诺辉健康回应称，Capitalwatch 发布的做空报告与实际差距较大，在计算公司销售收入时，以期间销量乘以价格的计算方式有误，且使用的价格偏低。

董事长 “秒回”：对方要讹诈！癌症早筛龙头被指 “九成收入作假”，谁在做空？

Nio's vehicle deliveries in August and September are expected to be 20,000-21,000 units per month due to auto parts constraints, but parts supply will improve in the fourth quarter, BofA said. The post BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and Sep appeared first on CnEVPost. For more articles, please visit CnEVPost.

BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and Sep

OpenAI 收购了制作开源版 “我的世界” 的初创公司 Global illumination。OpenAI 下一步会在 GPT-5 上运行多智能体文明模拟？“我的世界” 就是打造 AGI 所需要的一切？

OpenAI 官宣第一笔收购！开源「我的世界」8 人顶级团队加盟，押注 AI 智能体

进入下半年，美联储进入加息收尾阶段，美元难以继续大幅上涨，国内宽松预期持续升温，有色金属是否会呈现更加乐观的走势？

下半年，有色金属能否止跌反弹？

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

MEDIA-Morgan Stanley sees China missing its growth target this year - Bloomberg News

中信指出，前期过快上涨、软件&半导体板块相对平淡的二季报，叠加国债收益率上行，共同导致美股科技股近期疲软。未来再次上行需要等待更多业绩层面加速的证据，但下探空间亦大概率有限。

如何看待美股科技股近期的疲软表现

新加坡股市 16 日报：金龙鱼母公司丰益国际再度遭遇抛售

Litera 使用微软 Azure OpenAI 的 GPT-3.5 大语言模型，通过其内部的 100 万份法律合同和 50 万个真实案例数据，对模型进行微调、预训练，可实现提取摘要、审核、查询、解读法律合同等功能。

用 ChatGPT 分析法律合同！全球法律技术领导者 Litera 与微软合作

After the release of the interim report, the 20cm long shadow cast a chill over the hearts of 361-degree investors.
On August 15th, 361...

Earnings Report 2023｜Did 361 Degrees Fall Victim to Misjudgment?

据中国货币网，在岸人民币兑美元跌破 7.31，为去年 11 月以来首次。

刘强东用低价赢回一局？

科网股跌幅扩大，京东现跌 3.63%，百度跌 3.06%，阿里巴巴跌 2.18%，微博、美团均跌超 1.5%。

Some analysts believe that there is still enough room for the yield on 10-year US Treasury bonds to continue to rise, which could lead to "unexpected chaos".

"The 'Anchor of Global Asset Pricing' puts pressure on the whole market! The ten-year US Treasury yield reaches its highest level since 2008."

截至发稿，京东集团跌 4.27%、哔哩哔哩跌 4.06%、蔚来跌 3.80%、百度集团跌 3.52%。

港股科技股多数下挫 京东集团跌超 4%

卖原料给加盟商，当中间商赚差价。

茶百道赴港上市：一年 8 亿杯，赚钱不靠卖奶茶

EVERG VEHICLE fell more than 6%, as of press time, down 6.90% to HKD 1.35, with a turnover of HKD 4.27 million.

Evergrande Auto falls more than 6%, Evergrande Real Estate is under investigation by the China Securities Regulatory Commission. Previous announcements sparked rumors of "Xu Jiayin's divorce."

Aug 17 (Reuters) - Singapore Exchange Ltd (SGXL.SI) :
* DERIVATIVES TRADED VOLUME WAS STEADY YEAR-ON-YEAR IN JULY AT 20.5 MILLION CONTRACTS
* JULY COMMODITY DERIVATIVES TRADED VOLUME ROSE 17% Y-O-Y IN JULY TO 4.3 MILLION CONTRACTS
* BENCHMARK IRON ORE DERIVATIVES VOLUME CLIMBED 16% Y-O-Y IN JULY
* TOTAL FUTURES TRADED VOLUME ON SGX FX CLIMBED 32% Y-O-Y IN JULY TO 3.3 MILLION CONTRACTS
* ON SGX SECURITIES, TOTAL MARKET TURNOVER VALUE INCREASED 19% Y-O-Y IN JULY TO S$21.5 BILLION

Singapore Exchange Says Derivatives Traded Volume Was Steady Year-On-Year In July

恒指、恒生科技指数盘初跌超 2%。

港股汽车股盘初走低，蔚来汽车跌超 4%，小鹏汽车跌近 2%，理想汽车、吉利汽车等跟跌。

恒生指数较 1 月份的高点下跌了 21％，恒生科技指数较 7 月 31 日高点下跌 11％。

腾讯游戏收入占到中国游戏市场的四成，在整个市场增长 12% 的情况下，腾讯游戏零增长，意味着腾讯比其他同行的增速慢了近 20%。

腾讯游戏有了「中年危机」

Zero-day expiration options (0DTE) are as risky as "picking up coins in front of a road roller". Nomura estimates that only half of August, there are four days of 0DTE trading volume among the top ten highest trading days. Citi found that the 0DTE option favored by traders recently shifted from bullish to bearish. UBS found that the recent sell-off coincided with a wave of zero-day option put option purchases.

Who caused the major drop in the US stock market in August? Goldman Sachs: "Zero-day options", UBS: I agree!

阿里电话会指出，淘宝和天猫集团将形成一个从用户投资、用户增长到商户增长、交易到交易的良性投资循环；此外，云基础设施渗透率的巨大潜力，阿里将继续模型开源策略，让更多伙伴部署到其云基础设施。

张勇：我的第 36 次财报会，也是作为阿里董事长兼 CEO 的最后一次

According to the calculation based on the lowest price, the H100 chip alone will bring NVIDIA a revenue of 16.5 billion US dollars, not including other AI chips such as A100. Some analysts even optimistically predict that NVIDIA may generate data center and AI chip revenue of 75 to 90 billion US dollars by 2024.

AI market is on fire? NVIDIA may sell 550,000 H100 GPUs this year.

TENCENT expects domestic gaming revenue to rebound in the third quarter. As for advertising revenue, TENCENT states that there is actually a significant market potential in e-commerce businesses related to lifestyle streaming media and videos. Regarding AI deployment, TENCENT emphasizes that they are taking multiple initiatives simultaneously, with the hope of bringing new growth opportunities to their cloud business.

TENCENT Q2 Conference Call: E-commerce Empowers Douyin's Advertising Revenue, Exclusive Infrastructure Large-scale Model May Upgrade in the Second Half of This Year

Institutional data shows that the price of gallium rose by $400 per kilogram a week ago, reaching a ten-month high. Gallium is known as the "new staple food" of the semiconductor industry. China has the largest reserves and production of gallium in the world. According to EU data, approximately 94% of global gallium supply comes from China.

After China announced export controls, the price of gallium has risen by over 50% since early July.

JD-SWR will continue to maintain its advantage in "fast and good" aspects, while enriching the platform ecosystem by introducing more merchants to enhance the diversity and richness of supply to meet the different needs of users.

JD-SWR conference call: The hundred billion subsidy has a significant boost effect on low-frequency users. The most important KPIs for the second half of the year are GMV, profit, and cash flow.

据央视新闻：国务院总理李强主持召开国务院第二次全体会议，李强强调，要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。

国务院总理李强 8 月 16 日主持召开国务院第二次全体会议，对做好下一步工作进行再部署、再推进。李强强调，要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费，调动民间投资积极性，扎实做好重大项目前期研究和储备。要着力构建现代化产业体系，加快用新技术新业态改造提升传统产业，大力推进战略性新兴产业集群发展，全面加快制造业数字化转型步伐。要着力深化改革扩大开放，深入实施新一轮国企改革深化提升行动，优化民营企业发展环境，推动外贸稳规模优结构，更大力度吸引和利用外资。要着力促进区域城乡协调发展，深化落实主体功能区战略，深入实施新型城镇化战略和乡村振兴战略，巩固拓展脱贫攻坚成果。要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。要着力强化防灾减灾救灾和安全生产监管，切实做好灾后恢复工作，深入开展安全生产风险隐患排查整治，最大限度保障人民群众生命财产安全。

国务院总理李强：要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费

京东美股盘前一度涨超 2%，公司二季度营收高于市场预估。

调整后每 ADS 收益 5.39 元人民币，上年同期 4.06 元人民币，预估 4.90 元人民币。执行费用 167 亿元人民币，同比增加 2.5%，预估 163.1 亿元人民币。调整后息税折旧及摊销前利润 104.0 亿元人民币，预估 100.7 亿元人民币。调整后运营利润率 3％，上年同期 2.1％，预估 3.1％。经调整 EBITDA 利润率 3.6％，上年同期 2.7％。

京东集团第二季度净营收 2,879.3 亿元人民币，同比增加 7.6%，预估 2,791.4 亿元人民币

SINO-OCEAN SERV has been given a chance to "resurrect".

Oscar Sheng, at the HKEX semi-annual media briefing, stated that the previous increase in stock stamp duty has boosted the tax revenue for the Hong Kong SAR government, serving as a measure to increase income during the pandemic prevention and control period. Whether the stock stamp duty will be reduced in the future depends on the Hong Kong SAR government.

European Champions League: Whether the future adjustment of stock stamp duty depends on the Hong Kong Special Administrative Region Government

NASPERS 股价转跌，此前腾讯业绩逊于预期。

腾讯控股：腾讯 QQ 的智能终端月活跃帐户 5.7 亿，市场预期为 5.9 亿。

腾讯第二季度净利润 262 亿元人民币，预估 323.4 亿元人民币，去年同期为 186.19 亿元。

腾讯第二季度净利润 262 亿元人民币，预估 323.4 亿元人民币

腾讯二季度营收、净利润均低于市场预期

中国首富的最强对手？怡宝筹划港股上市

腾讯音乐：成长的烦恼

Liberate each other and strive for the future.

On the eve of Alibaba Cloud's listing, DingTalk "takes off" independently.

Market forecasts generally predict that TENCENT's second-quarter revenue and net profit will continue to grow at a double-digit rate compared to the same period last year. The commercialization of Video Account is accelerating, driving the growth of TENCENT's advertising business. Embracing AI actively, TENCENT's cloud business is expected to generate additional revenue.

TENCENT Q2 Earnings Outlook: Video Accounts Expected to Boost Advertising Business, Gaming Business May Experience Seasonal Decline | Earnings Report

英特尔同意终止收购塔尔半导体，称无法及时获得监管批准。

据穆迪分析称，到 2023 年底，中国有望超越日本，成为全球最大的汽车出口国。该信用评级机构近日在一份报告中指出，中国在 2021 年超越了韩国，2022 年超越德国，并成为全球第二大汽车出口国。目前，中国的汽车出口量正在逼近日本，今年第二季度平均每月的汽车出口量只比日本少约 7 万辆汽车，而去年同期两国间的差距为近 17.1 万辆。“按照这种速度，中国有望在今年年底超过日本，” 穆迪的经济学家指出。这将是日本自 2019 年成为全球最大汽车出口国以来，首次被其他国家超越。

穆迪：中国 2023 年底将取代日本成全球最大汽车出口国

阿里云推出数字人视频生成工具 Live Portait，上传一张照片和一段文本或语音可生成一段开口说话的数字人视频，可应用于视频直播、聊天机器人、企业营销等场景。目前，该工具已在魔搭社区创空间开放体验。

阿里云推出 AI 视频生成工具 支持单图生成数字人视频

一位粉丝在社交平台 X（原推特）上发帖向马斯克称：“埃隆，先别管（在扎克伯格）家中格斗的事了。你什么时候在 X 上直播 FSD 测试版 V12？” 马斯克随后回应称：“下周”。

马斯克表示：下周将在 X 上直播 FSD V12

Tesla has just lowered the prices of its main vehicle models, and now it is wielding the "price butcher's knife" against its high-end models, the Model S / X.

Highest 70,000! "Price Butcher" Tesla keeps lowering prices

With a pragmatic approach and steady progress, Pan Riwang has turned his "dream of building cars" into reality.

On the first day of listing, the market value exceeded that of the three major American car manufacturers! The dreams of Xu Jiayin and Jia Yueting have been realized by this Vietnamese man.

Bitcoin has always been known for its high volatility, but this year the performance of this popular digital token has been different. Dolphin Research APP has noticed that according to the data, the indicator measuring the volatility of the original cryptocurrency prices has shown a downward trend, with a 90-day volatility at its lowest level since 2016.

Falling into a $29,000 predicament! Bitcoin price drops to the lowest volatility level in years.

CK ASSET's Oceanfront Station I (consisting of 228 units) has continued to release its Phase I pricing list since August 14th, with an additional 50 units being released on August 15th as part of the second pricing list.