Breakfast | Top institutions warn that US stock valuations are too high, Arm's valuation may be lowered on the eve of listing.

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Market Update: Overnight and This Morning

US stock index futures opened mixed, with Dow Jones futures down 0.12%, Nasdaq futures up 0.07%, and S&P 500 futures down 0.03%.

US stock market closed, European stocks surged and then fell, Novo Nordisk stock price reached a new high

What Happened to Blue-chip Stocks and Hot Stocks

Alibaba Cloud: No comment on considering raising 10-20 billion yuan before listing

Apple and Microsoft: EU DMA regulatory list is not sufficient to be a "gatekeeper"

On Wednesday, the European Union will announce the first batch of services that will be regulated under the Digital Markets Act (DMA), aimed at curbing the monopoly of large tech companies. Apple and Microsoft have reportedly stated that some of their flagship services are not sufficient to be designated as "gatekeepers" under the milestone legislation in the European Union.

Production of iPhone 15 series may be lower than the previous generation

According to reports, Apple has ordered fewer iPhone 15 units compared to iPhone 14, possibly due to the expected sluggish global smartphone market in the second half of the year. It is also reported that Apple placed orders for the iPhone 15 series in the second half of the year with the supply chain in August, with a total of 80-90 million units.

Whistleblower Mark Gurman: Apple's USB-C interface may not be compatible with Android

Popular weight loss drug Wegovy from Novo Nordisk launches in the UK

Wegovy, the weight loss drug from Novo Nordisk, which costs over $1,300 per month in the United States, is priced at a minimum of £199 in the UK, equivalent to about $251, which is only about 19% of the US price.

The biggest risk for NVIDIA lies in a corner that few people pay attention to!

GPUs and high-performance computing demand complement each other in the Transformer architecture. However, if in the near future, the Transformer architecture that the AI world relies on is replaced by architectures with lower computing power requirements, will it pose a threat to NVIDIA, the "shovel seller"?

XPeng plans to enter the German, UK, French markets next year

TSMC is expected to continue the situation in 2022

That is, taking a slightly or completely stopping bargaining approach towards suppliers. Lithium Mining Giant Advances Acquisition of Liontown by Yabao

Yabao, the world's largest battery metal producer, will acquire Australian lithium mining giant Liontown at a high price, with the latter accepting Yabao's new acquisition offer of AUD 6.6 billion.

Opportunities for New Investments

Valuation of Arm Likely to be Lowered Before Listing

The valuation of Arm is expected to be between USD 50 billion and USD 60 billion, rather than the previous target range of USD 60 billion to USD 70 billion.

SF Holdings Submits Listing Application to the Hong Kong Stock Exchange, Appoints CICC and UBS as Overall Coordinators for Hong Kong Listing Matters.

Macro Perspective: Exploring the World with You

JPMorgan Warns: U.S. Stock Valuations Too High

September is typically the worst-performing month in the history of the U.S. stock market, yet U.S. stock investors seem confident, causing concern among JPMorgan's strategists.

Prominent Analyst at Bank of America: Unprecedented Market Performance in the U.S.

10-year U.S. Treasury bonds may record annual declines for the third consecutive year.

Hong Kong Financial Secretary Paul Chan: Not Ruling Out the Option of Reducing Stamp Duty on Stocks

National Development and Reform Commission of Mainland China Establishes Bureau for the Development of the Private Economy

The goal is to promote the development and growth of the private economy.

Details of "Adjustments" to Existing Home Loans in Mainland China Revealed

The six major banks have taken the lead in clarifying specific standards and adjustment strategies.