金十数据 8 月 31 日讯，据华尔街日报援引知情人士报道，美国曼哈顿联邦检察官正在调查特斯拉公司使用公司资金进行的一项被内部称为 “42 号” 的秘密玻璃房项目。这个秘密项目在特斯拉内部被描述为是给首席执行官马斯克盖的房子，该项目似乎是为了在特斯拉德克萨斯州总部附近建造一座 “引人注目的玻璃墙建筑”，概念规划显示出不同的设计和特征，而且包括卧室等住宅元素。知情人士说，美国纽约南区检察官办公室正在调查特斯拉在这个项目上花了多少资金，以及马斯克本人是否从该项目中受益的相关信息。

美媒：特斯拉 “42 号” 秘密项目招致监管调查

苹果公司的生产方式发生重大转变，正测试用 3D 打印机生产即将上市新款智能手表 Watch 的钢质底盘。

苹果尝试用 3D 打印机生产智能手表 Watch 的钢质底盘

Wall Street News has learned that Wenxin Yiyuan will be fully open to the public on August 31. Users can download the "Wenxin Yiyuan APP" from the app store or visit the "Wenxin Yiyuan official website" to experience it. Baidu will also open a batch of AI native applications that have been completely rebuilt, allowing users to fully experience the four core capabilities of generative AI: understanding, generation, logic, and memory. Baidu's stock surged 5.5% at one point.

Baidu Wenxin is fully open to the whole society.

长城汽车表示，因公司向新能源及智能化转型，产品结构调整，导致归母净利润大幅下滑，销售费用同比上升 46.8%。上半年营收达到 699.71 亿元，同比增长 12.6%，二季度单季营收为 409 亿元，环比上涨 40%。

转型期的 “阵痛” 长城汽车上半年净利同比大跌 75.69% 二季度环比大涨超 500%｜财报见闻

净利增长超 21%，广发基金公募业务 “大象起舞”

证监会副主席王建军 8 月 30 日在金融支持民营企业发展工作推进会上表示，证监会将及时回应民企关切，落实平台企业常态化监管安排，依法依规推动符合条件的平台企业在境内外上市，支持符合条件民营企业赴境外上市，利用好两个市场、两种制度。

证监会王建军：依法依规推动符合条件的平台企业在境内外上市

金十数据 8 月 30 日讯，财政部发布 2023 年上半年中国财政政策执行情况报告。报告提到，下一步，财政部门将全面贯彻党的二十大精神，坚持稳字当头、稳中求进，坚持 “三个更好统筹”，围绕高质量发展这个首要任务和构建新发展格局这个战略任务，打好宏观政策、扩大内需、改革创新、防范化解风险组合拳，实施好积极的财政政策，推动经济持续回升向好，实现质的有效提升和量的合理增长。

财政部：打好宏观政策、扩大内需、改革创新、防范化解风险组合拳

碧桂园服务必须更加牢牢守住自己的经营底线。

碧桂园服务发表 “独立宣言”

科网巨头港股尾盘下挫。截至发稿，快手-WR 跌近 6%，美团-WR 跌 2%，腾讯控股跌 1%。

科网巨头港股下挫 快手跌近 6%

8 月 30 日下午，金融支持民营企业发展工作推进会在中国人民银行召开。中国人民银行金融市场司副司长马贱阳介绍称，金融支持民营企业发展有关文件目前已形成文件初稿，意见稿主要从加大金融资源要素投入、发挥多层次资本市场作用、便利跨境融资、强化政策激励和融资配套等方面，对金融支持民营经济发展壮大提出了若干针对性政策举措。

央行：已经形成金融支持民营经济发展的文件初稿

恒指尾盘转跌，科指跌幅扩大至 1%。蔚来汽车跌超 7% 领跌科指成分股。

8 月 30 日下午 3 时，中国人民银行举行金融支持民营企业发展工作推进会。中国人民银行、国家金融监督管理总局、上海证交所、深圳证交所相关领导参加会议。会上，文灿股份、亨通集团、天顺风能、德青源、好米动力等 5 家民营企业主要负责人将发言。工商银行、建设银行、中信银行、北京银行、中国信保等 5 家金融机构负责同志将发言。此外，参会银行还包括兴业银行、民生银行、光大银行、交通银行、平安银行、中国银行、农业银行、广发银行、邮储银行、招商银行、华夏银行等多家银行；参会企业还包括新希望、冠群信息、国能日新、星际荣耀、龙湖集团、新城控股等多家企业。

央行召开金融支持民营企业发展工作推进会，多家银行、民企参会

There are signs that Tesla's Cybertruck may be approaching the full production stage. The Cybertruck was originally scheduled to begin production in the second half of 2021.

Tesla Cybertruck may enter full-scale production phase.

Elad Gil, who is hailed as a Silicon Valley startup mentor, believes that we are still in the early stages of AI, and the peak of hype and influence is yet to come.

Senior Industry Executive: This wave of AI is just beginning, it's far from reaching its peak.

近日，高德地图与全国 4000 多家 Apple 授权经销商达成合作，推出 Apple 产品 “随手买、顺路取” 服务。即日起，用户通过高德地图搜索 “苹果”，便可了解附近区域内所有 Apple 授权经销商的信息。用户可在其线上门店查看所有在售 Apple 产品，下单购买，并在方便时取货。据了解，该服务是高德地图针对 “顺路” 服务模式探索的又一标志性案例，致力于为用户和线下实体商家，开辟除 “到家” 和 “到店” 之外的 “第三生活服务场景”。

高德地图上线 Apple 产品购买服务

Mate60 标准版和 Pro 版已提前开售，能为华为赢得多大先机 ？

Mate 60 与 iPhone 15 同台竞技，华为与苹果，9 月一战！

Q2 赣锋锂业营收、利润承压，毛利率大降到 6.64%

锂王也避不开寒冬

谷歌 DeepMind 首席科学家 Jeff Dean 表示，AI 硬件性能的下一个 100 倍将会更加困难，需要改变计算基础设施类型。

谷歌新一代 AI 芯片发布，Jeff Dean：AI 硬件性能提升更难了

摩根士丹利最近报告指出，英伟达认为，台积电的 CoWoS 产能不会限制下一季度 H100 GPU 出货量，预计明年每个季度供应量都有望增加。同时，台积电针对紧急订单将 CoWoS 价格提高了 20%，这也预示着 CoWoS 瓶颈有望缓解。

消息称台积电将急单的 CoWoS 报价提高 20%

美银证券下调蔚来汽车目标价至 116 港元，评级买入。

China's largest stock exchange-traded fund (ETF) is set to receive the largest monthly inflow of funds on record.

China's largest ETF is expected to see record-breaking monthly capital inflows.

凯茜·伍德在一次最新访谈中表示，人工智能交易仍然很好，而且将比人们想象的更快地扩展到大多数公司。当被问及现在投资人工智能股票是否太晚时，伍德的回答是 “不”。她说，任何拥有 “专有数据、自身业务领域专业知识以及人工智能专业知识” 的公司都可以利用人工智能提高竞争力，并举了 Twilio 的例子。英伟达目前的市盈率约为 25 倍，而 Twilio 的市盈率要低得多，只有 2.5 倍。伍德强调，Twilio 相对较低的估值是一个投资机会。伍德还说，虽然不同行业可能会随着人工智能的最初整合而出现裁员，但这一技术最终将会 “创造出我们现在甚至无法想象的其他新就业机会”。

“木头姐” 最新访谈：别只盯着英伟达，每只股票都可能成为 AI 股

港股汽车股走势分化，理想汽车涨超 3%，比亚迪股份涨超 2%，蔚来汽车跌超 5%。

路透 8 月 29 日 - Alphabet 旗下谷歌 (Google) 周二向企业客户推出人工智能 (AI) 工具，每个用户每月收费价格为 30 美元。谷歌希望在今年爆红的 AI 热潮中获利。

谷歌推出面向企业客户的 AI 工具，月费 30 美元对打微软同类产品

恒指高开 0.95%，恒生科技指数涨 1.54%。中芯国际涨超 4%，理想汽车涨近 4%；蔚来跌约 3%，上日公布财报。

AI 助手 Duet AI 全面进入 Workspace，打工人的生活迎来大变革；Duet AI 套件强势入驻谷歌云，能力再次大升级；全托管 AI 训练平台 Vertex AI 帮助更多人创建 AI。

这些大 “杀器” 一现身，谷歌的野心再藏不住了

Last year, OpenAI's revenue was only $28 million. Due to the development of GPT-4 and ChatGPT, the company incurred a loss of $540 million for the whole year. It was not until February this year that ChatGPT started to be charged.

Crazy Cash Out! Report: Open AI's Revenue to Reach $1 Billion in the Next Year

京东 618 之前仓促推出百亿补贴，某种程度上给了拼多多一记助攻——拼多多的消费者心智通过比较得到了强化，但京东又不得不做，否则它的低价心智将流失得更快。

拼多多漂亮的二季报，京东送来 “神助攻”？

NIO's second-quarter performance did not show significant improvement, but the better-than-expected sales and revenue guidance for the third quarter have raised market expectations.

NIO's Q2: Darkness Before the Dawn | Analysis by JZ Research

惠普（HPQ）美股盘后跌幅扩大至超过 6.7%。

Aug 29 (Reuters) - OpenAI is currently on pace to generate more than $1 billion in revenue over the next 12 months from the sale of artificial intelligence software and the computing capacity that powers it, the Information reported on Tuesday.
The Microsoft-backed company is generating more than $80 million in revenue per month, the report added.

OpenAI on pace for over $1 bln revenue as big companies boost AI spending - The Information

New regulations require US banks with assets of at least $100 billion to issue sufficient long-term bonds to maintain the proportion of such debt to average total assets at 3.5% or to risk-weighted assets at 6%. This means that large regional banks in the United States will need to issue an additional $70 billion in bonds.

Regulatory tightening! The United States will strengthen the long-term debt standards for regional banks, aligning with global major banks through a "living will" approach.

美国 7 月 JOLTS 职位空缺超预期降至两年多最低，8 月咨商会消费者信心显著回落，均减轻美联储加息压力，货币市场对 11 月加息押注跌至 42%。美股三日连涨收于日高，道指涨近 300 点，纳指涨 1.7%，特斯拉涨近 8%，英伟达涨超 4% 创新高，现货比特币 ETF 获批希望蹿升令 Coinbase 涨 15%，财报后拼多多涨超 15%、老虎证券涨超 28%、蔚来汽车跌 14% 后收跌超 1%。两年期美债收益率从日高重挫 16 个基点，10 年期收益率最深跌 14 个基点。美元指数跌穿 104，日元失守 147 创九个半月最低后转涨，离岸人民币涨超百点上逼 7.28 元，比特币涨 7% 徘徊 2.8 万美元。

纳指 100 涨超 2%，中概指数涨近 4%，美债收益率全线跳水超 10 个基点

Wonderlust released a teaser image for its launch event, and the logo may hint at new colors for the iPhone 15. Apple may also unveil a new Apple Watch. According to Guo Mingchi, the periscope lens is the biggest selling point of the iPhone 15 series, and the market's shipment expectations for the iPhone 15 in the second half of the year are overly conservative.

iPhone 15 to be unveiled in two weeks! Apple officially announces September 12th as the date for the launch event.

During the performance meeting, Xiaomi responded to the freezing of funds by the Indian government, stating that its operations in India have always been legal and compliant, and it is actively communicating with local government departments. Despite the lengthy process, Xiaomi believes in the fairness and independence of the Indian judiciary.

Xiaomi Phone Conference: Significant Progress Made in the Past Few Years, Latest Release of 5G Chip by Competitors Will Not Have a Major Impact

Li Bin stated at the performance meeting that NIO has been comprehensively enhancing its sales capabilities since July, with an internal target of achieving monthly sales of 30,000 vehicles. The plan is to complete this sales capability construction by the end of September, and the results of the sales capability construction will gradually become apparent from October onwards.

NIO Conference Call: Aims to Achieve Monthly Sales of 30,000 Units, NIO Phones to be Delivered in September

Pinduoduo believes that competitors will increase subsidies. Healthy competition that starts from the perspective of consumers is beneficial to the industry's development. The key to responding to the industry's rapid changes is not to focus on changes in competitors' business strategies, but to focus on consumer needs, enhance one's own capabilities, face competition directly, and devote energy to implementing high-quality development.

Pinduoduo Phone Conference: Healthy low-price competition is beneficial to industry development, and high-quality development is the primary goal.

The field of medical aesthetics injections with higher thresholds and added value is the next battleground for Giant Bio.

Giant Life Sciences' Half-Year Report Exceeds Expectations: One Brand Sells 1.2 Billion, Next Target is Medical Aesthetics | Insight Research

NIO's Q2 revenue was RMB 8.77 billion, slightly below market expectations of RMB 9.15 billion. The Q3 delivery guidance is set at 55,000-57,000 vehicles, representing a year-on-year growth of 74.0%-80.3%. The revenue guidance for Q3 is expected to be between RMB 18.9 billion and RMB 19.52 billion, reflecting a year-on-year growth of 45.3%-50.1%, which is the highest in the company's history in terms of both delivery and revenue guidance.

NIO Q2 revenue reached 8.77 billion yuan, with record-high deliveries and revenue guidance for the third quarter | Earnings Report

在有关政策方案明确之后，农行将抓紧制定具体的操作细节，尽快完成合同文本的准备，加紧系统改造调整等方面的工作。

农业银行：将抓紧制定存量房贷利率调整具体操作细则

拼多多 2023 年 Q2 营收 522.8 亿元，市场预期 436.79 亿元，去年同期 314.4 亿元。

拼多多二季度业绩好到 “炸裂”！

拼多多美股盘前涨超 10%，公司二季度营收远超预期。

蔚来汽车 2023 年 Q2 汽车交付量为 23,520 辆。

蔚来美股盘前涨超 1%，三季度交付指引高于市场预期。蔚来汽车预计第三季度交付量为 55,000 至 57,000 辆，市场预测为 48,465 辆。

蔚来汽车预计第三季度交付量为 55,000 至 57,000 辆，市场预测为 48,465 辆。

香港证监会与廉政公署今天 (8 月 29 日) 采取联合行动，事件涉及两家在香港联合交易所有限公司上市的公司，其股份于 2022 年 12 月至 2023 年 8 月期间怀疑被操纵。

事关违规操纵股价！香港六家证券行客户账户被冻结

General Big Model -> Professional Small Model?

OpenAI's most powerful "Enterprise Edition" explodes onto the scene, will the B-side large model market be dominated by a single winner?

小米集团：智能手机分部收入由 2022 年第二季度的人民币 423 亿元减少 13.4% 至 2023 年第二季度的人民币 366 亿元，主要是由于智能手机出货量减少，部分被智能手机平均售价增加所抵销。

小米集团：2023 年 Q2 营收 673.5 亿元，市场预期 651.3 亿元，去年同期 701.7 亿元。

香港证券及期货事务监察委员会与廉政公署今天采取联合行动，事件涉及两家在香港联合交易所有限公司上市的公司，其股份于 2022 年 12 月至 2023 年 8 月期间怀疑被操纵证监会与廉署搜查了怀疑与该案件有关联的 14 个处所。廉署在联合行动中亦根据《防止贿赂条例》拘捕该怀疑市场操纵集团一名骨干成员。证监会已就上述的联合行动向六家证券行发出限制通知书，禁止它们处理或处置八个交易帐户内的资产。这些资产与上述其中一家上市公司股份的怀疑市场操纵行为有关。