Recursion Pharmaceuticals 美股盘前涨近 160%，此前宣布与英伟达合作并获得英伟达 5000 万美元投资。

美联储掉期显示今年美联储第二次加息的可能性降低。

美国 6 月核心 CPI 环比 0.2%，预期 0.3%，前值 0.4%。

美国 6 月 CPI 环比 0.2%，预期 0.3%，前值 0.1%。

美国 6 月 CPI 同比 3%，预期 3.1%，前值 4%。

座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中国国务院总理李强主持召开平台企业座谈会

Bank of Richland expects that the companies with the largest weight reduction in this round will be Microsoft, Apple, NVIDIA, Amazon, and Alphabet-C. Starbucks, Mondelez International, Priceline, Gilead Sciences, and others may benefit from it.

Learning from History: NASDAQ Composite Index Adjustments, Who Are the Losers and Winners?

Citi analysts believe that with its performance and ecological advantages, NVIDIA's dominant position in the AI chip field will be further strengthened, and it is expected to occupy more than 90% of the market share, while AMD will only be relegated to second place.

"Like Intel ten years ago!" Citi is optimistic about NVIDIA: will occupy 90% of the AI chip market share

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。中共中央政治局常委、国务院副总理丁薛祥出席。座谈会上，美团、小红书、海智在线、货拉拉、阿里云、徐工汉云、抖音、智联招聘等企业负责人先后发言，拼多多、京东、欧冶云商、BOSS 直聘、航天云网、卡奥斯等企业负责人提交了书面发言。

中共中央政治局常委、国务院总理李强 7 月 12 日下午主持召开平台企业座谈会，听取对更好促进平台经济规范健康持续发展的意见建议。

据 36 氪，车东西 7 月 12 日消息，日前，小鹏产品营销总经理黄泓霖和自动驾驶产品高级总监刘毅林对理想汽车的周度销量榜单发出了质疑，认为其数据存在一定的问题。 就在昨天，理想汽车按照惯例公布了其上一周（7.3～7.9）销量，依旧把中国市场新势力品牌销量和中国市场豪华品牌销量做一个对比。

小鹏高管质疑理想周销量榜：小鹏汽车数据是假的，无需每周公布销量炒作

Alphabet-C's Med-PaLM 2, a large language model focused on the medical field, is undergoing testing in hospitals in the United States. While AI has the potential to assist in diagnosis and treatment in the medical field, there are also numerous risks involved. The World Health Organization urges caution in the use of untested AI systems.

Comparable to human doctors! Google Medical AI's large model "shows its skills

SHANGHAI, July 12 (Reuters) - Germany’s Audi is in talks with SAIC Motor Corp (600104.SS) to buy an electric vehicle platform from the Chinese state-owned automaker, two people familiar with the matter said, an unprecedented effort to shore up market share.

Audi in talks to buy Chinese automaker SAIC's EV platform -sources

高盛预计，短期内随着小鹏最新 G6 车型推出、利润率因交付规模扩大而改善，以及电池价格下降，其交付量将重拾升势，预计今年汽车销量达 15.1 万辆。

大行速睇 | Netflix 目标价获大幅上调！小鹏、比亚迪被视为行业首选

Media, education, petrochemical, cloud computing and other concepts strengthened, while automotive parts diverged in the afternoon. Military industry, aviation, semiconductor, and biopharmaceutical concepts declined.

Hang Seng Index rose for the third consecutive day, closing up 1%. Technology stocks performed strongly, with BILIBILI-W rising 6% and Keep gaining 0.28% on its first day of listing.

小摩认为，财付通被罚近 30 亿元一事，不仅会让投资者对腾讯金融科技业务的增长前景更有信心，还将为腾讯在回归常态的监管环境中重振金融科技业务铺平道路。

前瞻 | 三个月跌了 12% 的腾讯，为何二季度或有出色表现？

Superstar Legend will debut on HKEX tomorrow with an issue price of HKD 4.25, and it has now risen to HKD 5.5. Calculated based on 500 shares per lot, the book profit for one lot is approximately HKD 625.

Dark Market | Jay Chou concept stock "Superstar Legend" soars 30%!

作为一个号称要活 102 年的企业，阿里巴巴能否迎来第二春？

阿里的下一站

Looking back in history, every round of so-called "disruptive technology" has sparked a speculative frenzy in the stock market, such as cryptocurrencies and metaverse. However, new technologies may not necessarily generate profits, but instead lead to significant losses.

US Stock 2Q Earnings Focus: Is AI the Next Internet or a Fleeting Phenomenon like the Metaverse? Market Will Keep a Close Eye on These Financial Reports

消息称英伟达正就成为 ARM IPO 的主要投资者进行磋商，英伟达希望 ARM 的估值能在 350 亿至 400 亿美元，而 ARM 的期望值则接近 800 亿美元。软银股价午后拉升一度涨超 3%。

ARM 成 “香饽饽”！报道：英伟达或为其 IPO 主要投资人

美国银行存款走势是市场关注点之一，市场希望透过银行的季度指引，来衡量未来金融紧缩状况。而大银行的良好业绩，很有可能提振整个金融板块，乃至标普 500 指数。

前瞻 | 美股财报季杀回来了！市场眼中的银行股：下半年，值得买！

来自：金十数据 最近，奈飞受到了华尔街的青睐。目前有分析师怀疑市场对该股的期望值是否过高。

奈飞受华尔街热捧 分析师：这可不是什么好事！

AI may replace a large number of process-driven and data-driven tasks in the audit field in a relatively short period of time.

5 years, $2 billion! KPMG signs a major deal with Microsoft, the accounting firm is going All In AI

按照《意见》等文件明确的 “十四五” 时期每年选取试点、打造 “百城千圈” 的总体目标，到 2025 年，在全国有条件的地级以上城市全面推开，推动多种类型的一刻钟便民生活圈建设，形成一批布局合理、业态齐全，功能完善、服务优质，智慧高效、快捷便利，规范有序、商居和谐的便民生活圈，服务便利化、标准化、智慧化、品质化水平进一步提升，对恢复和扩大消费的支撑作用更加明显，居民综合满意度达到 90％以上。

商务部等 13 部门研究制定《全面推进城市一刻钟便民生活圈建设三年行动计划 (2023-2025)》

抖音生活服务近期进行了一系列组织调整：抖音集团董事长、商业化负责人张利东开始更多地过问这块业务；多个部门负责人进行了岗位调整；酒旅业务也升级为一级部门，与到店业务（含到店餐饮、到店综合）平行。

抖音生活服务组织架构调整

港股汽车股回落，小鹏汽车涨幅由 8% 收窄至 1.5%，Apollo 出行跌 3.45%，零跑汽车跌 2.6%，比亚迪股份跌超 1%。

Business is booming, but profits are meager.

Tesla's Next Cash Cow Business: Supercharging Network

在最近多次逢高减持特斯拉股票后，“木头姐” 又开始在她青睐的另一只股票上套现利润了，周二卖出了 Coinbase 的 135152 股股票，按收盘价计算价值约 1205 万美元。这是伍德的基金自去年 7 月 26 日以来首次出售该股。在 6 月份之前的近 11 个月里，一直在股价下跌时买入该股。Coinbase 股价今年迄今上涨了 150% 以上，伍德的旗舰基金在去年下跌 67% 后，今年上涨了 51%。

“木头姐” 近一年来首次减持 Coinbase，今年上涨逾 150%

2023-07-12 14:08 尹铭 近日，随着蚂蚁集团处罚风波尘埃落定，其被认定违规开展的 “相互宝” 业务也被要求关停并 “依法补偿消费者利益”。对此，原蚂蚁集团副总裁、相互宝创始人尹铭在朋友圈公开发文，详细阐述了相互宝关停前后所作的努力。尹铭称，相互宝关停之后，相互宝成员不再分摊，但是救助并没有停，蚂蚁支付了近 50 亿元互助款。

创始人尹铭回忆相互宝始末：从未赚过一分钱，蚂蚁为关停付出近 50 亿

Jiaxin Wealth Management Hong Kong financial advisor Guo Mingshen said that in terms of US stocks, the S&P 500 Index has already reached a high level, and it is recommended for investors to diversify into other international markets. As for the A-share and Hong Kong stock markets, although the current valuations are relatively low, it is also necessary to choose suitable sectors, such as investing in some ETF products.

Jiaxin Wealth Management: The S&P 500 index is already at a high level, so it is advisable to invest in some A-share and Hong Kong stock ETF products.

近日，据德国媒体报道，OpenAI 的部分高管正在流失到谷歌。一些已辞职并与谷歌签订了合同，另外一部分人也将在近期离开 OpenAI，其中有人对 ChatGPT 的进一步开发计划不满意，有人表示公司 CEO Sam Altman“对很多话题只有肤浅的了解，几乎不关心日常业务”。报道此事的媒体称其信息来自对 OpenAI 前员工以及现员工的采访。

OpenAI 部分高管跳槽到谷歌 或因对 ChatGPT 开发计划及 CEO 不满

比尔·盖茨在一篇博客文章中深入探讨了人工智能的潜在风险。他认为，人工智能的当前阶段类似于汽车发展史上没有限速和安全标准的不确定时代，“第一批汽车上路后不久，就发生了第一起车祸。但我们没有禁止汽车——我们采用了速度限制、安全标准、执照要求、酒驾法律和其他道路规则。” 盖茨强调了从历史先例中获取经验教训并管理 AI 相关风险的重要性，主张调整现有法律，制定新的法律，并利用人工智能自身来应对可能产生的不利影响。他写道：“人工智能的风险是真实存在的，而且它们可能看起来势不可挡。但相信我们可以控制它们的最好理由是，我们以前曾经这样做过。历史表明，解决新技术带来的挑战是可能的，如果政府和私营部门各尽所能，我们就能再次做到这一点。

比尔盖茨：AI 风险可控，历史已经证明

July 12 (Reuters) - Chip designer Arm is in talks to bring in Nvidiaas an anchor investor as it presses ahead with plans for a New York listing as soon as September, the Financial Times reported on Wednesday.

Nvidia is in talks to be an anchor investor in Arm IPO - FT

华泰证券认为，假以时日，美国通胀走势可能会开始低于国内预期，美联储加息预期可能边际下修，降低美元升值压力；国内经济也呈现周期性，基本面趋势变化会触发逆周期调节，增长预期改善也将为人民币汇率提供支撑。

人民币的阶段性弱势可能接近尾声

(marketscreener.com) SoftBank is considering a U.S. listing for its PayPay payments business, three sources familiar with the matter said, in what could mark another American listing for Masayoshi Son's sprawling tech conglomerate along with chip designer Arm. https://www.marketscreener.com/quote/stock/SOFTBANK-GROUP-CORP-6492452/news/Exclusive-SoftBank-considering-U-S-listing-for-PayPay-payments-business-sources-44315549/?

Exclusive-SoftBank considering U.S. listing for PayPay payments business- sources

In the current market where most people are adopting a wait-and-see approach, what kind of demonstration will Keep's listing bring to those internet companies that are also planning to go public in Hong Kong?

For the past two years, China's Internet industry has made its debut on the Hong Kong Stock Exchange! "The leading stock in sports technology," Keep, experienced a significant surge on its first day of trading.

Based on its latest plans, Nio has slowed down some of the equipment purchases for its battery factory, according to local media. The post Nio reportedly delays mass production plans for in-house developed batteries appeared first on CnEVPost. For more articles, please visit CnEVPost.

Nio reportedly delays mass production plans for in-house developed batteries

36 氪获悉，今晚 8 点淘宝将上线暑期特别版，并发放 1000 万份免费的高温补贴。首场促销 “狂暑季” 也将正式开卖，各式降温神器官方立减 10% 起，手机和大家电等以旧换新至高补贴 1500 元。同时淘宝天猫还将升级夏日饮品重货送上门、“不上必赔” 服务，覆盖全国 98% 的城市。

淘宝夏日清凉版今晚上线

Meme 股龙头 Carvana 年内暴涨 650%，说明了什么？当市场看到低质量股票上涨，尤其是相对于必需品消费等防御型股票上涨得非常夸张时，“这往往表明投资者在追逐一些之前未有波动、但具有很大波动性潜力的股票，而这种追逐也往往是这轮波动的尾声”。

美股 “散户抱团股” 狂潮，再次来袭！标普 500 指数危险了？

JPMorgan Chase pointed out that there is an 80% chance that CPI will remain flat or be lower than expected, which is expected to boost the U.S. stock market tonight.

Morgan Stanley: Tonight's US CPI, more likely to be "low" in direction

Investors are pouring a significant amount of capital into the field of artificial intelligence; in April of this year, Alphasense raised $100 million from Alphabet-C parent company Alphabet-C and other companies.

Client coverage includes major Wall Street banks and tech giants! AI startup Alphasense valued at $2.5 billion.

瑞信发表报告，预料阿里巴巴 2024 财年首财季收入按年升 9% 至 2,230 亿元人民币，而调整后息税折旧摊销前盈利 (EBITA) 按年升 22% 至 415 亿元人民币，受惠于营运杠杆及客户管理收入利润率复苏快。该行表示，阿里巴巴在重组期间，市场聚焦于如何由近期增长转为新资金流入及资本举动；该行表示，将公司在 2024 年至 25 年每股盈测上调 1% 至 2%，并维持其目标价为 147 港元及跑赢大市评级。

新加坡股市 10 日报：胜科海事股价上涨，成交量狂飙

消息人士透露，由于一些充电公司反对 “将特斯拉技术纳入充电站” 的计划，美国得州再次推迟有关联邦资金拨款建设充电站的投票，将推迟到 8 月 16 日。

这期文章，我们站在更大的视角来聊聊 Vision Pro，从行业角度和技术发展，来讲讲整个 AR/VR/MR/XR/Whatever-R 市场的发展故事：来看看过去十年这个赛道中，以微软，Meta，谷歌和苹果为首的这几个科技巨头的尝试和挫折。

苹果 Vision Pro 来了，回顾科技四巨头的研发与 XR 行业的兴衰沉浮

港股一转上周跌势，本周已涨近 2%。一是因为平台公司金融业务整改尘埃落定，政策表态转向积极，大型科技股风险偏好有所提升；另外，市场预期港股流动性趋向改善，即将到来的中报业绩期盈利向好。

港股中概再现狂飙：B 站领衔大涨 7%，快手、小鹏汽车涨超 4%，阿里涨 2%

据报道，华特迪士尼公司正为旗下印度公司 Star India 考虑合资或出售在内的选项。2019 年，迪士尼以 713 亿美元从 21 世纪福斯公司手中收购了这一资产。这笔交易使迪士尼获得了印度板球超级联赛的转播权和流媒体播放权，以及数十个多语种电视频道和一家宝莱坞电影公司的股份。

因流媒体用户快速流失，迪士尼旗下印度公司或面临出售

Is the increase in technology stocks this year even unbearable for regulators?

NASDAQ Composite Index experienced its first-ever "special adjustment," what happened?

恒生科技指数涨幅扩大至 2%，小鹏汽车涨超 5%，B 站涨近 5%，美团、百度涨超 2%。

KEEP's initial public offering (IPO) announcement revealed that the company issued approximately 10.8386 million shares, priced at HKD 28.92 per share, with a board lot size of 100 shares. The net proceeds amounted to approximately HKD 192 million. As of the time of writing, the stock has risen by 4.77% to HKD 30.3, with a trading volume of HKD 9.3467 million.

New Stock First Day | KEEP Debuts on the Market, Opens High at 4.77% in Early Trading

港股科网股走高，哔哩哔哩涨 3.4%，百度涨 1.8%，美团、京东涨超 1.5%。