复盘 | 美联储停止加息后，港美股如何演绎？中国人民银行党委书记、国家外汇局局长潘功胜会见美国财长耶伦AMD 苏姿丰：未来绝对会有人工智能主导的芯片设计师出现蚂蚁处罚落地，释放对平台经济看好预期！谷歌推出新款医疗聊天机器人Space X has monopolized global rocket launches, Tesla: competitors lack ambition.微软新出热乎论文：Transformer 扩展到 10 亿 tokenWang Chuanfu's Key Battle for Luxury Cars Dream国务院副总理何立峰会见美国财长珍妮特·耶伦大多头西格尔警告：下半年衰退风险仍很高，美股涨势可能戞然而止腾讯张立军：游戏已成为推动芯片、AI 等技术发展的强大驱动力小米继续推进降本增效：成立降本增效专项组 CFO 林世伟挂帅中国汽车工业协会：删除《承诺书》涉及价格表述，敦促车企严格遵守《反垄断法》"Sizeable non-farm" fluctuates! Is the US market "making false moves" or "finding an excuse to exit"?Be cautious of overly optimistic market sentiment! The bears "resigned" and fled, reducing the upward momentum of US stocks by one.After being heavily fined, ANT GROUP initiates a buyback! Valuation has dropped by 40% compared to 2018.为补充员工激励池及满足股东流动性，蚂蚁集团启动股份回购Non-farm employment unexpectedly slowed down and failed to rescue the US stock market. The first week of July started off on a negative note, with Alibaba surging 8% and "Sino-Russia" supporting a significant increase in crude oil prices throughout the week.Slow down production speed is not enough? Apple plans to let users pre-order before purchasing the Vision Pro headset.Einstein and Tesla's aura! Character.AI downloads have reached millions.Ice and fire coexist! AI prosperity has not yet broken the sluggish state of storage chips."On the day after the establishment of the 'No Price Reduction Alliance,' a car manufacturer immediately reduced prices. SAIC Volkswagen's ID.3 saw a maximum price reduction of 23%."A pair of $700! Key component that hinders Apple Vision Pro's progress, small, expensive, and difficult to produce非农就业未消 7 月加息预期，美股涨跌不一，7 月首周势将 “开门黑”，阿里大涨 7%AI Big Models Engage in Fierce Battle! Within a Day, Giants like Huawei, Alibaba, TENCENT, etc. All Take Action监管人士预计，后续蚂蚁集团申设金控公司、申请征信等业务牌照的进度可能会加快支付宝、财付通收央行巨额罚单，分别被罚没超 30 亿和近 30 亿蚂蚁集团：诚恳接受、坚决服从浙江证监局对蚂蚁基金销售及公司总经理林思思给予警告并处罚款证监会：对蚂蚁集团处以罚款 71.23 亿元，工作重点从推动平台企业金融业务的集中整改转入常态化监管证监会：对蚂蚁集团及旗下机构处以罚款（含没收违法所得）71.23 亿元Apple plans to initially sell the Vision Pro in select regions of the United States and will only accept pre-order customers.比亚迪与滴滴旗下巴西出行平台 99 达成合作大行速睇 | 特斯拉、微软目标价获大幅上调！阿里还能涨 80%？美银策略师：加息引发的抛售将对科技股构成最大冲击美国股债性价比跌破历史新低！意味着什么？ADP Surprises, How Exciting Will Nonfarm Payrolls Be Tonight?Energy giants Q2 performance pessimistic? ExxonMobil and Shell issue consecutive profit warnings.Bank of China Cinda Asset Management: Relatively cautious view on the US stock market, recommends diversified investment to cope with macro uncertainties.前瞻 | 阿里业绩可能全面超预期！中国电商收入增速有望重回正增长启林投资创始合伙人王鸿勇：ChatGPT 取代量化投资仍存在一定难度