网易-S 今日盘中一度跌近 7%，现跌超 5%；隔夜美股网易收跌 3.5% 报 98.59 美元，折算成港股市场价格为 155.29 港元/股。网易昨晚公布业绩显示，Q2 净收入 240 亿元，同比增加 3.7%，逊预估的 247.8 亿元；经调整净利润 90.2 亿元，同比升 66.7%，胜预期。Q2 游戏及相关增值服务净收入为 188 亿元，同比增加 3.6%，逊预估的 195.3 亿元。

网易跌超 5%，Q2 业绩不及预期

高盛把 2023 年亚太区域盈利增长预测从 0，下调至-2%，这包括下修澳大利亚、中国香港和马来西亚的盈利预估。高盛还把 MSCI 亚太 (除日本) 指数的 12 个月目标预测从 580，下调至 555。

高盛下调亚太股市预期目标

港股半导体板块集体下跌，宏光半导体跌近 6%，上海复旦、华虹半导体、ASMPT 跌超 2%，中芯国际跌超 1%。

美团绩后下跌，盘中一度跌 7% 至 130.2 港元。该股昨日收涨 7.44%。美团昨晚公布业绩显示，二季度收入 678.65 亿元，同比增 33.4%；经调整溢利 76.60 亿元，同比增 272.2%。

美团盘中一度跌 7%

ESPN is considering charging a monthly fee of $20 to $35 for this new streaming service, which could make it the most expensive streaming service in the United States.

Amazon and Disney are in negotiations for ESPN streaming media cooperation.

新加坡股市 24 日报：恒生科技 ETF 涌入大量买单

截至 2023 年 8 月 24 日收盘，友邦保险报收于 69.7 港元，下跌 0.

高盛发布研究报告称，维持友邦保险 “买入” 评级，目标价 101 港元

回港中概股多数下跌，哔哩哔哩跌超 3%，新东方、京东超 2%，百度跌超 1%。

Output:
Triple the production, triple the revenue?

According to reports, Nvidia's GPU production will triple by 2024: H100 is expected to reach 2 million units.

Meta 表示，Code Llama 在代码任务上的表现，优于目前所有开源代码模型，可根据自然文本或代码直接生成代码。

可商业化，最强开源文本生成代码模型！Code Llama 重磅发布

Analyst: NVIDIA's AI growth story is just beginning.

After the Earnings Report exceeded expectations, the "most optimistic bull" set a target price of $1100, predicting that NVIDIA will double its value!

In 2018, the stock price of Tesla experienced fluctuations due to a tweet about privatizing the company. Following a collective lawsuit and settlement between the U.S. Securities and Exchange Commission (SEC) and Tesla, a group of Tesla investors received an average compensation of $12,000 per person, totaling $40 million.

Because of a wrong statement, Musk "lost 40 million dollars"

恒大物业在周四发布的中期业绩公告中表示，在与部分债权人达成延长还款期限协议并严格控制成本后，将拥有充足营运资金以满足直至 2024 年 6 月 30 日的财务责任。截至 6 月末，集团流动负债净额和负债净额分别约为 25.3 亿元和 7.49 亿元人民币。相比之下，截至 2022 年底，分别为 33.2 亿元和 15.1 亿元。公司将需确保在可预见的未来取得大量资金，以拨付合约及其他安排项下的有关财务责任。

恒大物业：将拥有充足营运资金以满足直至 2024 年 6 月的财务责任

According to the latest speeches of two Federal Reserve officials, policymakers may be on the verge of ending rate hikes, but one of them did not rule out the possibility of further rate increases unless inflation shows a more pronounced trend.

Two officials from the Federal Reserve believe that interest rates are approaching their peak, but they do not rule out the possibility of further rate hikes.

美国上周失业数据不升反降，有美联储官员称可能需进一步加息，美债收益率回升、再度施压美股，两年期美债收益率重上 5.0%，美元指数再创两月新高。美股盘中转跌，标普纳指创惠誉降美国评级以来最大跌幅，道指创五个月最大点数跌幅；芯片股指数跌超 3%，英伟达创盘中历史新高后收涨 0.1%，AMD 跌 7%；AI 概念股大跌，C3.ai 跌超 11%。中概指数转跌，财报后网易跌 4%、富途控股涨超 1%。离岸人民币涨破 7.29 创逾一周新高，后一度转跌；土耳其里拉盘中飙涨 7%。欧洲天然气两日均跌超 10%，创近两周新低。原油止住三连跌，美油暂别四周低位。黄金止步四连涨，仍接近两周高位。

鲍威尔重磅讲话前 AI 动力熄火，美股重挫，纳指跌近 2%，英伟达涨近 7% 后险些收跌

This week, the average interest rate for 30-year fixed-rate loans in the United States reached a record high of 7.23%, the highest level since May 2001. Zillow, an American internet real estate agency, has introduced a mortgage loan product with a down payment as low as 1%, aiming to attract homebuyers in the most challenging market in nearly forty years.

Amidst the surge in US mortgage rates to a 22-year high, real estate agents have introduced a 1% down payment plan.

Apple said it supports the bill because it includes requirements to protect the personal safety of users and the intellectual property of product manufacturers. As long as it continues to protect customers and innovators by requiring repair shops to disclose the use of non-genuine parts, Apple will continue to support the bill.

Apple's Attitude Shift: Supporting California's Right to Repair Bill

Although VinFast's revenue has declined and its losses have continued to expand, its limited circulating market value has led to a crazy performance in its stock price since its listing. On Thursday, its market value surpassed that of more than 400 companies in the S&P 500 index, even surpassing the well-known traditional bank Citigroup.

"Vietnam's Tesla" staged a game-like frenzy, soaring 56% intraday, with a market value surpassing $120 billion.

Due to rising interest rates and sticky inflation, American consumers are tightening their purse strings, and even the performance of dollar stores has been impacted. Dollar Tree currently expects diluted earnings per share for the entire fiscal year to be between $5.78 and $6.08, lower than previous guidance. Dollar Tree attributes this primarily to consumers narrowing their shopping lists to low-profit products such as food and essential items. Market concerns about future changes in consumer behavior are expected to further squeeze the company's profits. As a result, the company's stock price opened lower on Thursday, dropping over 12% and hitting a 52-week low during trading.

US economic resilience recedes, retail stocks slump, "necessities within necessities" dollar stores hit hard, stock prices plummet | Earnings Report Insights

Last year, Tiger Global Fund, which led the Cohere B round of financing, plans to sell part of its stake, raising Cohere's valuation to about $3 billion, a 36% increase from the valuation of $2.2 billion when the C round of financing was completed in June. Cohere's founder predicts that "next year (Generative Artificial Intelligence) will see some major changes."

Two months surge by 40%! Cohere, the OpenAI rival backed by NVIDIA, is valued at $3 billion.

T-Mobile is the fastest-growing telecommunications operator in the United States. The recent layoffs came as a surprise, and the market believes it is a sign of increased uncertainty in the U.S. economy. The layoffs account for approximately 7% of the company's total workforce, with the majority of affected employees being in the company's operations, back-office, and some technical positions. The retail and consumer support departments will not be affected.

Is there a bad omen for the US economy? T-Mobile plans to lay off 5,000 employees.

二季度利息收入翻倍大增近 127%，占总营收比例达 56%；财富管理业务维持高速增长，该业务的客户资产总额同比增 98.8%、环比增 17.5% 至 435 亿港元。但市场波动令总交易量同比下降 28.7%、环比跌 21.5% 至 1 万亿港元。

富途美股高开 7%，二季度营收同比增 42%，净利润涨近 75% | 财报见闻

美团管理层表示，世界变化也非常的快，但是唯一不变的一点就是人总是要吃饭的，年轻人不想做饭，即时配送仍然是非常好的机会。相信长期来看，美团外卖渗透率会进一步激增，业务量将会在今后继续增长。

美团电话会：第三季度增长可能会放缓，线上消费的频率会更高

美元指数短线上涨 15 点，报 103.85。现货黄金短线下挫 3 美元，报 1912.40 美元/盎司。此前美国 7 月耐用品订单环比初值-5.2% 不及预期。

美国 7 月耐用品订单数据不及预期，美元指数拉升、黄金下挫

继标普之后，又一家国际评级机构穆迪表示 “该事件对受评中国金融机构的直接影响可能有限”。

穆迪：近期中融信托产品逾期对中国金融机构直接影响可能有限

汇丰银行：将英伟达目标价从 780 美元上调至 800 美元。

美联储走到加息的 “最后一英里”，正面临重重困境，经济学家们普遍认为，美联储主席鲍威尔或再次强调将利率 “长时间保持在限制性区间” 的立场，但不会对近期政策路径给出明确信号。

杰克逊霍尔央行盛会来袭 鲍威尔将重演 “痛苦 9 分钟”？

Nike's stock price fell for the 10th consecutive trading day on Wednesday, setting a record for the longest continuous decline since 1980. Amid high inflation, American consumers are shifting towards services and experiences, reducing their spending on soft goods, which is putting pressure on Nike's performance.

Ten consecutive declines! Since its listing, Nike's stock price has never been so miserable.

美团 2023 年 Q2 营收为 679.6 亿元，预估 672 亿元人民币，去年同期为 509.38 亿元。

美光科技美股盘前交易中上涨 3.1％，此前英伟达发布了强劲的季度收入预测。

瑞信发布研究报告称，维持快手-W“跑赢大市” 评级，憧憬增长将跑赢同业，将今明两年每股盈测上调 67% 及 7%，目标价从 100 港元上调至 102 港元。

瑞信：维持快手-W 跑赢大市评级 目标价上调至 102 港元

波音美股盘前下跌 1.7%，因公司表示新的 737 MAX 供应商缺陷将延迟飞机交付。

港股收盘，恒指收涨 2.05%，科指收涨 3.72%。科网股全天走强，美团收涨超 7%，快手、百度收涨约 5%，中芯国际收涨超 4%。

谷歌母公司 Alphabet 美股盘前上涨 1.2%，微软上涨 2.2%，Meta Platforms 公司上涨 2.3%。

受英伟达收入预期推动，与人工智能相关公司的美股盘前大幅上涨，Palantir 盘前上涨 5.2%，博通股价上涨 3.4%，C3.ai 股价上涨 5.9%。

受英伟达季度收入预期推动，欧洲半导体公司大幅上涨，ASM 国际、AIXTRON、ASML、BE 半导体涨幅为 2.6% 至 4.3%。

8 月 24 日，香港交易所联席营运总监陈翊庭在 HKEX 中国论坛上表示，H 股在香港上市已有 30 周年，是香港与内地相互成就、创造双赢的典范，充分体现了国家所需、香港所长。内地企业来香港上市 30 年所创造的成就，既得益于 “一国两制” 下香港国际化的独特优势，也离不开内地经济起飞带来的庞大机遇。

港交所陈翊庭：H 股的繁荣是香港与内地互相成就、创造双赢的典范

金十数据 8 月 24 日讯，近日，蚂蚁技术研究院在 GitHub（全球大型的社交编程及代码托管平台）开源最新视频处理算法技术 CoDeF。这是一项真实时、强细节、高保真的视频处理技术，能够将视频处理任务简化为图像处理任务，可以不加任何训练地将图像算法变成视频算法。该项技术突破了传统视频处理技术的瓶颈，开源仅一周，star 近 3000，迅速攀升至 GitHub 流行趋势榜 Python 语言分类前列。

蚂蚁技术研究院突破视频处理技术瓶颈 CoDeF 开源一周登榜 GitHub

General Motors announced on Wednesday that it will cut 940 IT positions in Arizona and discontinue its IT operations in the state to streamline operations and reduce costs.

General Motors announced the cessation of IT operations in Arizona, laying off 940 employees.

电视广播有限公司（TVB）发表关于不实报道的重要申明澄清。声明称，公司注意到针对 TVB 的一篇报道，其内容包含严重的不实信息。该报道误导性地宣称 TVB 行政主席许涛及总经理曾志伟职位之变动。TVB 表示，报道所谓的 “人事变动” 及 “厂房调配” 纯属虚构，完全没有根据，许涛与曾志伟将继续带领集团营运前进。

许涛与曾志伟将离任？TVB 辟谣：不实！

函数，VBA，M，Python，JS，SQL，R，DAX，MDX……Excel 要变身 “超级怪物” 了？

Excel 变天！微软把 Python「塞」进去了，直接可搞机器学习

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

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.