OpenAI 准备推出新的开源 AI 模型 - The Information一季度高瓴 HHLR 再加码多只中概,拼多多成第二大重仓,华住晋升前十巴菲特一季度清仓两家区域性银行,增持惠普和西方石油老虎环球建仓苹果、台积电,增持谷歌、亚马逊并清仓拼多多比尔·阿克曼建仓谷歌,减持惠普及希尔顿全球索罗斯押注铁路、健身、零工经济 减持迪士尼、亚马逊,抛售特斯拉道富银行一季度清仓硅谷银行和签名银行等同行,减持嘉信理财和巴菲特的 BRK B 类股美股午后转涨, 纳指八个半月新高,中概指数涨 4%,油价止步三连跌Burry 一季度大举增持京东和阿里,为数一数二的重仓股,合计占比将近 20%大空头 Michael Burry 第一季度买入多只美国地区银行股巴菲特一季度清仓纽银梅隆等地区银行和台积电,重仓苹果、美银等9 月降息?美联储高官明确驳斥,多官员称观察 + 等待才是合适政策阿里巴巴:确认 2022 年报获美国 SEC 审查通过微软收购动视暴雪获欧盟批准,英国称坚持自己的反对决定阿里云:关于阿里达摩院自动驾驶业务裁员 70% 的消息与事实不符运行八年后,阿里中台被彻底分拆美股一季报好于预期,最糟的时候已经过去?程一笑对快手电商 “挥鞭”Earnings Report Preview | BIDU-SW Core Business Expected to Recover, BIDU-SW Cloud to Grow 20% YoYIs it a good time to buy small-cap US stocks with a valuation lower than the S&P 500 by nearly 30%?Pre-market trading in US stocks | Chinese internet companies are all rising, with 90% of TSMC's 3nm production capacity reserved by Apple, and Alibaba Cloud's overseas market is growing rapidly.裁员超过 1300 人?福特中国回应Has the rise of the US stock market this year relied solely on companies like Apple and Microsoft? Should we be concerned about the future?Big speed reading | Li Auto's target price has been significantly raised! Alibaba, JD.com, and BIDU-SW suffer significant "price cuts"阿里达摩院自动驾驶业务并非整体并入菜鸟 约 70% 员工被裁小摩大胆判断:阿里、拼多多投资回报率优于京东!天风国际证券分析师郭明錤:苹果对发布 AR/MR 头戴装置已做充足准备央行:当前我国经济没有出现通缩,不存在长期通缩或通胀的基础Earnings Preview | Alibaba Expected to See Slow Revenue Growth in Q1, Profitability Continues to Recover中国央行:有效防范化解优质头部房企风险,改善资产负债状况央行发布一季度中国货币政策执行报告今日共 613 只港股被沽空AI 金字塔的底层:时薪 15 美元的 “数据标注员”香港迪士尼宣布下月中起恢复每星期营运 6 或 7 天Looking Ahead | Will TENCENT's Core Gaming Business Lead the Way as Advertising and Cloud Services Grow Quarter by Quarter?Earnings Preview | TENCENT Expected to Continue Recovery in Q1, All Businesses Return to High GrowthUS Stock Options | Tesla Options Trading Doubles, Alphabet-C and Microsoft Calls Active美团优选将开始新一轮调整 大区改为省区且自负盈亏大摩:AMD 的 AI 领域潜力可能比之前预期要 “高出数倍”恒指收复 2 万点关口 恒生科技涨 1.5% 科技、大消费表现强势 美团涨近 5%