After conducting a comprehensive investigation of BYD's overseas stores, Morgan Stanley has drawn the following conclusions.英伟达、AMD 盘后大跌 3%！媒体称 AI 芯片对华出口或再遭美国新限制菜鸟推出自营快递 “菜鸟速递”中金：港股下半年有望再涨 15%！可超配部分互联网恒指低开，科网股大部份回调，汽车领涨，蔚来、小鹏汽车涨逾 6%* 花旗下调恒指今年底目标至 22,000 荐网易、周大福、金沙中国、申洲、友邦及润燃中国大模型现状：一面狂热，一面冷峻AI primary market "booming", OpenAI stocks are being snapped up, three mergers in one day on Monday, Reuters also made a move.Alphabet-C has been "downgraded" by Wall Street again, this time due to "too fast action in AI!"After launching on the AI market, this game software company surged 15%. CEO: AI will profoundly change the gaming industry.早餐 | 美国市场疑投机情绪浓厚，微软目标是到 2030 财年营收翻倍三星大力发展芯片代工业务：挑战台积电数据传经济利好，科技股带头美股反弹，中概高涨跑赢大盘，蔚来涨超 11%英伟达 H100 霸榜权威 AI 性能测试 11 分钟搞定基于 GPT-3 的大模型训练Wall Street's Ice and Fire: UBS is preparing to cut more than half of Credit Suisse's staff, while Citadel interns earn nearly $20,000 a month.黄仁勋：英伟达的 AI 算力，已经「1 折」出售Tech Giants' "Calculations": AI Industry Needs "Regulation" but Sets Its Own Rules洪灏：美国市场投机情绪很浓，下行可能性非常大大行速睇 | 阿里评级、目标价均遭大幅下调！百度、B 站都还能涨 50%？AI 股，还能涨？这次轮到亚马逊：有望再涨 20%！OpenAI's strategy has changed? Reports suggest that Altman wants OpenAI to become a "super assistant" and directly compete with Microsoft and other downstream software.Hong Kong stocks rebound! Hang Seng Index stops five consecutive declines, Heng Seng Technology rises more than 2.5%, real estate stocks lead the gains, and Hopewell Holdings rises nearly 20%.李强出席 2023 年夏季达沃斯论坛开幕式并致辞中金：当前财富管理市场的痛点所在与可能选项华尔街唯一仍看好科技股的大多头：FAAMG 们，下半年还能再涨 15%！ChatGPT 访问量下降？真相可能是它Goldman Sachs Bear Wilson: US stock risks have never been higher华尔街多空博弈白热化！ 多头豪言科技股还能涨 15% 空方坚信回调即将到来道指已经六连跌！但这次为何没有那么糟糕？鲍威尔 “放鹰” 后，大摩预计美联储 7 月加息 25 基点AI Reference Template? Adobe Addresses Customer Concerns Over Firefly AI Feature and Will Cover Copyright Compensation LossesIndustry giants compete fiercely in the VR market: Meta VR, Apple MR, Microsoft hesitates, Alphabet-C withdraws.警惕：港股买入信号尚未到来，美股高估值或很难持续！从特斯拉到阿里！华尔街集体大幅下调评级，科技股不灵了？亚马逊云科技将在美俄亥俄州再投资近 78 亿美元，扩大数据中心业务恒生科技涨逾 2.5%，云计算、地产走强，金山云涨逾 6%，合景泰富涨近 9%百度 CTO 王海峰：新增插件机制，文心一言将逐步向开发者开放插件生态Open Pandora's Box? Alphabet-C is developing "the most powerful model in human history", and executives confirm that it will have the ability of "self-planning".小米澄清小米汽车 14.99 万人币起售为假消息华尔街 “集中开火”，特斯拉带头跳水，美国科技股全线下挫美股周五上演 “大戏”？摩根大通近 160 亿美元基金将重置期权头寸On average, a 24.2% reduction in weight over 48 weeks! Lilly's new drug sets an amazing record.