哔哩哔哩董事长兼首席执行官陈睿表示：在努力构建充满活力的社区同时，我们持续提升商业化效率。通过全力执行这一战略，我们 2023 年第二季度的广告收入同比增长 36%。与此同时，我们的日均活跃用户数量同比增长 15%，达 96.5 百万。我们的用户依旧保持高参与度，第二季度，用户在哔哩哔哩的日均使用时长为 94 分钟，用户总使用时长 2 同比增长 22%。展望 2023 年下半年及未来，我们的首要任务仍然是实现收入和社区的高质量增长。

哔哩哔哩董事长兼首席执行官陈睿：我们的首要任务仍然是实现收入和社区的高质量增长

富士康在苹果的工厂已开始生产 iPhone 15 系列手机，目标是让印度和中国的发货时间更加接近同等水平。这是印度首次几乎与中国同时生产最新的 iPhone 机型。iPhone 15 在印度的生产规模将取决于零部件的供应情况，其中大部分需要进口，以及富士康工厂生产线的顺利投产。这两方面目前都面临局限。

苹果印度扩产关键点：首次几乎与中国同时生产 iPhone 新型号

The People's Bank of China has released the Monetary Policy Implementation Report for the second quarter of 2023.

The central bank: Maintaining the basic stability of the RMB exchange rate at a reasonable and balanced level, resolutely guarding against the risk of exchange rate overshooting.

比亚迪电子、理想汽车涨逾 3%，腾讯、小米、蔚来、中芯国际涨逾 1%，阿里、美团涨逾 0.9%，碧桂园跌超 7%。

恒生科技午后反转收涨 0.78%，汽车领涨，小鹏汽车涨 4.4%，京东跌 1.42%

Media reports claim that Alphabet-C's "new killer" Gemini combines the capabilities of three major models: GPT-4, Midjourney, and Stable Diffusion. It can also provide analysis charts, create graphics with text descriptions, and control software using text or voice commands.

Alphabet-C's GPT Killer: "The Most Powerful Model" Gemini Shows Its Potential, Expected to be Released in Autumn

奥本海默：将英伟达目标价从 420 美元上调至 500 美元。

港股收盘，恒指小幅收跌 0.01%，科指收涨 0.78%；板块走势分化，汽车板块涨幅居前，药品股全日低迷。

8 月 17 日，据台湾《经济日报》报道，高通台湾公司今日传出启动裁员，预计可能在 10 月裁员 200 人，同时预估今年将不会调薪。根据 PTT 论坛指出，台湾 Q 公司今年可能将采用数项措施，举凡裁员、不调薪、分红打七折等方案。其中最令人关注的莫属于今年 10 月传出可能将裁员 200 人左右，并聚焦在产品工程、测试及验证等相关领域，且现在各部门正在拟定名单，高通在台今年约有 1700 人的营运规模。

台媒：高通被曝启动台湾地区裁员，10 月或将裁 200 人

在 8 月 17 日下午举行的例行记者会上，商务部新闻发言人束珏婷就相关提问表示，中方欢迎雷蒙多部长访华。目前，中美双方正就访问的有关安排保持密切沟通，如有进一步消息将及时发布。

商务部：欢迎美商务部长雷蒙多访华，双方正就访问安排保持密切沟通

Global "whistleblower" suddenly warns that Warren Buffett and Michael Burry are preparing for a stock market crash.

Be careful! Is the US stock market really going to crash? "Stock God" and "Big Short" are both preparing.

美国前财政部长萨默斯日前表示，素有 “全球资产定价之锚” 之称的美国 10 年期国债收益率，其涨势可能还会持续下去，并远远超过过去二十年的水平。主要有三个原因：一是长期通货膨胀率可能会比过去更高，可能达到 2.5%。二是考虑到政府不断增长的借款需求，随着时间的推移，实际利率可能会达到 1.5% 至 2%。三是期限溢价，这是投资者购买长期证券而不是对短期证券进行展期投资所获得的补偿。萨默斯表示，通常情况下，这一比例平均约为 0.75 至 1 个百分点。把这三个因素加起来，未来 10 年投资者可能会 “看到十年期美国国债收益率维持在 4.75%，而且甚至会继续不断走高”。

美国前财长萨默斯：“全球资产定价之锚” 10 年期美债收益率料攀升至 4.75%

欧洲斯托克 600 指数自 3 月份以来首次跌破 200 日移动均线。

就中国造车新势力小鹏汽车将收购国际知名豪华车品牌玛莎拉蒂的传闻，小鹏汽车有关人士回应称，有关传闻属于谣言，没有相关收购事项。

收购玛莎拉蒂？小鹏汽车回应：谣言

诺辉健康回应称，Capitalwatch 发布的做空报告与实际差距较大，在计算公司销售收入时，以期间销量乘以价格的计算方式有误，且使用的价格偏低。

董事长 “秒回”：对方要讹诈！癌症早筛龙头被指 “九成收入作假”，谁在做空？

Nio's vehicle deliveries in August and September are expected to be 20,000-21,000 units per month due to auto parts constraints, but parts supply will improve in the fourth quarter, BofA said. The post BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and Sep appeared first on CnEVPost. For more articles, please visit CnEVPost.

BofA further raises Nio price target, expects deliveries of 20,000-21,000 per month in Aug and Sep

OpenAI 收购了制作开源版 “我的世界” 的初创公司 Global illumination。OpenAI 下一步会在 GPT-5 上运行多智能体文明模拟？“我的世界” 就是打造 AGI 所需要的一切？

OpenAI 官宣第一笔收购！开源「我的世界」8 人顶级团队加盟，押注 AI 智能体

进入下半年，美联储进入加息收尾阶段，美元难以继续大幅上涨，国内宽松预期持续升温，有色金属是否会呈现更加乐观的走势？

下半年，有色金属能否止跌反弹？

– Source link: here – Note: Reuters has not verified this story and does not vouch for its accuracy

MEDIA-Morgan Stanley sees China missing its growth target this year - Bloomberg News

中信指出，前期过快上涨、软件&半导体板块相对平淡的二季报，叠加国债收益率上行，共同导致美股科技股近期疲软。未来再次上行需要等待更多业绩层面加速的证据，但下探空间亦大概率有限。

如何看待美股科技股近期的疲软表现

新加坡股市 16 日报：金龙鱼母公司丰益国际再度遭遇抛售

Litera 使用微软 Azure OpenAI 的 GPT-3.5 大语言模型，通过其内部的 100 万份法律合同和 50 万个真实案例数据，对模型进行微调、预训练，可实现提取摘要、审核、查询、解读法律合同等功能。

用 ChatGPT 分析法律合同！全球法律技术领导者 Litera 与微软合作

After the release of the interim report, the 20cm long shadow cast a chill over the hearts of 361-degree investors.
On August 15th, 361...

Earnings Report 2023｜Did 361 Degrees Fall Victim to Misjudgment?

据中国货币网，在岸人民币兑美元跌破 7.31，为去年 11 月以来首次。

刘强东用低价赢回一局？

科网股跌幅扩大，京东现跌 3.63%，百度跌 3.06%，阿里巴巴跌 2.18%，微博、美团均跌超 1.5%。

Some analysts believe that there is still enough room for the yield on 10-year US Treasury bonds to continue to rise, which could lead to "unexpected chaos".

"The 'Anchor of Global Asset Pricing' puts pressure on the whole market! The ten-year US Treasury yield reaches its highest level since 2008."

截至发稿，京东集团跌 4.27%、哔哩哔哩跌 4.06%、蔚来跌 3.80%、百度集团跌 3.52%。

港股科技股多数下挫 京东集团跌超 4%

卖原料给加盟商，当中间商赚差价。

茶百道赴港上市：一年 8 亿杯，赚钱不靠卖奶茶

EVERG VEHICLE fell more than 6%, as of press time, down 6.90% to HKD 1.35, with a turnover of HKD 4.27 million.

Evergrande Auto falls more than 6%, Evergrande Real Estate is under investigation by the China Securities Regulatory Commission. Previous announcements sparked rumors of "Xu Jiayin's divorce."

Aug 17 (Reuters) - Singapore Exchange Ltd (SGXL.SI) :
* DERIVATIVES TRADED VOLUME WAS STEADY YEAR-ON-YEAR IN JULY AT 20.5 MILLION CONTRACTS
* JULY COMMODITY DERIVATIVES TRADED VOLUME ROSE 17% Y-O-Y IN JULY TO 4.3 MILLION CONTRACTS
* BENCHMARK IRON ORE DERIVATIVES VOLUME CLIMBED 16% Y-O-Y IN JULY
* TOTAL FUTURES TRADED VOLUME ON SGX FX CLIMBED 32% Y-O-Y IN JULY TO 3.3 MILLION CONTRACTS
* ON SGX SECURITIES, TOTAL MARKET TURNOVER VALUE INCREASED 19% Y-O-Y IN JULY TO S$21.5 BILLION

Singapore Exchange Says Derivatives Traded Volume Was Steady Year-On-Year In July

恒指、恒生科技指数盘初跌超 2%。

港股汽车股盘初走低，蔚来汽车跌超 4%，小鹏汽车跌近 2%，理想汽车、吉利汽车等跟跌。

恒生指数较 1 月份的高点下跌了 21％，恒生科技指数较 7 月 31 日高点下跌 11％。

腾讯游戏收入占到中国游戏市场的四成，在整个市场增长 12% 的情况下，腾讯游戏零增长，意味着腾讯比其他同行的增速慢了近 20%。

腾讯游戏有了「中年危机」

Zero-day expiration options (0DTE) are as risky as "picking up coins in front of a road roller". Nomura estimates that only half of August, there are four days of 0DTE trading volume among the top ten highest trading days. Citi found that the 0DTE option favored by traders recently shifted from bullish to bearish. UBS found that the recent sell-off coincided with a wave of zero-day option put option purchases.

Who caused the major drop in the US stock market in August? Goldman Sachs: "Zero-day options", UBS: I agree!

阿里电话会指出，淘宝和天猫集团将形成一个从用户投资、用户增长到商户增长、交易到交易的良性投资循环；此外，云基础设施渗透率的巨大潜力，阿里将继续模型开源策略，让更多伙伴部署到其云基础设施。

张勇：我的第 36 次财报会，也是作为阿里董事长兼 CEO 的最后一次

According to the calculation based on the lowest price, the H100 chip alone will bring NVIDIA a revenue of 16.5 billion US dollars, not including other AI chips such as A100. Some analysts even optimistically predict that NVIDIA may generate data center and AI chip revenue of 75 to 90 billion US dollars by 2024.

AI market is on fire? NVIDIA may sell 550,000 H100 GPUs this year.

TENCENT expects domestic gaming revenue to rebound in the third quarter. As for advertising revenue, TENCENT states that there is actually a significant market potential in e-commerce businesses related to lifestyle streaming media and videos. Regarding AI deployment, TENCENT emphasizes that they are taking multiple initiatives simultaneously, with the hope of bringing new growth opportunities to their cloud business.

TENCENT Q2 Conference Call: E-commerce Empowers Douyin's Advertising Revenue, Exclusive Infrastructure Large-scale Model May Upgrade in the Second Half of This Year

Institutional data shows that the price of gallium rose by $400 per kilogram a week ago, reaching a ten-month high. Gallium is known as the "new staple food" of the semiconductor industry. China has the largest reserves and production of gallium in the world. According to EU data, approximately 94% of global gallium supply comes from China.

After China announced export controls, the price of gallium has risen by over 50% since early July.

JD-SWR will continue to maintain its advantage in "fast and good" aspects, while enriching the platform ecosystem by introducing more merchants to enhance the diversity and richness of supply to meet the different needs of users.

JD-SWR conference call: The hundred billion subsidy has a significant boost effect on low-frequency users. The most important KPIs for the second half of the year are GMV, profit, and cash flow.

据央视新闻：国务院总理李强主持召开国务院第二次全体会议，李强强调，要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。

国务院总理李强 8 月 16 日主持召开国务院第二次全体会议，对做好下一步工作进行再部署、再推进。李强强调，要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费，调动民间投资积极性，扎实做好重大项目前期研究和储备。要着力构建现代化产业体系，加快用新技术新业态改造提升传统产业，大力推进战略性新兴产业集群发展，全面加快制造业数字化转型步伐。要着力深化改革扩大开放，深入实施新一轮国企改革深化提升行动，优化民营企业发展环境，推动外贸稳规模优结构，更大力度吸引和利用外资。要着力促进区域城乡协调发展，深化落实主体功能区战略，深入实施新型城镇化战略和乡村振兴战略，巩固拓展脱贫攻坚成果。要着力防范化解重大风险，有力有序有效推进重点领域实质性化险。要着力保障和改善民生，加大困难群众社会救助兜底保障力度，多渠道促进就业增收。要着力强化防灾减灾救灾和安全生产监管，切实做好灾后恢复工作，深入开展安全生产风险隐患排查整治，最大限度保障人民群众生命财产安全。

国务院总理李强：要着力扩大国内需求，继续拓展扩消费、促投资政策空间，提振大宗消费

京东美股盘前一度涨超 2%，公司二季度营收高于市场预估。

调整后每 ADS 收益 5.39 元人民币，上年同期 4.06 元人民币，预估 4.90 元人民币。执行费用 167 亿元人民币，同比增加 2.5%，预估 163.1 亿元人民币。调整后息税折旧及摊销前利润 104.0 亿元人民币，预估 100.7 亿元人民币。调整后运营利润率 3％，上年同期 2.1％，预估 3.1％。经调整 EBITDA 利润率 3.6％，上年同期 2.7％。

京东集团第二季度净营收 2,879.3 亿元人民币，同比增加 7.6%，预估 2,791.4 亿元人民币

SINO-OCEAN SERV has been given a chance to "resurrect".

Oscar Sheng, at the HKEX semi-annual media briefing, stated that the previous increase in stock stamp duty has boosted the tax revenue for the Hong Kong SAR government, serving as a measure to increase income during the pandemic prevention and control period. Whether the stock stamp duty will be reduced in the future depends on the Hong Kong SAR government.

European Champions League: Whether the future adjustment of stock stamp duty depends on the Hong Kong Special Administrative Region Government

NASPERS 股价转跌，此前腾讯业绩逊于预期。

腾讯控股：腾讯 QQ 的智能终端月活跃帐户 5.7 亿，市场预期为 5.9 亿。

腾讯第二季度净利润 262 亿元人民币，预估 323.4 亿元人民币，去年同期为 186.19 亿元。