From Salesforce to Shopify, the growth of software giants comes from "price increases". Which comes first, AI increment or customer churn?CITIC Securities: NVIDIA's "monopoly" will last at least until Q2 next year, with a 30x forward P/E ratio supporting the stock price.Tesla brings the new Model 3 to the market. Are domestic car companies ready?20,000 to buy a Tesla, it fell through.Beijing, Shanghai, and Shenzhen have successively announced the lower limit of the first home loan interest rate.Q4 Starts Selling Shovels to NVIDIA? Samsung Soars Over 6%The Rebellion and Migration of Yu MinhongChina's sales surge by 60%! "Middle-class Harvester" Lululemon reports strong growth in the second quarter.God's Acquisition! Six months later, UBS finally reveals to the world: "How profitable is the acquisition of Credit Suisse"AI frenzy fails to reverse the decline in technology spending! Broadcom's Q3 performance exceeds expectations, but Q4 guidance is disappointing.Arm's listing plan has surfaced, and the roadshow for its IPO is expected to begin after the Labor Day holiday in the United States. The pricing of the IPO may be announced on September 13th.Optimistic about the recovery of the PC market, Intel's CEO expects Q3 to exceed expectations, causing the stock price to briefly surge by 3%.Bridgewater Co-CIO: The Fed Needs More Time Than Market Expects to Cut Interest RatesCredit Suisse's First Earnings Report After Finalizing the Acquisition: Net Profit in the Second Quarter Reaches the Highest in Banking History | Earnings Report InsightsHalf-year performance hits a new high: Has Haidilao turned the corner?Analyst: Compared to other tech giants, Nvidia is still "too cheap," with a target price of $730.A clothing factory that rejects OEM production for big brands is now expanding overseas through Alibaba.US cannabis stocks are soaring! Vaporization sector of Wuma Technology is experiencing rapid growth.Buffett's Choice: This year, the performance of US construction stocks has even surpassed that of AI.Nvidia hits new high, analysts believe stock price is still "cheap"Meituan's subsidiary KeeTa expands its services to Hong Kong Island.The ready-to-drink tea market is making waves again, as Dongfang Shuye drives up the performance of Nongfu Spring.AI Venture Capital's "First Wave of Downturn" is here: Where is the profit model? How to overcome the giants?AI Focus: What does Google's continued partnership with NVIDIA and OpenAI, despite its strong push for TPUs, mean for its $1 billion in revenue?
Typhoon "Sura" is approaching. If the Hong Kong stock market is closed all day on Friday, the quarterly adjustment of the Hang Seng Index will be postponed until after the market closes next Monday.Valued at $1.4 billion! Another unicorn emerges among OpenAI challengers.Tech stocks are no match for this! Wall Street predicts that the US real estate construction industry will continue to thrive in the next 12 months.After Apple, Google's new machine is also coming: Officially announced the October 4th conference, implying AI features.US stocks rose for the fourth consecutive day, with Chinese concept stocks down 0.2%. NVIDIA closed at a new high, while the US dollar and US bond yields declined.Another real estate company's interim report: Ocean Group's revenue for the first half of the year decreased by 11%, and the board of directors does not recommend the distribution of interim dividends.Baidu Wenxin is fully open to the whole society.Tesla Cybertruck may enter full-scale production phase.Senior Industry Executive: This wave of AI is just beginning, it's far from reaching its peak.China's largest ETF is expected to see record-breaking monthly capital inflows.Crazy Cash Out! Report: Open AI's Revenue to Reach $1 Billion in the Next YearNIO's Q2: Darkness Before the Dawn | Analysis by JZ ResearchOpenAI on pace for over $1 bln revenue as big companies boost AI spending - The InformationRegulatory tightening! The United States will strengthen the long-term debt standards for regional banks, aligning with global major banks through a "living will" approach.iPhone 15 to be unveiled in two weeks! Apple officially announces September 12th as the date for the launch event.Xiaomi Phone Conference: Significant Progress Made in the Past Few Years, Latest Release of 5G Chip by Competitors Will Not Have a Major ImpactNIO Conference Call: Aims to Achieve Monthly Sales of 30,000 Units, NIO Phones to be Delivered in SeptemberPinduoduo Phone Conference: Healthy low-price competition is beneficial to industry development, and high-quality development is the primary goal.Giant Life Sciences' Half-Year Report Exceeds Expectations: One Brand Sells 1.2 Billion, Next Target is Medical Aesthetics | Insight ResearchNIO Q2 revenue reached 8.77 billion yuan, with record-high deliveries and revenue guidance for the third quarter | Earnings ReportOpenAI's most powerful "Enterprise Edition" explodes onto the scene, will the B-side large model market be dominated by a single winner?Target NVIDIA! These eight startups are challenging the "GPU dominator"Nomura's Gu Chaoming: "Monetary Policy in Europe and the United States 'Fails,' QT Has No Effect, the Federal Reserve Will Continue to Raise Interest Rates"ChatGPT's most important product release to date! OpenAI "enters the B-side, fully committed to making money," directly competing with Microsoft.Toyota halts operations at 12 Japan factories due to a system failure - NHKWho will be the next "Medicine King"?