up over 1%, reaching its highest level since April last year, while Chinese concept stocks rose over 3%, surpassing the 7000-point mark for the first time in a month. Bilibili's stock price also rose nearly 8%. US bond yields fell by more than 10 basis points, with the two-year yield dropping by 18 basis points and the two-year UK bond yield plummeting by 20 basis points. The US dollar index fell by over 1%, hitting a three-month low below 101, while the offshore renminbi surged by 500 points and broke through 7.17 yuan. Gold rose over 1% to its highest level in nearly four weeks, and Brent crude oil rose above $80 for the first time since May 1st.

The S&P 500 hits a 15-month high, with Chinese concept stocks leading for three consecutive days, and offshore RMB approaching 7.16 yuan.

前有 TikTok 凭借流量优势强势入局，后有 Temu 凭借低价重塑消费者心智，最近 SHEIN 也爆出了开放第三方卖家的消息，「三座大山」压在肩上，亚马逊一贯推崇的飞轮理论也有些转不动了。

亚马逊陷入「中国式内卷」：TikTok、SHEIN、Temu 兵临城下

Since mid-June, analysts have almost halved Goldman Sachs' quarterly profit expectations, marking the largest downward revision during David Solomon's tenure as CEO of Goldman Sachs.

Goldman Sachs "crazy hint": Second-quarter performance will be difficult to look at, fearing to lag behind peers.

Recursion Pharmaceuticals 美股盘前涨近 160%，此前宣布与英伟达合作并获得英伟达 5000 万美元投资。

美联储掉期显示今年美联储第二次加息的可能性降低。

美国 6 月核心 CPI 环比 0.2%，预期 0.3%，前值 0.4%。

美国 6 月 CPI 环比 0.2%，预期 0.3%，前值 0.1%。

美国 6 月 CPI 同比 3%，预期 3.1%，前值 4%。

座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中国国务院总理李强主持召开平台企业座谈会

Bank of Richland expects that the companies with the largest weight reduction in this round will be Microsoft, Apple, NVIDIA, Amazon, and Alphabet-C. Starbucks, Mondelez International, Priceline, Gilead Sciences, and others may benefit from it.

Learning from History: NASDAQ Composite Index Adjustments, Who Are the Losers and Winners?

Citi analysts believe that with its performance and ecological advantages, NVIDIA's dominant position in the AI chip field will be further strengthened, and it is expected to occupy more than 90% of the market share, while AMD will only be relegated to second place.

"Like Intel ten years ago!" Citi is optimistic about NVIDIA: will occupy 90% of the AI chip market share

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。中共中央政治局常委、国务院副总理丁薛祥出席。座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。

据 36 氪，车东西 7 月 12 日消息，日前，小鹏产品营销总经理黄泓霖和自动驾驶产品高级总监刘毅林对理想汽车的周度销量榜单发出了质疑，认为其数据存在一定的问题。 就在昨天，理想汽车按照惯例公布了其上一周（7.3～7.9）销量，依旧把中国市场新势力品牌销量和中国市场豪华品牌销量做一个对比。

小鹏高管质疑理想周销量榜：小鹏汽车数据是假的，无需每周公布销量炒作

Alphabet-C's Med-PaLM 2, a large language model focused on the medical field, is undergoing testing in hospitals in the United States. While AI has the potential to assist in diagnosis and treatment in the medical field, there are also numerous risks involved. The World Health Organization urges caution in the use of untested AI systems.

Comparable to human doctors! Google Medical AI's large model "shows its skills

SHANGHAI, July 12 (Reuters) - Germany’s Audi is in talks with SAIC Motor Corp (600104.SS) to buy an electric vehicle platform from the Chinese state-owned automaker, two people familiar with the matter said, an unprecedented effort to shore up market share.

Audi in talks to buy Chinese automaker SAIC's EV platform -sources

高盛预计，短期内随着小鹏最新 G6 车型推出、利润率因交付规模扩大而改善，以及电池价格下降，其交付量将重拾升势，预计今年汽车销量达 15.1 万辆。

大行速睇 | Netflix 目标价获大幅上调！小鹏、比亚迪被视为行业首选

Media, education, petrochemical, cloud computing and other concepts strengthened, while automotive parts diverged in the afternoon. Military industry, aviation, semiconductor, and biopharmaceutical concepts declined.

Hang Seng Index rose for the third consecutive day, closing up 1%. Technology stocks performed strongly, with BILIBILI-W rising 6% and Keep gaining 0.28% on its first day of listing.

小摩认为，财付通被罚近 30 亿元一事，不仅会让投资者对腾讯金融科技业务的增长前景更有信心，还将为腾讯在回归常态的监管环境中重振金融科技业务铺平道路。

前瞻 | 三个月跌了 12% 的腾讯，为何二季度或有出色表现？

Superstar Legend will debut on HKEX tomorrow with an issue price of HKD 4.25, and it has now risen to HKD 5.5. Calculated based on 500 shares per lot, the book profit for one lot is approximately HKD 625.

Dark Market | Jay Chou concept stock "Superstar Legend" soars 30%!

作为一个号称要活 102 年的企业，阿里巴巴能否迎来第二春？

阿里的下一站

Looking back in history, every round of so-called "disruptive technology" has sparked a speculative frenzy in the stock market, such as cryptocurrencies and metaverse. However, new technologies may not necessarily generate profits, but instead lead to significant losses.

US Stock 2Q Earnings Focus: Is AI the Next Internet or a Fleeting Phenomenon like the Metaverse? Market Will Keep a Close Eye on These Financial Reports

消息称英伟达正就成为 ARM IPO 的主要投资者进行磋商，英伟达希望 ARM 的估值能在 350 亿至 400 亿美元，而 ARM 的期望值则接近 800 亿美元。软银股价午后拉升一度涨超 3%。

ARM 成 “香饽饽”！报道：英伟达或为其 IPO 主要投资人

美国银行存款走势是市场关注点之一，市场希望透过银行的季度指引，来衡量未来金融紧缩状况。而大银行的良好业绩，很有可能提振整个金融板块，乃至标普 500 指数。

前瞻 | 美股财报季杀回来了！市场眼中的银行股：下半年，值得买！

来自：金十数据 最近，奈飞受到了华尔街的青睐。目前有分析师怀疑市场对该股的期望值是否过高。