黑石总裁表示，10 年期美债收益率的飙升将迫使消费者勒紧腰带。

全球最大资管警告：高利率将伤及美国消费和经济

中观层面，第一人称射击、角色扮演游戏类别将首先受益于 AI 技术的赋能。

天风证券：游戏出海将优先受益于 AI 带来的降本增效

SolarEdge Technologies 周四盘后股价跌 21.01%。

股价盘后大跌 21%！SolarEdge 大幅下调 Q3 营收指引，带崩太阳能板块

伴随特斯拉股价年内累涨近 80%，马斯克今年财富仍增超 700 亿美元，在全球财富增量前十大的富豪中涨势最凶猛，总身家遥遥领先于排名第二位的富豪。而根据美联储统计的去年中位数，“马斯克一天之内损失了约 12.4 万个美国家庭的总净资产”。

特斯拉暴跌 9%，马斯克身家蒸发 160 亿美元，仍为世界首富

数据显示，美银、富国、花旗、高盛、摩根士坦利等华尔街五大行今年以来已累计裁撤 2 万个岗位，而且未来裁员可能继续扩大，主因高利率环境增加营运成本，而且金融从业者主动离职大幅减少。金融行业的裁员也可能导致美国劳动力市场 2024 年面临更大压力，因为可能面临消费者贷款和公司贷款违约增加，银行要进一步做好明年继续削减开支的准备。此前银行业公布财报显示，各大行三季度业绩均超预期。

华尔街大行今年已 “默默” 裁员 2 万人！更坏的时刻恐未到来

一群高呼 “停止为化石燃料融资” 的环保主义者冲入鲍威尔发表演讲的会场，高举横幅，鲍威尔的开场白被打断，几分钟后抗议者被 “请出” 会场，鲍威尔重新开始讲话。

环保人士差点搞砸重磅讲话：鲍威尔开场曾被迫下台

Although U.S. bond yields continue to soar, Bank of America analysis found that the impact of recent bond market pressure on the stock market and investment-grade corporate bonds is weakening, but whether this situation will continue is not known.

Bank of America: US stocks and corporate bonds may be recovering from the repricing shock caused by the "historic sell-off" of US bonds.

The next six months, or the most critical half of Lei Jun, will face Huawei and Apple's new products, which is related to Xiaomi's status and ranking of value, and a new peak battle in the mobile phone industry will also begin.

Lei Jun has made a big move.

鲍威尔讲话前，美股指盘中均曾转跌，财报后奈飞狂飙超 10%、特斯拉盘中跌超 9%

While Google sees India as an important growth market, it also faces commercial and regulatory challenges in the country.

Google is going to manufacture smartphones in India.

Amazon claims that the use of robots can increase the speed of identification and storage by 75%, while reducing the processing time of orders by 25%, and also reducing the accident rate. Logistics warehouse personnel are worried about job security.

Getting closer to completely replacing humans! Amazon launches logistics "humanoid robots"

特斯拉美股盘前跌超 7%，三季度特斯拉营收同比增长超预期放缓至 9%，EPS 盈利超预期剧减 37%。

灿芯股份 IPO 暂缓审议：与中芯国际关联关系成监管重点

Due to the sluggish demand for electric vehicles, Tesla, General Motors, and Ford have all slowed down the ramp-up of their electric vehicle production capacity.

US consumers unwilling to pay the bill, electric vehicle giants have to slow down production.

周三富士康宣布，将使用英伟达芯片和软件建造新型数据中心，用于包括自动驾驶汽车、机器人平台和大型语言模型在内的开发。黄仁勋表示，未来，每家公司、每个行业都将拥有人工智能工厂。

全力扩大 GPU 朋友圈！联手富士康，英伟达又造了个新词 “AI 工厂”

The four leading companies rely on AI to reduce costs and increase efficiency.

PwC teams up with OpenAI, are the "Big Four" still far from replacing humans with AI?

There are voices on Wall Street that believe Novo Nordisk is overvalued! But it cannot be stopped in the short term. Some analysts are even more pessimistic, believing that Novo Nordisk may fall by about 40%.

How much longer can weight loss pills remain popular?

The demand for AI chips has driven TSMC's profits beyond expectations. In the third quarter, revenue from advanced processes (including 7 nanometers and more advanced processes) accounted for 59% of the total, further increasing its share.

AI chip demand supports! TSMC's Q3 performance exceeds expectations, but net profit declines by 24.9% YoY | Earnings Report

Ideal Car-W fell nearly 5% in the afternoon. As of the time of writing, it has dropped 4.74% to HKD 124.5, with a turnover of HKD 499 million.

Hong Kong Stock Market News | Li Xiang Auto-W drops nearly 5% in the afternoon, with over 60,000 orders for the M7. Li Xiang plans to temporarily avoid Huawei's competition.

Want work-life balance? Maybe you should consider if this is not the right place for you!

"War" has begun! Google folks, roll up your sleeves!

台积电第三季度净利润 2110 亿元台币，预估 1904 亿元台币。第三季度毛利率 54.3％，预估 52.9％。

Turnaround: Jiangnan Clothier turns losses into profits

Jiangnan Clothier has successfully turned its losses into profits, marking a significant turnaround for the company.

Vinod Khosla believes that the demand for social work will disappear in 25 years.

Early investors in OpenAI: 80% of the tasks in our work will be replaced by AI, including finance and medical professionals.

JD.com makes a move towards instant retail.

让 ChatGPT 完全按照你的数据来生成内容。

微软 Azure OpenAI 支持数据微调啦！可打造专属 ChatGPT

Jay Chou's concert tickets, Nvidia graphics cards, and Nord Nord's weight loss pills - if you manage to get any of these, you're a winner in life.

What are the three hardest things to buy this year?

外资悲观情绪及外围流动性持续紧缩仍导致港股市场在 9 月震荡下行！目前港股市场底部或已确立，但海外的一系列风险因素，包括无风险利率的持续攀升，美国国债和商业地产市场、政府停摆以及地缘冲突等问题或阶段性扰动港股投资者情绪。

港股现在最危险的是什么？

恒生科技指数盘初跌幅一度扩大至 2%。

港股恒指低开跌 1.21％，国企指数跌 1.41％，恒生科技指数低开 1.64%。

Musk seems to be pessimistic about everything.

A disheartened Musk, a plummeting Tesla, "In the storm, even the strongest ship can encounter troubles."

市场的 “上行跟进” 是多头进一步推动今年市场反弹的下一步！什么信号来了？标普 500 指数即将决定美股牛市的命运，能成功吗？

美股已经出现可靠的买入信号？

比 GPT-4 运行成本更低的 Arrakis 模型，因表现不及预期被叫停。

首次曝光！OpenAI 遭遇罕见挫折，中断开发新 AI 模型

Oct 18 (Reuters) - TeslaCEO Elon Musk spent much of a call with analysts and investors on the electric car maker’s earnings discussing what he sees as the risks from high interest rates, consumer uncertainty and the “paycheck-to-paycheck” pressures on American workers.

FACTBOX-Elon Musk on interest rates, uncertainty and Tesla's costs

英伟达早早为下一个时代做好了准备！智能汽车，就是英伟达押注的下一个增长点。先有从小鹏 “挖人”，后有和富士康共建厂，但产能供应依然是逃不开的话题。

如何理解 “英伟达 + 鸿海”？黄仁勋也有 “造车梦”！

特斯拉（TSLA）美股盘后一度跌超 5.06%，最低触及 230.39 美元。

Under the continuous price reduction measures, Tesla's Q3 revenue and profits are lower than expected, and the market is concerned about the decline in profit margins.

Tesla's Q3 revenue and profits were both lower than expected, with operating profit margins falling to their lowest level since Q1 2021.

According to insiders, artificial intelligence startup OpenAI is reportedly in talks with potential investors to sell a portion of its employees' shares at a valuation of $86 billion.

AI giant OpenAI may seek to sell shares, with a valuation soaring to $86 billion.

In the third quarter, Tesla's revenue growth YoY slowed down to 9%, which was lower than expected. The EPS profit also decreased dramatically by 37%, and the gross margin continued to decline throughout the year. The free cash flow was far below expectations, while the revenue from carbon credits doubled MoM. The ongoing price reduction of Tesla vehicles continued to impact profitability and revenue, and the factory upgrades added to the challenges. Tesla reiterated its production target of 1.8 million vehicles for this year and mentioned that it is currently training the Optimus robot with AI, with the training scale expanding by more than double. The first batch of deliveries for the electric pickup truck, Cybertruck, is scheduled for November 30th. Musk stated that it is difficult to increase production of the Cybertruck and it would take at least 18 months to contribute to free cash flow. It is possible that 250,000 vehicles will be delivered annually by 2025. After-hours trading saw Tesla's stock initially drop by over 2%, then rebounded before falling nearly 4%.

Tesla's Q3 gross margin continues to decline under the impact of price cuts, while increasing investment in AI, with the Cybertruck pickup truck becoming the focus. | Earnings Report Insights

In the third quarter, Netflix's revenue and profit both achieved year-on-year growth.

Netflix Q3 earnings report exceeds expectations, announces price increases in the US, UK, and France, and surges more than 12% after hours.

港府下周《施政报告》或将放宽来港合资格专才买楼放宽买家印花税、港人买第二个物业减印花税等政策。

香港楼市可能适度 “减辣”！

Despite Netflix's guidance for the fourth quarter being slightly below expectations, the market is satisfied with its significant increase in users in the third quarter and the upward revision of its full-year operating profit margin and free cash flow guidance. The price increase in the largest markets in Europe and the United States highlights its dominant position in the industry, with a quarterly MoM increase of nearly 70% in advertising package users. The number of new users in the third quarter was second only to the peak of the pandemic, and the free cash flow was the second largest in its history.

After-hours surge of 13%! How impressive is Netflix's Q3 earnings report?

Although United Airlines' third-quarter performance exceeded expectations, the suspension of flights to Israel due to the Israeli-Palestinian conflict, coupled with a significant increase in aviation fuel costs, has resulted in the company's fourth-quarter performance guidance falling short of expectations, causing the stock price to plummet by over 8% during trading on the 18th.

The shockwaves of the Israeli-Palestinian conflict have arrived! Airlines are heavily impacted, oil prices surge, flights are suspended, and United Airlines plummets | Earnings Report

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。