证监会表示，目前，已经宣布在沪深港通中引入大宗交易机制。下一步，将进一步推出务实举措，激发香港市场活力，促进内地和香港市场协同发展。一是持续优化互联互通机制，进一步拓展互联互通标的范围，在港股通中增设人民币股票交易柜台。二是在香港推出国债期货及相关 A 股指数期权。三是支持在美上市中概股在香港双重上市。

证监会：支持香港市场发展，统筹提升 A 股、港股活跃度

今晚，美股将面临 8 月期权到期的考验，而这可能使市场面临又一轮抛售。当前做市商正从 ‘多头’ 转向 ‘空头’，如果美股在今晚进一步下跌，做市商或加剧负面走势。

不到 24 小时！2.2 万亿美元期权即将到期 美股 “波动性爆炸” 一触即发？

A single H100 graphics card can earn approximately 200,000 yuan, and the orders are scheduled until 2024. Old Huang is going to make a fortune!

H100 Profit Margin 1000%! Is NVIDIA Comparable to a "Money Printing Machine"?

盘面上，消闲文娱、稀土概念、石油股、煤炭股涨幅居前，互联网医疗、汽车、中医药等板块领跌。

港股缩量下行，恒指跌穿 18000 点，恒科指跌逾 3%，碧桂园成唯一上涨内房股

The decrease in inventory of homes for sale has prompted a recovery in the US housing market.

Buffett's "blessing" propels US real estate stocks to rise against the trend, undeterred by high interest rates.

According to reports, Bing's market share in July was 3%, with a monthly user count of only 1% compared to Alphabet-C, and there was little improvement compared to January (before the release of the new version of Bing). Technical experts warn that AI may never be able to generate revenue.

AI skepticism spreads! Bing fails to defeat Alphabet-C, the success or failure of Office AI version attracts attention

洪九果品港股跌超 14%，为连续第七日下跌，刷新上市以来新低。

诺辉健康与做空方对垒纪实：谁在说谎？

恒生科技指数跌幅扩大至 2%，京东健康跌近 10%，阿里健康跌超 8%，平安好医生跌超 5%，小鹏汽车跌超 6%。

香港恒生指数转涨，此前一度跌 0.6%。

According to informed sources, Arm, the British chip design company under SoftBank Group, has finalized the list of underwriters for its initial public offering (IPO), with a total of 28 banks participating in this IPO.

SoftBank's subsidiary, Arm, has hired 28 underwriters for its IPO.

腾讯正在成为 “微信公司”

According to reports, Elon Musk's space exploration technology company SpaceX achieved profitability in the first quarter of this year due to soaring revenue.

Revenue surge drives Tesla's subsidiary SpaceX to achieve profitability in the first quarter of this year.

北京时间周五 5:30AM 左右，比特币突然暴跌 8% 以上，一度跌至 25，409 美元，加密交易所 Bitfinex 上的比特币价格甚至更低，一度触及 24，715 美元的低点，随后回升至 26，000 美元以上。此次下跌使比特币市值自 6 月 16 日以来首次跌破 5000 亿美元，并创下 6 月 20 日以来的最低点。CoinGlass 数据显示，截至发稿时，暴跌导致过去 24 小时清算金额超过 10 亿美元。

比特币短线跌破 2.6 万美元  24 小时爆仓超 10 亿美元

US Treasury yields rose, attracting a rush of bond buyers, while US tech stocks suffered setbacks, with the Nasdaq Composite Index falling 6.1% this month. Meanwhile, the broader financial environment is also tightening.

In the past 15 years, the "dividend" has come to an end, and overseas markets are returning to the "high-yield era". Are technology stocks leading the way?

Thanks to the soaring revenue, SpaceX, known for its technology-intensive approach, has finally turned its losses into profits.

Last year's revenue doubled, with first-quarter revenue of $1.5 billion and a profit of $55 million! Rare exposure of SpaceX's financial data.

Benefiting from the popularity of weight loss drugs in the United States, Novo Nordisk's market value has increased by more than one-third this year. According to market analysis, Novo Nordisk's outstanding performance has led to a decrease in interest rates in Denmark. However, just like Nokia's impact on Finland in the past, allowing a domestic company to play such a disproportionate role in the economy poses risks for a small country.

The United States is enthusiastic about weight loss drugs, reshaping the Danish economy.

浙商证券认为，银行将从前期的 “合理让利” 过渡到 “银行有利润，实体有支持的共赢局面”，通过存贷款跟随式调整、释放银行杠杆等方式维持银行合理利润。

央行首提银行合理利润

在内地降息背景下， “存款特种兵” 们正将目光投向香港。随着香港存款利率不断上行，赴港开户热潮仍在持续。记者获悉，近期部分银行针对新客户推出短期高息存款，年化利率最高超过 7%。

超过 7%！香港存款又火了！

According to a statement from the American housing finance institution, Fannie Mae, as of August 17th, the average interest rate for a 30-year fixed mortgage in the United States is 7.09%, higher than last week's 6.96%, reaching the highest level since April 2002.

7.09%! US mortgage rates rise to a 20-year high, real estate market cools significantly

申万宏源表示，本次报告传达出进一步稳地产（降息）、稳商业银行利润（降存款利率、降准）和稳汇率（坚决防范汇率超调）的 “三稳” 导向，且由于我国资本账户不完全可兑换，央行亦表示有充足政策工具储备，上述三大目标可同时实现。

央行传达 “三稳” 信号：稳地产、稳商业银行利润和稳汇率

香港信报：长实在香港的油塘亲海駅 I 住宅项目获 22 倍超额认购。

据悉 Meta Platforms 正准备推出帮助开发者自动生成编程代码的软件。

软银旗下的 ARM 据称已和 28 家银行达成协议，准备进行 2023 年规模最大的 IPO。

金十数据 8 月 18 日讯，据外媒报道，美国证交会（SEC）准备允许首只基于以太坊期货的 ETF 上市，这对长期以来寻求提供此类产品的几家公司来说是一个重大胜利。据知情人士透露，监管机构不太可能阻止这些产品。包括 Volatility Shares、Bitwise 在内的近 12 家公司已申请推出以太坊期货 ETF。目前暂时无法确定哪些基金将获得批准。一位知情人士说，官员们已经暗示，有几家公司的产品可能会在 10 月份之前上市。监管机构此前拒绝批准直接基于加密货币的 ETF，但在 2021 年底，它开始允许在芝加哥商品交易所交易的涉及比特币期货合约的基金交易。越来越多的人猜测，基于以太坊期货 (也在 CME 交易) 的产品将紧接而来。尽管如此，SEC 对涉及第二大加密货币衍生品的产品的批准一直行动缓慢。

外媒：SEC 势将为以太坊期货 ETF 开绿灯

According to the latest released minutes of the Federal Reserve meeting, Fed officials pointed out at the July FOMC policy meeting that stock prices generally rose, corporate bond spreads narrowed, and asset valuation pressures were "significant". The risk assessment in May was deemed "moderate"; residential and commercial real estate prices were also mentioned, stating that they were "relatively high" compared to fundamentals.

Another bad news for the US stock market! Federal Reserve officials are becoming increasingly cautious about the stock market's rise.

Wall Street is becoming more optimistic ahead of Nvidia's earnings report next Wednesday, as it seems that the severe shortage of GPUs in the coming quarters will drive its performance. Many mainstream investment banks have listed Nvidia as their "preferred stock" to chase the AI boom, but some analysts are concerned that Nvidia's earnings report will be the biggest test for the AI hype. Currently, both Nvidia and Wall Street believe that second-quarter revenue will surpass $10 billion, reaching a new high.

Why is it difficult to short NVIDIA, which has surged 200% this year? Analysts say it monopolizes the AI economy.

十年期美债收益率再创十个月盘中新高，逼近 2007 年来高位。

“全球资产定价之锚” 再发威、收益率逼近 2007 年来高位，纳指转跌

"Digital Therapy First Unit" Brain Moving Aurora IPO: The "Question Bank Business" of Cognitive Impairment

哔哩哔哩董事长兼首席执行官陈睿表示：在努力构建充满活力的社区同时，我们持续提升商业化效率。通过全力执行这一战略，我们 2023 年第二季度的广告收入同比增长 36%。与此同时，我们的日均活跃用户数量同比增长 15%，达 96.5 百万。我们的用户依旧保持高参与度，第二季度，用户在哔哩哔哩的日均使用时长为 94 分钟，用户总使用时长 2 同比增长 22%。展望 2023 年下半年及未来，我们的首要任务仍然是实现收入和社区的高质量增长。

哔哩哔哩董事长兼首席执行官陈睿：我们的首要任务仍然是实现收入和社区的高质量增长

富士康在苹果的工厂已开始生产 iPhone 15 系列手机，目标是让印度和中国的发货时间更加接近同等水平。这是印度首次几乎与中国同时生产最新的 iPhone 机型。iPhone 15 在印度的生产规模将取决于零部件的供应情况，其中大部分需要进口，以及富士康工厂生产线的顺利投产。这两方面目前都面临局限。

苹果印度扩产关键点：首次几乎与中国同时生产 iPhone 新型号

The People's Bank of China has released the Monetary Policy Implementation Report for the second quarter of 2023.

The central bank: Maintaining the basic stability of the RMB exchange rate at a reasonable and balanced level, resolutely guarding against the risk of exchange rate overshooting.

比亚迪电子、理想汽车涨逾 3%，腾讯、小米、蔚来、中芯国际涨逾 1%，阿里、美团涨逾 0.9%，碧桂园跌超 7%。

恒生科技午后反转收涨 0.78%，汽车领涨，小鹏汽车涨 4.4%，京东跌 1.42%

Media reports claim that Alphabet-C's "new killer" Gemini combines the capabilities of three major models: GPT-4, Midjourney, and Stable Diffusion. It can also provide analysis charts, create graphics with text descriptions, and control software using text or voice commands.

Alphabet-C's GPT Killer: "The Most Powerful Model" Gemini Shows Its Potential, Expected to be Released in Autumn

奥本海默：将英伟达目标价从 420 美元上调至 500 美元。

港股收盘，恒指小幅收跌 0.01%，科指收涨 0.78%；板块走势分化，汽车板块涨幅居前，药品股全日低迷。

8 月 17 日，据台湾《经济日报》报道，高通台湾公司今日传出启动裁员，预计可能在 10 月裁员 200 人，同时预估今年将不会调薪。根据 PTT 论坛指出，台湾 Q 公司今年可能将采用数项措施，举凡裁员、不调薪、分红打七折等方案。其中最令人关注的莫属于今年 10 月传出可能将裁员 200 人左右，并聚焦在产品工程、测试及验证等相关领域，且现在各部门正在拟定名单，高通在台今年约有 1700 人的营运规模。

台媒：高通被曝启动台湾地区裁员，10 月或将裁 200 人

在 8 月 17 日下午举行的例行记者会上，商务部新闻发言人束珏婷就相关提问表示，中方欢迎雷蒙多部长访华。目前，中美双方正就访问的有关安排保持密切沟通，如有进一步消息将及时发布。

商务部：欢迎美商务部长雷蒙多访华，双方正就访问安排保持密切沟通

Global "whistleblower" suddenly warns that Warren Buffett and Michael Burry are preparing for a stock market crash.

Be careful! Is the US stock market really going to crash? "Stock God" and "Big Short" are both preparing.

美国前财政部长萨默斯日前表示，素有 “全球资产定价之锚” 之称的美国 10 年期国债收益率，其涨势可能还会持续下去，并远远超过过去二十年的水平。主要有三个原因：一是长期通货膨胀率可能会比过去更高，可能达到 2.5%。二是考虑到政府不断增长的借款需求，随着时间的推移，实际利率可能会达到 1.5% 至 2%。三是期限溢价，这是投资者购买长期证券而不是对短期证券进行展期投资所获得的补偿。萨默斯表示，通常情况下，这一比例平均约为 0.75 至 1 个百分点。把这三个因素加起来，未来 10 年投资者可能会 “看到十年期美国国债收益率维持在 4.75%，而且甚至会继续不断走高”。

美国前财长萨默斯：“全球资产定价之锚” 10 年期美债收益率料攀升至 4.75%

欧洲斯托克 600 指数自 3 月份以来首次跌破 200 日移动均线。

就中国造车新势力小鹏汽车将收购国际知名豪华车品牌玛莎拉蒂的传闻，小鹏汽车有关人士回应称，有关传闻属于谣言，没有相关收购事项。

收购玛莎拉蒂？小鹏汽车回应：谣言

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。