金十数据 9 月 28 日讯，美国政府周四证实，美国经济第二季度保持了相当强劲的增长步伐，而且在就业市场强劲的情况下，第三季度的增长势头似乎有所增强。美国第二季度 GDP 增速维持在 2.1% 不变，第一季度 GDP 增速从之前公布的 2.0% 上调至 2.2%。美国经济正受到有弹性的劳动力市场的支撑，目前市场对第三季度 GDP 的增长预期高达 4.9%。但政府关门迫在眉睫，这可能削弱第四季的增长势头。就业方面，上周初请失业金人数小幅上升。到目前为止，劳动力市场继续保持稳定。

美国第二季度 GDP 增速维持在 2.1% 不变，上周初请失业金人数小幅上升

金十数据 9 月 28 日讯，习近平强调，当前世界百年变局加速演进，国际环境发生深刻变化，我们前进道路上还面临很多风险挑战。我们要围绕推动高质量发展，完整、准确、全面贯彻新发展理念，加快构建新发展格局，着力加大宏观调控，着力扩大国内有效需求，着力激发经营主体活力，不断推动经济运行持续好转、内生动力持续增强、社会预期持续改善，切实防范化解重大风险，努力实现全年经济社会发展目标。

庆祝中华人民共和国成立 74 周年招待会在京举行 习近平发表重要讲话

金十数据 9 月 28 日讯，公布的数据显示，美国第二季度消费者支出增长速度是此前报告的一半，主要原因是服务业支出疲软。根据美国经济分析局第三次对美国 GDP 的估计，作为美国经济主要推动力的个人消费在 4 月至 6 月期间的年化增长率为 0.8%，低于上一次估计的 1.7%，这是一年多来的最低涨幅。

美国消费者支出增速降至一年多来最低水平

美国第二季度核心 PCE 物价指数年率终值 4.6%，前值 4.4%。

马云最信任的人动手了

其中提出，预计一年内向境外提供 1 万人以上、不满 100 万人个人信息，与境外接收方订立个人信息出境标准合同并向省级网信部门备案或者通过个人信息保护认证的，可以不申报数据出境安全评估；向境外提供 100 万人以上个人信息的，应当申报数据出境安全评估。但是，基于个人同意向境外提供个人信息的，应当取得个人信息主体同意。

国家互联网信息办公室就《规范和促进数据跨境流动规定（征求意见稿）》公开征求意见

中国人民银行、国家金融监督管理总局、中国证券监督管理委员会、国家外汇管理局、香港金融管理局、香港证券及期货事务监察委员会、澳门金融管理局决定进一步优化粤港澳大湾区 “跨境理财通” 业务试点。一是优化投资者准入条件，支持更多大湾区居民参与试点。二是扩大参与机构范围，新增符合要求的证券公司作为参与主体，为 “南向通”“北向通” 个人客户提供投资产品及相关服务。三是扩大 “南向通”“北向通” 合格投资产品范围，更好满足大湾区居民多样化投资需求。四是适当提高个人投资者额度。五是进一步优化宣传销售安排，引导金融机构为大湾区居民提供优质金融服务。

央行等多部门：优化粤港澳大湾区 “跨境理财通” 业务试点，进一步推进大湾区金融市场互联互通

9 月 28 日，知名 AI 独角兽第四范式在港交所成功上市。资料显示，第四范式是以平台为中心的决策类人工智能公司。

第四范式 IPO 首日流通股仅 0.3% 虚高的市值或演绎快手悲剧

OpenAI，一家以人工智能为核心的公司，最近引起了广泛关注。他们不仅在人工智能领域取得了重大突破，还开始涉足 AI 硬件领域。这让人们开始猜测，OpenAI 是否有潜力成为下一个苹果。

OpenAI 最近发布了一款名为"Dolphin Research"的智能穿戴设备，它具备了强大的人工智能功能。这款设备不仅可以监测用户的健康状况，还能提供个性化的健康建议和指导。此外，它还具备了语音识别和自然语言处理的能力，可以与用户进行智能对话。

除了智能穿戴设备，OpenAI 还计划推出一款名为"Longbridge"的机器人。这款机器人具备了先进的人工智能技术，可以执行各种任务，如家庭助理、陪伴机器人等。它还具备了自主导航和环境感知的能力，可以在复杂的环境中自主行动。

OpenAI 的 AI 硬件产品备受期待，因为他们在人工智能领域的技术实力已经得到了广泛认可。他们的人工智能算法在各种竞赛中取得了优异成绩，并且在学术界和工业界都有很高的声誉。因此，人们对 OpenAI 的 AI 硬件产品寄予了很高的期望。

然而，要成为下一个苹果并不容易。苹果作为全球知名的科技巨头，拥有强大的品牌影响力和广泛的用户基础。要超越苹果，OpenAI 需要在产品设计、用户体验和市场推广等方面做出巨大努力。此外，他们还需要与其他竞争对手展开激烈的竞争，争夺市场份额。

总的来说，OpenAI 作为一家以人工智能为核心的公司，有着巨大的潜力成为下一个苹果。他们的 AI 硬件产品备受期待，但要实现这一目标，他们需要克服许多挑战。只有在技术、产品和市场等方面取得突破，才能真正成为下一个苹果。

News: Masayoshi Son invests $1 billion, OpenAI and Ive join forces to create the "iPhone of the AI era"

JPMorgan: "At the beginning of 2007, the market accepted the view of a soft landing, with steady economic growth; corporate profit growth slowed down but did not collapse; inflationary pressures eased but did not disappear - if you haven't noticed, this is the situation we are currently in."

Interest rates in the United States are soaring! Wall Street is already drawing parallels to 2008: we are now in 2007.

Google Pixel is gradually eroding the dominant position of iPhone in Japan.

Google Pixel is rising, Apple iPhone's market share in Japan falls below 50% for the first time in two years.

京东商城将在近期上线特斯拉汽车订购服务。

京东要卖特斯拉了

龙电华鑫据悉聘请花旗、高盛帮助其为美国 IPO 做准备。

据滴滴出行消息，滴滴将在假期期间累计投入 10 亿补贴和奖励，覆盖打车、自驾、骑行、订酒店、货运搬家等出行和消费场景。为司机拉动更多订单，其中发放超 3 亿司机奖励让师傅们有更多收益。

* 花旗：腾讯近期股价疲弱增加买入机会 开启 90 日正面催化观察

* 花旗：腾讯近期股价疲弱增加买入机会  开启 90 日正面催化观察

Ali Tencent Century's "Reconciliation"

Morgan Stanley's stock fund's large number of options positions could potentially exacerbate a widespread sell-off in the US stock market.

"Option Whales" emerge! The unsettled S&P 500 may plunge to 4200 points.

Hollywood film companies and striking actors have agreed to resume contract negotiations in an effort to end the labor dispute that began in July.

The Screen Actors Guild (SAG) has reached an agreement with Hollywood film companies, including Disney, to resume negotiations on October 2nd.

The 10-year Japanese government bond yield has reached a record high in the past decade, with both major Japanese stock indices experiencing intraday declines of over 1%. The Japanese yen is approaching the 150 mark.

Foreign capital withdrawal in progress, Japanese stocks, bonds, and currency all hit hard.

Deutsche Bank reiterated its buy rating on Tesla stock on Wednesday, but lowered the target price from $300 to $285.

Deutsche Bank: Tesla's profit in 2024 faces "significant downside risk", target price lowered to $285.

在成立的第十年，名创优品要从 “低价品牌” 跨越到 “超级品牌”。

名创优品开始 “升级” | 见智研究

New York crude oil continued to rise by more than 3% last night, reaching a more than one-year high. In addition, Neel Kashkari, President of the Minneapolis Federal Reserve, pointed out that there is a 40% chance that the Federal Reserve will need to raise interest rates significantly to achieve its inflation target. The yield on the 10-year US Treasury bond rose to 4.642 basis points, reaching a 16-year high, and the US dollar index reached 106.84.

Hang Seng Index extends losses to over 200 points, falling below 17,400. HKEX, Meituan, CSCI, and JD Health drop more than 2%-5%.

近两年，恒大已涉及多起司法案件。

大事件！“恒大系” 集体停牌！均复牌不久

HONG KONG, Sept 28 (Reuters) - HSBC (HSBA.L) is set to acquire Citigroup’sChina consumer wealth management business, which manages more than $3 billion in assets, two sources with knowledge of the matter said, in a major boost to the London-based bank’s business in that country.

EXCLUSIVE-HSBC to acquire Citigroup China consumer wealth business -sources

港股科网股震荡下行，网易跌近 4%，美团跌超 3%，京东、阿里巴巴、哔哩哔哩等跟跌。

Tuhu's first day of listing was hindered by JD: How to break through and profit in the price war

金十数据 9 月 28 日讯，海通国际证券分析师 JeffPu 发布研究报告指出，A17Pro 是一个过渡设计，预计 iPhone 16 系列的所有机型都将采用 A18 系列芯片，采用台积电的 N3E 工艺。

分析师称苹果 A17Pro 仅为过渡设计 预计 iPhone 16 系列所有机型都将采用 A18 系列芯片

Some early users of the Apple iPhone 15 Pro and Pro Max have complained that these new devices get too hot during use or while charging.

Apple's new product encounters setbacks as users complain about severe heating issues with the iPhone 15 Pro.

The S&P 500 index has fallen more than 5% since September, leading to its first quarterly decline in a year. The 10-year Treasury yield may face its largest monthly increase in a year.

"Higher and Longer" Panic Continues: US Stocks and Bonds Plunge, Marking the Worst Month of the Year

中国恒大、恒大汽车、恒大物业在香港暂停交易。

ChatGPT is no longer limited to data before September 2021. It can now perform real-time searches and provide links, just like Microsoft's New Bing and Google's Bard.

Open AI has unlocked the "Dragon Binding" for ChatGPT: it can now connect to the internet!

美国汽车工人联合会 (UAW) 计划周五扩大针对底特律传统汽车制造商的罢工。

美国汽车工会：若谈判未取得重大进展 周五将扩大罢工

On Wednesday, Meta held its annual Connect developer conference.

30 Billion Users Experience AI! Meta Introduces AI Features to Social Media Platforms and Launches the World's First MR Headset

On Wednesday, Kevin Scott, the Chief Technology Officer of Microsoft, stated that the company has found it easier to obtain artificial intelligence chips produced by NVIDIA compared to a few months ago. Although the supply-demand imbalance remains tight, the situation has been improving on a weekly basis.

NVIDIA's major customer Microsoft: "AI chip shortage" is improving

As of the end of August, Micron's revenue exceeded analysts' expectations, while losses were lower than expected. Micron expects the median revenue for the first quarter to be higher than expected, but the median loss to be on par with the fourth quarter, while analysts expect a 10% decrease in losses compared to the previous quarter. Micron stated that it will start producing memory for AI chips next year and expects profitability to improve by the fiscal year 2024. Update in progress.

AI boom supports sales but profitability is worrying: Micron Technology warns of losses this quarter, stock falls over 4% after hours | Earnings Report

On Wednesday, according to the latest investigation by renowned analyst Ming-Chi Kuo from Tianfeng International, it is suggested that ASML, a Dutch company, may significantly lower its shipment forecast for EUV equipment in 2024 by about 20-30%. The main reason for this substantial downward revision by Ming-Chi Kuo is the lower-than-expected demand for related products from companies such as Apple, Qualcomm, Samsung, and Intel.

Top analyst pours cold water on ASML: EUV equipment shipment forecast for next year may be significantly revised down by 20-30%.

In August, durable goods orders in the United States exceeded expectations. FOMC committee member Kashkari expressed an open attitude towards the possibility of raising interest rates more than once. The vote on the temporary spending bill in the US Congress has become a source of concern. At midday, US stocks fell across the board, with only the Dow Jones closing lower. AI stocks showed significant gains, with Meta briefly falling by 4%. Bilibili and Pinduoduo saw gains of over 1%, while XPeng Motors rose nearly 3%. However, Faraday Future fell over 44%, reaching its lowest point since going public. US bond yields initially fell but then rose, with the 10-year yield reaching a 16-year high and the 30-year yield hitting a 12.5-year high. The market is concerned about the inventory levels at the Cushing oil delivery hub falling below the minimum operating level. Crude oil briefly rose above $94, reaching a one-year high. The US dollar has been hitting a ten-month high for several days, while the euro is at its lowest level in nearly nine months and the yen is at a one-year low. Offshore renminbi has fallen below 7.32 yuan. Gold has fallen below $1880, hitting a six-month low for the third consecutive day, while copper is hovering at a four-month low and nickel has reached a 14-month low.

S&P narrowly closed higher, Dow hit a four-month low, US bond yields returned to a decade-high, and US oil rose 4% during the session.

Quest 3 marks Meta's transition from virtual reality to mixed reality. It is priced at $499, a 67% increase compared to Quest 2, and is 40% thinner than Quest 2. It is equipped with the faster Qualcomm Snapdragon XR2 chipset, which provides graphics performance that is twice as powerful as Quest 2. It also features Meta's best display to date, with a 30% higher resolution than Quest 2. Additionally, it supports Xbox cloud gaming and an augmented reality version of Lego. Meta has also released a new version of its smart glasses, priced at $299, which can play music, make phone calls, take photos, record videos, and livestream.

Seizing the Market by Storm: Meta Releases Quest 3 VR Headset with $200 Price Increase, Introduces Multi-functional Glasses Simultaneously

During the trial of the Google monopoly case, Microsoft executives revealed that they have been trying to persuade Apple to use Bing as the default search engine. However, Apple has never seriously considered it and instead used it as a bargaining chip with Google. Apple actually earns more money from the existing Bing than Bing itself.

"Century Anti-Monopoly" Case Exposes the Machinations of Tech Giants: Microsoft Claims Apple Uses Bing as a "Bargaining Chip" in Negotiations with Google

金十数据 9 月 27 日讯，9 月 27 日，中国国际经济交流中心第 167 期 “经济每月谈” 举行。中国社科院研究员、金融研究所所长张晓晶表示，自己支持提高财政赤字率。在他看来，财政赤字率提高 1-2 个百分点是可以接受的。张晓晶进一步指出，社会上对 3% 的财政赤字率上限能否能打破已有很多讨论。从主要发达经济体的经验来看，它们并不一味遵循 3% 上限的禁忌。张晓晶认为，发债的用途至少有两个。一是解决地方政府的债务问题。二是部分可以直接发现金给老百姓，以提高居民的消费能力。

张晓晶：中国有提高财政赤字率的空间

市场消息：Lucid 集团在沙特开设了该国首家汽车制造工厂。

金十数据 9 月 27 日讯，据 CNN 报道，美国白宫现在正在为停摆做准备，白宫西翼高级官员正在制定计划，从 10 月 1 日开始，这些人员将被视为 “必不可少的” 人员，因为离政府拨款的最后期限只有几天了。一名政府官员表示，拜登总统的大多数高级助手预计将被指定为 “重要人员”，这意味着他们不会被强制休假。目前正在进行的应急计划于周五正式启动，管理和预算办公室开始正式与各机构沟通，讨论是否可能停止所有被视为 “非必要” 的工作。而连拜登也计划本周末留在华盛顿，这是相对罕见的情况，因为政府关门的可能性越来越大。与白宫人员配置相关的积极准备再次表明，华盛顿普遍预期国会议员可能无法在月底的最后期限前找到为政府提供资金的方法。

美媒：白宫已做好在政府关门期间运作的准备

智通财经 APP 讯，南极电商披露第四期员工持股计划 (草案)，该计划拟筹集资金总额上限为 1.78 亿元，总规模拟为 9891.74 万股。本持股计划 (所有批次) 购买回购股票价格为 1.80 元/股。持股计划的持有人包括对公司整体业绩和中长期发展具有重要作用和影响的公司董事 (不含独立董事)、监事、高级管理人员、中层管理人员及核心骨干。本持股计划第一批次首次授予部分持有人总人数不超过 70 人。本持股计划受让公司回购专用账户所持有的不超过 9891.74 万股股票，将分两批次进行分配，第一批次和第二批次分配比例分别为 61%、39%。第一批次已确定的分配额度为不超过 1.08 亿份 (对应 6000 万股)，其中 8640 万份用于第一批次首次参与持股计划的员工，剩余 2160 万份作为第一批次预留份额在股东大会审议通过本持股计划 12 个月内由董事会授权管理委员会一次性予以确定认购对象。预留份额暂由实际控制人张玉祥先生出资垫付认购份额所需资金，预留份额在被分配前，张玉祥先生不享有该部分份额对应的权益 (包含但不限于收益权及表决权)。

南极电商拟推第四期员工持股计划 筹资总额上限为 1.78 亿元

衡量华尔街恐慌情绪的 CBOE 波动率指数在触及 5 月份以来的最高水平后回落。

香港特别行政区政府署理财政司司长黄伟纶今日在凤凰卫视主办的 “新空间·新动能——凤凰湾区财经论坛 2023” 上表示，香港拥有庞大的外汇储备，可以有效支援金融系统。有赖于成熟稳健的监管体系，香港的金融市场一直运作正常；香港金融体系稳健，银行体系的流动性充裕，其资本充足率远高于相关的国际监管要求；相关交易所的交易结算及交售活动均有序进行，港元外汇市场交易也继续保持畅顺有序。

黄伟纶：香港庞大的外汇储备可有效支援金融系统

在利率恐慌导致美国股市跌至 6 月初以来的最低水平后，市场回归平静，股债市场的跌势有所缓和。美国股指期货上涨 0.3%，而道琼斯工业平均指数跌破 200 日移动均线，这一技术信号表明该指数已进入超卖，可能反弹。衡量华尔街恐慌情绪的 CBOE 波动率指数 (VIX) 在触及 5 月份以来的最高水平后回落。

全球股市抛售暂停 波动率指数 VIX 显示市场平静

36 氪获悉，热门中概股美股盘前多数上涨，截至发稿，爱奇艺、微博、理想汽车涨超 2%，小鹏汽车、百度、富途控股、老虎证券涨超 1%，蔚来涨 0.3%；知乎跌超 5%，虎牙跌超 2%。