Premium far exceeds expectations, how does Wall Street view Microsoft's AI pricing strategy?Qualcomm and Meta Platforms plan to run large AI models on mobile phones.微软和英伟达市值一夜飙升 1750 亿美元，马斯克惊叹：疯狂欧盟或于下周对微软启动反垄断调查：捆绑 Office 和 Teams，和当年 IE 案如出一辙Office AI 版 “超贵定价”，GPT4 应用逐步落地，微软 CEO：未来 AI 将增加 7-10% 全球 GDP美企反对收紧对华芯片出口限制麦肯锡宣布与 AI 创企 Cohere 合作 为客户提供 AI 解决方案推特遭集体诉讼 被指拖欠前员工遣散费至少 5 亿美元美国财政部：中国投资者 5 月份美股减持规模创下纪录美半导体协会呼吁拜登政府 “不要进一步限制” 对华芯片销售No need to fear the sharp drop in US stocks anymore? The first ETF offering 100% downside protection is listed.Bank of America Survey: Betting on Soft Landing, Going Long on Large Tech Stocks Becomes the Most Crowded TradeThe worst period is over! CEO of Morgan Stanley says the decline in trading and investment banking business has bottomed out.Automotive Giant Semiconductor Procurement Manager: Surge in Demand for Electric Vehicles, Shortage of Chips Expected to ResurfaceMEDIA-Microsoft's latest layoffs hit more than 1,000 employees - InsiderThe Dow rose for seven consecutive days, with US stocks hitting a 15-month high. Microsoft and Nvidia reached new highs, while bank stocks were boosted by positive financial reports.Microsoft announces price list for enterprise AI software tools, stock price reaches historic high.A Snapshot of Bank of America's Q2 PerformanceWall Street is becoming more optimistic! Will Alphabet-C catch up?US Major Banks' Performance: Bank of America's Q2 net profit increased by 19% YoY, while Morgan Stanley's net profit declined by 13%. However, overall performance exceeded expectations.Bad News for US Tech Stocks: Large Funds Hit Holding Limits!BMW electric cars launched a major counterattack.打脸华尔街！标普 500 指数几乎高于所有目标价NASDAQ Composite Index "Special Adjustment" Approaching! Microsoft and NVIDIA Expected to Have the Largest Decrease, Broadcom and Adobe Could Be the Biggest WinnersThe Federal Reserve continues to reduce its balance sheet, and the upward trend of technology stocks may be difficult to sustain.Report: SpaceX expects its revenue to double to $8 billion this year, with its latest valuation approaching $150 billion.Pre-market trading in US stocks | Chinese concept stocks generally decline, XPENG-W prepares for flying cars, Morgan Stanley raises Apple's bullish target price to $270.Goldman Sachs is bullish on BIDU-SWR: It is the future AI traffic entrance and the stock price can rise another 31%!Between Disruption: 4 Speculations in the AI EraBig Moves | Apple, Tesla, Meta Platforms, Netflix, NetEase! Target prices all significantly raised!Samsung Electronics Will Likely Make Tesla's Next-Generation FSD Chips- Korea Economic DailyJust tomorrow! Tesla and Netflix may influence the US stock market this week!先进封装、CowWoS、HBM，一文了解它们的关系ChatGPT's next AI blockbuster application is "Automated AI Intelligent Agent" going all-in in Silicon Valley.国家发改委：抓紧制定出台恢复和扩大消费的政策 坚持常态化召开民营企业家座谈会被要求全款发货后，印度恼羞成怒，称对比亚迪在印建厂感到不安！Earnings Preview | TSMC's Q2 profits expected to drop by nearly 30%, focusing on AI chip demand特斯拉中国：上海超级工厂员工人数众多 目前还无法对加薪相关情况予以回应拜登政府拟把对华投资管制限缩到只针对先进技术新投资？中方回应华泰证券：港股或迎阶段性配置窗口期，关注港股互联网投资机会Be cautious: The US stock market may experience another tech bubble! The biggest risk is...India market is booming! Goldman Sachs: Apple stock price will continue to rise.US Stock Options | Bullish sentiment soars! Bulls bet on Apple, Tesla, and Nvidia to rise to $200, $300, and $500 respectively.Pay attention to MEITUAN-WR and Alibaba! The Hong Kong stock market may experience a short-term resonance of domestic and foreign capital, presenting an opportunity for technical rebound and additional positions.