广发证券医药 23 年中期策略:港股医药股是估值洼地 未来有修复可能性港美股互联网估值劈叉来到历史极端位置!这意味着什么?韩媒:三星电子决定推迟发布 XR 头显 延长开发时间以同苹果竞争* 华泰证券下调阿里目标价至 154.7 美元 料首财季收入增 10.3%新加坡股市 7 日报:阿里巴巴 5 倍做空权证遭大规模抛售线上 “掐架” 继续?扎克伯格在 Threads 平台上模仿马斯克的回应方式Breakfast | Mainland Internet platform companies have completed rectification and entered into normalized supervision. Apple Vision Pro may go on sale next year.远洋大股东派来了工作组阿里巴巴:蚂蚁拟按约 5671 亿元估值回购股份,阿里正考虑是否参与中信建投 “正面刚” 高盛财政部部长刘昆会见美国财政部部长耶伦Unbelievable "magic" officially unleashed! The most powerful application since GPT-4, the "Code Interpreter," is now online!耶伦结束访华召开发布会,重申美国不寻求与中国 “脱钩”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