Intelligence Decision Reference | Jackson Hole Annual Meeting is Coming, Confidence in Hong Kong Stocks Needs to be Restored中国央行非对称 “降息”快手自研大模型 “快意” 亮相"New Fed Communications Agency": Under the "dual high" situation, the era of "ultra-low interest rates" in the United States has come to an end.印度工厂开始组装 iPhone15，印度被美国高调吹捧为理想的合作伙伴Threads 计划推网页版，但日活已大不如前马斯克：正如许多人预测的那样，X（推特）可能会失败Global stock markets under renewed pressure: Nvidia's performance and Powell's speech are major events!“内部不法行为” 引特斯拉数据泄露，影响达 7.5 万人Market eagerly awaits whether Powell will release new signals at Jackson Hole on Friday?Freight Battle: Amazon Resumes Freight Services, Competes with FedEx and UPSDuPont to sell Delrin resins unit to PE firm for around $1.8 bln- Bloomberg NewsBUZZ-View of the week-Jackson Hole could halt US yield rise, and also threaten the dollarSecretary for Commerce and Economic Development Edward Yau: Hong Kong aviation recovery progressing as expected, airport passenger traffic expected to fully recover next year.机构：标普 500 指数恐录得今年以来最大单月跌幅What You Missed At The July S&P High?Goldman Sachs is not expecting a strong signal from Federal Reserve Chair Powell this weekGoldman Sachs expect 15bp rate cuts from the People's Bank of China todayASEAN's "Electric Vehicle Ambition": Leveraging China, Japan, and South Korea, standardizing technology, aiming to become the world's factory.中信证券：政策效果最早体现可能要到 9 月，但 8 月经济数据不会进一步恶化，情绪扭转需要时间This round of AI frenzy faces its "greatest challenge": the unveiling of NVIDIA's earnings report next Thursday!中国人民银行等三部门：调整优化房地产信贷政策1000+AI 智能体复活，OpenAI 版元宇宙上线？ ChatGPT+VR 百分百还原「西部世界」宁王反击比亚迪净利润暴增 312.9%！为什么亚朵跑的比锦江、首旅还快 | 见智研究俄媒：俄罗斯莫斯科两大机场暂时关闭，禁止飞机起降Arm 提振 IPO 市场，Instacart、Databricks 等硅谷科技公司酝酿上市字节跳动旗下时光相册 APP 将于 11 月正式停止运营Cruise will reduce robotaxi fleet by 50% in San Francisco while California DMV investigates ‘incidents’Another big factory is cutting inwards.李嘉诚北京一住宅项目将开售：22 年前拿地，房价达当年地价的 50 多倍牛市的背后，日本发生了什么？——对话野村东方国际侯苏寒Llama2 开源后，国产大模型在卷什么？GPU and AI data centers can't keep up, and even the "beloved child of NVIDIA" can't "run properly."用 ChatGPT 分析法律文件！汤森路透以 6.5 亿美元正式收购 CasetextBreaking Wall Street Doubts! "AI+ Network Security" Becomes a Revenue Generator, Boosting Palo Alto's Performance Beyond ExpectationsInterest rate storm pressures global stock markets, just experienced the worst week since March.申万宏源王胜：结构性行情会长期存在，低估值高分红企业是 “资产荒” 解药没想到，腾讯靠 AI 闷声发财了英伟达：人工智能霸主之战还远未结束The smartphone market slump has dragged down this year's largest IPO, with Arm's annual revenue declining by 1%.Gross margin turns negative across the board, Q2 of XPENG-W faces some challenges | Insight Research"The 'Anchor of Global Asset Pricing' flexes its muscles as both US stocks and bonds suffer this week. The Dow Jones Industrial Average experiences its worst weekly decline since March, while the S&P 500 continues its downward trend for the eighth consecutive month."VinFast went public less than a week ago, and its stock price has been on a roller coaster ride, causing Vietnam's richest person to lose $23 billion.Open Source Beats Paid Ecosystem? Meta Platforms to Launch "Free Version of Programming Tools," Targeting OpenAIXPENG-W Phone Conference: Significant Increase in September G6 Deliveries, Gross Margin Turns Positive in Q4全球顶级机构出手了：清仓亚马逊，押注中概股