大盘指数 “拼图” 来了！深圳 50 正式发布，易方达、富国火线上报 ETF 材料

特斯拉 “降价促销” 后的毛利率和需求前景成了三季报的焦点。

比亚迪业绩炸了，压力给到特斯拉

明年美国经济将出现更多疲软迹象

外资看财报之高盛：将继续缩减商业地产敞口

TikTok is going to fight a tough battle.

If geopolitical uncertainties escalate further, any relief rebound in the US stock market before the end of the year will be short-lived! Should we enter or exit?

Latest Key Risk in US Stocks: Beware of Escalation in Middle East Situation!

Q3 比亚迪净利润有望突破百亿大关

不惧价格战，Q3 比亚迪销量、利润同创新高 | 见智研究

Andreessen has released a "Manifesto of Technological Optimism," stating that artificial intelligence will become the key to the new era.

Venture capital giant Marc Andreessen: Technology is the only source of growth

中金预计，本轮库存和增长修复路径有可能更多是 “U” 型而非 “V” 型，这也就意味着全局性的补库存和价格上涨可能性不大，可以更多聚焦结构性较低库存带来的价格弹性。股市层面，仍以结构性机会为主也意味着哑铃型配置依然适用。

中金：中美库存周期的错位与共振

Wilson pointed out that the average condition of the S&P 500 index constituents seems to be much worse, and the trend of most stocks is not as good as it appears on the surface. The leading position of the "Tech Seven Giants" is also shrinking, and the momentum is weakening.

Morgan Stanley bear Wilson: US stocks to fall 10% by the end of the year, S&P to drop to 3900 points.

习近平同俄罗斯总统普京会谈。

在如今国内的新能源汽车市场逐渐饱和，新能源汽车渗透率短时间难有进一步提升的情况下，比亚迪选择转战海外，并得到大部分海外新能源汽车市场的认可和追捧，这将有望成为比亚迪后续汽车销量和利润新的增长点。

再创新高比亚迪！为何不惧价格战？

投资者对未来经济增长预期悲观，但美国股市依然保持了良好环比增长。

美银基金经理调查：美股走势已经显著脱离基本面

由于纯电车型的成本更高，技术要求更高，补能网络也是一笔大投入，加上还要在已有的增程式车型中不断提升产品力以维持市场份额，意味着未来理想的财务数据或许不会像现在那么好看。

未来五年，理想汽车为什么不可能再交出 “满分财报” 了？

According to PitchBook data, the financing amount of global AI companies in the third quarter increased by 27% compared to the same period last year. At the same time, the total transaction amount of startups decreased by 31% compared to the same period last year, reaching 73 billion US dollars.

AI financing reaches a new high, but other technology sectors may enter a winter season.

“关于竞争，我们喜欢创造需求并定位自己；当我们下重注时，实际上已经提前应对了所有可能的风险！” 这也就是说，英伟达押注新技术的时候，已经看到了所有的可能性！

黄仁勋最新专访：万亿英伟达的 “离谱”，还能再续下去吗？

中国 9 月规模以上工业增加值同比 4.5%，预期 4.4%，前值 4.5%。

中国 9 月社会消费品零售总额同比 5.5%，预期 4.9%，前值 4.6%。

中国三季度 GDP 同比 4.9%，预期 4.5%，前值 6.3%。

US chipmaker Nvidia has submitted documents to the US Securities and Exchange Commission stating that the US government is tightening its export control on chips to China and expanding it to countries such as Saudi Arabia, the United Arab Emirates, and Vietnam. The company's chips that exceed multiple performance restrictions are affected, including A100, A800, H100, H800, L40, L40S, and RTX 4090 chips, as well as DGX and HGX systems. The company stated that some of the affected products have headquarters in China and the aforementioned countries.

Nvidia indicates that the tightening of chip restrictions in the United States may affect the development of some products and may require a shift in operations.

Taobao opened high and fell low, Douyin's main traffic is fading, it's time for Dongfang Zhenxuan to come up with some tricks.

East Selection "binds" fans with a 199 yuan offer | Insight Research

比隆基更早选择 BC 路线，爱旭：上半年 ABC 组件已实现部分销售，平均单瓦不含税收入约 2.20 元，交付效率可达 24%。

爱旭股份宣布：力争九个月，ABC 成本追平 TOPCon！

路透纽约 10 月 17 日 - 美国银行周二在一篇报告中指出，对冲基金上周买入美国所有行业的股票，但主要是金融行业。

对冲基金在财报发布前大举买入金融股 -- 美国银行

英伟达在一份监管文件中表示，对某些产品的出口管制可能会影响公司及时完成产品开发的能力。还可能影响对相关产品现有客户提供支持的能力，以及向受影响地区以外的客户供应相关产品的能力。

英伟达：美国出口管制规定可能影响产品开发

General Motors said that the delay in production until the end of 2025 is to better manage capital investment and meet the demand for electric vehicles. Earlier this month, the strike cost the company $200 million in the third quarter. To guard against the possibility of the strike lasting for several months, General Motors has obtained an additional $6 billion in credit.

General Motors delays production of electric trucks by one year, denies any connection to the automotive industry strike.

In Tuesday's US stock market, Nvidia plummeted by as much as 7.8% at one point, marking its largest intraday decline since December 2022. The Philadelphia Semiconductor Index also dropped by over 2% during the trading session.

What happened? NVIDIA plunged nearly 8% intraday, and the market value of US chip stocks evaporated by $73 billion at one point.

Facing the formidable challenge from ChatGPT, the Google Bard team is accelerating product development under immense pressure. They have departed from Google's traditionally "overly cautious" corporate culture, and some employees have described the team as being in a "wartime state".

Facing the challenge of ChatGPT, Google enters a wartime state to reshape its corporate culture.

Li Yanhong returns to the center stage

费城半导体指数维持超过 2% 的跌幅。芯片股英伟达跌 5.5%，SLAB 跌 4.3%，英特尔、AMD、博通、迈威尔科技跌 2.7%-2.5%，思佳讯跌 1.5%，高通跌 1.4%，阿斯麦跌 0.9%。纳斯达克金龙中国指数跌幅也显著收窄至 0.3%。离岸人民币兑美元反弹至 7.32 元上方，使得日内整体跌幅收窄至将近 100 点，脱离美股盘前跌至的日低 7.3298 元。

纳指跌 1.5% 后跌幅大为收窄，英伟达领跌科技股，欧美收益率再度跳涨

If successful, this will be the biggest IPO event in Europe this year and will also create the largest listed private equity institution in Europe.

European veteran private equity firm CVC is also planning to go public for fundraising. It just raised 200 billion in July.

非利息收入环比大增 14%，投资银行业务同比增长 34%，债务资本市场环比增长 40%

外资看财报之花旗：当前是衰退的最后一个季度

美国银行本季净利息收入超预期增长 4%，高盛营收同比下降 1.3%，但好于分析师普遍预期。

美国银行 Q3 营收超预期增长，高盛营收、净利双降，但仍好于预期 | 财报见闻

Q3 Zero Run sales and revenue hit a new high

Weixiaoli welcomes its fourth competitor | Jianzhi Research

Goldman Sachs analysts predict that the prolonged decline in the shipping industry will lead to further decreases in freight prices and company profits. The future of Maersk does not look optimistic, as its rating has been downgraded to "sell".

Goldman Sachs Warning: Shipping industry recession may be more prolonged and severe!

国金分析师指出，在特斯拉引领的 Transformer+Bev 架构驱动下，智驾算法趋近于端到端的智驾大模型，使得智能驾驶开始步入城市 NOA 新时代。随着算法闭环，城市 NOA 将从四个方面对产业链进行重构。

城市 NOA 爆发，软件颠覆汽车？

HONG KONG/BEIJING, Oct 17 (Reuters) - Chinese artificial intelligence (AI) startup Baichuan said on Tuesday it has raised $300 million from investors including Chinese tech giants Alibabaand Tencent.

Chinese AI upstart Baichuan raises $300 mln from Alibaba, Tencent, others

Citi, Barclays, and JPMorgan all sound the alarm: Consumer data and confidence are declining, and September retail is not optimistic.

Is the US economy doing well? The market is closely watching this data tonight.

TSMC is set to announce its third-quarter earnings on Thursday.

Earnings Report Preview | TSMC Q3 Profit May Plunge 30%, Market Focuses on Performance Guidance

Right now, it's time to say goodbye to MIUI.

Xiaomi launches its first smartphone AI operating system.

据报道，高盛正寻求退出这些消费贷款业务，这可能会对 Apple Card 和相关储蓄账户产生影响。

闹掰了？传高盛寻求剥离苹果信用卡和储蓄业务

百度创始人李彦宏：百度的文心一言在一般能力方面已经与 GPT-4 持平。

国美金融科技暴涨超 108%，拟收购游戏公司 Cash Box 51% 股权。

新氧老板旗下奇致激光冲刺北交所 IPO：上市前急修改收入分类疑与医美 “切割”

阿里腾讯们保持业绩改善趋势、美联储年内加息预期缓和、地缘政治阶段性缓解、8 月以来中国主要经济指标好转等积极因素有望推动四季度板块的价值重估！

港股中概互联板块，机会又来了？

US market is experiencing a turbulent moment with the sale of US Treasury bonds, Tesla's earnings report, and Powell's speech.

Are the US stocks ready for "turbulence" in the next few days?

菜鸟估值的成长空间究竟在哪？港股 IPO 会不会成为追赶顺丰、京东的资本跳板？

菜鸟 IPO：顺丰、京东答过的题，菜鸟需要再答一遍

Last week, essential consumer goods were the most heavily shorted sector in the US stock market, with hedge funds selling off at the fastest pace in 11 weeks. The excitement in the US stock market for weight loss drugs/GLP-1 has now surpassed the AI frenzy that dominated the first half of 2023.

The popularity of weight loss pills surpasses that of AI! Consumer goods in the US stock market face a "record-breaking short-selling" situation.

受英特尔 3nm 外包延后，及公司美国新厂 4nm 量产时程递延影响，台积电恐下修今年资本支出目标，由原订接近 320 亿美元至 360 亿美元下缘低标区间，降至低于 300 亿美元，为近三年低点。台积电本周四将举行法说会，目前正值法说会前缄默期。据了解，即便台积电可能修正今年资本支出，外界预期全年研发费用不减反增，持续投入先进研发。

台积电或将下修今年资本支出目标

Country Garden's entire offshore debt to be in default if Tuesday payment not made

Another Federal Reserve voting member supports no rate hike, and the market is betting that the probability of a rate hike this year is less than 30%. Optimistic sentiment from corporate third-quarter reports drove the US stock market higher throughout the day, with Chinese concept stocks rebounding from a one-week low. After falling nearly 3%, NIO shares turned positive with a 0.6% gain, while TAL Education Group rose nearly 7%. Lulu Lemon saw a surge of over 10%, while Moderna, BioNTech, and other COVID-19 vaccine stocks fell 6% to multi-year lows, but Pfizer rebounded. US bond yields hovered near a one-week high, and the US dollar retreated from a one-week high. Offshore renminbi fell below 7.32 yuan and then rose above 7.31 yuan, hitting an eight-year low against the Israeli shekel. After the ETF was approved, Bitcoin briefly rose above $30,000 before falling below this level. Spot gold fell below $1,920, retreating from a three-week high, while oil prices fell more than 1% and European natural gas fell more than 12%, hitting an eight-month low.

US stocks rose 1%, Bitcoin surged 10% before sharply pulling back, Brent crude oil fell below $90, and long-term bond yields rose 10 basis points.

According to the cryptocurrency media, after the SEC approved BlackRock's spot Bitcoin ETF, Bitcoin surged from below $28,000 to above $30,000 within half an hour. However, other media outlets later confirmed that the news was false, and the price of Bitcoin fell below $28,000 within half an hour.