宁德时代也要面临市占率下滑 | 见智研究

8 月 10 日，阿里巴巴集团发布 2024 财年第一季度财报。财报显示，截止到 6 月 30 日阿里有 228675 名员工，而在 3 月底这一数字为 235216 人，阿里单季度减少了 6541 名员工。

阿里巴巴单季度员工减少 6541 人

13F 报告显示：Artisan 买入微软，退出 Catalent，减持阿里巴巴，增持 Schwab。

Taotian Group's second-quarter revenue was $15.85 billion, a YoY growth of 12%. The daily active users (DAU) of the Taobao App increased by 6.5% YoY. Customer management revenue (CMR) reached nearly 80 billion yuan, with a growth of 10%.

Earnings Report | Alibaba's Q2 report exceeds expectations across the board, with a 6.5% increase in daily active users and a 10% growth in CMR.

阿里巴巴在第一财季以 31 亿美元的价格回购了 3560 万 ADS。

Furui is more optimistic about LI's AUTO-W prospects, mainly due to its strong product channels and the introduction of urban NOA (navigation assisted driving), and has raised the company's net profit forecast for this year and next year by 8.3 billion yuan and 17 billion yuan respectively.

Big Bank Quick Look | Li Auto, NVIDIA, Target Prices Significantly Raised!



Since 1928, the S&P 500 Index has experienced an average decline of 1.1% in the month of September, making it the worst-performing month of the year.

Century of Historical Experience: US Stocks Typically Perform Worst in September!

“巴菲特指标” 已达到了 170%，而超过 134％即意味着美股被严重高估，今年大幅上涨的美股离调整不远了？

市场快见顶了？这个巴菲特最爱的指标显示美股 “被严重高估”

SMIC expects a MoM revenue growth of 3% to 5% in the third quarter, with a gross margin ranging from 18% to 20%. SMIC stated that the shipment volume is projected to continue increasing in the third quarter.

Earnings Report | SMIC's Q2 profits better than expected, gross margin drops to 20.3%

Hong Kong's stock market has a higher concentration of market value, greater overall flexibility, and less liquidity compared to A-shares and US stocks. The trading activity of top companies is also higher. In addition, there is significant profit differentiation in the Hong Kong stock market, with top companies taking the lead.

Hong Kong Stock Investment Framework: Focus on Leading Companies and Specialized Sectors

华虹半导体：二季度销售收入达 6.314 亿美元，同比上升 1.7%，环比持平。

Jack Ma's statement "Returning to Taobao, returning to users, returning to the Internet" has taken effect! For the first time in two years, Taobao's daily active users have surpassed Pinduoduo, making it the only e-commerce platform in the industry with a daily active user count exceeding 400 million!

马云定调两个月后：淘宝用户活跃度，重回巅峰！

FactSet shows that economists expect the year-on-year growth rate of non-seasonally adjusted CPI in July to increase by 3.3%, up from 3% in June. This will be the first month-on-month increase in overall inflation rate in over a year.

Tonight, the US CPI will be released. Is inflation making a comeback?

Novo Nordisk's revenue and profit in the first half of the year both saw significant growth, with GLP-1 drug sales increasing by over 50% year-on-year, accounting for 92% of its revenue. The optimistic results of Phase III trials for the weight-loss miracle drug indicate its ability to suppress the incidence of cardiovascular diseases related to obesity, prompting the company to raise its full-year performance guidance.

Weight Loss Miracle Drug Boosts! Novo Nordisk's revenue and profit both increased by 30% in the first half of the year, while raising its full-year performance guidance. | Earnings Report

Can the core revenue growth of China's retail business be reversed? Can profitability reach a new level? After experiencing "1+6+N", changes in senior management, and the imposition of fines, has Alibaba 2.0 entered a new era?

Preview | What to Look for in Alibaba's Earnings Report? Just Focus on These Two Indicators!

Roblox's earnings, announced on Tuesday, fell below analysts' expectations, causing the company's stock price to plummet by 23% at one point. However, this may present a buying opportunity for investors.

After a 22% post-performance plunge, is it worth buying into Roblox, the "number one stock in the metaverse"?

港股尾盘拉升，恒生指数、恒生科技指数双双转涨，恒生指数此前一度跌超 1%。

Goldman Sachs economists have stated that a significant amount of capital will flow into the field of generative artificial intelligence. It is projected that by 2025, global investment in generative artificial intelligence could increase to $200 billion, and this growth could boost the overall economy.

Goldman Sachs Economist: Global AI Investment to Increase to $200 Billion by 2025

研究机构 CIRP 发布的最新报告显示，近期美国市场上的 iPhone 加权平均零售价出现了自 2017 年开始的首次下降。CIRP 方面认为，影响 iPhone 加权平均零售价的主要因素是型号组合和存储升级，以及苹果的定价策略。该报告分析称，美国消费者除了经济压力以外，买家偏好也发生了变化，即不再追求顶配的 iPhone 机型。

机构：美国市场 iPhone 加权平均零售价首次下降

Schroder economist George Brown wrote that there is increasing evidence that the US economy is heading towards a soft landing. The condition of the US labor market appears to be gradually returning to normal from a relatively high level, and there are signs that the US manufacturing sector has bottomed out and is rebounding.

Schroder Investment: More and more evidence shows that the US economy is heading towards a soft landing.

Bannister believes that there are opportunities in "hedging trades," such as shorting large-cap tech stocks while buying underperforming financial, materials, industrial stocks, and other cyclical growth stocks.

Accurate prediction of the US stock market rebound strategy: The upward trend has reached its peak!

* 星展：仍看好内地科网股下半年收入增长 首选携程、美团及网易

The 50-day and 60-day moving averages can serve as criteria for medium-term investors to determine whether to enter the market.

Technical Analysis | Apple and Microsoft both fell below the 60-day moving average, will they rebound before rising?

Model 3 改款指导价在 20 万左右，比现在在售的 Model 3，售价更低，配置更高，能力更强，据爆料已开始试生产，将在 10 月交付。

改款 Model 3 被曝 10 月交付：预估售价 20 万左右，续航与辅助驾驶双提高

三年前，外资车企与自主品牌车企路线分野，多数外资车企跳过混动直接向纯电转型，自主加码混动。如今从结果来看，自主品牌赌对了。

长安突围，比亚迪封神，国产汽车对合资巨头的逆袭之战

金十数据 8 月 10 日讯，杰富瑞集团发表评级报告指，理想汽车次季收入按季升 53% 至 286 亿元人民币，纯利则按季升 147% 至 23 亿元人民币，符合预期，而第三季交付指引达 10 万辆至 10.3 万辆，略低于预期。该行对理想前景持更乐观看法，主要是其产品渠道强劲及推出城市 NOA(导航辅助驾驶)。该行指，公司维持全年毛利率指引达 20%，长远目标则达 25%。该行将公司今年及明年纯利预测分别上调 83 亿元人民币及 170 亿元人民币，将其目标价由 139.61 港元上调至 235.01 港元，维持买入评级。

杰富瑞集团：大幅上调理想汽车目标价至 235.01 港元 评级买入

Tapestry is currently in negotiations to acquire Capri Holdings. The market values of the two companies are $10 billion and $4 billion respectively. If the deal goes through, it will be one of the largest mergers and acquisitions in the luxury goods industry in recent years.

Luxury industry sees another major merger and acquisition! Coach plans to acquire MK and the parent company of Versace, announced as early as today.

Dongwu Securities believes that the impact of this executive order on the Chinese economy and capital markets is limited in the short term! Why? This executive order has been repeatedly delayed, and market reactions have already dulled. However, in the medium to long term, overseas institutional investors will consider an additional layer of political risk when investing in the Chinese market.

A Comprehensive Look | What is the Impact of Biden's Investment Restrictions on the Chinese Market?

In the past three years, NVIDIA's stock price has fallen below the 50-day moving average 21 times. However, in the three months following each decline, the stock has on average risen by 18%! Moreover, NVIDIA's Q2 earnings report is just around the corner, and major Chinese internet giants are currently making a frenzy of AI chip purchases!

Panic hasn't arrived yet! Why won't Nvidia, which has fallen below the 50-day moving average, continue to decline?

外交部发言人就美国总统拜登签署对华投资限制行政令答记者问：中方敦促美方切实履行拜登总统无意对华 “脱钩”、无意阻挠中国经济发展的承诺，停止将经贸科技问题政治化、工具化、武器化，立即撤销错误决定，取消对华投资限制，为中美经贸合作创造良好环境。中方将密切关注有关动向，坚决维护自身权益。

外交部发言人就美国总统拜登签署对华投资限制行政令答记者问

牵手阿斯利康关键：康希诺 “空置产能” 重回用武之地

* 瑞信上调理想汽车目标价至 55 美元 上季业绩胜预期

* 瑞信上调理想汽车目标价至 55 美元  上季业绩胜预期

* 大摩相信理想汽车股价 15 日内跑赢行业

新加坡股市 8 日报：李宁 5 倍做多权证被大规模抛售

电商巨头亚马逊正为其平台上的卖家推出一款生成式 AI 工具，该工具将为产品生成推荐文案，该公司首席执行官安迪•贾西 此前还表示，其包括电商在内的所有业务都有多个生成式人工智能项目正在进行中。

亚马逊为卖家提供生成式 AI 工具生成产品文案

港股恒指低开跌 0.63％，国企指数跌 0.63％，恒生科技指数跌 0.82%。

销量预估、供应链能力、平台化生产都制约这三家公司的产能。

蔚小理业绩回暖，但产能依然是问题

海底捞摆摊背后，是各地拥抱年轻人，加码夜间经济。面对夏日高温，市民游客 “昼伏夜出”，催生夜间经济庞大需求。

摆个摊，海底捞也杀入夜市！网红城市纷纷入局，“夜市经济” 到底有多火？

据《华尔街日报》、路透社，美国最高法院 8 月 9 日裁定，苹果公司可以暂时保留其 AppStore 的支付规则，驳回了 EpicGames 提出让开发者引导 iPhone 用户到较低价的线上支付选项的要求。Epic 于 2020 年提起反垄断诉讼，指控苹果公司要求消费者通过其 AppStore 获取应用程序，并使用自己的系统购买应用程序内的数字内容，收取高达 30% 的佣金。

美国最高法院裁定苹果公司可以暂时保留 App Store 的支付规则

美股长期多头埃德·亚德尼（Ed Yardeni）周三在一份报告中表示，所有支持股市抛售和最终衰退的看跌观点都已落空，这意味着未来可能会有更多上涨。

大多头预测美股年底前还能涨 20%，逐一驳斥五大看空论点

格隆汇 8 月 10 日 | 美东时间 8 月 9 日，英伟达低开低走，最高跌幅达 5.66%，全日收于 425.54 美元，跌 4.

英伟达市值一夜暴跌 3700 亿

中金指出，可控核聚变实验不断取得突破，有望成为能源最优解决方案，产业和风险资本不断涌入，高温超导带材、磁体、第一壁材料产值占比高，技术壁垒高，是最优投资环节。

可控核聚变：初探商业化进展

Average daily active user revenue declined, and future losses are expected to continue... Does the "number one stock in the metaverse" still have a chance?

Sweetie becomes Mrs. Bull? "Metaverse Benchmark" Roblox's profit falls short of expectations, closing down 20%.

路透 8 月 9 日 - 华特迪士尼 (Walt Disney) 的首席执行官艾格 (Bob Iger) 周三承认，这家娱乐公司在短期内面临着 “充满挑战的环境”，但他强调在削减成本和专注于创造力方面取得进展，尽管季度业绩显露出迪士尼的弱点。

迪士尼第三季获利略超预期，CEO 称短期内面临 “充满挑战的环境”

科技记者马克·古尔曼：苹果 iPhone15 系列发布会采用预录制模式。

有记者问：北京时间今天凌晨，美国白宫发布对外投资审查行政令，请问中方对此有何评论？商务部新闻发言人表示，美方限制本国企业对外投资，打着 “去风险” 的幌子在投资领域搞 “脱钩断链”，严重背离美方一贯提倡的市场经济和公平竞争原则，影响企业正常经营决策，破坏国际经贸秩序，严重扰乱全球产业链供应链安全，中方对此表示严重关切，将保留采取措施的权利。希望美方尊重市场经济规律和公平竞争原则，不要人为阻碍全球经贸交流与合作，不要为世界经济恢复增长设置障碍。

商务部新闻发言人就美发布对外投资审查行政令答记者问

当地时间 8 月 9 日，迪士尼在公司第三季度财报电话会议上宣布新版流媒体服务价格，自 2023 年 10 月 12 日起，无广告版 Disney+ 服务的月费将从 10.99 美元涨至 13.99 美元，涨幅超 27%；无广告版 Hulu 的月费将从 14.99 美元涨至 17.99 美元，涨幅约 20%。保留广告的 Disney+ 和 Hulu 的月费保持在 7.99 美元。这是大约一年内 Disney+ 服务的第二次涨价。另外，迪士尼还推出了免广告版 Disney+ 及 Hulu 的打包价 19.99 美元/月，在此基础上添加有广告 ESPN Plus 的打包价为 24.99 美元/月。迪士尼重申了此前 2020 年底宣布的目标，即到 2024 年 9 月流媒体业务实现收支平衡。

迪士尼将大幅上调 Disney+ 及 Hulu 流媒体服务的价格

– Source link: here – Note: Reuters has not verified this story and does not vouch for its accuracy

MEDIA-Meta is rehiring some of the thousands of workers it's laid off - Insider

阿里巴巴 ADR 美股盘后涨幅扩大至 1.0%。

“甜心交易” 是指苹果向台积电下巨额 3nm 芯片订单，但是要求不合格芯片成本均由台积电自己承担，苹果只需要为良品芯片付费，据说每年可以节省数十亿美元。