海关总署表示，自 2023 年 8 月 24 日（含）起全面暂停进口原产地为日本的水产品（含食用水生动物）。海关总署将持续关注日本核污染水排海情况，视情动态调整有关监管措施，防范核污染水排海对我国民健康、食品安全带来的风险。

海关总署：全面暂停进口日本水产品

小鹏汽车 CEO 何小鹏在微博晒出与小鹏汽车自动驾驶副总裁吴新宙和英伟达 CEO 黄仁勋的合，并称与英伟达更深入的合作即将开始。随后，吴新宙转发这一微博，并确认将离职加入英伟达。吴新宙表示何小鹏和黄仁勋是其人生中两位重要的男人。“明天是在 NV 上班的第一天，感谢小鹏亲自送到老黄这里。据老黄说，后面还是为小鹏打工，只是不用他发工资了。” 吴新宙写道。

小鹏智驾负责人吴新宙确认将离职加入英伟达

金十数据 8 月 24 日讯，瑞信发表报告指，百度次季核心业务收入按年增长 14%，超越市场普遍预期约 2%，当中核心广告业务增长 15%，主要来自线下垂直行业及电商市场复苏的带动，而云端业务表现则仍然较疲弱，增长幅度从首季的 8% 进一步放缓至 5%。该行预期，在宏观经济前景仍然不确定所影响下，百度第三及第四季核心广告业务只会轻微改善，料收入按年增长 8% 及 11%，年底料出现更多 AI 相关投资，预期第三及四季经调整经营利润率将分别为 24% 及 21%，对比第二季为 25%。瑞信表示，考虑文心一言的潜在商业化发展，将 2023 至 2025 年经调整每股盈利预测上调 7% 至 8%，H 股目标价由 171 港元上调至 178 港元，维持跑赢大市评级。

瑞信：上调百度目标价至 178 港元 评级跑赢大市

恒生指数涨超 2%，恒生科技指数涨 3.2%，药明生物涨超 9%，地产股多数上涨，碧桂园服务涨超 7%，融创中国、碧桂园涨超 4%。

马云说，农业的这些实践给他很大启发——知识很重要，放飞想象力、培养不一样的思考更重要。

马云，养牛养鱼，种茶酿酒

ANTA SPORTS-R's net profit increased by nearly 40%, paving the way for the re-listing of its subsidiary brand Amer with an 11 billion devaluation?

Arm's highly anticipated initial public offering (IPO) has sparked hopes that the struggling new stock issuance market will revive.

Arm Can Trigger a US Stock IPO Boom? Wall Street Throws Cold Water: It's Too Early!

Most analysts believe that global stock markets will experience a pullback in the coming months, with Japan and Brazil outperforming other major indices.

Reuters Survey: Analysts Predict Japan and Brazil Stock Markets to Lead Global Market, Global Stock Market to Experience Year-End Correction

In non-GAAP terms, NVIDIA's net profit in the second quarter increased by an astonishing 422% YoY, reaching an incredible $6.74 billion, surpassing any other company in the AI field.

Single-quarter earnings of $6.7 billion! "AI money" all earned by NVIDIA

在今天交通运输部举行的新闻发布会上，相关负责人介绍了交通运输新业态平台企业降低过高抽成或会员费上限活动的进展情况。经过各方共同努力，截至 7 月底，各主要网约车平台、互联网道路货运平台公司均已公告下调抽成比例或会员费上限。目前来看，各主要平台公司下调幅度普遍在 1 到 3 个百分点。

主要网约车平台、互联网道路货运平台公司下调抽成比例 1 到 3 个百分点

香港交易所集团行政总裁欧冠升在首届香港交易所中国论坛上致开幕辞。他谈及 H 股在香港上市 30 周年时称，青岛啤酒于 1993 年在香港上市，开启了两地资本市场长达 30 年的合作、创新和互联互通的历程，更为后来 2014 年沪港通的开通，以及 2017 年债券通的推出奠下基石，为中国与全球市场间的资金流动打通渠道，彻底改变了全球市场的格局。

欧冠升：H 股在港上市 30 周年 彻底改变了全球市场格局

新加坡股市 23 日报：泰国酿酒成交量暴增

国泰君安发布研究报告称，在国内政策预期升温叠加美联储加息周期接近尾声，港股或有上涨的窗口期，在较大的箱体震荡行情下做风格切换策略。期间，关注恒生科技指数以及互联网零售等板块，另外关注地产链在港股的估值优势。若弱复苏预期计入较充分后，更多布局长期看好的稳定性高的高股息 + 中特估品种，如通信运营商和石化等，以顺应时代特征；

国泰君安：当前时点港股是否能够企稳？

据报道，越南互联网初创公司 VNG 已在美国申请首次公开募股，成为首家寻求在纽约上市的越南科技公司。VNG 提交的文件中表示，计划在首次公开募股中发行近 2200 万股，拟议的价格区间将在稍后向美国证券交易委员会提交的文件中公布。VNG 将继续由其创始人黎洪明和 Vuong Quang Khai 控制。VNG 将拥有越南运营公司 VNG Corp. 49% 的股份。VNG 集团有 “越南小腾讯” 之称，原名为 Vinagame，于 2004 年以游戏发行商起家，除开发和发行自家游戏外，还将其服务扩展至音乐共享、视频流媒体、即时通讯、新闻门户和移动支付等，其即时通讯应用 Zalo 在越南成为最常用的聊天平台。

“越南小腾讯” VNG 在美国申请 IPO，计划发行近 2200 万股

The "golden age" of widespread decline in interest rates over the past 40 years has come to an end, and the way to make money in the coming decades will be through investing in stocks.

Evercore: The "Golden Age" of investment is over, and the future path to making money is through stocks.

恒生科技指数涨超 2%，商汤涨近 5%。恒指涨 1.4%，药明生物涨超 8%。

据 The Information 报导，TikTok 旗下在线购物平台在美国的扩张成本开始增加。

MEDIA-TikTok Shop 今年在美国的亏损将超过 5 亿美元--The Information

SINGAPORE, Aug 24 (Reuters) - Vietnamese internet company VNG Corp (VNZ.HN) has filed for an initial public offering (IPO) in the United States via VNG Ltd, a U.S. Securities and Exchange Commission filing showed.

Vietnamese internet startup VNG files for IPO in the US

恒指开盘涨 0.82%，恒生科技指数涨 1.2%。联想集团涨近 5%，百度、小米集团涨超 2%。

Analyst: NVIDIA once again proves the correctness of betting on artificial intelligence.

After-hours surge of 10%! Can NVIDIA be the "savior" of the bleak August for US tech stocks?

AI server supply is limited by GPU shortages, and there is insufficient capacity for advanced packaging and HBM.

Not only NVIDIA's GPUs, but multiple links in the AI industry chain are facing shortages.

8 月 24 日消息，今天英伟达交上一份亮眼的财报，净利润为 61.88 亿美元，与上年同期的 6.56 亿美元相比增长 843%。

英伟达业绩无敌！黄仁勋：AI 竞赛已开始 摒弃 CPU、GPU/显卡是未来

"Huang Renxun, the 'Father of Artificial Intelligence,' and NVIDIA have delivered a 'home run' performance, while the earnings report and guidance resemble a 'mic drop' and 'guitar smash,' elevating the atmosphere of this AI frenzy to its peak and igniting a rebound in tech stocks."

"There's no more room for debate!" Renowned analyst: NVIDIA's earnings report validates the unprecedented demand for AI

Taobao snatches Dongfang Zhenxuan from ByteDance | Insight Research

In Australia, many previously unknown companies have seen a surge in value after discovering large lithium spodumene deposits, while other companies have performed poorly due to uncertainty. Some analysts believe that lithium mining stocks are "the end of gambling, often attracting speculative investors and retail investors" to bet on.

Highest Increase of 11 Times! Annual Trading in the Australian Stock Market: Lithium Mining Stocks

据美国有线电视新闻网和塔斯社 8 月 23 日消息，美国总统拜登当地时间 23 日向记者表示，对于普里戈任私人飞机在俄特维尔州坠毁一事，他不知道确切情况，但觉得 “毫不意外”。

拜登就普里戈任所乘飞机坠毁一事表态：不清楚确切情况，但 “毫不意外”

金十数据 8 月 24 日讯，英伟达高管 8 月 24 日 2024 第二财报季线上投资者交流会上，就美国将升级中国人工智能监管措施影响表示，鉴于英伟达产品在全球的强劲需求，公司预计该额外出口限制措施不会立即对数据中心 GPU 财务业绩产生实质性的影响；但如果长期向中国销售数据中心 GPU 的禁令限制一旦实施，将导致英伟达产业失去在全球最大市场之一竞争和领先的机会。据介绍，来自中国的数据中心需求在该业务收入占比达到 20%-25%，创下历史新高。（证券时报）

英伟达回应美升级对华人工智能监管影响：长期实施影响公司领先机会

Snowflake 第二财季营收 6.740 亿美元，分析师预期 6.628 亿美元；第二财季产品营收 6.402 亿美元，分析师预期 6.249 亿美元；维持全年产品营收预期在 26.0 亿美元不变，分析师预期 26.1 亿美元；维持全年调整后运营利润率预期在 5% 必变；预计第三财季产品营收 6.70 亿-6.75 亿美元，分析师预期 6.749 亿美元。

Snowflake 第二财季营收高于预期，但业绩展望略低于预期

金十数据 8 月 24 日讯，当地时间 8 月 23 日，瓦格纳电报频道 “灰色地带”（grey zone）发文称，普里戈任被 “俄罗斯的叛徒” 杀害，证实普里戈任已在坠机事故身亡中的消息。（界面）

瓦格纳集团电报频道：普里戈任被 “叛徒” 杀害

快手 8 月 23 日以 1290 万港元购回 20 万股股票。

Private equity funds and hedge funds have always been known for their minimal regulation, but now the U.S. Securities and Exchange Commission (SEC) has passed new rules that will completely reform the way private equity and hedge funds interact with investors. These two types of funds, which were previously mysterious to many investors, will also have to disclose more information. The SEC believes that investors of all sizes benefit from greater transparency.

SEC Approves New Regulations for Private Equity Funds and Hedge Funds, Putting a Tight Rein on the Over $25 Trillion Market!

On Thursday, during the early Asia-Pacific session, Nasdaq 100 futures rose by 0.9%, while S&P futures increased by 0.5%. As of now (after-market trading), Nvidia maintains a 7.0% gain, and chip stocks as well as AI concept stocks are generally rising.

Nasdaq futures rose 0.9% in the Asia-Pacific session, with Nvidia surging after hours and AI concept stocks rising across the board.

European and American PMI in August was not good, causing the market to lower its bets on interest rate hikes by central banks in Europe, America, and the UK. The US stock market closed near its daily high, with the Dow Jones rising nearly 200 points. NVIDIA's data center revenue reached a record high of over $10 billion, while weak consumer demand led to a general decline in sports goods stocks. After the earnings report, Manbang Group's stock rose over 11%, while Zhihu's stock fell nearly 9%. Baidu's stock rose about 3% for two consecutive days. Yields on European and American government bonds fell by more than 10 basis points, and the US dollar initially rose to 104 before falling. The euro hit a two-month low, and the offshore renminbi rose above 7.29 yuan. Oil prices fell 2.5% to a one-month low during trading, and European natural gas prices fell by over 13%. Spot gold rose over 1% and approached $1920, while sugar futures rose over 2%.

US stocks and Chinese concept stocks rose more than 1%, with Nvidia rising 9% to a new high after hours, while European and American bond yields plummeted by double digits.

俄罗斯民航局：瓦格纳集团首领普里戈任和瓦格纳集团指挥官德米特里·乌特金乘坐的飞机在莫斯科北部坠毁。

Li Yanhong is sprinting on the road of large-scale models.

INNOVENT BIO's product revenue in the first half of the year reached RMB 2.458 billion, with a YoY growth of 20.4%. The product revenue in the second quarter increased by over 35% YoY. The adjusted gross margin was 80.8%, up 2.2% from the same period last year.

INNOVENT BIO's revenue in the first half of 2023 increased by 20.6% compared to the same period last year, while net loss significantly narrowed by 85.4% according to the Earnings Report.

建行 “领衔” 国有大行半年报：这项业务罕见 “逆势增长”

资深人力专家升任副行长，李明获聘建行高管

据金融时报报道，据三名接近英伟达的人士透露，英伟达计划将其顶级 H100 人工智能处理器的产量至少提高两倍，2024 年预计出货量在 150 万至 200 万颗之间，相较于今年预计的 50 万出货量，这是一个巨大的增幅。

消息称英伟达 H100 芯片明年出货至少增加 2 倍 或高达 200 万颗

The market has extremely high expectations for NVIDIA's second-quarter performance, so any outcome is likely to cause a huge wave in the capital market.

Tonight belongs to NVIDIA!

Nvidia-related options bets have exceeded $100 billion, with 60% bullish. The ultra-short-term options expiring in a few days are the most popular trading instruments, indicating that many options investors hope to make a quick profit from Nvidia's earnings report.

Betting Big on NVIDIA! Over $100 billion in options, 60% bullish, and record high "short-term contracts" betting on stock price volatility.

港股收盘，恒指收涨 0.31%，科指收涨 0.2%，恒大物业收涨 29%，安踏体育绩后收涨近 10%。

VinFast Auto 盘前涨超 15%，昨日收盘涨超 108%，成世界第三大车企。

WeWork 盘前跌超 3%，纽交所暂停 WeWork 权证交易并开始将其退市。

AMC 院线盘前跌超 10%，AMC 院线将于 2023 年 8 月 24 日除权除息，10 股合为 1 股。

(marketscreener.com) --Smartphone maker Xiaomi has taken a step toward its aim of adding cars to its product lineup after getting the green light from China's state planner to produce electric vehicles, Reuters reports, citing unnamed sources. --According to Reuters, Xiaomi got the nod earlier this month from the National Development and Reform Commission which...https://www.marketscreener.

Xiaomi Steps Toward EV Goal With Regulatory Nod, Reuters Reports

Office space is generally in oversupply, highlighting the challenges that companies face when assessing their office space needs. According to a survey, among large enterprises, nine out of ten have low office utilization rates, and more than half of these companies expect to reduce their commercial office space in the next three years.

The "Big Trouble" of Commercial Real Estate: One-third of office desks worldwide are "empty" every working day.

Hedge funds have been increasing their bets on NVIDIA. As of the end of June, their total stake in NVIDIA reached 1.9%, equivalent to a position of over $20 billion.

Hedge funds' love for NVIDIA: Tonight is destined to be crazy

杰克逊霍尔央行年会将于美国当地时间本周四至周六举行。

杰克逊霍尔全球央行年会倒计时！您准备好了吗？

Is the US stock market about to "hit the ceiling"?