Meta 的 Threads 应用程序是这个星期推出的社交网络应用。根据苹果公司的 App Store 上的列表，此应用预计将于星期四开始运营。但截至上周二，包括德国和比利时在内的一些欧盟国家的应用商店尚未显示 Threads。

Meta 应用程序 Threads 在美国和英国预定上线，但部分欧洲国家应用商店尚未显示

电商 Shein 正与高盛、摩根士丹利、摩根大通等至少三家投行就其潜在的美国 IPO 事宜进行接触，该公司一直在与纽交所和纳斯达克证交所沟通。

Alphabet-C's CEO Sundar Pichai, the parent company of Alphabet-C, earned $226 million in compensation last year, ranking second. Following closely behind are Stephen Scherr, CEO of the American car rental giant Hertz, and Barry McCarthy, CEO of fitness equipment company Peloton. Michael Rapino, CEO of entertainment company Live Nation, ranks fifth with an income of $139 million.

Counting the CEOs with billions of dollars in income: Blackstone's boss ranks first with over $250 million

European stock indices rebounded slightly, with the real estate sector rising 2.8% and Swedish commercial real estate giant SBB surging nearly 16%. However, stock indices of major eurozone economies such as Germany fell across the board, and Italian stocks fell from their highest level since 2008. Saudi Arabia and Russia announced measures to limit supply, supporting a rebound in crude oil prices, with Brent crude reaching a two-week high. Gold continued to rise. London copper fell from its highest level in over a week, while London zinc rose nearly 2%, reaching a high not seen in over a week. The Japanese yen rebounded during the session, failing to approach its seven-month low; offshore renminbi rose more than 300 points during the session.

US stocks closed for the day, real estate stocks supported European stocks rebounded, Saudi Arabia and Russia exerted efforts, and crude oil rose more than 2%.

网络分析公司 Similarweb 统计数据显示，ChatGPT 全球访问量环比在 6 月份下滑 9.7%，为其推出以来首次。天使投资人、资深人工智能专家郭涛表示：“当前，中国 AGI 市场进入 ‘百家争鸣’ 时代，但同时已有泡沫化现象出现，例如初创企业估值虚高、上市公司大股东近期频频减持套现等，业界要警惕相关风险。

ChatGPT 访问量首次下滑，专家提醒警惕泡沫化风险

7 月 4 日，中信集团官网发布严正声明称，有不法分子冒用中信集团子公司名义设立公司，并列出 18 家 “假中信” 公司的名单。

突发！中信集团，严正声明！

Some analysts believe that with factors such as the maturation of the domestic market and intensified competition, the cost of acquiring new customers for Chinese car manufacturers has become very high. In addition, the price war among various car brands at the beginning of the year has also led many car manufacturers to see overseas expansion as a more reliable path to growth. Moving towards Southeast Asia is an important step for Chinese automotive companies to go global.

BYD sold like hotcakes in Thailand, Chery, Changan, SAIC Motor, and Hezhong all want a piece of the action!

世界第二大汽车制造商丰田公司周二表示，已经在电池技术上取得了重大突破，能够将电池的重量、体积和成本减半，这可能为电动汽车的进步带来巨大的推动力。丰田公司碳中和研发中心的总裁海田敬二说，“无论是液态电池还是固态电池，我们都致力于改变目前电池过大、过重、过贵的局面，在这方面的潜力上，我们将争取将这些因素减半。” 海田说，该公司已经开发出了提高电池耐久性的方法，并相信现在可以制造出续航里程为 1,200 公里的固态电池，充电时间为 10 分钟或更短。据《金融时报》报道，该公司预计将在 2027 年开始为电动汽车生产固态电池。

丰田称在固态电池技术上取得重大突破：10 分钟充满能跑 1200 公里

Morgan Stanley analysts believe that Tesla's inventory is still increasing and prices will continue to drop. Tesla will become the ultimate winner in the electrification of the American automotive market, while other traditional car manufacturers will suffer a heavy blow.

Goldman Sachs: Tesla's deliveries expected to reach 1.9 million this year.

Recently, Meta Platforms has launched 22 different explanatory cards, explaining how AI affects the content users see on Facebook and Instagram.

Living in Algorithms? Meta's Heavyweight Release: Algorithms Precisely Grasp You

XPENG-W has thrown out an "ace"

据第一财经，日前从多名消息人士处证实，美国疫苗厂商 Moderna 公司将最早于本周三在上海正式宣布对华投资项目。这将是 Moderna 公司对中国的首次投资。据了解，Moderna 在中国的投资规模有望创下上海近期外商投资新高。

美国疫苗厂商 Moderna 将宣布对华首次投资，规模或达 10 亿美元

有消息称阿里集团正重新评估视频资产，考虑 “二选一”，即优酷如果不能打，就重启土豆网或者进行重新整合，不排除外部资源介入。对此，阿里内部人士表示：“假的，没有的事。这假消息的逻辑都没有。

阿里正重新评估视频资产优酷与土豆 “二选一”？内部人士：假消息

Aston Martin joins hands with a new force in the United States.

Transitioning to electric power, even top-tier supercars are feeling the pressure.

According to the Guggenheim, although Tesla delivered a strong quarterly delivery data, its pricing and profit margin setting "remains negative" and carries high risks. However, Goldman Sachs believes that by 2030, the overall penetration rate of electric vehicles will increase at a slower pace, but Tesla's market share will still exceed expectations.

Big Move Speed View | Why does Wall Street recommend selling Tesla before the second quarter report? CLOUD MUSIC target price gets raised!

国务院任免国家工作人员，免去郭树清的中国人民银行副行长职务。

Apple's Vision Pro has been reported to reduce production to 400,000 units next year. But why shouldn't we worry? It's important to note that the high price of $3,499 has already lowered market expectations. Even if they only sell 150,000 units in the first year, the production capacity of 400,000 units is more than enough.

Vision Pro slashed production by 60%? Apple doesn't need to panic, Meta Platforms also has hopes of "rising"!

德意志银行的研究分析师一直在市场上寻找 “合适” 的买入，包括他们一直看好的两只高股息率股——Westlake Chemical 和 Frontline。

美股上半年大涨过后 下半年这两只高股息率股值得投资？

As of June 28, 2023, the Hang Seng Hong Kong Stock Exchange Biotechnology (HSHKBIO.HI) Index PB (LF) stood at 2.35 times, ranking in the 8.41th percentile over the past 3 years. It is lower than the historical median of 3.64, indicating a relatively high safety margin after a prolonged decline.

Is Hong Kong biotech stocks a rebound play?

乘联会：特斯拉 6 月中国交付量为 93,680 辆。

日本大型股权基金 Alma Eikoh 今年表现优于 99% 同行。其基金经理人 James Pulsford 表示，过去一个月当中，Alma Eikoh 已将今年大涨一倍多的瑞萨电子减仓近三分之一，同时将部分资金投入一些防御性股票，如日清食品和肥皂供货商花王，以及三菱重工、NEC 等军工股。Pulsford 表示：“我们回收一些表现良好的投资，将资金重新投入一些近期表现不佳，但基本面强劲的股票。” 目前半导体仍是 Alma Eikoh 的主要投资组合，权重超过 10%。

日本顶尖股权基金减仓芯片股 转投日清、花王等防御性股票

NVIDIA, which soared 189% in the first half of the year, not only achieved the best half-year increase in its stock price, but also outperformed all other stocks in the S&P 500 and Nasdaq 100 indices. On the other hand, JD.com experienced a 39% decline in the first half of the year, marking its worst performance ever in the first half.

US Stocks in the First Half of the Year: NVIDIA and S&P Global Inc. Performed the Best! JD.com Unexpectedly Plunged.

今日，有消息称，Meta 将重返中国，已经与多家中国科技公司进行了讨论，目前可能会和腾讯进行合作，后者或成为 Meta Quest 系列头显的独家经销商，且将为 Quest 头显开发 VR 游戏。对此，腾讯回应表示，不予置评。

腾讯回应或与 Meta VR 头显达成合作：不予置评

Analysts believe that the adjustment of the renewal rules this time is more reasonable and moderate from multiple aspects, which is beneficial to the long-term healthy development of the innovative pharmaceutical industry. Influenced by this news, the A-share and Hong Kong stock pharmaceutical sectors quickly strengthened in the afternoon.

Health insurance major move is coming: Major benefits for innovative drugs! A-share and Hong Kong stock pharmaceutical sectors join forces to surge upwards.

7 月 4 日，理想汽车 CEO 李想发文称，7 月第 2 周开始的周产能会从 7500 辆/周提升到 8000 辆/周，交付量的变化会体现在 7 月的第 3 周和第 4 周。

理想汽车 CEO：7 月第 2 周起产能将提升到 8000 辆/周

私募股权公司 GTCR LLC 正就收购支付处理公司繁德信息技术商业业务的多数股权进行深入谈判。

传 GTCR 以近 200 亿美元收购繁德信息技术商业业务的多数股权

市场消息：阿里巴巴据悉考虑视频平台优酷和土豆的战略选项；消息人士称，阿里巴巴尚未就视频资产评估作出决定。

市场消息：优酷和土豆的战略选项包括将资产注入阿里影业。

Stability AI 创始人兼 CEO Emad Mostaque 指出，目前 41% 的代码已由 AI 生成，5 年内或许将不会再有人类程序员。

Stability AI CEO 放出豪言：5 年内，人类程序员将不复存在

Germanium and gallium are both emerging strategic minerals that are widely used in semiconductor materials, new energy, and other fields. They are listed in the national strategic mineral list. Moreover, China occupies a leading position globally in terms of both metal reserves and exports.

Why is it Jia and Germanium?

据美国《华尔街日报》3 日披露，扎克伯格的 Meta 公司正与中国企业进行洽谈，想将 Meta 公司的 VR 头戴设备引入中国市场。

美媒：Meta 公司想将 VR 头戴设备引入中国市场 正与中国企业进行洽谈

欧盟内部市场委员布雷顿：谷歌、亚马逊、苹果、Meta 和微软表示他们符合门槛要求。

浙江世宝港股午后持续拉升涨近 40%，A 股 24 万手封住涨停板。

The National Healthcare Security Administration is soliciting public opinions on the "Renewal Rules for Negotiated Drugs" and the "Bidding Rules for Non-Exclusive Drugs" today. According to an industry analyst, the new rules mainly have three changes: 1. Inclusion in the regular catalog. 2. The price reduction in this round of negotiations will take into account the previous reduction, which will be more moderate than before. 3. The renewal threshold has been raised. Exceeding market expectations, overall it is beneficial to innovative drugs.

Analyst: Negotiation drug renewal rules exceed expectations, benefiting innovative drugs.

生物医药股午后拉升走强，截至发稿，荣昌生物涨 17.86%，报 40.25 港元；加科思-B 涨 11.53%，报 6.48 港元；康诺亚-B 涨 10.68%，报 46.65 港元。

港股异动 | 生物医药股午后快速拉升 国家医保局就《谈判药品续约规则》及《非独家药品竞价规则》公开征求意见

7 月 3 日，中国驻美大使谢锋会见美国财长耶伦。双方就中美关系及共同关心的多双边经济金融问题交换了意见。（玉渊潭天）

谢锋大使会见美国财长耶伦

继英伟达之后，全球多个科技巨头都在竞购 SK 海力士的第五代高带宽内存 HBM3E。据半导体业内人士称，全球各大科技巨头已陆续向 SK 海力士索取 HBM3E 样品，包括 AMD、微软和亚马逊等。

消息称 AMD、微软和亚马逊等大厂排队竞购 SK 海力士 HBM3E 内存

摩根士丹利分析师亚当·乔纳斯在当地时间周一发布的一份报告中表示，预计特斯拉今年交付量将达到 190 万辆，高于该公司自己设定的 180 万辆的目标，2030 年交付量将达到 790 万辆。乔纳斯认为，与市场预期的相反，在 2030 年之前，电动汽车的普及可能以 “较低的速度” 发展，这可能使特斯拉能够 “在更长时间内保持较高” 的市场份额，好比 “一个更小的馅饼，其中更大的一块给了特斯拉。” 乔纳斯维持了对特斯拉的 “均配” 评级，相当于 “持有”，目标价 250 美元。

大摩：预计特斯拉今年交付 190 万辆，2030 年达 790 万辆

On the market, rare earth concept stocks are strong, tobacco, dental, and autonomous driving have seen significant gains, while new energy vehicles have experienced a pullback. Mechanical stocks and CXO concept stocks are leading the decline.

Hong Kong stocks opened low and rose high, with the Hang Seng Index up nearly 1%. The autonomous driving sector performed well, with the rare earth sector showing strength.

HTSC Securities believes that there is a huge difference in the AI market between Hong Kong and the United States. This is mainly because Chinese AI technology has not directly boosted corporate profits, and more rational Hong Kong stock investors rarely choose to participate in advance. As Chinese AI technology gradually matures and transforms into profitable ventures, Hong Kong stocks are still expected to benefit from the AI industry!

This year's hottest AI market: US stocks have soared, why is Hong Kong stock market not performing well? When will the opportunity come?

Before the release of Apple Vision Pro, the focus of the XR industry was more on VR. But things changed with Apple. Everyone realized that AR might be the true future of personal computing terminals.

Rokid Co-founder Xiang Wenjie: All AR manufacturers are looking forward to Apple's participation | Innovator

Defeating the domestic oil vehicles in the United States may be the vast ocean of opportunities for Tesla.

The Hidden Concern Behind Tesla's Glamour: Production Exceeds Deliveries for Five Consecutive Quarters

The current high valuation and low equity risk premium imply that future earnings will be particularly important for the contribution to the US stock market; meeting more market expectations in the second quarter results, which are already high, will be the key to short-term trends!

US stocks enter a critical July: experiencing a pullback, it's a good time to enter the market! Pay attention to the realization of second-quarter performance expectations.

美光财报显示存储周期底部拐点渐行渐近，近期诸多原厂提价动向也表明价格进入底部博弈状态。

民生证券：美光等海外龙头削减资本开支 存储周期拐点已现

港股汽车股回调，跌幅扩大，小鹏汽车、蔚来汽车跌超 8%，零跑汽车跌近 6%，理想汽车、长城汽车等跟跌。

Singapore Stock Market Daily Report on 3rd: MEITUAN-W 5 Times Long Warrant Surges in Price and Volume

今年一直表现优秀的日本大型股权基金 Alma Eikoh 在在过去一个月中已将瑞萨电子公司 (Renesas Electronics Corp.) 的仓位削减了近三分之一，而该股票今年的涨幅已超过一倍。

见好就收！跑赢 99% 同行的基金 Alma Eikoh 转投防守股，日清食品和花王成首选

港股恒指低开跌 0.09％，国企指数跌 0.24％，恒生科技指数低开 0.42%。小鹏汽车跌超 4%，蔚来、吉利汽车等回调。

On the one hand, Alphabet-C has updated its privacy policy, explicitly stating that it will collect public data for AI training. On the other hand, Alphabet-C has taken the lead in showing its sincerity to the "water sellers" of the AI era.