分析师称：“相当多的资金此前一直在场外观望，这意味着原油最近的强劲行情可能会引发进一步的逐利资金追涨。

对冲基金再度空转多，WTI 原油净多头头寸升至一年多来新高

比亚迪美股盘前扩大跌幅至 1.9%，小鹏跌 2%。

港股尾盘汽车股震荡下挫，小鹏汽车跌超 3%，比亚迪股份跌近 2.5%、吉利汽车等跟跌。

Amazon announced on Tuesday that it will invest over $440 million in the next year to increase the wages of its contracted delivery workers.

Amazon to invest over $440 million to increase third-party delivery program driver compensation.

Fitch Ratings believes that the mainland insurance industry, which is emerging from the epidemic, is facing challenges of domestic market fluctuations and low interest rates. China has lowered the risk capital calculation factors for insurance company sub-categories of investment assets and revised the solvency calculation standards, which will alleviate the capital pressure on insurance companies and enhance the stability of their solvency adequacy ratio regulatory indicators. Fitch pointed out that in an unfavorable investment environment and with slowing profit growth, the optimization measures (new regulations) issued by the China Banking and Insurance Regulatory Commission on September 10, 2023, to some extent, respond to the challenges faced by some insurance companies in maintaining stability in solvency. The impact of the new regulations on the credit status of insurance companies is expected to be neutral, as Fitch expects that rated insurers will not significantly increase their investments in the investment categories covered by the new regulations.

Fitch: Optimizing Solvency Regulation Standards in China Can Alleviate Capital Pressure on Insurance Companies

港股卓航控股股价闪崩，现跌超 72%；消息面上卓航控股公布，于 2023 年 9 月 12 日，公司与中发福德康生物科技有限公司订立合作框架协议，主要内容是集团在中国內地市场的业务布局以及战略规划。

Warden pointed out that although the speed of CPUs in large-scale model training is "laughably slow," the requirements for hardware and workloads are quite different when inference dominates the entire AI budget. The primary task will be to reduce the cost of inference.

When the AI focus shifts from large models to applications, NVIDIA's GPU dominance is not so solid.

你想要 H100 吗？

蚂蚁奏响新 “命运狂想曲”

券业 “隐藏销售王者” 换帅，王建力出任中金财富总经理

This case is related to the future of the Internet and demonstrates the determination of the US government to combat monopolies.

After twenty years, another "century anti-monopoly" battle, Google's search faces a lawsuit similar to Microsoft's IE.

港股内房港股延续强势。宝龙地产高开 9%，融创中国高开 8%，碧桂园高开 7%，中国恒大高开 6%。

香港恒生指数开盘涨 0.58%，恒生科技指数涨 0.45%。

BEIJING, Sept 13 (Reuters) - Applehas lowered the prices for its iPhone 14 series in China following the launch of the iPhone 15 lineup, according to its website on Wednesday.
Prices for the 128 gigabyte version of iPhone 14 was cut by 600 yuan to 5,399 yuan ($740.50), while the iPhone 14 Plus is selling at 5,999 yuan, down from 6,999 yuan at launch, the website showed.
($1 = 7.2910 yuan)

Apple cuts prices for iPhone 14 series in China -website

Alibaba Cloud announced that the open-source AI model "Tongyi Qianwen" has been officially registered and is now open to the public. Users can log in to the Tongyi Qianwen official website to experience it, and enterprise users can access the Tongyi Qianwen API through Alibaba Cloud. (mn/w)

Alibaba Cloud's open-source AI model "Tongyi Qianwen" is officially open to the public.

According to reports, Samsung has raised the prices of mobile phone storage chips, DRAM and NAND, by 10%-20%. Samsung expects the overall memory chip market to rebound significantly starting from the fourth quarter.

The dawn of semiconductors, Samsung raises prices!

This week, at a prestigious annual conference hosted by Barclays Group, senior executives from the banking industry took turns discussing a proposal that would require them to hold more capital.

US bank stocks hit hard! Wall Street executives fiercely criticize new capital regulations.

媒体援引知情人士报道称，腾讯控股已取得万代南梦宫《蔚蓝色法则》手游版的开发和发行权，押注这款今年被受期待的多人游戏带动国际市场增长。知情人士称，腾讯已就这款手游组建项目开发团队，并拥有全球发行权。目前尚不清楚腾讯何时将推出《蔚蓝色法则》手游，可能需要一年或更长时间开发。这款游戏的 PC 版 6 月份在日本推出。

媒体：腾讯据悉获得万代南梦宫《蔚蓝色法则》手游版的开发和发行权

路透伦敦 9 月 12 日 - 证券融资数据公司 Hazeltree 周二在一份报告中称，特斯拉在 8 月连续第三个月位居做空最多的美国大型股榜首。

特斯拉在 8 月连续第三个月位居做空最多的美国大型股榜首--Hazeltree

According to South Korean media, Samsung has developed an internal assistant robot using a large language model developed by OpenAI, which is powered by Microsoft's cloud services. This robot can assist in tasks such as document summarization and translation. Samsung reportedly suspended the use of ChatGPT in the past due to concerns about data leakage.

Samsung is also making efforts in AI and collaborating with Microsoft to develop chatbots.

亚马逊将对合同配送司机涨薪。

Over the weekend, Morgan Stanley analyst Jonas made an unusually optimistic prediction for Tesla, causing the stock price to soar on Monday and the market value to increase by nearly $80 billion. However, not all analysts share such an optimistic view of Tesla. On one hand, Jonas made a similar prediction 8 years ago, but Tesla did not develop as he expected. On the other hand, Tesla's stock is already overbought, making a further 60% increase in the stock price in the short term unrealistic.

Tesla's stock price has skyrocketed, but not everyone is buying it. Opponents say: "Morgan Stanley has missed out before!"

Market fears of "rising oil prices will push up inflation" reignited, causing the Dow to erase nearly 190 points of gains and turn negative. Apple's stock price extended its decline to 2.5% during the product launch event, while Oracle plummeted over 13%, marking its worst performance since March 2002. However, Intel reached a new high since July last year. The China concept index opened with a gain of over 1% but closed slightly lower, while stocks of new energy vehicles rose across the board. The two-year US Treasury yield rose above 5%, while the 10-year yield hovered near a three-week high. The US dollar rallied and then retreated towards the end of the session, the yen fell below 147 to its lowest level since November last year, offshore renminbi approached a one-week high, and Bitcoin rose above $26,000. Oil prices rose 2% during the session, with Brent crude surpassing $92, and gold hit a three-week low.

The Nasdaq fell 1%, with large-cap tech stocks down about 2%. Oracle experienced its deepest plunge in over twenty years, while oil prices reached a ten-month high.

Apple's most anticipated event of the year: unveiling the iPhone and smartwatch.

The U.S. Department of Justice has accused Google of spending over $10 billion a year and signing exclusive agreements with companies like Apple to maintain its position as the default search engine on the internet and mobile devices. Google's lawyers argue that Google has become the top search engine because users prefer it over its competitors. Companies choose Google as the default search engine because it is the best choice, not because of a lack of competition.

The United States sues Google and officially brings the largest antitrust lawsuit in twenty years to court!

Morgan Stanley expects that Dojo has advantages in terms of potential speed and cost compared to Nvidia, and will provide Tesla with cross-industry AI software and hardware capabilities. "Software and services will henceforth become Tesla's biggest value drivers."

Goldman Sachs Deep Dive Report: Dojo Building Tesla's AI Empire with "Trillions of Dollars" in Returns Expected

TikTok 9 月 12 日发布声明，宣布在美国全面推出电商业务 “TikTok Shop”，功能包括信息流视频购物、产品展示、商家标签、联盟计划、商家广告和安全结账等。根据 TikTok 提出的物流解决方案，TikTok Shop 将负责商品库存、挑选和包装工作，再将商家的产品运送给客户。

TikTok 在美国正式推出电商业务 “TikTok Shop”，自行负责库存与物流

美国银行对全球基金经理的调查显示，全球股票配置处于 17 个月高位，表明投资者情绪不再极度看空。但投资者也还没有看涨，因为股票依然为低配，现金水平也在上升。60% 受访者认为 “美联储已完成” 紧缩；74% 认为美联储将在明年第二季度实施首次降息。

美银调查：全球股票配置升至 17 个月高位

The International Energy Agency (IEA) predicts that global demand for oil, natural gas, and coal is expected to peak by the end of 2030.

IEA: The "End" of the Fossil Fuel Era in the World

据报道，即将推出的 iPhone 15 Pro 系列机型将配备 8GB 内存和高达 1TB 的存储容量，而不是之前传言的 2TB 存储容量。苹果一直在测试 iPhone 15 系列的各种选择，其中包括两种 RAM 配置——6GB 和 8GB。目前还不清楚苹果为最终的量产设备选择了哪种 RAM 配置。根据 TrendForce 最近的一份报告，苹果将在 iPhone 15 Pro 上提供 8GB 内存，所以 6GB 的配置可能已经被取消了。报道称，用户可以从 128GB、256GB、512GB 和 1TB 这四个存储选项中选择。对于存储选项，苹果将选择以下 4 家 NAND 供应商：SK 海力士、西部数据、铠侠、三星。

外媒：iPhone 15 Pro 系列机型将配备 8GB 内存和高达 1TB 存储

OpenAI: Disrupting everything, also being disrupted by everything

瑞幸加茅台、可口可乐卖酒、青岛啤酒卖茶…这届饮料为何争当 “双向奔赴” 特种兵？

全球第三大芯片代工商格芯周二在新加坡开设了一家半导体制造厂，耗资约 40 亿美元，这是全球大规模生产扩张的一部分。据悉，预计到 2025 年至 2026 年满负荷生产时，该工厂每年可生产 45 万片 300 毫米晶圆，并将创造 1000 个就业机会。公司预计到 2024 年下半年，全球芯片需求将有所回升。

格芯斥资 40 亿美元在新加坡开设芯片制造厂

Will Character.ai become the new trend in AI?

The chatbot landscape is changing! Personalized Character.AI is quickly catching up to ChatGPT in the United States.

Guangda Securities believes that the midday release of financial data may be aimed at "adding icing on the cake" to stabilize the exchange rate and the capital market. The inflection point of credit reading for the year has arrived, and the credit prosperity from August to December will be generally between the first half of the year and July.

Why did the central bank "rarely" release credit data at noon?

In the compilation of the top 40 brilliant ideas by Professor from the Wharton School, 35 of them are from GPT, while only 5 are from human students.

The sorrow of humanity? Wharton MBA can't match ChatGPT in terms of business creativity.

华泰证券认为，政策推动商品房销售 + 市场预期改善可能是关键，股票或相对更为受益；对商品实际需求的提振暂时有限，金九银十旺季仍存在遇冷的可能，后续股票与商品的表现或更为平衡。

顺周期，选股票还是商品？

恒指转涨，比亚迪股份涨近 3%，中国恒大涨超 10%。

Lithium producer Lithium Americas saw a 7.41% increase in its stock price on Monday, according to a research report. The report indicates that the company's Thacker Pass project in Nevada may be one of the largest lithium deposits in the world.

The largest lithium reserve in the United States has been discovered! The lithium reserves of Lithium Americas' Thacker Pass project could reach as high as 40 million tons.

特斯拉股价周一大涨逾 10%，此前摩根士丹利分析师亚当·乔纳斯在一份研报中将该股目标价上调至 400 美元，意味着还有超过 45% 的上涨空间。但特斯拉大空头、 GLJ Research 创始人兼 CEO 戈登·约翰逊对乔纳斯的乐观分析提出了质疑，指出乔纳斯对特斯拉超级计算机能力的预测在很大程度上是猜测性的。此外，马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的 35 亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近 2800 万股特斯拉股票，描绘了一幅利益交织的图景，让人质疑其分析的公正性。

特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资

It is expected that second-tier and lower-tier cities will have the opportunity to experience comprehensive relaxation, while first-tier cities may also see partial easing. This, combined with other policies, will help stabilize housing price expectations and stimulate housing demand.

Huatai Securities: It is expected that second-tier and lower-tier cities will have the opportunity to experience comprehensive relaxation. Optimistic about core regional abundant housing demand for real estate companies.

NVIDIA's ambition extends beyond selling chips to include the cloud services market in the hands of its customers.

Huang Renxun's "300 billion new market," Nvidia's cloud ambitions

金十数据 9 月 12 日讯，9 月 12 日，阿里巴巴集团新任 CEO 吴泳铭发布全员信，宣布确立两大战略重心：用户为先、AI 驱动。这是吴泳铭 9 月 10 日上任后第一次全员沟通，明确了阿里面向未来的战略重点方向和行动指南。吴泳铭提出，会根据用户为先、AI 驱动这两大战略重心，重塑业务战略优先级。在此基础上，阿里巴巴将对三类业务加大战略性投入——一是技术驱动的互联网平台业务，二是 AI 驱动的科技业务，三是全球化的商业网络。（36 氪）

阿里新任 CEO 吴泳铭宣布两大战略重心：用户为先、AI 驱动

Investors are pessimistic about the short-term prospects of hydrogen energy due to its high cost and low return on investment.

Business Model Doesn't Work? Hedge Fund Giant Publicly Shorts US Hydrogen Energy Stocks

恒指低开 0.45%，恒生科技指数跌 0.61%。

* 汇丰研究料未来数月美元兑人民币将在 7.3 附近波动 明年底或略回落至 7.2 水平

* 汇丰研究料未来数月美元兑人民币将在 7.3 附近波动  明年底或略回落至 7.2 水平

Strategists say that as the stock market enters the "recovery" phase of the business cycle, stocks that have underperformed this year, including value stocks and small-cap stocks, are expected to outperform the broader market.

Bank of America: US stock market direction is about to change, value stocks and small-cap stocks are expected to outperform the broader market.

Even if we can manufacture chips in the United States, advanced packaging remains an insurmountable hurdle.

Apple's desired chips cannot be made in the United States.

The remarks made by China and Japan on Monday have had an immediate impact, and traders are weighing the possible measures that both countries may take to prevent further depreciation of their respective currencies.

China and Japan take action to target the US dollar.

According to chief economists from some of the largest banks in North America, the Federal Reserve has finished raising interest rates, and there may be a decrease of approximately one percentage point next year.