长城汽车李瑞峰：有些车企今年就会消失

5 月 18 日晚，阿里巴巴董事会主席兼首席执行官、阿里云董事长兼 CEO 张勇在财报电话会上表示，“我们希望阿里云的服务不仅能支持好阿里自身研发的基础大模型，而且能支持好市场上各类大模型和在此基础上产生的行业模型、专属模型的训练和服务。目前阿里云是业界领先的，基于公共云提供超大规模高性能算力服务的云计算公司，基于这一技术优势，我们正在与各位从事模型研发的企业和创业者合作，支持他们对模型训练的巨大需求。

阿里张勇：希望阿里云服务能支持好市场上各类大模型、行业模型和专属模型的训练和服务

The rise of US stocks will continue until June? Technical analysts pointed out that 4200 points is the &quot;real long-term support point that the bulls need to break through.&quot;

Technical Analysis: S&P 500 Index is expected to break through 4200 points!

Since January 2023, Meta Platforms and Nvidia have both seen a surge of over 100% in their stock prices. However, in 2022, the stock prices of Meta Platforms and Nvidia plummeted by 61% and 45% respectively.

Meta Platforms and Nvidia both suffered heavy losses last year, but their stock prices have doubled this year!

In the fourth quarter, revenue was RMB 208.2 billion, lower than market expectations, with adjusted net profit of RMB 27.38 billion, a YoY increase of 38%. Cloud business revenue was RMB 18.58 billion, estimated at RMB 20.19 billion, a YoY decrease of 2.1%. The Alibaba board of directors has approved the distribution of dividends to shareholders to achieve the spin-off of Alibaba Cloud Intelligence Group and seek to become an independent listed company. The board has also approved Alibaba International Digital Business to seek external financing, Cainiao to explore the listing process, and Hema to implement its listing plan.

Earnings Report is Out | Alibaba's Performance is Mixed, Cloud Business Revenue Declines, Accelerating Push for Spin-off Listing

Musk said he only decided to do advertising when he was asked about it at the meeting.

Tesla is starting to advertise, what has changed?

Credit Suisse expects that BIDU-SW's core advertising revenue in the second quarter will increase by 13% year-on-year to RMB 19 billion, and will increase by 10% year-on-year in 2023. At the same time, the bank also raised its forecast for the full-year core operating profit margin from 20% to 23%. The bank has raised its earnings per share forecast for BIDU-SW this year by 20%, reflecting a clearer outlook for advertising recovery.

Big Moves | Can TENCENT rise by another 50%? BIDU-SW target price gets raised!

Cisco fell nearly 4%, BEKE-W surged 4%, ZTO EXPRESS-W rose 3%, Tesla rose 0.87%, JD.com and BIDU-SW fell 1%, BILIBILI-W and CLOUD MUSIC rose nearly 1%, LI AUTO-W rose 1.35%, XPENG-W fell nearly 2%, and Douyu rose 3%.

Pre-market US stocks | BEKE-W Q1 earnings greatly exceed expectations! Tesla meets with Indian officials, Netflix's low-priced advertising package reaches 5 million monthly active users.

吉利出资约 2.95 亿美元增持阿斯顿·马丁的股份，一举超过奔驰，成为了该公司第三大股东。分析指出，双方加强合作可助力阿斯顿·马丁扭转亏损局面，加速电动化转型。

股价大涨 20%！阿斯顿·马丁获吉利控股增持，成其第三大股东

富途控股美股盘前跌超 2.3%，摩根士丹利下调其评级至 “减持”。

马化腾：AI 是几百年一次的机遇，腾讯不着急把半成品拿出来

具身智能开创 AI 主动感知，拟人化学习的新时代，重点关注机器视觉和多模态大模型。

英伟达带火的具身智能是什么？AI 价值远比机器人更大 | 见智研究

黄仁勋身价暴涨 98%，成为美国和全球科技亿万富翁中财富增速最快的人。

AI 热潮大赢家：英伟达股价大涨，黄仁勋今年身价已翻倍

旧改玩家迎来了他们的时代

除了高管，符合条件的集团员工均可获得这份奖金。

新加坡航空豪派 8 个月奖金，上年净利润创纪录！

斗鱼：一季度调整后净利润为 2580 万元，去年同期为亏损 5250 万元。

TENCENT's higher-than-seasonal income tax expenses have masked the actual unexpected profit elasticity! Wall Street is increasingly confident in TENCENT's profit prospects, expecting continued improvement in profit margin structure and strong momentum in game revenue.

Tencent's stock price fell after its performance report, but Wall Street collectively raised its target price! Why?

在海外市场动荡之际，估值偏低，基本面坚实和回购热潮等多重利好，点燃了外资和内资购买日股的热情。

日股翻身！高盛喊出 “十年一遇大牛市”，外资蜂拥而入，到底看中了什么？

Perhaps JD.com chose Xu Ran, who has a CFO background, to take over from Xu Lei because JD.com is most concerned about the health of financial indicators in the 618 period, 2023 and even longer periods: on the basis of ensuring stable revenue growth, it needs to be more stable, safer and of higher quality.

618 Preview: Why is JD.com more worth looking forward to after changing coaches?

TENCENT fell 4% at one point. CICC raised its TENCENT SOTP target price from HKD 445 to HKD 450, while CEB International Securities maintained its target price of HKD 435 for TENCENT.

Disappointed with TENCENT's Q1 performance? Focus on these four growth points in Q2.

According to analysts surveyed by FactSet, Alibaba's revenue is expected to reach $29.97 billion in Q1 2023, which is lower than the $30.28 billion in the same period last year. Earnings per share are expected to increase to $1.36 from $1.18 in the same period last year.

Alibaba is about to release its financial report: Wall Street predicts a decline in revenue, slowdown in cloud business, and more details on spin-offs?

“高盛对客户有义务尽到关照责任，但对交易对手没有义务。”

“坑死” 硅谷银行的那笔交易，高盛该如何解释？

在未来 10 年里，AI 每年可以将生产率提高 1.5%。这可能会使标普 500 指数成份股公司的利润在未来十年增加 30% 或更多。

高盛：看好人工智能，AI 可能推动标普 500 指数成分股利润增长 30%

The largest Chinese e-commerce giant, Alibaba (NYSE: BABA and HKEX: 9988), will report its Match quarter earnings before the US markets open on 18 May.

Alibaba earnings preview: time for a rebound?

On Wednesday, the three major stock indexes of the US rose by more than 1%. Tesla rose by more than 4%, Amazon rose by nearly 2%, Nvidia rose by more than 3%, AMD rose by more than 2%, Google A rose by more than 1%, Alibaba rose by more than 2%, and Palantir rose by more than 8%.

US Stock Options | Alibaba's options trading volume doubles, Apple and Nvidia's Call options are active

路透新德里 5 月 18 日 - 一位直接了解会谈情况的消息人士告诉路透，特斯拉本周与印度政府官员进行讨论时，询问如何参与印度国内与汽车和电池制造有关的激励措施。

特斯拉与印度官员讨论汽车行业奬励措施 -- 消息人士

过去每隔三四周就收购一家公司的苹果在过去两年大幅放缓了收购交易速度，说明这家科技巨头在经济不稳和政府审查加强的情况下变得更加挑剔。监管文件显示，苹果上一财年的收购支出仅为 3300 万美元，本财年前九个月的收购支出为 1.69 亿美元，低于 2020 财年的 15 亿美元。

不差钱的苹果为何放缓收购步伐？

据市场消息，阿里巴巴集团旗下电商平台 Lazada Group 准备以东南亚市场的成功为基础，首次进军欧洲市场，在这个规模首屈一指的网购市场与亚马逊和 Zalando SE 等竞争对手展开较量。

阿里旗下东南亚电商 Lazada 准备进军欧洲市场

英国电信拟到 2028-2030 年将员工总数从 13 万削减至 7.5 万-9 万。

Stability AI 在用 AI 造福所有人的路上越走越远。

人手一个 Midjourney！Stability AI 开源旗下生图模型，做图圈炸了

对冲基金试图利用 CDS 合约 “漏洞”，为被减记至零的 AT1 债券 “创造” 一个 “先前参考债券”，如此一来或许可以触发 CDS 赔付。

“不存在的债务” 如何触发违约？瑞信 CDS 大戏愈发扑朔迷离

《科创板日报》5 月 18 日讯（记者 陈美）头部机构按规定进入 Q1 持仓披露期后，景林资产 F13 文件随之曝光。

景林资产 Q1 持仓曝光：拼多多是第一大重仓股 加码人工智能概念股英伟达

Zhao Xiaoguang, director of Tianfeng Securities Research Institute, pointed out that in-depth research is the &quot;skill&quot; of investment, and &quot;bottom thinking&quot; is the &quot;way&quot; of investment. Judging the bottom of industry companies comes from three dimensions: profit bottom, valuation bottom, and location bottom. To grasp the bottom of valuation and location, it must be combined with the profit trend, otherwise it is easy to fall into the trap of valuation and location.

Tianfeng Securities' Zhao Xiaoguang Talks About Investment: The Charm of the Stock Market Bottom

塔吉特的高管表示，由于物价上涨和利率上升限制了家庭预算，消费者正在减少非必需品的购买。预计二季度的销售将继续低迷，可比销售额将出现个位数的下降。

美国消费不行了？零售巨头塔吉特一季度同店销售停滞，预计二季度会更差

据报道，美光将在日本广岛的工厂安装荷兰 ASML 公司的先进芯片制造设备 EUV 光刻机，以制造下一代存储芯片。

日本政府掏了 15 亿美元，美光将在日建下一代内存芯片厂，首次引入光刻技术

研究人员表示，机器学习模型可以通过语音检测到患者的认知衰退程度，进而发现潜在的健康问题。

AI 推动医学进步！通过手机检测阿尔兹海默病，准确率高达 70%-75%

综合 6 家券商预测，阿里巴巴 2023 财年净利润有望达 470.99-573.23 亿元；中位数 526.22 亿元，同比升 11.8%。

阿里巴巴-SW2023 财年业绩前瞻：新春后 GMV 持续反弹 料财报至少符合预期

在 5-7 月中，港股 6 月收益率最高，与 “五穷六绝七翻身” 相悖，但 “Sell in May” 并非无稽之谈。9 月在一些年份可能是 “接飞刀” 的下跌中继，如果 “万圣节效应” 反弹力度不够大，左侧布局的效果可能未必最优。

港股也要 Sell in May？“五穷六绝七翻身” 是真的吗？

索尼正在考虑在两到三年内将其金融部门分拆并单独上市，这可能会扭转 2020 年达成的 37 亿美元私有化交易。

索尼拟在未来三年内分拆金融部门 并在日本上市

路透 5 月 18 日电 - 亚马逊 (Amazon.com Inc.) 云计算部门亚马逊网络服务 (Amazon Web Services，AWS) 周四表示，计划到 2030 年在印度投资 127 亿美元，以建设其云基础设施。

亚马逊云部门将在 2030 年前在印度投资 127 亿美元

据海外媒体报道，特斯拉已向监管部门申请扩建其上海超级工厂，并计划首次生产软包式电池单元（pouch-type battery cell），不过数量有限。报道称，一份未注明日期的公告透露称，该扩建计划将使特斯拉上海超级工厂的动力总成年产能从目前的 125 万台提高到 175 万台，公告发布在工厂所在区的网站上，但并未说明特斯拉是否已决定进行扩建，还是只是寻求潜在的未来产能的审批。此外，公告内容还显示特斯将寻求生产软包式电池单元的许可，试验性生产线的初始年产能为 2 万安时的电池单元，可满足一台 Model Y 使用。

消息称特斯拉申请扩建上海超级工厂

5 月 18 日，国家金融监督管理总局揭牌，国家金监总局党委书记李云泽在揭牌仪式上表示，将全面强化机构监管、行为监管、功能监管、穿透式监管、持续监管，为构建新发展格局、推动高质量发展提供有力支撑和坚强保障。将全力以赴，履职尽责，全面落实服务实体经济、管控金融风险、深化金融改革三大任务。依法将各类金融活动全部纳入监管，努力消除监管空白和盲区，大力推进央地监管结果，牢牢守住不发生系统性金融风险底线，担当负责、敢于斗争、善于斗争，积极营造良好的金融法制环境，坚决维护人民群众的合法权益，筑牢守卫国家金融安全的钢铁长城。

李云泽：依法将各类金融活动全部纳入监管，努力消除监管空白和盲区

恒生科技指数涨幅扩大至 2%，华虹半导体涨 9%，IPO 通过科创板上市委会议。蔚来、哔哩哔哩涨超 4%。

摩根大通发表报告，指腾讯公布首季业绩后，该行对集团的盈利前景更有信心。令人惊喜的是由于收入结构转变及持续的成本效益，集团的利润率结构持续改善。该行表示，在国内和国际市场强劲势头的支持下，腾讯的网络游戏收入按年增长已加快至今年首季的 11%，预计强劲势头将会持续。对于国内市场，今年首季强劲总收入可能会支持集团未来几个季度的游戏收入。该行将集团目标价由 430 港元上调至 440 港元，评级为增持。

摩根大通：上调腾讯控股目标价至 440 港元 评级增持

回港中概股普涨，腾讯音乐涨超 10%，知乎、蔚来汽车涨超 4%，哔哩哔哩涨超 3%。

苹果公司在越南推出线上商店。

恒指涨幅扩大至 1%，恒生科技指数涨 1.26%，大金融、中字头个股走强。

恒指涨幅扩大至 1%  | 恒指涨幅扩大至 1%，恒生科技指数涨 1.26%，大金融、中字头个股走强。

财报 2023｜名创优品 “出海” 的十字路

腾讯盘中一度跌 3.7%，Q1 财报显示营收同比增长 11% 至 1499.86 亿元超预期。