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LB Select
2023.04.23 23:55
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Longbridge Breakfast | Alphabet-C merges AI chip team into cloud computing department, Microsoft says China will be OpenAI's main competitor

British largest charity fund trust cleared its position in Meta in the first quarter, reducing its holdings in Apple and Microsoft. Alphabet-C may release multiple new hardware products at the developer conference, including the foldable phone Pixel Fold and the tablet Pixel Tablet. BYD is considering launching new energy transportation systems such as "Cloud Ba" in Hong Kong. Li Auto launched the OTA 4.4 version of its vehicle technology system, which will add Sentry mode.

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Market Overview

Asian markets opened slightly lower, with US stock futures down slightly

Top Stocks

BYD says "Cloud Ba" is very suitable for Hong Kong and is considering launching it in Hong Kong

The UK's largest charity fund, Wellcome Trust, clears its holdings in Meta Platforms, reducing its holdings in Apple and Microsoft

Alphabet-C AI chip team merged into cloud computing department, catching up with Microsoft and Amazon

Alphabet-C will hold the I/O Developer Conference on May 11th and may release new AI products

Microsoft President: China will be the main competitor of ChatGPT

Macro and Strategy

The Shanghai-Hong Kong Stock Connect trading calendar optimization was launched today

Dalio: The world is on the brink of danger and faces three major changes

DBS Bank: Expects the Fed to not cut interest rates before next year

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