“降息”！中国央行续作 MLF，利率下调 15BP二季度对冲基金大幅加仓大型科技股，但抛售英特尔Behind the sharp rise of NVIDIA: Morgan Stanley recommends buying the dip, Saudi Arabia and the United Arab Emirates compete for GPUs.Ferrari's largest shareholder has acquired a 15% stake in Philips, whose stock price has plummeted by 60% in the past two years.Berkshire Hathaway added real estate stocks to its portfolio in the second quarter, once again increased its holdings in Western Petroleum, and significantly reduced its holdings in Activision Blizzard and General Motors.The Federal Reserve: Short-term inflation expectations of US consumers hit a new low since 2021.US hedge funds dumped shares in Chinese companies in Q2JD-SWR denies JD.com couple's immigration to the United States.碧桂园探路债务重组Lei Jun finally "crushed" Huawei.光伏龙头们用疯狂扩产寻求 “安全感” | 见智研究消息人士透露央行将大力支持消费金融公司、汽车金融公司等发行金融债券 着力促进消费和扩大内需恒大汽车：获得 NWTN 集团首笔 5 亿美元战略投资，将投入恒大汽车天津工厂拼学分、谈创业、小米转向高端路，雷军回顾几次关键成长据新浪报价，离岸人民币兑美元日内跌超 300 点，创去年 11 月以来新低，现报 7.2895。雷军：小米全面拥抱大模型，小爱同学已升级大模型，今日开启邀请测试Preparing for winter? According to reports, Musk will not invest in building factories in the next year and a half.雷军：三年多时间上百亿投入，小米终于突破高端雷军：高端是小米发展的必由之路 更是生死之战三季度产能或受限，理想汽车的增长故事还能讲多久？特斯拉：已在中国建立数据中心，所有中国大陆市场车辆数据存储在境内Hang Seng Index hit a bottom and rebounded, closing down 1.58%. Net buying from the southbound market amounted to HKD 8.844 billion, with COUNTRY GARDEN falling more than 18%.碧桂园首只境内债展期方案：“16 碧地 05” 拟本金展期三年，多个项目股权质押增信评级下调只是开始？美国财政危机正悄然酝酿Food and energy prices are rising! Is global inflation making a comeback?印尼高官：马斯克决定未来一年半内推迟特斯拉在全球范围投资Soros increased holdings in Alphabet-C and Amazon, established positions in General Motors, Alibaba, and others.Positive Signal! LONGFOR GROUP Takes ActionTechnology stocks remain the "darling" of BlackRock: Q2 sees a significant increase in holdings of Tesla and Apple, maintaining their position as the top two heavyweights in the portfolio.UBS Q2 Increases Holdings in Amazon, NVIDIA, etc., Continues to Reduce Holdings in Microsoft and Apple for Two Consecutive QuartersWill OpenAI go bankrupt by burning $700,000 a day in 2024?《业绩前瞻》券商料百度中期非公认会计准则多赚 25% 关注广告及 AI 业务前景美联储正在玩一场等待游戏Tesla delivers on its promises, lowering prices when sales are slow | Insights from Dolphin Research接近小鹏人士：特斯拉降价后价格区间与小鹏 G6 主销区间不重叠，对与 G6 的竞争格局没有影响Alphabet-C1180's whereabouts of the $118 billion cash reserve, despite having a huge amount of funds, remains uncertain regarding the buyback.浙江：培育一批新能源整车头部企业 将电机电控、汽车电子列入关键核心技术攻关蔚来汽车等入股保碧新能源 后者系保利碧桂园联合孵化2023 年全球 “药王” 之争，当悬念开始出现Energy sounds the alarm again, traders worry about the European Central Bank "hawkish stance"Earnings Report 2023 | LI NING's Misjudgment and Adjustment如何看低于预期的 7 月信贷阿里改革效果超预期，逆市飘红成中概股唯一亮点阿里巴巴北京总部园区项目进展顺利，预计 10 月完工摩根大通上调阿里巴巴目标价至 145 港元 评级「增持」中金：理性看待 FDI 波动香港房屋局称正观察整体楼市情况，是否 “撤辣” 要考虑多项因素金融监管总局：正在研究制定个人税收递延型商业养老保险试点与个人养老金衔接的政策文件