Today's Key News Review | Dolphin Research

0803 **Dolphin King's Focus: * * ### * *Macro/Industry * * * 1, * * China's Caixin Service PMI in July was 54.1, up 0.2 percentage points from the previous month, expanding for the seventh consecutive month, with a strong rebound in business activities and a rapid growth in the number of employees. The previously announced July China Caixin Manufacturing PMI 49.2, the manufacturing boom weakened, and the manufacturing and service industries deviated significantly. The Caixin Composite PMI 51.9 in July, still in the expansion range. ### * *Individual stocks * * 1 * *, * * $ BABA-SW.HK ariyun announced the open source universal meaning thousand questions 7 billion parameter model, including the common model Qwen-7B and the dialogue model Qwen-7B-Chat. both models have been launched in the magic build community and are free of charge for commercial use. Accordingly, Aliyun became the first domestic technology enterprise to join the ranks of big model open source. At the same time, there is also news that the TENCENT "TENCENT mixed big model" began to apply internal testing, TENCENT a number of internal business has been connected to the mixed big model for testing. * * 2, * * $ NVIDIA.US foreign investment circle reported that Avida considered that the AI server capacity of its contract partner Weichuang (Weichuang Zitong Group) was insufficient and canceled some orders originally scheduled for Weichuang, transfer to Hon Hai Group's industrial Fulian production. Hon Hai did not comment on the rumors, but an unnamed supplier pointed out that Nvidia did transfer 10 percent of its orders from Weichuang to Industrial Fulian. The order is for the NVIDIA A100 substrate. 3. $ Meta Platforms.US Meta has launched a new open source AI tool AudioCraft, which can help users create music and audio based on text prompts. This artificial intelligence tool combines three models or technologies of AudioGen, EnCodec and MusicGen to generate high-quality, near-live audio and music from textual content. Last month, Google publicly released a language model called MusicLM, which is free to the public. Google and Meta are undoubtedly the two most competitive players in the field of AI music. 4. $ Apple.US Apple issued a press release today announcing that in close cooperation with Goldman Sachs, its high-yield savings account Apple Card Savings has now absorbed more than US $10 billion. Apple will issue a financial report tomorrow morning. Dolphin King will continue to follow up and interpret it. Welcome to pay attention. * * 5. Interpretation of Financial Reports and Telephone Meeting of Other Companies Followed by Dolphin Jun Today: * * Qualcomm: "No Significant Warming, Continue to Push Forward Fee Control (Qualcomm FY23Q3 Telephone Meeting)" unity: "Unity Repeatedly Fired, Performance Also Comes Well", "AI and VR, there will be obvious progress this year and next year (Summary of Unity 2Q23 Performance Call Meeting)" Ruixing: "Ruixing's" Ten Thousand Stores "Rush, Eldest Brother's Mighty Control", "Ruixing: Frequent Push New, Fierce Shop Opening, Buyers Rise (Summary)"### * *Leading sectors **** Shanghai and Shenzhen: Professional data and services, health and personal care retail, asset management and financial consulting; Hong Kong stocks: Outsourcing development and manufacturing services, diversified medical services, corporate management software; US stocks: **Health and personal care retail, IT distribution, healthcare distributors. ### * *Tomorrow's attention **** 1, U.S. non-farm payrolls, U.S. unemployment rate after the quarterly adjustment; 2, **Apple, Block, Airbnb will announce financial results, Dolphin Jun will issue an interpretation analysis, welcome attention. Risk Disclosure and Statement for this article: Dolphin Investment Research Disclaimer and General Disclosure