大摩首席继续唱空：反通胀将变成通缩，企业盈利和股市将遭受暴击特斯拉股价再次 “透支” 还能再实现前方更大理想么？Tencent's Ma Huateng Writes: Striving to Achieve Greater Accomplishments in High-Quality DevelopmentTesla's second-quarter revenue exceeded expectations, surging by 47% to a historic high. However, due to price reductions, the gross margin hit a four-year low. | Financial Report NewsTesla's "Supercharger Alliance" expands to Japan: Nissan to adopt Tesla's charging standard from 2025 onwards.The fervor returns! Tech stocks lead the rise in risk assets, and retail investors are back in force. What does this signal?Analyst: Tesla's autonomous taxi has the highest value of $870 billion, which will disrupt the automotive industry!淡马锡计划三年内向印度投入 100 亿美元 正寻找战略合作伙伴微软 - 动视暴雪合并案最后期限延长至 10 月 18 日NVIDIA's biggest competitor has emerged.Tesla's "Earnings Day" is here! In addition to the profit margin under the "price war," the market is also concerned about these matters.Tencent's performance is expected to accelerate its recovery. Is a reasonable stock price of HKD 500?Copilot pricing exceeds market expectations by 200%! Microsoft's market value has increased by $100 billion.Pre-market US stocks | Alibaba, PDD up more than 2%, Tesla's sales in Europe double, EU to investigate Microsoft for antitrust next week中共中央、国务院：健全规范和引导民营资本健康发展的法律制度 为资本设立 “红绿灯”中共中央、国务院：支持平台企业在创造就业、拓展消费、国际竞争中大显身手中共中央、国务院：加大对民营经济政策支持力度The Central Committee of the Communist Party of China and the State Council have issued opinions on promoting the development and growth of the private economy.Big Moves | Alibaba, NVIDIA, Netflix, Meta Platforms! Target prices all raised!ASML, the giant in the lithography machine industry, has raised its full-year sales guidance, with an order backlog of 38 billion euros.Stop the "grand narrative," UBS: The story of central banks buying gold is over.两大 AI 巨头再放大招How can a $700 billion Robotaxi valuation save Tesla?
MEITUAN-WR Steps Up AI Efforts: Invests in Prominent AI Modeling Company Zhipu AI, Holding Over 10% StakeAI Version of Office Pricing Released, Far Exceeding Expectations! Microsoft May Be Creating Another Microsoft!What's more important than Tesla's financial report: new production capacity, AI, Model 2, CybertruckValuations are expected to see a potential recovery, with top internet platforms receiving positive outlook.摩根士丹利估算小米集团次季智能手机交付按季升 5% 至 13% 预计迎潜在拐点特斯拉 6 月欧洲销量同比飙升逾一倍特斯拉申请改造柏林超级工厂 计划扩大汽车及电池产能US Stock Options | Microsoft Options Trading Surges Over Threefold, Call Trading Active! Bank of America Options Trading Nearly TriplesTechnology is awesome! Credit Suisse: S&P 500 index year-end target raised to 4700 points.安信证券：经济的触底仍需等待The end of the Federal Reserve's interest rate hike cycle does not necessarily mean a weakening of the US stock market! However...Investors must pay attention to the trading patterns: "Stocks tend to decline before holidays and rise after, and Wednesday and Friday are good days for trading Hong Kong stocks!"NVIDIA is expanding its presence in the GPU cloud market and is nearing the acquisition of LambdaLabs.Guo Jiayao: Hong Kong stocks may experience a short-term correction, possibly testing support at 18,800 points.港股低开，恒生科技跌超 2%，金山软件涨约 3%，有色领涨，游戏回调Free and Open Source! Microsoft actually "cheated" on Meta, OpenAI "got robbed"亚马逊将为新的英国物流中心增聘 2000 名员工Premium far exceeds expectations, how does Wall Street view Microsoft's AI pricing strategy?Qualcomm and Meta Platforms plan to run large AI models on mobile phones.微软和英伟达市值一夜飙升 1750 亿美元，马斯克惊叹：疯狂欧盟或于下周对微软启动反垄断调查：捆绑 Office 和 Teams，和当年 IE 案如出一辙