港股生物医药股走强，康希诺生物涨超 6%，科迪-B 涨 4%，泰格医药涨超 3%，药明康德涨超 2%。

In a survey of 346 respondents on MLIV Pulse, 55% of them indicated that the upcoming earnings season will be unfavorable for the stock market.

An "unignorable" bearish factor: US stock market earnings warnings approach

The job market is difficult to cool down, creating stubborn core inflation.

New Fed Communication Agency: US inflation becomes increasingly difficult to lower as time goes on.

广发证券发布研究报告称，医药行业长坡厚雪，疫情过后院内市场正快速复苏，在疫后内需增强 + 创新升级的驱动下，持续看好医药板块反弹。

广发证券医药 23 年中期策略：港股医药股是估值洼地 未来有修复可能性

把握港股互联网当下的机会！估值折价极端水平上一次还是出现在移动互联网浪潮前夕，如今 AI 引爆热潮，再加上中国市场巨大的内需潜力，港股科技股有望受益！

港美股互联网估值劈叉来到历史极端位置！这意味着什么？

据韩国媒体 Pulse News 报道，多名 IT 界消息人士透露，三星电子已决定不在本月 26 日举行的 Galaxy Unpacked 2023 发布会上推出 XR 头显，预计最早明年初发布。据悉，三星电子最初曾计划开发一款对标 Meta Quest 头显的设备，而在苹果发布首款头显 Vision Pro 后，三星 “彻底修订了其战略”，决定花更多时间开发，以便同苹果竞争。

韩媒：三星电子决定推迟发布 XR 头显 延长开发时间以同苹果竞争

* 华泰证券下调阿里目标价至 154.7 美元 料首财季收入增 10.

* 华泰证券下调阿里目标价至 154.7 美元  料首财季收入增 10.3%

新加坡股市 7 日报：阿里巴巴 5 倍做空权证遭大规模抛售

港股内房股回落，越秀地产转跌，此前一度涨超 5%，合景泰富集团、新城发展控股涨幅收窄至 2%。

港股阿里概念股走强，高鑫零售涨 4.76%，阿里影业、阿里健康涨超 3.6%。

中国 6 月 CPI 同比 0%，预期 0.2%，前值 0.2%。

中国 6 月 PPI 同比 -5.4%，预期 -5%，前值 -4.6%。

港股恒指高开涨 2.08％，国企指数涨 2.18％，科指开涨 2.66%。阿里巴巴涨 5.5%，招商银行涨 3%。

据报道，Facebook 创始人扎克伯格在 Meta 新推出的 Threads 社交应用上发表贴文，再次 “攻击” 马斯克。到底是怎么回事呢？原来扎克伯格在 Threads 回复了两条贴文，内容只有一个单词 “Concerning”，后面加了一个哭笑表情符号。这种回应方式似乎是在刻意模仿马斯克。有媒体分析发现，在过往马斯克所发的推文中，至少 26 次是用单词 “Concerning” 回应的。一位用户离开 Threads，社交网络企业家 Nikita Bier 用开玩笑式的口吻回应，然后扎克伯格用 “Concerning” 回复了 Nikita Bier 的贴文，这是第一次使用。一位 Meta 工程师发贴称，Threads 似乎被 Twitter Trending 过滤，扎克伯格用同样的方式回应，这是第二次。

线上 “掐架” 继续？扎克伯格在 Threads 平台上模仿马斯克的回应方式

远洋大股东派来了工作组

阿里巴巴联交所公告，蚂蚁集团将召开股东大会，以批准（除其他事项外）蚂蚁集团向其全体股东回购不超过 7.6% 股份的议案。拟议股份回购价格代表蚂蚁集团估值金额约为 5,671 亿元人民币（约 784.8 亿美元）。据了解，此次回购的股份将转入蚂蚁集团公司员工激励计划。阿里巴巴集团正在考虑是否参与拟议的股份回购。

阿里巴巴：蚂蚁拟按约 5671 亿元估值回购股份，阿里正考虑是否参与

“银行业地方债务”、“非标资产风险” 逐条反驳：部分投资者预期过于悲观，假设存在不合理之处。当前银行业城投债务风险可控，非标业务敞口不大。

中信建投 “正面刚” 高盛

2023 年 7 月 8 日晚，财政部部长刘昆与美国财政部部长耶伦在钓鱼台国宾馆举行会谈，就中美两国及全球宏观经济形势、两国财政政策、应对全球性挑战等议题进行了交流。中央财办副主任、财政部副部长廖岷陪同参加。

财政部部长刘昆会见美国财政部部长耶伦

With just one prompt, you can analyze data, create charts, edit files, and perform mathematical operations! Overnight, countless workers' positions were disrupted.

Unbelievable "magic" officially unleashed! The most powerful application since GPT-4, the "Code Interpreter," is now online!

据路透社、法新社报道，4 天访华行程结束之际，美国财政部长耶伦 9 日在北京召开新闻发布会，总结此次访华之旅。她表示，自己这几日与中方高层官员的会晤是 “直接的且富有成效”，有助于稳定两国关系，同时她再次重申，美国不寻求与中国经济 “脱钩”。报道称，耶伦在发布会上表示，此次访华目的是建立和深化与中方新一届经济团队的关系，减少误解风险，并为未来两国在气候变化、债务危机等领域的合作铺平道路。

耶伦结束访华召开发布会，重申美国不寻求与中国 “脱钩”

加息停止后的高利率平台期，港美股、美债、黄金常迎 “小阳春”；降息期间，美债、黄金或 “一枝独秀”；降息停止后的低利率平台期，港美股、黄金或迎长牛，而美债或迎熊市。

复盘 | 美联储停止加息后，港美股如何演绎？

据中国人民银行网站，2023 年 7 月 7 日，中国人民银行党委书记、国家外汇局局长潘功胜会见了来访的美国财长耶伦，就共同关心的经济金融议题交换了意见。中国人民银行副行长宣昌能参加会见。

中国人民银行党委书记、国家外汇局局长潘功胜会见美国财长耶伦

在 2023 世界人工智能大会上，美国超威半导体公司董事会主席兼首席执行官苏姿丰表示，未来绝对会有人工智能主导的芯片设计师这样的设定，对下一代来说，跨学科可能是所有工作最需要关注的事情，比如仅仅硬件深度设计的专家是不够的，你必须真正了解硬件是如何与软件和算法结合在一起，因为这将有助于更好的设计硬件，那些能够真正跨越端到端、能够去思考系统的使用方式、去思考客户的部署方式、以及应用会是什么样子的工程师，才能有更好地设计产品的基础。

AMD 苏姿丰：未来绝对会有人工智能主导的芯片设计师出现

但蚂蚁上市到底是以金融金控公司为主体，还是以科技为主体，还是将金融控股和科技剥离后进行上市，这些仍旧要打上问号。

蚂蚁处罚落地，释放对平台经济看好预期！

金十数据 7 月 8 日讯，据华尔街日报报道，谷歌正在测试一款 AI 程序，该程序经过训练，可以熟练地回答医疗问题，与微软等竞争对手竞争，将最近的人工智能进展转化为临床医生广泛使用的产品。该款 AI 是名为 Med-PaLM 2 的医疗聊天机器人，相比更通用的算法，它在医疗问题上进行对话的能力会更好，因为它已经接收了医学执照考试涉及的问题和答案。据知情人士透露，该公司从 4 月份开始与研究医院梅奥诊所等客户一起测试该系统。

谷歌推出新款医疗聊天机器人

"Competitors are currently unable to launch any products, making SpaceX the de facto monopolist."

Space X has monopolized global rocket launches, Tesla: competitors lack ambition.

已经扩展到了 10 亿 token，未来能否将整个互联网作为一个序列处理？

微软新出热乎论文：Transformer 扩展到 10 亿 token

Wang Chuanfu's Key Battle for Luxury Cars Dream

7 月 8 日下午，中共中央政治局委员、国务院副总理何立峰会见美国财长珍妮特·耶伦。

国务院副总理何立峰会见美国财长珍妮特·耶伦

美股长期多头、前沃顿商学院教授杰里米·西格尔（Jeremy Siegel）警告称，投资者对加息前景不以为然，纷纷涌入股市，但购买狂潮可能会戛然而止。

大多头西格尔警告：下半年衰退风险仍很高，美股涨势可能戞然而止

7 月 8 日，腾讯公司副总裁、华东总部总经理张立军在世界人工智能大会游戏 AI 应用与游戏科技论坛上表示，在过去半个多世纪里，游戏与前沿科技一直处于一种紧密的共生关系之中。在用户不断提升的体验需求驱动下，游戏总能及时地拥抱和应用最前沿的科技成果，反过来，游戏也成为推动芯片、AI 等技术发展的强大驱动力。游戏科技不仅在不断革新游戏产品形态与研发方式，也有望为更多生产、生活领域带来新可能。

腾讯张立军：游戏已成为推动芯片、AI 等技术发展的强大驱动力

新浪科技讯 7 月 8 日下午消息，新浪科技独家获悉，已经连续多个季度营收下降的小米，继续大力推进降本增效，以改善业绩。

小米继续推进降本增效：成立降本增效专项组 CFO 林世伟挂帅

日前，中国汽车工业协会组织蔚来、理想等 16 家汽车生产企业签署了《汽车行业维护公平市场秩序承诺书》。今日协会发布声明：协会认识到承诺书中 “不以非正常价格扰乱市场公平竞争秩序” 涉及 “价格” 表述，表意不当。将上述条款从承诺书中删除，并敦促 16 家及其它汽车生产会员企业，严格遵守《反垄断法》及相关行政法规、指南、规章，自主定价、公平竞争，共同为产业规范健康创新发展贡献力量。

中国汽车工业协会：删除《承诺书》涉及价格表述，敦促车企严格遵守《反垄断法》

马斯克试驾特斯拉电动皮卡 Cybertruck。

This tells people that trading should never be based on ADP data.

"Sizeable non-farm" fluctuates! Is the US market "making false moves" or "finding an excuse to exit"?

The short sellers who helped drive the stock market up this year have finally given up fighting against the market.

Be cautious of overly optimistic market sentiment! The bears "resigned" and fled, reducing the upward momentum of US stocks by one.

On the morning of July 8th, ANT GROUP disclosed that in order to supplement the employee incentive pool to continuously attract talents, and to further meet the shareholders' demand for liquidity, it will repurchase a portion of the existing shares from its shareholders using its own funds, with a repurchase ratio not exceeding 7.6% of the total share capital.

After being heavily fined, ANT GROUP initiates a buyback! Valuation has dropped by 40% compared to 2018.

7 月 8 日上午消息，蚂蚁集团为补充员工激励池以持续吸引人才，同时为进一步满足股东对流动性的需求，将以自有资金回购现有股东的部分股份，回购比例不超过总股本的 7.6%。相关事项已获得蚂蚁集团董事会批准，并提交股东大会审议。蚂蚁集团方面表示，本次回购遵循市场化原则操作。为合理确定回购价格，蚂蚁集团参考市场惯例，聘请了国内外知名投行作为财务顾问，并根据其出具的估值报告进行了定价。

为补充员工激励池及满足股东流动性，蚂蚁集团启动股份回购

Three major US stock indexes fell for three consecutive days. Most blue-chip technology stocks turned lower during the session, with Microsoft down more than 1%, and NVIDIA bucking the trend with a rise of over 1%. The energy sector rose more than 2%, while Chinese concept stocks outperformed the broader market, with the Chinese concept index up over 3%. JD.com rose nearly 5%, while NIO-SW and Tencent both rose more than 4%. European stock indexes rebounded, but still recorded the largest weekly decline in nearly four months, down more than 3% for the week. After the release of non-farm payroll data, the two-year US Treasury yield moved away from its highest level since 2007, while the ten-year yield hit a four-month high. The US dollar index accelerated its decline, reaching a two-week low. The Japanese yen reached a two-week high, and the offshore renminbi briefly rebounded by 400 points. Brent crude oil hit a two-month high, with a weekly gain of over 4%, the largest in three months. Gold recorded its largest daily gain in a month, ending a three-week decline.

Non-farm employment unexpectedly slowed down and failed to rescue the US stock market. The first week of July started off on a negative note, with Alibaba surging 8% and "Sino-Russia" supporting a significant increase in crude oil prices throughout the week.

Apple will set aside a dedicated area in its physical stores to provide customers with the experience of head-mounted display devices, making it easier for consumers to choose the right headset and accessories. Some analysts believe that Apple's move is actually a necessary choice, as it is the only way to ensure that customers can purchase Vision Pro with the appropriate size headband and Light Seal (an accessory made of soft textiles that fits the face).

Slow down production speed is not enough? Apple plans to let users pre-order before purchasing the Vision Pro headset.

As a virtual being, Einstein has made 1.6 million responses on Character.AI, covering a wide range of topics - from his own theory of relativity (he passed away in 1955) to pet recommendations, such as "A cat would be a good choice!"

Einstein and Tesla's aura! Character.AI downloads have reached millions.

Just as Nvidia is booming with its AI chips and its stock price has surged by 200%, it seems that traditional storage chips have yet to see a revival. However, due to the strong demand in the AI market, some analysts believe that storage chip companies have already launched new chips tailored for the AI era, which are expected to help these companies turn the tide in the future.

Ice and fire coexist! AI prosperity has not yet broken the sluggish state of storage chips.

SAIC Volkswagen's current month's discount promotion offers a maximum price reduction of 37,000 yuan for the ID.3 model. It is reported that the cumulative sales of this model have exceeded 130,000 units since its launch, making it the best-selling pure electric vehicle among joint ventures. Earlier on Friday, Tesla globally launched a cash incentive for recommended car purchases, which is expected to trigger a hidden price war and boost sales.

"On the day after the establishment of the 'No Price Reduction Alliance,' a car manufacturer immediately reduced prices. SAIC Volkswagen's ID.3 saw a maximum price reduction of 23%."

The cost and technological challenges brought by silicon-based OLED microdisplays required for creating immersive experiences have posed difficulties for Apple, as the main supplier Sony has doubts about the prospects of MR headsets and refuses to expand production. Samsung Display, LG Display, and China's Visionox all want to secure the subsequent production rights for this "most expensive component" of the Vision Pro.

A pair of $700! Key component that hinders Apple Vision Pro's progress, small, expensive, and difficult to produce

早盘道指跌，标普纳指曾转涨，中概跑赢大盘，中概指数曾涨近 3%，京东涨超 3%，百度、拼多多、蔚来涨超 2%。

非农就业未消 7 月加息预期，美股涨跌不一，7 月首周势将 “开门黑”，阿里大涨 7%

腾讯回应收央行罚款通知：公司相信金融监管部门的工作重点将转入常态化监管，落实促进平台经济健康发展的金融政策措施，并支持、鼓励平台企业持续提升金融普惠性。本公司认为，央行的罚款决定对本集团整体的经营和财务状况没有任何重大不利影响。

Within a day, several industry giants announced new advancements in AI, leading to a fierce competition in large-scale models and reaching new heights.