On Friday, Instacart's closing stock price fell back to its IPO price.

Early investors profit from Instacart's stock price "returning to pre-liberation overnight"

Apple's latest iOS 17 operating system has added a setting that allows users to "switch with one click" to search engines other than Google when browsing in private mode, including Yahoo Search, Microsoft Bing, and more. Some analysts have analyzed that last year, Google shared advertising revenue of up to 18 billion US dollars with Apple by becoming the default search engine for Safari browser.

The US Department of Justice has initiated a trial against Google for monopolistic practices in search! Apple's search settings quietly changed in "response".

During the week ending September 20th, global equity funds experienced a capital outflow of $16.9 billion, marking the largest sell-off since December last year. Michael Hartnett, a highly regarded analyst at Bank of America, has raised concerns about the sustained high interest rates, warning that they could potentially lead to a hard landing for the US economy in 2024 and cause turbulence in the financial markets.

Global stock funds saw the largest outflow since December last year, Bank of America warns of the risk of a hard landing.

The United Auto Workers (UAW) announced that General Motors and Stellantis are facing strikes in 38 additional factories across 20 states in the United States. Negotiations with Ford have made progress, and the strike at Ford is currently limited to one factory. Prior to the escalation of the strikes, there were already 13,000 people participating, and as a result of the strikes, a total of approximately 3,000 employees have been laid off by the three automakers. The media reported that President Biden is once again supporting the strikes and will visit Michigan next week.

The U.S. automotive industry strike escalates: General Motors and Stellantis expand scope, Ford temporarily spared.

Federal Reserve Chairman Bowman and Boston Fed President Collins both said that if economic data does not cooperate, the Fed may continue to raise interest rates. San Francisco Fed President Daly is even more "perplexed" and suggests that patience be maintained to assess the data, but the signals they convey are: interest rates will remain high for a longer period of time, and rising energy costs pose risks to achieving inflation targets. There are also board members discussing the potential boost to productivity from AI.

Federal Reserve hawkish board members hint at continuing rate hikes, possibly more than once, with more officials supporting higher rates for a longer period.

As of the time of writing, the stock has risen more than 3%, reaching $16.42.

US Stock Market News | Goldman Sachs Reiterates "Buy" Rating, XPeng Motors Soars Over 6.5%

央行将推动系统重要性银行降低复杂性和系统性风险，建立健全资本内在约束机制，提升银行抵御风险和吸收损失的能力，提高自救能力，防范 “大而不能倒” 风险。

央行、金融监管总局发布！认定 20 家国内系统重要性银行

In Europe and the United States, central banks took a tougher stance this week than the market expected. In the face of high long-term interest rates, the market had no choice but to accept the reality of "longer-term high interest rates." As the yield on the 10-year US Treasury bonds continues to rise, the stock market may soon be unable to "hold up."

Nowhere to hide! Under the "new rules" of the Federal Reserve, overseas stock and bond traders face a triple threat.

Is NIO targeting Huawei in the smartphone market?

为落实中美两国元首巴厘岛会晤重要共识，根据国务院副总理、中美经贸中方牵头人何立峰与美国财政部部长珍妮特·耶伦达成的共识，中美双方商定，成立经济领域工作组，包括 “经济工作组” 和 “金融工作组”。“经济工作组” 由中美两国财政部副部长级官员牵头，“金融工作组” 由中国人民银行和美国财政部副部长级官员牵头。两个工作组将定期、不定期举行会议，就经济、金融领域相关问题加强沟通和交流。

中美成立经济领域工作组

After the European Union's record-breaking antitrust fine of 1.06 billion euros ($1.127 billion) against Intel was overturned by the court, the EU once again found Intel guilty of "violating EU antitrust rules and abusing its dominant position" and imposed a fine of 376.36 million euros (approximately $400 million) on the company.

Intel's "historic victory" reversed: fined another $400 million by the European Union for "abusing dominant position" in PC chips.

Sequoia believes that under conservative estimates, NVIDIA's $50 billion GPU sales correspond to other companies' $100 billion data center expenditures. At a 50% profit margin, the AI industry needs $200 billion in revenue to break even, and there is still a $125 billion gap.

VC giant Sequoia openly questions: Can NVIDIA sell $50 billion worth of GPUs while the AI industry earns $200 billion?

金十数据 9 月 22 日讯，iPhone15 系列新品今日正式开售。美团闪购数据显示，iPhone15 系列新品销量同比 iPhone14 系列涨 13 倍，北京、上海、广州、杭州、深圳销售额居全国前五，销售额平均增速近 1000%，三线及以下低线城市销量增长 23 倍。美团闪购与 Apple 授权店 2020 年以来在供给、履约、服务、营销等层面深化合作。今年入驻美团闪购的 Apple 授权店已近 5000 家，覆盖全国 321 城。

美团闪购：iPhone 15 系列销量同比 iPhone 14 系列涨 13 倍

回港中概股多数走高，万国数据涨超 8%，名创优品涨超 5%，哔哩哔哩、微博、阿里巴巴涨超 4%，京东涨超 3%。

继 7 月底盒马向山姆发起 “移山价” 的商战后，极光大数据显示，盒马 APP 周均 DAU 增长 13.3%。山姆应对降价期间也一度迎来增长，随后逐渐回落，活动至今 DAU 增长 3.9%。7 月底，盒马在上海推出 “移山价”，其降价产品直指山姆爆款产品，山姆也随之降价，随后盒马宣布将 “移山价” 扩展至含杭州、成都在内的 15 城。

盒马山姆商战之后：盒马 APP 周均 DAU 增长 13.3%

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。