HONG KONG/BEIJING, Oct 17 (Reuters) - Chinese artificial intelligence (AI) startup Baichuan said on Tuesday it has raised $300 million from investors including Chinese tech giants Alibabaand Tencent.

Chinese AI upstart Baichuan raises $300 mln from Alibaba, Tencent, others

Citi, Barclays, and JPMorgan all sound the alarm: Consumer data and confidence are declining, and September retail is not optimistic.

Is the US economy doing well? The market is closely watching this data tonight.

TSMC is set to announce its third-quarter earnings on Thursday.

Earnings Report Preview | TSMC Q3 Profit May Plunge 30%, Market Focuses on Performance Guidance

Right now, it's time to say goodbye to MIUI.

Xiaomi launches its first smartphone AI operating system.

据报道，高盛正寻求退出这些消费贷款业务，这可能会对 Apple Card 和相关储蓄账户产生影响。

闹掰了？传高盛寻求剥离苹果信用卡和储蓄业务

百度创始人李彦宏：百度的文心一言在一般能力方面已经与 GPT-4 持平。

国美金融科技暴涨超 108%，拟收购游戏公司 Cash Box 51% 股权。

新氧老板旗下奇致激光冲刺北交所 IPO：上市前急修改收入分类疑与医美 “切割”

阿里腾讯们保持业绩改善趋势、美联储年内加息预期缓和、地缘政治阶段性缓解、8 月以来中国主要经济指标好转等积极因素有望推动四季度板块的价值重估！

港股中概互联板块，机会又来了？

US market is experiencing a turbulent moment with the sale of US Treasury bonds, Tesla's earnings report, and Powell's speech.

Are the US stocks ready for "turbulence" in the next few days?

菜鸟估值的成长空间究竟在哪？港股 IPO 会不会成为追赶顺丰、京东的资本跳板？

菜鸟 IPO：顺丰、京东答过的题，菜鸟需要再答一遍

Last week, essential consumer goods were the most heavily shorted sector in the US stock market, with hedge funds selling off at the fastest pace in 11 weeks. The excitement in the US stock market for weight loss drugs/GLP-1 has now surpassed the AI frenzy that dominated the first half of 2023.

The popularity of weight loss pills surpasses that of AI! Consumer goods in the US stock market face a "record-breaking short-selling" situation.

受英特尔 3nm 外包延后，及公司美国新厂 4nm 量产时程递延影响，台积电恐下修今年资本支出目标，由原订接近 320 亿美元至 360 亿美元下缘低标区间，降至低于 300 亿美元，为近三年低点。台积电本周四将举行法说会，目前正值法说会前缄默期。据了解，即便台积电可能修正今年资本支出，外界预期全年研发费用不减反增，持续投入先进研发。

台积电或将下修今年资本支出目标

Country Garden's entire offshore debt to be in default if Tuesday payment not made

Another Federal Reserve voting member supports no rate hike, and the market is betting that the probability of a rate hike this year is less than 30%. Optimistic sentiment from corporate third-quarter reports drove the US stock market higher throughout the day, with Chinese concept stocks rebounding from a one-week low. After falling nearly 3%, NIO shares turned positive with a 0.6% gain, while TAL Education Group rose nearly 7%. Lulu Lemon saw a surge of over 10%, while Moderna, BioNTech, and other COVID-19 vaccine stocks fell 6% to multi-year lows, but Pfizer rebounded. US bond yields hovered near a one-week high, and the US dollar retreated from a one-week high. Offshore renminbi fell below 7.32 yuan and then rose above 7.31 yuan, hitting an eight-year low against the Israeli shekel. After the ETF was approved, Bitcoin briefly rose above $30,000 before falling below this level. Spot gold fell below $1,920, retreating from a three-week high, while oil prices fell more than 1% and European natural gas fell more than 12%, hitting an eight-month low.

US stocks rose 1%, Bitcoin surged 10% before sharply pulling back, Brent crude oil fell below $90, and long-term bond yields rose 10 basis points.

According to the cryptocurrency media, after the SEC approved BlackRock's spot Bitcoin ETF, Bitcoin surged from below $28,000 to above $30,000 within half an hour. However, other media outlets later confirmed that the news was false, and the price of Bitcoin fell below $28,000 within half an hour.

The SEC's approval of the spot ETF is a blunder, as Bitcoin plunged after surging over $2,000 in just half an hour.

纳斯达克 100 指数涨幅扩大至 1%，成分股露露柠檬涨超 9.2% 领跑，罗斯百货涨超 3.4%，博通和英特尔...

纳斯达克 100 指数涨 1%，成分股露露柠檬涨超 9% 领跑

Ford has stated that if the strike continues to escalate, it is expected that 325,000 to 500,000 employees will be laid off.

You go on strike, I'll hire people! The US automotive industry is witnessing an "extreme tug-of-war" during a major strike.

在稳增长比较优势（海外收入占比高）、高景气主题赛道催化（减肥药、NASH、阿尔茨海默症）之后，CXO 即将迎来第三重边际改善—高基数回落，业绩一马平川。

CXO 一马平川

外资看财报之摩根大通：加息推动利息收入跃升 30%

Pharmaceutical giants have significantly reduced their revenue due to the sluggish demand for COVID-19 related drugs, and it is expected that their revenue will decrease significantly.

COVID-19 drug demand remains sluggish, following Pfizer, BioNTech also issues a warning!

The era of ease - Loose monetary policy is coming to an end

This is a monumental change! Howard Marks: The era of easy money in stocks is over, capital needs to be reallocated.

苹果美股盘前跌超 1%，据 Counterpoint，iPhone 15 在中国首发销量较 2022 年下降 4.5%。

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

MEDIA-Anime product maker Kayou is considering a Hong Kong IPO as soon as next year- Bloomberg News

US jewelry company Tiffany & Co. announced that it is abandoning its $42 billion acquisition of Australian lithium developer Liontown Resources. This comes after Australia's richest person, Gina Rinehart, acquired a significant stake in Liontown Resources, effectively blocking the deal.

Intense global competition in lithium mining: Australia's richest woman takes action, giant Rio Tinto suffers another defeat.

Will the US energy industry experience a revival with the record-high crude oil production and the return of oil giants like ExxonMobil?

Release the signal! After the largest merger in twenty years, production reaches a new high, and American crude oil makes a comeback.

But there is still a long way to go to become a "miracle cure-all".

New addition to the already popular "miracle weight loss pill" - more effective with fewer side effects?

The stock price of MapmyIndia, an Indian navigation company favored by Mark Mobius, has doubled in the past six months, thanks to the increasing popularity of its map services in India and its competition with Alphabet Inc.'s Google Maps. There is now a divergence of opinions among some analysts and investors on whether this upward trend will continue.

Indian navigation giant MapmyIndia's stock price soared 104% as it competes with Google Maps.

Demand for the M7 from Wanjie New Energy continues to soar, raising concerns about intensified competition in the market!

Hong Kong Stock Market News | Why did Ideal Car's stock drop more than 4%?

Netflix will announce its third-quarter earnings report after the US stock market closes on October 18th (Wednesday).

Earnings Report Preview | New Strategy Faces Key Test, Can Netflix Deliver a Satisfactory Q3 Performance?

港股药品分销股多数走低，上海先锋控股跌近 13%，国药控股跌近 7%，京东健康跌近 5%，阿里健康跌近 3%。

恒生科技指数跌幅扩大至 2%，小鹏汽车、微博、京东健康跌超 5%。

The Financial Supervisory Service (FSS) of South Korea has discovered that two Hong Kong investment banks engaged in naked short-selling, involving a total amount of 56 billion Korean won (approximately 324 million yuan), which could result in record fines. According to the South Korean Economic Daily, the two investment banks are HSBC and BNP Paribas. This is the first time that the FSS has confirmed intentional naked short-selling by investment banks, as most previous cases have involved hedge funds.

Korean media: Two Hong Kong investment banks, HSBC and BNP Paribas, are accused of engaging in naked short selling.

We have both long-term considerations and immediate concerns.

After the sudden passing of the chairman, the worries and concerns of China Duty Free Group (CDFG)

The entire consumer industry is returning to the "core of price".

After JD.com and Taobao, Yonghui and Hema have also sensed the danger. Does the future belong to "Pinduoduo"?

“白电一哥” 赴港 IPO 加速

机构人士尤其看好港股的超额回报！高盛维持港股的超配评级，战术上更看好离岸市场，因其股票估值更具吸引力，根据近期南向资金流判断，港股市场或在年底前反弹。

香港强积金大手笔 “抄底” 港股 ETF！

According to Wall Street's current estimates, Tesla's Q3 revenue is expected to be $24.3 billion, compared to $21.5 billion in the same period last year. The adjusted earnings per share are expected to be $0.73, compared to $1.05 in the same period last year.

Earnings Report Preview | Tesla's continuous price reduction actions, profit margin remains the focus of investors' attention.

Weight loss miracle drugs may have an impact on many consumer industries.

The 'miracle weight-loss pill' is trending, but who is happy and who is worried?

Investors are hoping that the profit machines of large technology companies will support the earnings of the S&P 500 index.

With risk-free interest rates soaring and the US stock market in turmoil, can tech giants' earnings reports turn the tide?

中金认为，外围扰动可能会持续一段时间（美债利率抬升、地缘政治局势复杂），但国内经济增长仍然是市场表现的主要决定因素，也是应对外围环境压制的最好防御，但这又高度依赖于真正 “对症” 政策的出台。

港股未来的反弹，后劲如何？

Analysts estimate that the earnings of the "Big Five" technology companies in the third quarter are expected to increase by an average of 34% compared to the same period last year, once again leading the market rally. However, a potential obstacle is that the high valuations may have already priced in the positive news, and companies need to deliver strong profits to instill confidence in stock market investors.

Profit YoY growth of 34%! The "Fab Five" may support the US stock market in Q3 earnings season.

核心技术重要，与 “大腿” 绑定更重要。

深绑中芯国际，服务于芯片设计的灿芯股份 IPO 迎来上会

马斯克周末在 X 平台上透露，特斯拉汽车现在能够载着他在奥斯汀街头行驶一整天，而无需进行人工干预，即便在人潮汹涌的奥斯汀城市极限音乐节期间也是如此，并表示 “在不久的将来，人们会想知道为什么曾经有人对自动驾驶持怀疑态度。” 马斯克是在回应一位粉丝的帖子，后者发布了一段特斯拉汽车在无人干预的情况下自动行驶的视频，并写道：“现在，我的车完全依靠计算机视觉自动驾驶已经很正常了，不需要我的干预。并不令人惊讶。不令人震惊。正常的。不足为奇。司空见惯。每个人都取笑埃隆马斯克，但他是对的。特斯拉对这个问题有深刻的见解。

马斯克称特斯拉汽车可以在奥斯汀街头自动驾驶一整天

新加坡股市 13 日报：扬子江船业、新加坡电信成交量暴增

截至发稿，云顶新耀-B 涨 6.30%、加思科-B 涨 4.47%、亚盛医药-B 涨 4.01%。

港股生物医药股多数上涨 云顶新耀涨超 6%

黄金股集体走高，截至发稿，中国黄金国际涨 4.17%，报 36.2 港元；招金矿业涨 3.49%，报 11.28 港元；紫金矿业涨 2.03%，报 12.06 港元。

港股异动 | 中国黄金国际涨超 4% 领涨黄金股 巴以冲突升级刺激避险 金价单周大涨超 5%

恒指低开 0.06%，恒生科技指数跌 0.11%。

Bank of America Merrill Lynch has given Nvidia a "buy" rating with a target price of $650.

Bank of America: Product releases will accelerate, giving Nvidia a "buy" rating.

Ned Davis Research emphasizes that today's US stock market looks a lot like 1987, but that doesn't mean a crash in October will happen.