Ou Zhenxing estimates that this year's Hong Kong IPO is unlikely to reach the predicted HKD 180 billion and may only achieve HKD 50 billion, the lowest level since 2010-2011.

Deloitte: Predicts that the fundraising amount for Hong Kong IPOs in 2023 will be only HKD 50 billion, the lowest in 11 years.

Violent ups and downs, Lu Da Shi playing tricks with roller coasters.

Has Wise Master provoked "public anger"?

从多个独立消息源获悉，菜鸟集团将于数周内正式向港交所递交招股说明书，最快明年上半年在港挂牌上市。

菜鸟计划数周内正式交表：或成阿里首个启动上市的业务集团

彭博社传出的消息指出，中国正考虑放宽外资对部分 A 股持股上限，但目前讨论尚处初期阶段。

港股 A 股大涨背后：媒体称中国正考虑放宽外资对部分 A 股持股上限

沪指及深成继今早 (22 日) 分别由近一个月及三年半低位掉头倒升 0.8% 及 1.2% 後，下午升幅进一步扩至 1.

新经济股推动恒指午後曾弹逾 300 点  港交所曾高见 294.8 元

The US automobile strike enters its seventh day, causing a $3.9 billion market value decline for steel companies.

The ripple effect of the US automotive strike spreads: upstream steel industry forced to reduce production.

港股走高，恒生指数涨 1%，恒生科技指数涨超 2%，科指成份股中，快手涨约 5%，美团、网易涨超 3%。

9 月 22 日，iPhone 15 系列新机今日正式首发。截至上午 10 点，京东到家 iPhone 15 系列手机销售额同比 iPhone 14 系列增长 253%。京东到家是首个获得 Apple 品牌新机预售资格的即时零售平台。开售仅 10 分钟，已有 2.5 万台新机正在配送途中。

京东到家：iPhone 15 系列较 14 系列销售额增长 253%

AI will soon have an answer to whether it is capable or not.

Microsoft Copilot has finally arrived, and it's the "make or break" moment of this AI wave.

据每日经济新闻，9 月 22 日，四款 iPhone 15 系列机型正式发售。上午 9 点前，记者来到深圳益田假日广场的苹果直营店，现场没有人排队但店内人满为患，除了取新机的 “果粉” 外，还有不少前来体验新机的消费者。记者在现场注意到正在交易的几名 “黄牛”，他们手提十多个苹果购物袋，看到从苹果店内拿到新机的用户会主动上前回收新机器。“iPhone 15 Pro Max 加价 700 元左右，蓝色不要，512GB 最好，1TB 不好卖”。至于 iPhone 15 及 iPhone 15 Pro，很多黄牛党并不收货。

iPhone15 系列今日正式发售 线下黄牛加价 700 元抢购 Pro Max 版

天眼查 App 显示，近日，阿里巴巴 有限公司发生工商变更，张勇卸任法定代表人、董事长兼总经理，由蒋芳任法定代表人、执行董事兼总经理。该公司成立于 2007 年 3 月，注册资本约 1.54 亿美元，由 Alibaba Group Services Limited 全资持股。

张勇卸任阿里中国公司董事长 “十八罗汉” 之一蒋芳任阿里中国公司执行董事

恒生科技指数涨超 1%，恒生指数涨 0.3%。

新加坡股市 21 日报：腾讯权证遭抛售

恒生科技指数转涨，恒指跌幅收窄至不到 0.2%。

越南政府：苹果表示，越南是其公司的重要供应商。

截至发稿，蔚来-SW 跌 4.15 %、小鹏汽车-W 跌 1.89%、比亚迪股份跌 0.83%。其中蔚来跌幅居前，该公司近日拟发行总共 10 亿美元可转换优先债券，其中 5 亿美元于 2029 年 10 月 15 日到期，年利率 3.875%，另 5 亿美元于 2030 年 10 月 15 日到期，年利率 4.625%，同时可各增发最多 0.75 亿美元债券。受发行 10 亿美元可转换优先债券的影响，该公司股价持续调整。

港股汽车股延续调整 蔚来跌超 4%

港股恒指低开跌 0.44％，国企指数跌 0.57％，恒指开跌 0.44%，科指开跌 0.73%。汽车股部分走低。

芯片设计公司 ARM(安谋) 股价周四首次跌破其首次公开发行 (IPO) 的招股价，在美股挂牌上市仅一周后就遭遇做空者围攻。

为什么美股 “IPO 明星” Arm 五连跌？ 

VinFast 首席执行官黎氏秋水表示，预计将在今年第四季度向法国、德国和荷兰客户交付首批 VF8 车型，VF6、VF7 和 VF9 等车型也有望明年登陆欧洲市场。她透露，VF8 SUV 已获得欧盟监管机构批准。

越南电动汽车商 VinFast：预计今年四季度向欧洲交付首批电动汽车

越南电动汽车商 VinFast 9 月 21 日发布公司二季度业绩。二季度交付量同比增长超 400% 至约 9500 辆，销售额同比增长 131.2%，达到 3.27 亿美元；季度净亏损为 5.267 亿美元，较去年同期收窄 8.2%。在 VinFast 迄今售出的近 1.9 万辆汽车中，近 7000 辆被 VinFast 母公司 Vingroup 旗下出租车公司 Green and Smart Mobility 购得。

越南电动汽车商 VinFast 上市以来首次公布季度业绩：销售额同比增长 131.2%

On Thursday, Rupert Murdoch, the controversial conservative media tycoon, announced his resignation as Chairman of Fox Corporation and News Corporation. Murdoch's 52-year-old eldest son, Lachlan Murdoch, will succeed him as the sole Chairman of News Corporation, while continuing to serve as the Executive Chairman and CEO of Fox.

Leaving Fox and News Corporation, the Murdoch era of nearly seventy years comes to an end!

Investors are becoming increasingly concerned that if the Biden administration does indeed experience a government shutdown, it will impact the US GDP in the fourth quarter and undermine confidence in the country's ability to maintain government operations. The S&P 500 and Nasdaq both fell more than 1.6%, while the 10-year US Treasury yield rose to the 4.5% level, reaching a new high not seen since November 2007.

The hope of approving the interim financing proposal in the United States in the coming days has been dashed, leading to a wider decline in US stocks and bonds.

Sept 21 (Reuters) - Warner Bros Discoveryon Thursday said it planned to expand production capacity at its Leavesden studios near London by more than 50%, adding 10 new sound stages to the facility where much of the “Barbie” blockbuster and HBO’s “House of the Dragon” were filmed.

Warner Bros to expand UK studios' production capacity by over 50%

According to media reports on Thursday, Google plans to end its collaboration with Broadcom in the field of artificial intelligence chips and produce such chips on its own by 2027. This caused Broadcom's pre-market stock to drop by 6% at one point, with the largest intraday decline exceeding 4%. In the afternoon session of the US stock market, Google issued a statement stating that there have been no changes in their collaboration, and the decline in Broadcom's stock price has significantly narrowed.

Google Distributes "Reassurance Pill": Cooperation with Broadcom Remains Unchanged, Broadcom Once Close to Recovering All Declines

The "Chapter One" of Generative AI has amazed the market. However, after users have experienced the novelty and investment frenzy brought by Generative AI for many years, more and more users are gradually moving away from it and questioning what changes this technology can really bring to their lives. At this critical juncture, Generative AI, heading towards "Chapter Two," must answer the question: How can the diverse and complex use cases of Generative AI truly demonstrate its value to people?

Sequoia Capital: The Second Chapter of Generative AI

Microsoft announced that AI Copilot will be rolled out on Windows systems next Tuesday, and the enterprise version will be fully available on November 1st. Bing search will be based on OpenAI's latest DALL.E 3 model, enhancing the ability to find information through images. The latest AI assistant can quickly retrieve information from PCs, workstations, or mobile devices, imitate the user's writing style, and proactively suggest execution or creative ideas. Microsoft's CFO expects the revenue growth brought by AI in the first half of next year to be reflected in the earnings report.

"Your daily AI companion" Copilot is here! Understanding Microsoft's latest heavyweight press conference in one article.

Former US Treasury Secretary Summers said that the Federal Reserve is overly optimistic and may encounter unexpected inflation or discover economic weakness, or both, resulting in stagflation. He listed various economic risks such as a major strike by automotive industry workers, high fiscal deficits, and slowing consumer spending.

Soft landing is not that easy! Summers: The Federal Reserve may face double unexpected events, and there are now many risks.

美的赴港 IPO 或许不是为了募集资金。

新股消息 | 传美的集团最快下月递表赴港上市 拟募资逾 10 亿美元

在宣布收购 Splunk 后，思科盘前跌超 5%。

Apple's self-developed 5G baseband chip has been repeatedly hindered by internal issues, resulting in slow speed and overheating, lagging behind Qualcomm by 3 years.

5G chip suffers another setback! Why is Apple still being "strangled" by Qualcomm?

海通宏观指出，部分中游与下游行业当前已经进入到主动补库阶段，营收与库存增速均出现回升迹象，如铁路、船舶等运输设备、专用设备、通用设备、医药和家具制造业，未来或有望看到景气度的持续上行。

引入需求指标后 哪些行业已经进入到主动补库阶段？

The acceleration of the fast charging industry driven by the new national standard, the "wind" of high-power charging piles is coming.

Charging days faster than refueling, getting closer and closer | Insight Research

荣耀 V Purse 对世界究竟意味着什么？

赛道 Hyper | 荣耀赵明：敢和苹果、华为三足鼎立

MRAM 最被看好，在工业和汽车中应用前景广阔，工业应用程序需要具有非常快的写入能力，且需要非易失性存储，MRAM 在这些场景显得如鱼得水。汽车行业中，由于对 MCU 的需求不断增加，闪存的成本水涨船高，因而不少供应商转向 eMRAM。

什么才是内存的未来？

从本周开始，各大社区平台流传出高通上海公司即将大规模裁员的消息。据称本次裁员主要集中于无线业务研发部门，补偿标准为普通员工 N+4，无固定期限的资深员工 N+7，且没有三倍封顶限制。虽然这个补偿标准高于行业平均水平，但截至发稿前，高通方面并未对此裁员消息给予官方回复。公开资料显示，高通中国在北京和上海均设有研发中心。

高通上海公司被曝大规模裁员：最高赔偿 N+7 无三倍封顶限制

NIO-SW held the NIO IN 2023 NIO Innovation Technology Day today (21st). At the event, the NIOPhone by NIO was officially released in three versions. The Performance Edition is priced at RMB 6,499 (same below), the Flagship Edition is priced at RMB 6,899, and the EPedition Edition is priced at RMB 7,499. Delivery will begin next Thursday (28th). (jl/a)

NIO-SW Phone NIOPhone starts at RMB 6,499 and will be delivered starting next Thursday.

9 月 21 日，NIO IN 2023 蔚来创新科技日在上海开启，NIO Link 蔚来全景互联正式公布。NIO Link 以硬件为基础，通过软硬件一体化、端路云协同的方式，实现了全链路安全且开放的以车为中心的移动互联新方式。

NIO Link 蔚来全景互联正式公布

恒生指数跌超 1%，恒生科技指数跌近 1.7%。

ChatGPT 在 DALL·E 3 加持下将开启久违的多模态输出模式，用户通过文本就能直接在 ChatGPT 中生成各种类型图片。

重磅！OpenAI 将发布 DALL·E 3，多模态 ChatGPT 来了！

In the minutes released last month by the Federal Reserve, it was revealed that Fed officials no longer anticipate a recession this year. Following suit, the first major Wall Street bank, Bank of America, has revised its expectations and now predicts that it will be able to avoid a downturn.

Bank of America CFO: Consumers are still spending, economic recession is highly unlikely

Ford and Stellantis announced on Wednesday that they have laid off over 2,000 employees due to supply chain disruptions caused by strikes. General Motors stated that there is still a significant gap between their position and the union's. On the same day, the Canadian Auto Workers union reached a new contract agreement with Ford, raising hopes that this move will help expedite the end of the automotive workers' strike in the United States.

The deadlock of the major strike in the US automotive industry continues as two car companies lay off over 2,000 workers.

After the announcement of the Fed's decision, the Dow Jones Industrial Average's gains were cut in half to less than 100 points. The short-term yield on 2-year US Treasury bonds rose by 6 basis points, reaching a daily high above 5.12%. The US Dollar Index (DXY) narrowed its decline significantly and rebounded above 105. During Powell's press conference, the S&P 500 fluctuated between gains and losses, while the Nasdaq remained in a downward trend. The yield on 2-year US Treasury bonds briefly turned negative, and spot gold remained above $1940.

The unexpected hawkish stance of the dot plot led to a deeper decline in the Nasdaq, with the S&P turning negative, while the 2-year Treasury yield reversed earlier losses.

Alexa offers ChatGPT-like conversation interaction, understands user preferences, can send invitations on behalf of users, and provides hands-free emergency assistance. Amazon's Echo 8 speaker is priced at around $150, the Fire Kids tablet for children starts at around $190, the Echo Hub smart home controller is sold for about $180, the new Eero Max 7 router starts at around $600, the Fire TV Stick 4K streaming media player starts at around $50, the Blink Sync Module Pro outdoor security camera is sold for about $50, and the Echo Frames smart glasses start at around $270.

Amazon's most anticipated event this year: the unveiling of AI-powered Alexa assistant, new speakers, tablets, routers, and other hardware.

英特尔定位为 AI PC 的酷睿 Ultra 处理器、AI 计算芯片 Gaudi2 和 Gaudi3、第五代至强处理器、先进制程工艺以及先进封装技术进展在 “ON 技术创新峰会” 逐一公开亮相。

英特尔晒 AI“全家桶”，目标 2025 年成芯片代工 “世界第二”

标普：ARM 被收购后，软银集团前景展望被调整为正面。

Yvonne Weiwen stated that even with rising interest rates, the global economy remains more resilient than expected and is more likely to experience a soft landing rather than a recession.

YU Weiwen: Hong Kong Monetary Authority considers retaining more cash and shorter-term money market products

Tmall is joining hands with six major global beauty conglomerates to expand the rapidly growing beauty and personal care market and make the cake bigger together.

Tmall launches the "Fast Consumption Effect Map" to break the cycle of excessive competition in the beauty and personal care industry.

In hindsight, it can be seen that Amazon missed the opportunity to collaborate with OpenAI and instead handed it over to their competitor, Microsoft. This can be attributed to the constraints imposed by the typical problems faced by large corporations.

Five years ago, when Amazon and Microsoft encountered OpenAI one after another, the gears of destiny began to turn.

CINNO Research 报告指出，由于消费需求持续疲软，叠加智能手机功能越来越完善、普及率越来越高，换机周期拉长，预测 2023 年中国市场智能机销量或将同比微降 2% 至 2.5 亿部。另外，2023 年中国智能机市场苹果手机销量或将达 4550 万部，同比下滑 2%，其中 iPhone 15 系列在 2023 年销量成绩或将在 1000 万部左右，对比上一代 iPhone 14 系列同期销量成绩下滑 22%，减少约 290 万部。

机构：预计今年 iPhone 15 系列中国市场销量约 1000 万部 较上一代同期下滑 22%

– Source link: here – Note: Reuters has not verified this story and does not vouch for its accuracy