港股开盘，恒指开涨 1.7%，科指开涨 2.5%。科技股强势，哔哩哔哩涨 5.5%，美团涨 3%，京东涨 3.7%，腾讯控股涨 3%。

July 12 (Reuters) -

* MCDONALD'S CHINA OWNERS CARLYLE, TRUSTAR PLAN $4 BILLION EXIT- BLOOMBERG NEWS Source https://tinyurl.com/5brcxwen Further company coverage:

McDonald's China Owners Carlyle, Trustar Plan $4 Billion Exit- Bloomberg News

ChatGPT's user base and user engagement have recently started to decline. It seems that retail investors in the US stock market are beginning to realize that artificial intelligence is not as intelligent as they thought, and that the era of artificial intelligence has not yet begun. Nowadays, research institutions have found that retail investors are more interested in sectors such as electric vehicles rather than artificial intelligence.

Has the hot trend of AI in the US stock market started to fade? Retail investors are beginning to distance themselves from AI.

当地时间 7 月 12 日，英伟达向生物技术公司 Recursion 投资 5000 万美元。两家公司表示，将加快该生物技术公司用于药物发现的人工智能模型的开发。Recursion 使用人工智能驱动的模型来识别和设计新的疗法，并将这些模型提供给包括罗氏、拜耳等在内的其他制药商。

英伟达向生物技术公司 Recursion 投资 5000 万美元，用于人工智能药物研发

牛津经济研究院首席美国分析师 John Canavan 表示，如果标普 500 指数突破 4500 点，也不要过于兴奋，因为美国经济仍有可能陷入衰退。他在 6 月 CPI 数据公布后表示，对美联储实现软着陆，以及通过加息抑制高通胀的可能性的乐观情绪，可能在未来几个月将标普 500 指数推升至 4500 点上方。但今年晚些时候开始的经济衰退将阻止该指数重返 2022 年的历史高点。股市可能在 2023 年晚些时候下跌，并在未来 10 年艰难回升。Canavan 说，如果美国经济陷入衰退，标普 500 指数可能会回落，“测试自去年 10 月以来反弹的 50% 回档位，目前是略低于 4000 点。

牛津经济研究院：标普 500 可能短暂突破 4500 点，但不会持续太久

美国 6 月消费者价格通胀水平降至 3%，仅为去年创下 40 年峰值水平的三分之一。而且 6 月数据的细节也比预期要好，关键的基础通胀指标低于市场所料。之前，市场普遍认为，美联储决策层本月晚些时候将再次加息。不过现在看来，在 7 月 26 日上调美国基准利率至 5.5% 后，美联储已经非常大概率在之后相当长一段时间不再加息。这就是市场在周三数据发布后押注的方向。这令短期美国国债收益率暴跌，股市上涨，美元一项指标跌至一年多来的最低水平，这些市场波动都显示，投资者预计美联储可能会放松政策。

美国通胀降至 3%，美联储紧缩政策拐点或近在眼前

WASHINGTON, July 12 (Reuters) - The U.S. Federal Trade Commission said in a court filing on Wednesday that it would appeal a federal judge’s ruling that Microsoftcould go forward with its $69 billion purchase of “Call of Duty” maker Activision Blizzard.

U.S. antitrust enforcer says will appeal loss in fight to stop Microsoft buying Activision

The US June CPI inflation came in lower than expected, leading the market to speculate that July will be the last interest rate hike by the Federal Reserve. Expectations for interest rate hikes by other central banks in Europe and the US have also been revised downward. As a result, risk assets across the board have surged. The NASDAQ Composite Index closed up over 1%, reaching its highest level since April last year, while Chinese concept stocks rose over 3%, surpassing the 7000-point mark for the first time in a month. Bilibili's stock price also rose nearly 8%. US bond yields fell by more than 10 basis points, with the two-year yield dropping by 18 basis points and the two-year UK bond yield plummeting by 20 basis points. The US dollar index fell by over 1%, hitting a three-month low below 101, while the offshore renminbi surged by 500 points and broke through 7.17 yuan. Gold rose over 1% to its highest level in nearly four weeks, and Brent crude oil rose above $80 for the first time since May 1st.

The S&P 500 hits a 15-month high, with Chinese concept stocks leading for three consecutive days, and offshore RMB approaching 7.16 yuan.

前有 TikTok 凭借流量优势强势入局，后有 Temu 凭借低价重塑消费者心智，最近 SHEIN 也爆出了开放第三方卖家的消息，「三座大山」压在肩上，亚马逊一贯推崇的飞轮理论也有些转不动了。

亚马逊陷入「中国式内卷」：TikTok、SHEIN、Temu 兵临城下

Since mid-June, analysts have almost halved Goldman Sachs' quarterly profit expectations, marking the largest downward revision during David Solomon's tenure as CEO of Goldman Sachs.

Goldman Sachs "crazy hint": Second-quarter performance will be difficult to look at, fearing to lag behind peers.

Recursion Pharmaceuticals 美股盘前涨近 160%，此前宣布与英伟达合作并获得英伟达 5000 万美元投资。

美联储掉期显示今年美联储第二次加息的可能性降低。

美国 6 月核心 CPI 环比 0.2%，预期 0.3%，前值 0.4%。

美国 6 月 CPI 环比 0.2%，预期 0.3%，前值 0.1%。

美国 6 月 CPI 同比 3%，预期 3.1%，前值 4%。

座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中国国务院总理李强主持召开平台企业座谈会

Bank of Richland expects that the companies with the largest weight reduction in this round will be Microsoft, Apple, NVIDIA, Amazon, and Alphabet-C. Starbucks, Mondelez International, Priceline, Gilead Sciences, and others may benefit from it.

Learning from History: NASDAQ Composite Index Adjustments, Who Are the Losers and Winners?

Citi analysts believe that with its performance and ecological advantages, NVIDIA's dominant position in the AI chip field will be further strengthened, and it is expected to occupy more than 90% of the market share, while AMD will only be relegated to second place.

"Like Intel ten years ago!" Citi is optimistic about NVIDIA: will occupy 90% of the AI chip market share

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。中共中央政治局常委、国务院副总理丁薛祥出席。座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。

据 36 氪，车东西 7 月 12 日消息，日前，小鹏产品营销总经理黄泓霖和自动驾驶产品高级总监刘毅林对理想汽车的周度销量榜单发出了质疑，认为其数据存在一定的问题。 就在昨天，理想汽车按照惯例公布了其上一周（7.3～7.9）销量，依旧把中国市场新势力品牌销量和中国市场豪华品牌销量做一个对比。

小鹏高管质疑理想周销量榜：小鹏汽车数据是假的，无需每周公布销量炒作

Alphabet-C's Med-PaLM 2, a large language model focused on the medical field, is undergoing testing in hospitals in the United States. While AI has the potential to assist in diagnosis and treatment in the medical field, there are also numerous risks involved. The World Health Organization urges caution in the use of untested AI systems.

Comparable to human doctors! Google Medical AI's large model "shows its skills

SHANGHAI, July 12 (Reuters) - Germany’s Audi is in talks with SAIC Motor Corp (600104.SS) to buy an electric vehicle platform from the Chinese state-owned automaker, two people familiar with the matter said, an unprecedented effort to shore up market share.

Audi in talks to buy Chinese automaker SAIC's EV platform -sources

高盛预计，短期内随着小鹏最新 G6 车型推出、利润率因交付规模扩大而改善，以及电池价格下降，其交付量将重拾升势，预计今年汽车销量达 15.1 万辆。

大行速睇 | Netflix 目标价获大幅上调！小鹏、比亚迪被视为行业首选

Media, education, petrochemical, cloud computing and other concepts strengthened, while automotive parts diverged in the afternoon. Military industry, aviation, semiconductor, and biopharmaceutical concepts declined.

Hang Seng Index rose for the third consecutive day, closing up 1%. Technology stocks performed strongly, with BILIBILI-W rising 6% and Keep gaining 0.28% on its first day of listing.

小摩认为，财付通被罚近 30 亿元一事，不仅会让投资者对腾讯金融科技业务的增长前景更有信心，还将为腾讯在回归常态的监管环境中重振金融科技业务铺平道路。

前瞻 | 三个月跌了 12% 的腾讯，为何二季度或有出色表现？

Superstar Legend will debut on HKEX tomorrow with an issue price of HKD 4.25, and it has now risen to HKD 5.5. Calculated based on 500 shares per lot, the book profit for one lot is approximately HKD 625.

Dark Market | Jay Chou concept stock "Superstar Legend" soars 30%!

作为一个号称要活 102 年的企业，阿里巴巴能否迎来第二春？

阿里的下一站

Looking back in history, every round of so-called "disruptive technology" has sparked a speculative frenzy in the stock market, such as cryptocurrencies and metaverse. However, new technologies may not necessarily generate profits, but instead lead to significant losses.

US Stock 2Q Earnings Focus: Is AI the Next Internet or a Fleeting Phenomenon like the Metaverse? Market Will Keep a Close Eye on These Financial Reports

消息称英伟达正就成为 ARM IPO 的主要投资者进行磋商，英伟达希望 ARM 的估值能在 350 亿至 400 亿美元，而 ARM 的期望值则接近 800 亿美元。软银股价午后拉升一度涨超 3%。

ARM 成 “香饽饽”！报道：英伟达或为其 IPO 主要投资人

美国银行存款走势是市场关注点之一，市场希望透过银行的季度指引，来衡量未来金融紧缩状况。而大银行的良好业绩，很有可能提振整个金融板块，乃至标普 500 指数。

前瞻 | 美股财报季杀回来了！市场眼中的银行股：下半年，值得买！

来自：金十数据 最近，奈飞受到了华尔街的青睐。目前有分析师怀疑市场对该股的期望值是否过高。

奈飞受华尔街热捧 分析师：这可不是什么好事！

AI may replace a large number of process-driven and data-driven tasks in the audit field in a relatively short period of time.

5 years, $2 billion! KPMG signs a major deal with Microsoft, the accounting firm is going All In AI

按照《意见》等文件明确的 “十四五” 时期每年选取试点、打造 “百城千圈” 的总体目标，到 2025 年，在全国有条件的地级以上城市全面推开，推动多种类型的一刻钟便民生活圈建设，形成一批布局合理、业态齐全，功能完善、服务优质，智慧高效、快捷便利，规范有序、商居和谐的便民生活圈，服务便利化、标准化、智慧化、品质化水平进一步提升，对恢复和扩大消费的支撑作用更加明显，居民综合满意度达到 90％以上。

商务部等 13 部门研究制定《全面推进城市一刻钟便民生活圈建设三年行动计划 (2023-2025)》

抖音生活服务近期进行了一系列组织调整：抖音集团董事长、商业化负责人张利东开始更多地过问这块业务；多个部门负责人进行了岗位调整；酒旅业务也升级为一级部门，与到店业务（含到店餐饮、到店综合）平行。

抖音生活服务组织架构调整

港股汽车股回落，小鹏汽车涨幅由 8% 收窄至 1.5%，Apollo 出行跌 3.45%，零跑汽车跌 2.6%，比亚迪股份跌超 1%。

Business is booming, but profits are meager.

Tesla's Next Cash Cow Business: Supercharging Network

在最近多次逢高减持特斯拉股票后，“木头姐” 又开始在她青睐的另一只股票上套现利润了，周二卖出了 Coinbase 的 135152 股股票，按收盘价计算价值约 1205 万美元。这是伍德的基金自去年 7 月 26 日以来首次出售该股。在 6 月份之前的近 11 个月里，一直在股价下跌时买入该股。Coinbase 股价今年迄今上涨了 150% 以上，伍德的旗舰基金在去年下跌 67% 后，今年上涨了 51%。

“木头姐” 近一年来首次减持 Coinbase，今年上涨逾 150%

2023-07-12 14:08 尹铭 近日，随着蚂蚁集团处罚风波尘埃落定，其被认定违规开展的 “相互宝” 业务也被要求关停并 “依法补偿消费者利益”。对此，原蚂蚁集团副总裁、相互宝创始人尹铭在朋友圈公开发文，详细阐述了相互宝关停前后所作的努力。尹铭称，相互宝关停之后，相互宝成员不再分摊，但是救助并没有停，蚂蚁支付了近 50 亿元互助款。

创始人尹铭回忆相互宝始末：从未赚过一分钱，蚂蚁为关停付出近 50 亿

Jiaxin Wealth Management Hong Kong financial advisor Guo Mingshen said that in terms of US stocks, the S&P 500 Index has already reached a high level, and it is recommended for investors to diversify into other international markets. As for the A-share and Hong Kong stock markets, although the current valuations are relatively low, it is also necessary to choose suitable sectors, such as investing in some ETF products.

Jiaxin Wealth Management: The S&P 500 index is already at a high level, so it is advisable to invest in some A-share and Hong Kong stock ETF products.

近日，据德国媒体报道，OpenAI 的部分高管正在流失到谷歌。一些已辞职并与谷歌签订了合同，另外一部分人也将在近期离开 OpenAI，其中有人对 ChatGPT 的进一步开发计划不满意，有人表示公司 CEO Sam Altman“对很多话题只有肤浅的了解，几乎不关心日常业务”。报道此事的媒体称其信息来自对 OpenAI 前员工以及现员工的采访。

OpenAI 部分高管跳槽到谷歌 或因对 ChatGPT 开发计划及 CEO 不满

比尔·盖茨在一篇博客文章中深入探讨了人工智能的潜在风险。他认为，人工智能的当前阶段类似于汽车发展史上没有限速和安全标准的不确定时代，“第一批汽车上路后不久，就发生了第一起车祸。但我们没有禁止汽车——我们采用了速度限制、安全标准、执照要求、酒驾法律和其他道路规则。” 盖茨强调了从历史先例中获取经验教训并管理 AI 相关风险的重要性，主张调整现有法律，制定新的法律，并利用人工智能自身来应对可能产生的不利影响。他写道：“人工智能的风险是真实存在的，而且它们可能看起来势不可挡。但相信我们可以控制它们的最好理由是，我们以前曾经这样做过。历史表明，解决新技术带来的挑战是可能的，如果政府和私营部门各尽所能，我们就能再次做到这一点。

比尔盖茨：AI 风险可控，历史已经证明

July 12 (Reuters) - Chip designer Arm is in talks to bring in Nvidiaas an anchor investor as it presses ahead with plans for a New York listing as soon as September, the Financial Times reported on Wednesday.

Nvidia is in talks to be an anchor investor in Arm IPO - FT

华泰证券认为，假以时日，美国通胀走势可能会开始低于国内预期，美联储加息预期可能边际下修，降低美元升值压力；国内经济也呈现周期性，基本面趋势变化会触发逆周期调节，增长预期改善也将为人民币汇率提供支撑。

人民币的阶段性弱势可能接近尾声

(marketscreener.com) SoftBank is considering a U.S. listing for its PayPay payments business, three sources familiar with the matter said, in what could mark another American listing for Masayoshi Son's sprawling tech conglomerate along with chip designer Arm. https://www.marketscreener.com/quote/stock/SOFTBANK-GROUP-CORP-6492452/news/Exclusive-SoftBank-considering-U-S-listing-for-PayPay-payments-business-sources-44315549/?

Exclusive-SoftBank considering U.S. listing for PayPay payments business- sources

In the current market where most people are adopting a wait-and-see approach, what kind of demonstration will Keep's listing bring to those internet companies that are also planning to go public in Hong Kong?

For the past two years, China's Internet industry has made its debut on the Hong Kong Stock Exchange! "The leading stock in sports technology," Keep, experienced a significant surge on its first day of trading.

Based on its latest plans, Nio has slowed down some of the equipment purchases for its battery factory, according to local media. The post Nio reportedly delays mass production plans for in-house developed batteries appeared first on CnEVPost. For more articles, please visit CnEVPost.

Nio reportedly delays mass production plans for in-house developed batteries

36 氪获悉，今晚 8 点淘宝将上线暑期特别版，并发放 1000 万份免费的高温补贴。首场促销 “狂暑季” 也将正式开卖，各式降温神器官方立减 10% 起，手机和大家电等以旧换新至高补贴 1500 元。同时淘宝天猫还将升级夏日饮品重货送上门、“不上必赔” 服务，覆盖全国 98% 的城市。

淘宝夏日清凉版今晚上线

Meme 股龙头 Carvana 年内暴涨 650%，说明了什么？当市场看到低质量股票上涨，尤其是相对于必需品消费等防御型股票上涨得非常夸张时，“这往往表明投资者在追逐一些之前未有波动、但具有很大波动性潜力的股票，而这种追逐也往往是这轮波动的尾声”。

美股 “散户抱团股” 狂潮，再次来袭！标普 500 指数危险了？

JPMorgan Chase pointed out that there is an 80% chance that CPI will remain flat or be lower than expected, which is expected to boost the U.S. stock market tonight.